Who owns BUFB
Which tracked institutional funds hold BUFB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BUFB is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BUFB’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BUFB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BUFB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 91 tracked filers holding BUFB, 52 increased or opened the position and 34 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BUFB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Diversify Advisory Services, LLC$8M
- SYKON CAPITAL LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Kestra Advisory Services, LLC$2M
- OLD MISSION CAPITAL LLC$1M
- Equitable Holdings, Inc.$1M
Full exits 4
- HighTower Advisors, LLC$10M
- Cambridge Investment Research Advisors, Inc.$2M
- CENTAURUS FINANCIAL, INC.$1M
- Arlington Capital Management, Inc.$505K
Largest adds
- RAYMOND JAMES FINANCIAL INC$17M
- LPL Financial LLC$4M
- Brookstone Capital Management$4M
- Benson Wealth Management INC$4M
- OSAIC HOLDINGS, INC.$2M
- CAPITAL WEALTH MANAGEMENT, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 479,885 | $19M | 8.4% | 2026-Q2 |
| LPL Financial LLC added | 457,665 | $18M | 8.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 253,024 | $10M | 4.4% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 235,709 | $9M | 4.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 234,909 | $9M | 4.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 203,026 | $8M | 3.6% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 200,219 | $8M | 3.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 200,219 | $8M | 3.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 191,269 | $8M | 3.4% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 188,191 | $7M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers added | 169,322 | $7M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 168,722 | $7M | 3.0% | 2026-Q2 |
| SYKON CAPITAL LLC new | 125,550 | $5M | 2.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 122,906 | $5M | 2.2% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 115,479 | $5M | 2.0% | 2026-Q2 |
| Brookstone Capital Management added | 111,396 | $4M | 2.0% | 2026-Q2 |
| Benson Wealth Management INC added | 92,290 | $4M | 1.6% | 2026-Q2 |
| Encompass More Asset Management added | 85,704 | $3M | 1.5% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 85,010 | $3M | 1.5% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 80,399 | $3M | 1.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 76,625 | $3M | 1.3% | 2026-Q2 |
| OPTIMA CAPITAL LLC added | 75,844 | $3M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,509 | $3M | 1.2% | 2026-Q2 |
| World Investment Advisors trimmed | 74,533 | $3M | 1.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 67,742 | $3M | 1.2% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC trimmed | 65,588 | $3M | 1.2% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 61,726 | $2M | 1.1% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 54,158 | $2M | 1.0% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS trimmed | 49,314 | $2M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 49,284 | $2M | 0.9% | 2026-Q2 |
| Seros Financial, LLC added | 49,188 | $2M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 47,464 | $2M | 0.8% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 38,160 | $2M | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 33,803 | $1M | 0.6% | 2026-Q2 |
| Balance Wealth Partners LLC trimmed | 32,371 | $1M | 0.6% | 2026-Q2 |
| OFC FINANCIAL PLANNING, LLC trimmed | 30,766 | $1M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 30,306 | $1M | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 29,894 | $1M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. new | 26,447 | $1M | 0.5% | 2026-Q2 |
| FORONJY FINANCIAL LLC added | 26,118 | $1M | 0.5% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC | 25,380 | $998K | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 23,962 | $942K | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 23,962 | $942K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 23,597 | $928K | 0.4% | 2026-Q2 |
| Curtis Advisory Group, LLC | 23,177 | $911K | 0.4% | 2026-Q2 |
| 4J Wealth Management LLC trimmed | 19,354 | $761K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 19,354 | $761K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 18,970 | $746K | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 17,300 | $680K | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 16,334 | $642K | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 16,228 | $638K | 0.3% | 2026-Q2 |
| MKD WEALTH COACHES, LLC | 15,740 | $619K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 14,863 | $584K | 0.3% | 2026-Q2 |
| Harvest Investment Services, LLC | 12,882 | $506K | 0.2% | 2026-Q2 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 12,250 | $482K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC | 12,132 | $477K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 12,008 | $472K | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC | 11,763 | $462K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 10,365 | $407K | 0.2% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 10,132 | $398K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 9,985 | $393K | 0.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 9,572 | $376K | 0.2% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC | 9,010 | $354K | 0.2% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 8,700 | $342K | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. | 7,629 | $300K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 7,064 | $278K | 0.1% | 2026-Q2 |
| D.B. Root & Company, LLC trimmed | 6,913 | $272K | 0.1% | 2026-Q2 |
| COFG Advisors, LLC | 6,775 | $266K | 0.1% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 6,589 | $259K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 6,589 | $259K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC | 5,880 | $231K | 0.1% | 2026-Q2 |
| Balboa Wealth Partners new | 5,375 | $211K | 0.1% | 2026-Q2 |
| Trail Ridge Investment Advisors, LLC trimmed | 5,346 | $210K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 5,285 | $208K | 0.1% | 2026-Q2 |
| McAdam, LLC new | 5,224 | $205K | 0.1% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC new | 5,100 | $200K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 4,250 | $167K | 0.1% | 2026-Q2 |
| Dunhill Financial, LLC | 3,410 | $134K | 0.1% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 2,997 | $118K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 1,940 | $76K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 1,500 | $59K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 1,476 | $58K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 1,200 | $47K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $39K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 770 | $30K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 405 | $16K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 363 | $14K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 130 | $5K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 87 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 83 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 46 | $2K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 290,949 | $10M | 4.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 69,459 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. added | 33,564 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Arlington Capital Management, Inc. new | 14,061 | $505K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 8,663 | $311K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 7,153 | $257K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Vantage Financial Partners, LLC new | 12,434 | $456K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Independent Wealth Network Inc. added | 21,808 | $779K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| ACAS, LLC added | 22,128 | $771K | 0.3% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.