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-Q1 13F filings (latest filed 2026-05-19). 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
14 tracked funds added or opened BUFB while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, LPL Financial LLC, 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 2025-Q4 and 2026-Q1, across 85 tracked filers holding BUFB, 41 increased or opened the position and 35 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 2025-Q4 and 2026-Q1 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 1
- Arlington Capital Management, Inc.$505K
Full exits 2
- Kestra Advisory Services, LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$650K
Largest adds
- LPL Financial LLC$2M
- Encompass More Asset Management$2M
- COLUMBIA ADVISORY PARTNERS LLC$1M
- Caliber Wealth Management, LLC / KS$1M
- PRINCIPAL SECURITIES, INC.$1M
- DIVERSIFY WEALTH MANAGEMENT, LLC$854K
Largest trims
- Seros Financial, LLC$6M
- Rockefeller Capital Management L.P.$773K
- Wealthspire Retirement, LLC$681K
- OSAIC HOLDINGS, INC.$598K
- Capital Asset Advisory Services LLC$293K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 383,596 | $14M | 8.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 290,949 | $10M | 6.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 234,345 | $8M | 5.4% | 2026-Q1 |
| GWN SECURITIES INC. added | 228,016 | $8M | 5.2% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 213,581 | $8M | 4.9% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 199,050 | $8M | 4.8% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 193,108 | $7M | 4.4% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC added | 183,120 | $7M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers added | 166,140 | $6M | 3.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 165,201 | $6M | 3.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 163,624 | $6M | 3.7% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 115,810 | $4M | 2.6% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 112,158 | $4M | 2.6% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 82,829 | $3M | 1.9% | 2026-Q1 |
| Encompass More Asset Management added | 81,788 | $3M | 1.9% | 2026-Q1 |
| World Investment Advisors added | 78,496 | $3M | 1.8% | 2026-Q1 |
| Heritage Wealth Management, Inc. added | 73,323 | $3M | 1.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 72,743 | $3M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 69,459 | $2M | 1.6% | 2026-Q1 |
| OPTIMA CAPITAL LLC added | 67,484 | $2M | 1.5% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 58,358 | $2M | 1.3% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 56,626 | $2M | 1.3% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS added | 49,832 | $2M | 1.1% | 2026-Q1 |
| Seros Financial, LLC trimmed | 48,854 | $2M | 1.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 45,256 | $2M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 42,160 | $2M | 1.0% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 41,097 | $1M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 40,696 | $1M | 0.9% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 33,564 | $1M | 0.8% | 2026-Q1 |
| OFC FINANCIAL PLANNING, LLC trimmed | 33,529 | $1M | 0.8% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 33,262 | $1M | 0.8% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 33,074 | $1M | 0.8% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 30,720 | $1M | 0.7% | 2026-Q1 |
| CONTINUUM WEALTH ADVISORS, LLC trimmed | 25,380 | $911K | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 23,702 | $851K | 0.5% | 2026-Q1 |
| Curtis Advisory Group, LLC | 23,177 | $832K | 0.5% | 2026-Q1 |
| FORONJY FINANCIAL LLC added | 22,048 | $792K | 0.5% | 2026-Q1 |
| 4J Wealth Management LLC trimmed | 21,309 | $765K | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 19,382 | $696K | 0.4% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 18,100 | $650K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 16,734 | $601K | 0.4% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 16,119 | $579K | 0.4% | 2026-Q1 |
| MKD WEALTH COACHES, LLC | 15,740 | $565K | 0.4% | 2026-Q1 |
| Arlington Capital Management, Inc. new | 14,061 | $505K | 0.3% | 2026-Q1 |
| Harvest Investment Services, LLC | 12,882 | $463K | 0.3% | 2026-Q1 |
| INTEGRAL INVESTMENT ADVISORS, INC. trimmed | 12,250 | $440K | 0.3% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 12,246 | $440K | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 12,132 | $436K | 0.3% | 2026-Q1 |
| Brookstone Capital Management trimmed | 12,111 | $435K | 0.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 11,763 | $422K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 11,687 | $420K | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 11,687 | $420K | 0.3% | 2026-Q1 |
| IBEX WEALTH ADVISORS added | 10,056 | $361K | 0.2% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 9,765 | $351K | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 8,796 | $334K | 0.2% | 2026-Q1 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 9,010 | $324K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 8,796 | $319K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp new | 8,664 | $311K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC new | 8,663 | $311K | 0.2% | 2026-Q1 |
| Arax Advisory Partners | 8,114 | $291K | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. | 7,629 | $274K | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC | 7,486 | $269K | 0.2% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 6,762 | $262K | 0.2% | 2026-Q1 |
| D.B. Root & Company, LLC | 7,194 | $258K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,153 | $257K | 0.2% | 2026-Q1 |
| COFG Advisors, LLC | 6,775 | $243K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC | 5,880 | $211K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc | 4,100 | $147K | 0.1% | 2026-Q1 |
| Dunhill Financial, LLC new | 3,410 | $122K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 2,000 | $71K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 1,951 | $70K | 0.0% | 2026-Q1 |
| GILPIN WEALTH MANAGEMENT, LLC added | 1,500 | $54K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 1,388 | $50K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,217 | $44K | 0.0% | 2026-Q1 |
| TopTier Wealth Management, LLC new | 1,201 | $43K | 0.0% | 2026-Q1 |
| Benson Wealth Management INC new | 1,181 | $42K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1,000 | $36K | 0.0% | 2026-Q1 |
| Financial Network Wealth Advisors LLC | 405 | $15K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 332 | $12K | 0.0% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. | 219 | $8K | 0.0% | 2026-Q1 |
| CWM, LLC | 163 | $6K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 130 | $5K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 32,602 | $1M | 0.8% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,016 | $966K | 0.6% | 2025-Q3 stale |
| Independent Wealth Network Inc. added | 21,808 | $779K | 0.5% | 2025-Q3 stale |
| ACAS, LLC added | 22,128 | $771K | 0.5% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 17,742 | $650K | 0.4% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 12,892 | $472K | 0.3% | 2025-Q4 stale |
| Vantage Financial Partners, LLC new | 12,434 | $456K | 0.3% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 10,724 | $336K | 0.2% | 2025-Q1 stale |
| Schechter Investment Advisors, LLC | 8,114 | $255K | 0.2% | 2025-Q1 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC new | 5,709 | $209K | 0.1% | 2025-Q4 stale |
| Trail Ridge Investment Advisors, LLC new | 6,068 | $209K | 0.1% | 2025-Q2 stale |
| BLVD Private Wealth, LLC trimmed | 5,559 | $204K | 0.1% | 2025-Q4 stale |
| Bellwether Advisors, LLC | 3,396 | $115K | 0.1% | 2025-Q2 stale |
| UBS Group AG added | 2,693 | $85K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 1,476 | $54K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 1,031 | $38K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP new | 400 | $15K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 241 | $8K | 0.0% | 2025-Q1 stale |
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.