Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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 BUFR is one-sided between 2026-Q1 and 2026-Q2: 225 added or opened and 69 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
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 2026-Q1 and 2026-Q2, across 518 tracked filers holding BUFR, 297 increased or opened the position and 220 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 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 34
- Legacy Financial Group LLC$39M
- Bouchey Financial Group, Ltd.$34M
- UBS Group AG$16M
- Schulz Wealth, LTD.$13M
- TOUNJIAN ADVISORY PARTNERS, LLC$9M
- AVAII WEALTH MANAGEMENT, LLC$9M
Full exits 28
- CWM, LLC$174M
- Cambridge Investment Research Advisors, Inc.$111M
- Independent Advisor Alliance$43M
- Janney Montgomery Scott LLC$43M
- JANE STREET GROUP, LLC$20M
- HighTower Advisors, LLC$20M
Largest adds
- LPL Financial LLC$143M
- NewEdge Advisors, LLC$96M
- MORGAN STANLEY$81M
- RAYMOND JAMES FINANCIAL INC$76M
- Cetera Investment Advisers$59M
- ENVESTNET ASSET MANAGEMENT INC$49M
Largest trims
- Mariner, LLC$28M
- Hibernia Wealth Partners, LLC$15M
- Goldstone Financial Group, LLC$7M
- Financial Network Wealth Advisors LLC$7M
- Gateway Wealth Partners, LLC$6M
- Prospera Financial Services Inc$6M
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 | 47,463,109 | $1.7B | 24.5% | 2026-Q2 |
| Cetera Investment Advisers added | 14,067,678 | $514M | 7.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,547,720 | $349M | 4.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,477,811 | $346M | 4.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 8,180,750 | $299M | 4.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,703,236 | $281M | 4.0% | 2026-Q2 |
| MORGAN STANLEY added | 7,283,987 | $266M | 3.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,074,420 | $185M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,894,320 | $142M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,766,840 | $138M | 1.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,375,302 | $124M | 1.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 3,346,495 | $122M | 1.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,991,257 | $109M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,983,447 | $109M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 2,725,740 | $100M | 1.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,685,827 | $98M | 1.4% | 2026-Q2 |
| Howard Capital Management, LLC added | 2,545,521 | $93M | 1.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 2,099,250 | $77M | 1.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 1,856,317 | $68M | 1.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,808,103 | $66M | 0.9% | 2026-Q2 |
| Macro Advisors, Inc. trimmed | 1,771,732 | $65M | 0.9% | 2026-Q2 |
| NorthRock Partners, LLC added | 1,687,130 | $62M | 0.9% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,627,130 | $59M | 0.8% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 1,484,319 | $54M | 0.8% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 1,411,271 | $52M | 0.7% | 2026-Q2 |
| McKinney Capital Management, LLC added | 1,331,602 | $49M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 1,160,700 | $42M | 0.6% | 2026-Q2 |
| Legacy Financial Group LLC new | 1,077,400 | $39M | 0.6% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 1,040,780 | $38M | 0.5% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 995,937 | $36M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 993,876 | $36M | 0.5% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 935,346 | $34M | 0.5% | 2026-Q2 |
| Bouchey Financial Group, Ltd. new | 931,941 | $34M | 0.5% | 2026-Q2 |
| Brookstone Capital Management added | 919,740 | $34M | 0.5% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 895,856 | $33M | 0.5% | 2026-Q2 |
| Sound View Wealth Advisors Group, LLC trimmed | 882,918 | $32M | 0.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 872,837 | $32M | 0.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 826,208 | $30M | 0.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 767,287 | $28M | 0.4% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 760,367 | $28M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 759,755 | $28M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 746,900 | $27M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 731,800 | $27M | 0.4% | 2026-Q2 |
| Ignite Planners, LLC added | 702,030 | $26M | 0.4% | 2026-Q2 |
| StoneX Group Inc. trimmed | 701,880 | $26M | 0.4% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 679,297 | $25M | 0.4% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 663,198 | $24M | 0.3% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 613,484 | $22M | 0.3% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 610,376 | $22M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 602,632 | $22M | 0.3% | 2026-Q2 |
| Reyes Financial Architecture, Inc. added | 575,955 | $21M | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 568,550 | $21M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 552,106 | $20M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 550,364 | $20M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 549,627 | $20M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 548,284 | $20M | 0.3% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 539,708 | $20M | 0.3% | 2026-Q2 |
| Cooper Financial Group added | 522,233 | $19M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 522,021 | $19M | 0.3% | 2026-Q2 |
| IMG Wealth Management, Inc. added | 506,640 | $19M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 494,781 | $18M | 0.3% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 491,874 | $18M | 0.3% | 2026-Q2 |
| Solano Wealth Investment Advisors LLC trimmed | 489,588 | $18M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 481,156 | $18M | 0.2% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 471,997 | $17M | 0.2% | 2026-Q2 |
| Tidemark, LLC trimmed | 470,162 | $17M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 470,034 | $17M | 0.2% | 2026-Q2 |
| Goldenstone Wealth Management LLC added | 463,059 | $17M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 456,298 | $17M | 0.2% | 2026-Q2 |
| Keystone Financial Group added | 439,583 | $16M | 0.2% | 2026-Q2 |
| UBS Group AG added | 429,389 | $16M | 0.2% | 2026-Q2 |
| Hobart Private Capital, LLC added | 426,520 | $16M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 426,004 | $16M | 0.2% | 2026-Q2 |
| Cooper Capital Advisors LLC added | 425,348 | $16M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 415,886 | $15M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 410,276 | $15M | 0.2% | 2026-Q2 |
| World Investment Advisors added | 409,382 | $14M | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 403,016 | $15M | 0.2% | 2026-Q2 |
| Key Financial Inc trimmed | 402,453 | $15M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 402,374 | $15M | 0.2% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 402,049 | $15M | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 401,583 | $15M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 398,020 | $15M | 0.2% | 2026-Q2 |
| Capasso Planning Partners LLC trimmed | 385,702 | $14M | 0.2% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 379,241 | $14M | 0.2% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 371,167 | $14M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 366,973 | $13M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 365,194 | $13M | 0.2% | 2026-Q2 |
| Tower Wealth Partners, Inc. trimmed | 355,689 | $13M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 352,462 | $13M | 0.2% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 348,808 | $13M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 346,091 | $13M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 345,093 | $13M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 344,983 | $13M | 0.2% | 2026-Q2 |
| Schulz Wealth, LTD. added | 342,573 | $13M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 340,344 | $12M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 337,044 | $12M | 0.2% | 2026-Q2 |
| SageGuard Financial Group, LLC trimmed | 335,902 | $12M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC added | 335,642 | $12M | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 322,889 | $12M | 0.2% | 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.