Who owns BUFG (BUFG)
Which tracked institutional funds hold BUFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
16 tracked funds added or opened BUFG while 11 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
BUFG’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT 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 BUFG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BUFG 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 86 tracked filers holding BUFG, 37 increased or opened the position and 41 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 BUFG 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 2
- OneDigital Investment Advisors LLC$2M
- TCFG Investment Advisors, LLC$545K
Full exits 4
- Ellsworth Advisors, LLC$4M
- ROVIN CAPITAL /UT/ /ADV$3M
- MML INVESTORS SERVICES, LLC$2M
- CITADEL ADVISORS LLC$680K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$9M
- OSAIC HOLDINGS, INC.$3M
- OLD MISSION CAPITAL LLC$1M
- Tradition Wealth Management, LLC$1M
- Benson Wealth Management INC$1M
- Valmark Advisers, Inc.$1M
Largest trims
- Private Advisor Group, LLC$774K
- SageGuard Financial Group, LLC$718K
- CWM, LLC$644K
- HARBOUR INVESTMENTS, INC.$478K
- FreeGulliver LLC$419K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$325K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 1,067,113 | $29M | 11.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,049,093 | $28M | 11.0% | 2026-Q1 |
| LPL Financial LLC added | 725,772 | $19M | 7.6% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 671,115 | $18M | 7.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 410,503 | $11M | 4.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 401,205 | $11M | 4.2% | 2026-Q1 |
| ASSETMARK, INC added | 269,973 | $7M | 2.8% | 2026-Q1 |
| CWM, LLC trimmed | 262,826 | $7M | 2.8% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 258,455 | $7M | 2.7% | 2026-Q1 |
| FreeGulliver LLC trimmed | 253,633 | $7M | 2.7% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 220,599 | $6M | 2.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 192,273 | $5M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 187,947 | $5M | 2.0% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. added | 168,627 | $5M | 1.8% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 134,794 | $4M | 1.4% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 108,906 | $3M | 1.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 108,712 | $3M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 106,275 | $3M | 1.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 105,035 | $3M | 1.1% | 2026-Q1 |
| Lunt Capital Management, Inc. added | 87,976 | $2M | 0.9% | 2026-Q1 |
| Valmark Advisers, Inc. added | 84,026 | $2M | 0.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 83,396 | $2M | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 75,316 | $2M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 73,496 | $2M | 0.8% | 2026-Q1 |
| Arkadios Wealth Advisors added | 72,979 | $2M | 0.8% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 61,226 | $2M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 56,306 | $2M | 0.6% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 54,973 | $1M | 0.6% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 52,904 | $1M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 52,256 | $1M | 0.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 51,547 | $1M | 0.5% | 2026-Q1 |
| Pacific Excel Wealth Advisors, Inc. added | 51,505 | $1M | 0.5% | 2026-Q1 |
| Brookstone Capital Management added | 46,767 | $1M | 0.5% | 2026-Q1 |
| Benson Wealth Management INC added | 43,165 | $1M | 0.5% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 42,628 | $1M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 37,833 | $1M | 0.4% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 37,452 | $1M | 0.4% | 2026-Q1 |
| Harvest Investment Services, LLC trimmed | 35,568 | $955K | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 34,050 | $915K | 0.4% | 2026-Q1 |
| NOVEM GROUP | 33,166 | $891K | 0.3% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 29,977 | $805K | 0.3% | 2026-Q1 |
| Financial Guidance Group, Inc. | 28,037 | $753K | 0.3% | 2026-Q1 |
| Capital Analysts, LLC added | 26,729 | $718K | 0.3% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC | 25,776 | $692K | 0.3% | 2026-Q1 |
| PFG Advisors trimmed | 24,612 | $661K | 0.3% | 2026-Q1 |
| American Trust added | 21,600 | $580K | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC | 21,261 | $571K | 0.2% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 20,295 | $545K | 0.2% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC | 20,295 | $545K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 19,876 | $534K | 0.2% | 2026-Q1 |
| Financial Network Wealth Advisors LLC trimmed | 19,227 | $516K | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 19,200 | $516K | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 19,190 | $515K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 18,965 | $512K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 18,457 | $496K | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 17,659 | $474K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 16,788 | $451K | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 16,441 | $442K | 0.2% | 2026-Q1 |
| Avior Wealth Management, LLC | 15,813 | $425K | 0.2% | 2026-Q1 |
| SageGuard Financial Group, LLC trimmed | 14,350 | $385K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 12,921 | $347K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 12,101 | $325K | 0.1% | 2026-Q1 |
| Crewe Advisors LLC | 11,115 | $299K | 0.1% | 2026-Q1 |
| Keystone Financial Group added | 10,250 | $275K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,862 | $265K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 9,831 | $264K | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC | 9,590 | $258K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 9,161 | $246K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 7,997 | $215K | 0.1% | 2026-Q1 |
| Kelly Financial Services LLC | 7,944 | $213K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC new | 3,797 | $102K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 2,852 | $77K | 0.0% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 2,191 | $59K | 0.0% | 2026-Q1 |
| SYNOVUS FINANCIAL CORP trimmed | 264,457 | $7M | 2.8% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 152,954 | $4M | 1.5% | 2025-Q2 stale |
| Ellsworth Advisors, LLC added | 129,807 | $4M | 1.4% | 2025-Q4 stale |
| ROVIN CAPITAL /UT/ /ADV added | 93,968 | $3M | 1.0% | 2025-Q4 stale |
| MML INVESTORS SERVICES, LLC added | 70,650 | $2M | 0.8% | 2025-Q4 stale |
| Regal Investment Advisors LLC added | 54,015 | $1M | 0.5% | 2025-Q1 stale |
| CoreCap Advisors, LLC trimmed | 46,844 | $1M | 0.5% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED added | 45,773 | $1M | 0.5% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 34,852 | $829K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 24,724 | $680K | 0.3% | 2025-Q4 stale |
| UBS Group AG added | 25,385 | $648K | 0.3% | 2025-Q2 stale |
| GWN SECURITIES INC. new | 26,084 | $620K | 0.2% | 2025-Q1 stale |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 20,975 | $536K | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 17,918 | $426K | 0.2% | 2025-Q1 stale |
| GPS Wealth Strategies Group, LLC new | 16,600 | $395K | 0.2% | 2025-Q1 stale |
| KFG WEALTH MANAGEMENT, LLC | 12,140 | $327K | 0.1% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. trimmed | 12,890 | $307K | 0.1% | 2025-Q1 stale |
| Foguth Wealth Management, LLC. trimmed | 10,267 | $283K | 0.1% | 2025-Q4 stale |
| TFB Advisors LLC trimmed | 10,059 | $277K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 11,141 | $265K | 0.1% | 2025-Q1 stale |
| Signal Advisors Wealth, LLC trimmed | 10,296 | $263K | 0.1% | 2025-Q2 stale |
| BLACK POINT WEALTH MANAGEMENT trimmed | 9,255 | $236K | 0.1% | 2025-Q2 stale |
| Merit Financial Group, LLC | 9,808 | $233K | 0.1% | 2025-Q1 stale |
| WEDBUSH SECURITIES INC trimmed | 8,015 | $205K | 0.1% | 2025-Q2 stale |
| JONES FINANCIAL COMPANIES LLLP new | 3,900 | $99K | 0.0% | 2025-Q2 stale |
| AE Wealth Management LLC | 3,145 | $80K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 2,354 | $65K | 0.0% | 2025-Q4 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.