Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
25 tracked funds added or opened BUFG while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, COMMONWEALTH EQUITY SERVICES, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 84 tracked filers holding BUFG, 39 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 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 2
- CITADEL ADVISORS LLC$923K
- Summit Financial, LLC$836K
Full exits 6
- CWM, LLC$7M
- Cambridge Investment Research Advisors, Inc.$5M
- Pacific Excel Wealth Advisors, Inc.$1M
- Jaffetilchin Investment Partners, LLC$1M
- Capital Analysts, LLC$718K
- TCFG WEALTH MANAGEMENT, LLC$545K
Largest adds
- Centennial Wealth Advisory LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
- OneDigital Investment Advisors LLC$2M
- Cetera Investment Advisers$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest trims
- Benson Wealth Management INC$1M
- OLD MISSION CAPITAL LLC$1M
- Gateway Wealth Partners, LLC$707K
- Financial Network Wealth Advisors LLC$398K
- Private Advisor Group, LLC$345K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,084,987 | $32M | 11.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,063,649 | $31M | 11.3% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 765,916 | $22M | 8.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 675,892 | $20M | 7.2% | 2026-Q2 |
| Cetera Investment Advisers added | 437,729 | $13M | 4.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 401,362 | $12M | 4.3% | 2026-Q2 |
| ASSETMARK, INC added | 284,509 | $8M | 3.0% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 269,133 | $8M | 2.9% | 2026-Q2 |
| FreeGulliver LLC trimmed | 240,658 | $7M | 2.6% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 225,181 | $7M | 2.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 199,739 | $6M | 2.1% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. added | 170,648 | $5M | 1.8% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 169,744 | $5M | 1.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 142,866 | $4M | 1.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 118,508 | $3M | 1.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 113,545 | $3M | 1.2% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 109,900 | $3M | 1.2% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC added | 109,295 | $3M | 1.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 107,294 | $3M | 1.1% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 86,670 | $3M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 73,735 | $2M | 0.8% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 72,194 | $2M | 0.8% | 2026-Q2 |
| Mariner, LLC added | 63,251 | $2M | 0.7% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 61,095 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 60,636 | $2M | 0.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 51,547 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 50,209 | $1M | 0.5% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 48,136 | $1M | 0.5% | 2026-Q2 |
| Brookstone Capital Management trimmed | 46,392 | $1M | 0.5% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 45,178 | $1M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 38,528 | $1M | 0.4% | 2026-Q2 |
| Harvest Investment Services, LLC added | 35,705 | $1M | 0.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 34,868 | $1M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 33,155 | $972K | 0.4% | 2026-Q2 |
| NOVEM GROUP trimmed | 32,991 | $967K | 0.4% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 31,981 | $938K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 31,483 | $923K | 0.3% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC | 29,977 | $879K | 0.3% | 2026-Q2 |
| Summit Financial, LLC new | 28,516 | $836K | 0.3% | 2026-Q2 |
| Financial Guidance Group, Inc. | 28,037 | $822K | 0.3% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 26,012 | $763K | 0.3% | 2026-Q2 |
| PFG Advisors trimmed | 23,089 | $677K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 22,892 | $671K | 0.2% | 2026-Q2 |
| American Trust added | 21,730 | $637K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 21,261 | $623K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 20,336 | $596K | 0.2% | 2026-Q2 |
| TCFG Investment Advisors, LLC trimmed | 20,238 | $593K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 18,953 | $556K | 0.2% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 18,925 | $555K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 17,726 | $520K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 17,623 | $517K | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 16,825 | $493K | 0.2% | 2026-Q2 |
| BAM Wealth Management, LLC new | 14,412 | $422K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 13,929 | $408K | 0.1% | 2026-Q2 |
| SageGuard Financial Group, LLC trimmed | 11,659 | $342K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 11,662 | $340K | 0.1% | 2026-Q2 |
| Crewe Advisors LLC | 11,115 | $326K | 0.1% | 2026-Q2 |
| Keystone Financial Group | 10,250 | $300K | 0.1% | 2026-Q2 |
| Foguth Wealth Management, LLC. | 10,232 | $299K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 9,831 | $288K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,647 | $283K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC | 9,590 | $281K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 9,157 | $268K | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 8,680 | $254K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc new | 8,226 | $241K | 0.1% | 2026-Q2 |
| Kelly Financial Services LLC | 7,944 | $233K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC new | 7,439 | $218K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 4,042 | $118K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 3,797 | $111K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,353 | $69K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 2,165 | $63K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 2,153 | $63K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,899 | $56K | 0.0% | 2026-Q2 |
| PFS Partners, LLC | 1,258 | $37K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 1,112 | $33K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC trimmed | 1,024 | $30K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 989 | $29K | 0.0% | 2026-Q2 |
| IMG Wealth Management, Inc. trimmed | 611 | $18K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 440 | $13K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 330 | $10K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 300 | $9K | 0.0% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST | 245 | $7K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 79 | $2K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 70 | $2K | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 262,826 | $7M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 187,947 | $5M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Pacific Excel Wealth Advisors, Inc. added | 51,505 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC added | 37,452 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 26,729 | $718K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 16,788 | $451K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ellsworth Advisors, LLC added | 129,807 | $4M | 1.3% | 2025-Q4 stale (2 quarters behind) |
| ROVIN CAPITAL /UT/ /ADV added | 93,968 | $3M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 70,650 | $2M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| SYNOVUS FINANCIAL CORP trimmed | 264,457 | $7M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 152,954 | $4M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| CoreCap Advisors, LLC trimmed | 46,844 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED added | 45,773 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG added | 25,385 | $648K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 20,975 | $536K | 0.2% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: TCFG WEALTH MANAGEMENT, LLC (last filed 2026-Q1, 20,295 shares) reconciles to its 1 current affiliate (20,238 shares) — 0.281% apart.
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.