Who owns BUFD
Which tracked institutional funds hold BUFD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFD 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 BUFD is one-sided between 2026-Q1 and 2026-Q2: 64 added or opened and 18 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
BUFD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes BUFD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BUFD 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 210 tracked filers holding BUFD, 115 increased or opened the position and 83 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 BUFD 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 10
- AXXCESS WEALTH MANAGEMENT, LLC$28M
- VIMA LLC$1M
- IFG Advisory, LLC$1M
- TOUNJIAN ADVISORY PARTNERS, LLC$977K
- BIP Wealth, LLC$924K
- Blueprint Investment Partners LLC$798K
Full exits 11
- CWM, LLC$21M
- Cambridge Investment Research Advisors, Inc.$15M
- Independent Advisor Alliance$7M
- WEDBUSH SECURITIES INC$7M
- CENTAURUS FINANCIAL, INC.$3M
- Orion Porfolio Solutions, LLC$2M
Largest adds
- LPL Financial LLC$34M
- Integrated Wealth Concepts LLC$15M
- WELLS FARGO & COMPANY/MN$12M
- RFG Advisory, LLC$10M
- NewEdge Advisors, LLC$10M
- Cetera Investment Advisers$9M
Largest trims
- Legacy Financial Group LLC$5M
- MERCER GLOBAL ADVISORS INC /ADV$4M
- Mariner, LLC$3M
- Triad Wealth Partners, LLC$2M
- Richmond Investment Services, LLC$2M
- Family Capital Management, Inc.$730K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 11,280,816 | $335M | 22.7% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 4,032,792 | $120M | 8.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,033,853 | $90M | 6.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,308,698 | $69M | 4.6% | 2026-Q2 |
| Cetera Investment Advisers added | 2,303,098 | $68M | 4.6% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 1,796,034 | $53M | 3.6% | 2026-Q2 |
| Legacy Financial Group LLC trimmed | 1,739,605 | $52M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,389,492 | $41M | 2.8% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 1,253,318 | $37M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,213,346 | $36M | 2.4% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,010,755 | $30M | 2.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 931,763 | $28M | 1.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 911,428 | $27M | 1.8% | 2026-Q2 |
| Brookstone Capital Management added | 886,574 | $26M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 877,996 | $26M | 1.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 852,662 | $25M | 1.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 801,494 | $24M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 764,521 | $23M | 1.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 733,743 | $22M | 1.5% | 2026-Q2 |
| FISCHER INVESTMENT STRATEGIES, LLC trimmed | 708,015 | $21M | 1.4% | 2026-Q2 |
| RFG Advisory, LLC added | 574,494 | $17M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 552,359 | $16M | 1.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 499,610 | $15M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 412,978 | $12M | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 403,291 | $12M | 0.8% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 402,580 | $12M | 0.8% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 395,577 | $12M | 0.8% | 2026-Q2 |
| Santori & Peters, Inc. trimmed | 367,507 | $11M | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 337,936 | $10M | 0.7% | 2026-Q2 |
| Simplicity Wealth,LLC added | 319,453 | $9M | 0.6% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 311,544 | $9M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 304,936 | $9M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 299,887 | $9M | 0.6% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 289,001 | $9M | 0.6% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 260,471 | $8M | 0.5% | 2026-Q2 |
| Jacobi Capital Management LLC added | 255,285 | $8M | 0.5% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC added | 198,909 | $6M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 197,488 | $6M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 177,200 | $5M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 172,520 | $5M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 159,261 | $5M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 149,280 | $4M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 146,790 | $4M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 144,705 | $4M | 0.3% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 136,837 | $4M | 0.3% | 2026-Q2 |
| Wealth Watch Advisors, INC added | 136,740 | $4M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 123,372 | $4M | 0.2% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC trimmed | 112,730 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 110,056 | $3M | 0.2% | 2026-Q2 |
| Apollon Financial, LLC trimmed | 101,898 | $3M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 98,547 | $3M | 0.2% | 2026-Q2 |
| Compass Financial Services Inc added | 96,376 | $3M | 0.2% | 2026-Q2 |
| Sun Financial Inc added | 95,987 | $3M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 92,320 | $3M | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 91,344 | $3M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 91,238 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 84,171 | $3M | 0.2% | 2026-Q2 |
| Benson Wealth Management INC added | 82,790 | $2M | 0.2% | 2026-Q2 |
| Five Pine Wealth Management added | 81,452 | $2M | 0.2% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 80,248 | $2M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 78,640 | $2M | 0.2% | 2026-Q2 |
| Richard W. Paul & Associates, LLC added | 76,899 | $2M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 76,241 | $2M | 0.2% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 75,059 | $2M | 0.2% | 2026-Q2 |
| Maia Wealth LLC trimmed | 74,729 | $2M | 0.2% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 73,967 | $2M | 0.1% | 2026-Q2 |
| Atlas Private Wealth Advisors trimmed | 70,452 | $2M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 69,025 | $2M | 0.1% | 2026-Q2 |
| Ascension Capital Advisors, Inc. added | 68,671 | $2M | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 67,290 | $2M | 0.1% | 2026-Q2 |
| Family Capital Management, Inc. trimmed | 64,936 | $2M | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 56,744 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 55,936 | $2M | 0.1% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 54,271 | $2M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 53,596 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,876 | $2M | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 50,765 | $2M | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 50,663 | $2M | 0.1% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 49,347 | $1M | 0.1% | 2026-Q2 |
| Echo Wealth Management, LLC trimmed | 47,643 | $1M | 0.1% | 2026-Q2 |
| VIMA LLC added | 43,032 | $1M | 0.1% | 2026-Q2 |
| Nicholas Wealth, LLC. added | 42,353 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 42,280 | $1M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 42,031 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners trimmed | 39,736 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 39,413 | $1M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 39,190 | $1M | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC added | 39,006 | $1M | 0.1% | 2026-Q2 |
| Capasso Planning Partners LLC | 36,710 | $1M | 0.1% | 2026-Q2 |
| LifeWealth Investments, LLC trimmed | 36,502 | $1M | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 35,893 | $1M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 33,709 | $1M | 0.1% | 2026-Q2 |
| Pallas Capital Advisors LLC trimmed | 33,047 | $982K | 0.1% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 32,884 | $977K | 0.1% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP trimmed | 31,159 | $926K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 31,084 | $924K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 30,359 | $902K | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 30,072 | $894K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 29,498 | $877K | 0.1% | 2026-Q2 |
| Ergawealth Advisors, Inc. trimmed | 29,171 | $867K | 0.1% | 2026-Q2 |
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.