Who owns BUFQ
Which tracked institutional funds hold BUFQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFQ 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 BUFQ is one-sided between 2026-Q1 and 2026-Q2: 75 added or opened and 15 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
BUFQ’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 0.0pp gap the other way — the median holder sizes BUFQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BUFQ 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 179 tracked filers holding BUFQ, 120 increased or opened the position and 63 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 BUFQ 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 9
- Sequent Planning LLC$13M
- Vestmark Advisory Solutions, Inc.$3M
- ELEVATION POINT WEALTH PARTNERS, LLC$3M
- FIDUCIARY FINANCIAL ADVISORS$2M
- VIMA LLC$2M
- Intrua Financial, LLC$1M
Full exits 9
- Cambridge Investment Research Advisors, Inc.$23M
- Independent Advisor Alliance$11M
- FOCUS Wealth Advisors, LLC$6M
- Concorde Asset Management, LLC$4M
- CWM, LLC$4M
- Janney Montgomery Scott LLC$3M
Largest adds
- LPL Financial LLC$47M
- Stratos Wealth Partners, LTD.$42M
- NewEdge Advisors, LLC$32M
- WELLS FARGO & COMPANY/MN$20M
- ENVESTNET ASSET MANAGEMENT INC$16M
- Cetera Investment Advisers$15M
Largest trims
- Mariner, LLC$9M
- Richmond Investment Services, LLC$2M
- Gateway Wealth Partners, LLC$1M
- Benson Wealth Management INC$1M
- INDEPENDENT FINANCIAL GROUP, LLC$651K
- JANE STREET GROUP, LLC$422K
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 | 8,862,303 | $348M | 30.2% | 2026-Q2 |
| Cetera Investment Advisers added | 1,840,918 | $72M | 6.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,450,393 | $57M | 4.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 1,379,944 | $54M | 4.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,090,086 | $43M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,032,527 | $41M | 3.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 884,967 | $35M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 761,526 | $30M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 718,291 | $28M | 2.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 627,075 | $25M | 2.1% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 584,188 | $23M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 538,560 | $21M | 1.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 507,128 | $20M | 1.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 485,448 | $19M | 1.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 417,888 | $16M | 1.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 405,747 | $16M | 1.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 386,233 | $15M | 1.3% | 2026-Q2 |
| Sequent Planning LLC new | 327,898 | $13M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 311,233 | $12M | 1.1% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 297,371 | $12M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 281,056 | $11M | 1.0% | 2026-Q2 |
| Seros Financial, LLC added | 277,068 | $11M | 0.9% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 234,840 | $9M | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 231,736 | $9M | 0.8% | 2026-Q2 |
| Macro Advisors, Inc. added | 214,906 | $8M | 0.7% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 195,474 | $8M | 0.7% | 2026-Q2 |
| RiverTree Advisors, LLC trimmed | 183,487 | $7M | 0.6% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 170,386 | $7M | 0.6% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 167,711 | $7M | 0.6% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 161,091 | $6M | 0.5% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 158,667 | $6M | 0.5% | 2026-Q2 |
| Accel Wealth Management added | 156,414 | $6M | 0.5% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 143,587 | $6M | 0.5% | 2026-Q2 |
| Triton Wealth Management, PLLC added | 136,111 | $5M | 0.5% | 2026-Q2 |
| Atria Investments, Inc trimmed | 126,537 | $5M | 0.4% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 123,612 | $5M | 0.4% | 2026-Q2 |
| IFG Advisory, LLC added | 117,256 | $5M | 0.4% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. trimmed | 114,741 | $5M | 0.4% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 111,014 | $4M | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 110,511 | $4M | 0.4% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 109,791 | $4M | 0.4% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 96,498 | $4M | 0.3% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 87,497 | $3M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC added | 86,171 | $3M | 0.3% | 2026-Q2 |
| Kovack Advisors, Inc. added | 84,665 | $3M | 0.3% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 83,964 | $3M | 0.3% | 2026-Q2 |
| Goldenstone Wealth Management LLC trimmed | 81,056 | $3M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 80,972 | $3M | 0.3% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC added | 80,368 | $3M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 79,994 | $3M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 79,630 | $3M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc added | 79,215 | $3M | 0.3% | 2026-Q2 |
| Prasad Wealth Partners, LLC trimmed | 78,917 | $3M | 0.3% | 2026-Q2 |
| Ergawealth Advisors, Inc. trimmed | 76,640 | $3M | 0.3% | 2026-Q2 |
| Midwest Financial Group LLC added | 74,091 | $3M | 0.3% | 2026-Q2 |
| Richmond Investment Services, LLC trimmed | 73,226 | $3M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 65,331 | $3M | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 64,862 | $3M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 64,777 | $3M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 64,777 | $3M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 61,335 | $2M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 60,286 | $2M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 57,180 | $2M | 0.2% | 2026-Q2 |
| Catalyst Investment Management LLC added | 55,675 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 53,883 | $2M | 0.2% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 52,653 | $2M | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 52,283 | $2M | 0.2% | 2026-Q2 |
| HFG Advisors, Inc. added | 48,940 | $2M | 0.2% | 2026-Q2 |
| Optivise Advisory Services LLC added | 47,285 | $2M | 0.2% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 46,531 | $2M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 45,144 | $2M | 0.2% | 2026-Q2 |
| Rubicon Advisors, GP added | 44,936 | $2M | 0.2% | 2026-Q2 |
| VIMA LLC added | 44,916 | $2M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 44,753 | $2M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 43,516 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 41,059 | $2M | 0.1% | 2026-Q2 |
| SLT Holdings LLC trimmed | 39,218 | $2M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 37,694 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 36,710 | $1M | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 35,128 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 31,003 | $1M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 29,997 | $1M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 28,931 | $1M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 28,396 | $1M | 0.1% | 2026-Q2 |
| Intrua Financial, LLC new | 27,168 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 27,003 | $1M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 26,726 | $1M | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 25,990 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 25,415 | $998K | 0.1% | 2026-Q2 |
| Soltis Investment Advisors LLC | 25,276 | $993K | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC | 25,180 | $989K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 24,337 | $956K | 0.1% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 23,688 | $930K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC added | 23,408 | $919K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 22,816 | $896K | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 21,265 | $835K | 0.1% | 2026-Q2 |
| Opus Financial Solutions LLC added | 21,250 | $834K | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 19,974 | $784K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 19,669 | $772K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 19,598 | $770K | 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.