Who owns BUFR (BUFR)
Which tracked institutional funds hold BUFR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFR 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
134 tracked funds added or opened BUFR while 111 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
BUFR’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.3pp gap the other way — the median holder sizes BUFR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BUFR 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 499 tracked filers holding BUFR, 286 increased or opened the position and 208 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 BUFR 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 17
- Macro Advisors, Inc.$67M
- McKinney Capital Management, LLC$42M
- JANE STREET GROUP, LLC$20M
- Uniting Wealth Partners, LLC$13M
- OLD MISSION CAPITAL LLC$8M
- Gerald Baker Financial Group LLC$7M
Full exits 25
- Coppell Advisory Solutions LLC$30M
- ROVIN CAPITAL /UT/ /ADV$22M
- Schulz Wealth, LTD.$11M
- LeClair Wealth Partners LLC$9M
- Concorde Asset Management, LLC$7M
- Pine Valley Investments Ltd Liability Co$6M
Largest adds
- MORGAN STANLEY$67M
- ENVESTNET ASSET MANAGEMENT INC$63M
- LPL Financial LLC$62M
- WELLS FARGO & COMPANY/MN$57M
- Independent Advisor Alliance$43M
- Howard Capital Management Inc.$36M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4B
- NewEdge Advisors, LLC$81M
- COMMONWEALTH EQUITY SERVICES, LLC$60M
- Kestra Advisory Services, LLC$26M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25M
- MML INVESTORS SERVICES, LLC$23M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 47,103,344 | $1.6B | 24.4% | 2026-Q1 |
| Cetera Investment Advisers added | 13,458,771 | $455M | 7.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,909,885 | $335M | 5.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 8,887,386 | $300M | 4.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,718,941 | $261M | 4.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,073,722 | $205M | 3.2% | 2026-Q1 |
| MORGAN STANLEY added | 5,487,830 | $185M | 2.8% | 2026-Q1 |
| CWM, LLC added | 5,140,529 | $174M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,727,143 | $160M | 2.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,289,880 | $111M | 1.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 3,271,223 | $110M | 1.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,059,294 | $104M | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,011,441 | $102M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,002,233 | $101M | 1.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,616,292 | $88M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 2,506,065 | $85M | 1.3% | 2026-Q1 |
| Howard Capital Management Inc. added | 2,342,494 | $79M | 1.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,158,531 | $73M | 1.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 2,001,554 | $68M | 1.0% | 2026-Q1 |
| Macro Advisors, Inc. new | 1,993,551 | $67M | 1.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 1,666,914 | $56M | 0.9% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,613,612 | $54M | 0.8% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 1,568,092 | $53M | 0.8% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 1,461,076 | $49M | 0.8% | 2026-Q1 |
| NorthRock Partners, LLC added | 1,429,232 | $48M | 0.7% | 2026-Q1 |
| Independent Advisor Alliance added | 1,282,008 | $43M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,280,580 | $43M | 0.7% | 2026-Q1 |
| McKinney Capital Management, LLC new | 1,240,917 | $42M | 0.6% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,229,258 | $42M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,091,040 | $37M | 0.6% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 1,078,068 | $36M | 0.6% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC added | 1,049,887 | $35M | 0.5% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 1,029,244 | $35M | 0.5% | 2026-Q1 |
| Hibernia Wealth Partners, LLC trimmed | 989,332 | $33M | 0.5% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 943,338 | $32M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 936,326 | $32M | 0.5% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 912,623 | $31M | 0.5% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC trimmed | 883,125 | $30M | 0.5% | 2026-Q1 |
| Brookstone Capital Management trimmed | 882,232 | $30M | 0.5% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 874,769 | $30M | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 784,849 | $27M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 759,862 | $26M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 730,987 | $25M | 0.4% | 2026-Q1 |
| StoneX Group Inc. trimmed | 729,003 | $25M | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 715,465 | $24M | 0.4% | 2026-Q1 |
| Ignite Planners, LLC added | 701,672 | $24M | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 650,750 | $22M | 0.3% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 622,088 | $21M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 606,620 | $20M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 603,047 | $20M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 600,657 | $20M | 0.3% | 2026-Q1 |
| Holos Integrated Wealth LLC trimmed | 585,255 | $20M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 552,796 | $20M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 582,180 | $20M | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 552,911 | $19M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 547,760 | $18M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 513,571 | $17M | 0.3% | 2026-Q1 |
| Cooper Financial Group added | 508,888 | $17M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 496,290 | $17M | 0.3% | 2026-Q1 |
| Solano Wealth Investment Advisors LLC added | 495,059 | $17M | 0.3% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 491,555 | $17M | 0.3% | 2026-Q1 |
| IMG Wealth Management, Inc. added | 490,399 | $17M | 0.3% | 2026-Q1 |
| PSI Advisors, LLC trimmed | 481,155 | $16M | 0.2% | 2026-Q1 |
| Centennial Wealth Advisory LLC trimmed | 481,010 | $16M | 0.2% | 2026-Q1 |
| Tidemark, LLC added | 474,516 | $16M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 473,643 | $16M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 447,505 | $15M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 437,526 | $15M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 431,922 | $15M | 0.2% | 2026-Q1 |
| Hobart Private Capital, LLC trimmed | 425,894 | $14M | 0.2% | 2026-Q1 |
| Cooper Capital Advisors LLC added | 420,276 | $14M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 417,291 | $14M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 415,315 | $14M | 0.2% | 2026-Q1 |
| Goldenstone Wealth Management LLC added | 412,747 | $14M | 0.2% | 2026-Q1 |
| Key Financial Inc trimmed | 410,356 | $14M | 0.2% | 2026-Q1 |
| Capasso Planning Partners LLC added | 405,423 | $14M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 403,650 | $14M | 0.2% | 2026-Q1 |
| Keystone Financial Group added | 401,470 | $14M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 399,356 | $13M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 2,611,177 | $13M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 392,738 | $13M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 388,961 | $13M | 0.2% | 2026-Q1 |
| SageGuard Financial Group, LLC trimmed | 381,944 | $13M | 0.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 378,290 | $13M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 374,635 | $13M | 0.2% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 372,152 | $13M | 0.2% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 370,653 | $13M | 0.2% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 365,973 | $12M | 0.2% | 2026-Q1 |
| Tower Wealth Partners, Inc. added | 359,485 | $12M | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 349,728 | $12M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 347,560 | $12M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 345,296 | $12M | 0.2% | 2026-Q1 |
| Creekmur Asset Management LLC added | 1,343,680 | $45M | 0.7% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 984,991 | $31M | 0.5% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 879,894 | $30M | 0.5% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 765,271 | $24M | 0.4% | 2025-Q2 stale |
| ROVIN CAPITAL /UT/ /ADV added | 637,496 | $22M | 0.3% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 682,709 | $20M | 0.3% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 535,930 | $17M | 0.3% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 373,790 | $12M | 0.2% | 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.