BUFZ

Ft Vest Laddered Moderate Bu

Latest period2026 - Q1Total superinvestors123

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 123 superinvestors own shares of Ft Vest Laddered Moderate Bu (BUFZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Laddered Moderate Bu (BUFZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Laddered Moderate Bu (BUFZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Laddered Moderate Bu (BUFZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 9.43%
0.04%
$114.792M
4.37M shares@ 26.28 avg price
Geoffrey Weiss@Forge Financial Services Llc
Recent Activity
Increased 39.39%
11.04%
$108.941M
4.147M shares@ 26.28 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -1.34%
0.03%
$77.418M
2.947M shares@ 26.27 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 7.17%
0.08%
$49.269M
1.876M shares@ 26.27 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 10.41%
0.01%
$35.826M
1.364M shares@ 26.28 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 2.62%
0.11%
$28.566M
1.087M shares@ 26.27 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 21.9%
0.03%
$26.504M
1.009M shares@ 26.27 avg price
Kristin Streff@Cwm, Llc
Recent Activity
Increased 3.78%
0.07%
$23.802M
906,048 shares@ 26.28 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 36.76%
0.04%
$23.326M
887,944 shares@ 26.27 avg price
Suzanne Kellogg@Jacobi Capital Management Llc
Recent Activity
Increased 13.51%
1.3%
$23.161M
881,639 shares@ 26.28 avg price

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