Who owns BUFH
Which tracked institutional funds hold BUFH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFH 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
6 tracked funds added or opened BUFH while 3 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
BUFH’s largest tracked holder by dollar value, Macro Advisors, Inc., sizes it at 3.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BUFH 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 18 tracked filers holding BUFH, 16 increased or opened the position and 4 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 BUFH 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 4
- Macro Advisors, Inc.$9M
- Western Wealth Management, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$953K
- Encompass More Asset Management$676K
Full exits 2
- GPS Wealth Strategies Group, LLC$2M
- OLD MISSION CAPITAL LLC$696K
Largest adds
- PRECEDENT WEALTH PARTNERS, LLC$7M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$578K
Largest trims
- Pallas Capital Advisors LLC$2M
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 |
|---|---|---|---|---|
| Macro Advisors, Inc. new | 425,119 | $9M | 31.3% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC added | 335,452 | $7M | 24.7% | 2026-Q1 |
| Western Wealth Management, LLC new | 99,620 | $2M | 7.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 62,542 | $1M | 4.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 54,651 | $1M | 4.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 45,770 | $953K | 3.4% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 43,684 | $910K | 3.2% | 2026-Q1 |
| Claro Advisors Inc. added | 32,540 | $678K | 2.4% | 2026-Q1 |
| Encompass More Asset Management new | 32,469 | $676K | 2.4% | 2026-Q1 |
| Mariner, LLC added | 24,100 | $502K | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,300 | $402K | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 14,935 | $311K | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. | 12,322 | $257K | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 10,595 | $221K | 0.8% | 2026-Q1 |
| IFG Advisory, LLC new | 6,450 | $134K | 0.5% | 2026-Q1 |
| NewEdge Advisors, LLC added | 13,199 | $13K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 430 | $9K | 0.0% | 2026-Q1 |
| UBS Group AG added | 211 | $4K | 0.0% | 2026-Q1 |
| GPS Wealth Strategies Group, LLC added | 87,462 | $2M | 6.4% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 33,384 | $696K | 2.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 13,136 | $270K | 1.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO new | 4,555 | $95K | 0.3% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 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.