BUFZ — Ft Vest Laddered Moderate Buffer ETF Institutional Holders · Q3 2026
Who owns Ft Vest Laddered Moderate Buffer ETF (BUFZ)? 7 institutions reported holding $10.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: BOS Asset Management, LLC ($5.8M), Farther Finance Advisors, LLC ($1.6M), Winebrenner Capital Management LLC ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BOS Asset Management, LLC | $5.8M | 203,414 | Added |
| 2 | Farther Finance Advisors, LLC | $1.6M | 54,435 | Added |
| 3 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.0M | 35,346 | Added |
| 4 | GoalVest Advisory LLC | $906,624 | 31,769 | Added |
| 5 | CoreCap Advisors, LLC | $553,082 | 19,380 | Trimmed |
| 6 | Crumly & Associates Inc. | $330,670 | 11,587 | New |
| 7 | Noble Wealth Management PBC | $42,807 | 1,500 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30