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Institutional Ownership · SEC Form 13F

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.

86
Institutional holders
8,406,874
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added1,067,113$29M11.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,049,093$28M11.0%2026-Q1
LPL Financial LLC added725,772$19M7.6%2026-Q1
Centennial Wealth Advisory LLC added671,115$18M7.1%2026-Q1
Cetera Investment Advisers trimmed410,503$11M4.3%2026-Q1
OSAIC HOLDINGS, INC. added401,205$11M4.2%2026-Q1
ASSETMARK, INC added269,973$7M2.8%2026-Q1
CWM, LLC trimmed262,826$7M2.8%2026-Q1
Pinnacle Financial Partners, Inc. trimmed258,455$7M2.7%2026-Q1
FreeGulliver LLC trimmed253,633$7M2.7%2026-Q1
Geneos Wealth Management Inc. added220,599$6M2.3%2026-Q1
Rockefeller Capital Management L.P. added192,273$5M2.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added187,947$5M2.0%2026-Q1
WORLD EQUITY GROUP, INC. added168,627$5M1.8%2026-Q1
Tradition Wealth Management, LLC added134,794$4M1.4%2026-Q1
Valtinson Bruner Financial Planning LLC added108,906$3M1.1%2026-Q1
TRANSCEND CAPITAL ADVISORS, LLC added108,712$3M1.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed106,275$3M1.1%2026-Q1
Integrated Wealth Concepts LLC trimmed105,035$3M1.1%2026-Q1
Lunt Capital Management, Inc. added87,976$2M0.9%2026-Q1
Valmark Advisers, Inc. added84,026$2M0.9%2026-Q1
OneDigital Investment Advisors LLC new83,396$2M0.9%2026-Q1
OLD MISSION CAPITAL LLC added75,316$2M0.8%2026-Q1
Kestra Advisory Services, LLC added73,496$2M0.8%2026-Q1
Arkadios Wealth Advisors added72,979$2M0.8%2026-Q1
Gateway Wealth Partners, LLC added61,226$2M0.6%2026-Q1
Sanctuary Advisors, LLC added56,306$2M0.6%2026-Q1
Advisory Services Network, LLC trimmed54,973$1M0.6%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed52,904$1M0.6%2026-Q1
Mariner, LLC added52,256$1M0.6%2026-Q1
Aptus Capital Advisors, LLC trimmed51,547$1M0.5%2026-Q1
Pacific Excel Wealth Advisors, Inc. added51,505$1M0.5%2026-Q1
Brookstone Capital Management added46,767$1M0.5%2026-Q1
Benson Wealth Management INC added43,165$1M0.5%2026-Q1
Ameritas Advisory Services, LLC trimmed42,628$1M0.4%2026-Q1
Private Advisor Group, LLC trimmed37,833$1M0.4%2026-Q1
Jaffetilchin Investment Partners, LLC added37,452$1M0.4%2026-Q1
Harvest Investment Services, LLC trimmed35,568$955K0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed34,050$915K0.4%2026-Q1
NOVEM GROUP33,166$891K0.3%2026-Q1
Onyx Bridge Wealth Group LLC trimmed29,977$805K0.3%2026-Q1
Financial Guidance Group, Inc.28,037$753K0.3%2026-Q1
Capital Analysts, LLC added26,729$718K0.3%2026-Q1
IAMS WEALTH MANAGEMENT, LLC25,776$692K0.3%2026-Q1
PFG Advisors trimmed24,612$661K0.3%2026-Q1
American Trust added21,600$580K0.2%2026-Q1
Wealthcare Advisory Partners LLC21,261$571K0.2%2026-Q1
TCFG Investment Advisors, LLC new20,295$545K0.2%2026-Q1
TCFG WEALTH MANAGEMENT, LLC20,295$545K0.2%2026-Q1
IFP Advisors, Inc trimmed19,876$534K0.2%2026-Q1
