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Bufferlabs US EQ DYN BUF ETF (BFLB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WealthPlan Investment Management, LLC
DECREASED
Shares771,269 from 944,860
Change-173,591 (-18%)
Value$42.8M (-$8.7M)
Filed 2026-10-15
WealthPLAN Partners, LLC
INCREASED
Shares201,583 from 186,413
Change+15,170 (+8%)
Value$11.2M (+$1.0M)
Filed 2026-10-15
CWC Advisors, Llc.
INCREASED
Shares27,352 from 26,545
Change+807 (+3%)
Value$1.5M (+$72.4K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
NEW
Shares20
Change+20
Value$1.1K
Filed 2026-10-23
Steward Partners Investment Advisory, LLC
N/A
Shares— from 126,825
Change-126,825 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 12,167
Change-12,167 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
UBS Group AG
N/A
Shares— from 502
Change-502 (-100%)
Value—
Status
WealthPlan Investment Management, LLC
DECREASED771,269944,860-173,591-18%$51.4M$42.8M-$8.7M2026-10-15
WealthPLAN Partners, LLC
INCREASED201,583186,413+15,170+8%$10.2M$11.2M+$1.0M2026-10-15
CWC Advisors, Llc.
INCREASED27,35226,545+807+3%$1.4M$1.5M+$72.4K2026-10-15
Dhjj Financial Advisors, Ltd.
NEW20—+20——$1.1K—2026-10-23
Steward Partners Investment Advisory, LLC
N/A—126,825-126,825-100%$6.9M———
Old Mission Capital LLC
N/A—12,167-12,167-100%$662.5K———
Composition Wealth, LLC
N/A—3,675-3,675-100%$200.1K———
UBS Group AG
N/A—502-502-100%$27.3K———
Showing 8 of 8 institutions