Who owns BUFY
Which tracked institutional funds hold BUFY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFY 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 BUFY is one-sided between 2026-Q1 and 2026-Q2: 19 added or opened and 4 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
BUFY’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BUFY 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 57 tracked filers holding BUFY, 42 increased or opened the position and 16 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 BUFY 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 5
- Prasad Wealth Partners, LLC$15M
- LPL Financial LLC$3M
- VIMA LLC$2M
- OLD MISSION CAPITAL LLC$1M
- BIP Wealth, LLC$660K
Full exits 3
- Janney Montgomery Scott LLC$10M
- WEDBUSH SECURITIES INC$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$10M
- OSAIC HOLDINGS, INC.$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Cetera Investment Advisers$3M
- NewEdge Advisors, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
Largest trims
- JANE STREET GROUP, LLC$309K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 742,624 | $17M | 13.7% | 2026-Q2 |
| Prasad Wealth Partners, LLC new | 639,436 | $15M | 11.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 547,922 | $13M | 10.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 417,530 | $10M | 7.7% | 2026-Q2 |
| Cetera Investment Advisers added | 337,507 | $8M | 6.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 167,781 | $4M | 3.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 160,754 | $4M | 3.0% | 2026-Q2 |
| LPL Financial LLC new | 121,254 | $3M | 2.2% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 115,817 | $3M | 2.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 89,112 | $2M | 1.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 85,211 | $2M | 1.6% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 84,996 | $2M | 1.6% | 2026-Q2 |
| Opus Financial Solutions LLC added | 76,982 | $2M | 1.4% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 75,643 | $2M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 73,763 | $2M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 71,746 | $2M | 1.3% | 2026-Q2 |
| VIMA LLC new | 69,046 | $2M | 1.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 65,250 | $2M | 1.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 58,399 | $1M | 1.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 54,198 | $1M | 1.0% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. trimmed | 48,951 | $1M | 0.9% | 2026-Q2 |
| Brookstone Capital Management added | 38,400 | $899K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 37,748 | $884K | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,147 | $799K | 0.6% | 2026-Q2 |
| IFP Advisors, Inc added | 33,708 | $789K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 33,659 | $788K | 0.6% | 2026-Q2 |
| Mariner, LLC added | 29,535 | $691K | 0.5% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 28,459 | $664K | 0.5% | 2026-Q2 |
| BIP Wealth, LLC new | 28,202 | $660K | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 27,041 | $633K | 0.5% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 26,675 | $624K | 0.5% | 2026-Q2 |
| Claro Advisors Inc. added | 25,638 | $600K | 0.5% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 24,226 | $567K | 0.4% | 2026-Q2 |
| Capasso Planning Partners LLC | 22,820 | $534K | 0.4% | 2026-Q2 |
| Sigma Planning Corp new | 21,354 | $500K | 0.4% | 2026-Q2 |
| Chris Bulman Inc | 21,185 | $496K | 0.4% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20,882 | $489K | 0.4% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 20,443 | $479K | 0.4% | 2026-Q2 |
| Arlington Capital Management, Inc. trimmed | 19,969 | $467K | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. new | 19,314 | $452K | 0.4% | 2026-Q2 |
| Tradition Wealth Management, LLC | 18,397 | $431K | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 17,974 | $421K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 16,943 | $397K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 16,881 | $395K | 0.3% | 2026-Q2 |
| OneAscent Financial Services LLC added | 13,663 | $320K | 0.3% | 2026-Q2 |
| National Wealth Management Group, LLC added | 13,451 | $315K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 13,273 | $311K | 0.2% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 12,116 | $284K | 0.2% | 2026-Q2 |
| MCDONALD PARTNERS LLC added | 9,860 | $231K | 0.2% | 2026-Q2 |
| Lunt Capital Management, Inc. trimmed | 9,620 | $225K | 0.2% | 2026-Q2 |
| MBE Wealth Management, LLC new | 9,582 | $224K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,125 | $214K | 0.2% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. new | 8,794 | $206K | 0.2% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 8,085 | $189K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 7,725 | $181K | 0.1% | 2026-Q2 |
| IMG Wealth Management, Inc. | 6,410 | $150K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2,500 | $59K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC new | 434,658 | $10M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 59,781 | $1M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 57,902 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 13,822 | $309K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 11,091 | $248K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Resource Group trimmed | 9,435 | $211K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC new | 290 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| StoneX Group Inc. new | 9,139 | $203K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| B. Riley Wealth Advisors, Inc. trimmed | 22,765 | $480K | 0.4% | 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.