Who owns BUFT
Which tracked institutional funds hold BUFT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
10 tracked funds added or opened BUFT while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
BUFT’s largest tracked holder by dollar value, Glen Eagle Advisors, LLC, sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BUFT 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 54 tracked filers holding BUFT, 21 increased or opened the position and 32 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 BUFT 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 1
- Summit Financial, LLC$1M
Full exits 7
- CWM, LLC$6M
- OLD MISSION CAPITAL LLC$2M
- CITADEL ADVISORS LLC$1M
- Pacific Excel Wealth Advisors, Inc.$864K
- Avior Wealth Management, LLC$783K
- Jaffetilchin Investment Partners, LLC$546K
Largest adds
- LPL Financial LLC$5M
- Cetera Investment Advisers$1M
- ENVESTNET ASSET MANAGEMENT INC$916K
- Arkadios Wealth Advisors$704K
- OSAIC HOLDINGS, INC.$504K
- Geneos Wealth Management Inc.$422K
Largest trims
- Gateway Wealth Partners, LLC$768K
- SageGuard Financial Group, LLC$352K
- COMMONWEALTH EQUITY SERVICES, LLC$261K
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 |
|---|---|---|---|---|
| Glen Eagle Advisors, LLC trimmed | 786,105 | $20M | 14.0% | 2026-Q2 |
| LPL Financial LLC added | 717,084 | $19M | 12.7% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 648,162 | $17M | 11.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 342,394 | $9M | 6.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 247,105 | $6M | 4.4% | 2026-Q2 |
| Cetera Investment Advisers added | 217,213 | $6M | 3.9% | 2026-Q2 |
| Legacy Wealth Managment, LLC/ID added | 207,428 | $5M | 3.7% | 2026-Q2 |
| Arkadios Wealth Advisors added | 179,043 | $5M | 3.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 145,504 | $4M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 126,773 | $3M | 2.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 125,437 | $3M | 2.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 122,626 | $3M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 81,899 | $2M | 1.5% | 2026-Q2 |
| SageGuard Financial Group, LLC trimmed | 79,037 | $2M | 1.4% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 69,599 | $2M | 1.2% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 57,618 | $1M | 1.0% | 2026-Q2 |
| Sanctuary Advisors, LLC | 57,523 | $1M | 1.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 43,765 | $1M | 0.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 40,375 | $1M | 0.7% | 2026-Q2 |
| Financial Guidance Group, Inc. trimmed | 40,375 | $1M | 0.7% | 2026-Q2 |
| Summit Financial, LLC new | 39,794 | $1M | 0.7% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 37,938 | $982K | 0.7% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 36,686 | $950K | 0.7% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC | 36,365 | $941K | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 32,309 | $836K | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC | 31,067 | $804K | 0.6% | 2026-Q2 |
| Atria Investments, Inc added | 30,747 | $796K | 0.5% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 17,048 | $441K | 0.3% | 2026-Q2 |
| Quad-Cities Investment Group, LLC | 15,391 | $398K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 14,749 | $382K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 12,707 | $330K | 0.2% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 11,770 | $305K | 0.2% | 2026-Q2 |
| BARRETT & COMPANY, INC. trimmed | 11,248 | $291K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 11,228 | $291K | 0.2% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 9,064 | $235K | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC | 8,976 | $232K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc | 8,623 | $223K | 0.2% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 8,336 | $216K | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC | 8,076 | $209K | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC new | 7,971 | $206K | 0.1% | 2026-Q2 |
| Front Row Advisors LLC new | 2,675 | $70K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2,370 | $61K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 2,075 | $54K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,929 | $50K | 0.0% | 2026-Q2 |
| Trust Co | 1,584 | $41K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,132 | $29K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 1,000 | $26K | 0.0% | 2026-Q2 |
| Benson Wealth Management INC | 429 | $11K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. | 339 | $9K | 0.0% | 2026-Q2 |
| Caitlin John, LLC | 302 | $8K | 0.0% | 2026-Q2 |
| AMERICAN NATIONAL BANK & TRUST | 269 | $7K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 200 | $5K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 149 | $4K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 78 | $2K | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 223,635 | $6M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 74,592 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 45,330 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Pacific Excel Wealth Advisors, Inc. added | 34,841 | $864K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Avior Wealth Management, LLC | 31,549 | $783K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC added | 22,012 | $546K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,139 | $524K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 17,287 | $429K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,520 | $311K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Clear Creek Financial Management, LLC new | 8,834 | $219K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC | 8,291 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 6,882 | $171K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC trimmed | 1,279 | $32K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| IMG Wealth Management, Inc. trimmed | 323 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROVIN CAPITAL /UT/ /ADV trimmed | 31,572 | $777K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| FIFTH THIRD BANCORP new | 18,120 | $446K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| RESOLUTE CAPITAL, LLC new | 13,101 | $322K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC | 10,162 | $250K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Private Advisor Group, LLC trimmed | 8,972 | $221K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| PRIVATE TRUST CO NA | 2,500 | $62K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,141 | $28K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Smartleaf Asset Management LLC trimmed | 118 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Compass Financial Services Inc | 50 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Ankerstar Wealth, LLC new | 30 | $738 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SYNOVUS FINANCIAL CORP trimmed | 156,538 | $4M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC added | 33,003 | $797K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| KFG WEALTH MANAGEMENT, LLC | 9,651 | $233K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Legacy Investment Solutions, LLC added | 80,030 | $2M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| SILVER OAK SECURITIES, INCORPORATED added | 48,694 | $1M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 10,538 | $248K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC trimmed | 6,520 | $154K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Wood Tarver Financial Group, LLC | 2,766 | $65K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.