Financial Network Wealth Advisors LLC trimmed19,227$516K0.2%2026-Q1
Clear Creek Financial Management, LLC trimmed19,200$516K0.2%2026-Q1
Kovack Advisors, Inc. trimmed19,190$515K0.2%2026-Q1
Farther Finance Advisors, LLC trimmed18,965$512K0.2%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed18,457$496K0.2%2026-Q1
Sigma Planning Corp trimmed17,659$474K0.2%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed16,788$451K0.2%2026-Q1
CreativeOne Wealth, LLC added16,441$442K0.2%2026-Q1
Avior Wealth Management, LLC15,813$425K0.2%2026-Q1
SageGuard Financial Group, LLC trimmed14,350$385K0.2%2026-Q1
Janney Montgomery Scott LLC trimmed12,921$347K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed12,101$325K0.1%2026-Q1
Crewe Advisors LLC11,115$299K0.1%2026-Q1
Keystone Financial Group added10,250$275K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed9,862$265K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added9,831$264K0.1%2026-Q1
HBW ADVISORY SERVICES LLC9,590$258K0.1%2026-Q1
Simplicity Wealth,LLC trimmed9,161$246K0.1%2026-Q1
Atria Investments, Inc added7,997$215K0.1%2026-Q1
Kelly Financial Services LLC7,944$213K0.1%2026-Q1
IFG Advisory, LLC new3,797$102K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed2,852$77K0.0%2026-Q1
REAP Financial Group, LLC trimmed2,191$59K0.0%2026-Q1
SYNOVUS FINANCIAL CORP trimmed264,457$7M2.8%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed152,954$4M1.5%2025-Q2 stale
Ellsworth Advisors, LLC added129,807$4M1.4%2025-Q4 stale
ROVIN CAPITAL /UT/ /ADV added93,968$3M1.0%2025-Q4 stale
MML INVESTORS SERVICES, LLC added70,650$2M0.8%2025-Q4 stale
Regal Investment Advisors LLC added54,015$1M0.5%2025-Q1 stale
CoreCap Advisors, LLC trimmed46,844$1M0.5%2025-Q2 stale
SILVER OAK SECURITIES, INCORPORATED added45,773$1M0.5%2025-Q2 stale
TOWNSQUARE CAPITAL LLC trimmed34,852$829K0.3%2025-Q1 stale
CITADEL ADVISORS LLC trimmed24,724$680K0.3%2025-Q4 stale
UBS Group AG added25,385$648K0.3%2025-Q2 stale
GWN SECURITIES INC. new26,084$620K0.2%2025-Q1 stale
KINGSWOOD WEALTH ADVISORS, LLC trimmed20,975$536K0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed17,918$426K0.2%2025-Q1 stale
GPS Wealth Strategies Group, LLC new16,600$395K0.2%2025-Q1 stale
KFG WEALTH MANAGEMENT, LLC12,140$327K0.1%2025-Q3 stale
Envestnet Portfolio Solutions, Inc. trimmed12,890$307K0.1%2025-Q1 stale
Foguth Wealth Management, LLC. trimmed10,267$283K0.1%2025-Q4 stale
TFB Advisors LLC trimmed10,059$277K0.1%2025-Q4 stale
JANE STREET GROUP, LLC new11,141$265K0.1%2025-Q1 stale
Signal Advisors Wealth, LLC trimmed10,296$263K0.1%2025-Q2 stale
BLACK POINT WEALTH MANAGEMENT trimmed9,255$236K0.1%2025-Q2 stale
Merit Financial Group, LLC9,808$233K0.1%2025-Q1 stale
WEDBUSH SECURITIES INC trimmed8,015$205K0.1%2025-Q2 stale
JONES FINANCIAL COMPANIES LLLP new3,900$99K0.0%2025-Q2 stale
AE Wealth Management LLC3,145$80K0.0%2025-Q2 stale
Global Retirement Partners, LLC trimmed2,354$65K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership