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Institutional Ownership · SEC Form 13F

Who owns BUFZ (BUFZ)


Which tracked institutional funds hold BUFZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BUFZ 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.

123
Institutional holders
26,643,288
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened BUFZ while 14 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

BUFZ’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% 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 BUFZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BUFZ 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 123 tracked filers holding BUFZ, 69 increased or opened the position and 42 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 BUFZ 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 3

  • DIVERSIFY WEALTH MANAGEMENT, LLC$2M
  • Keystone Wealth Services, LLC$1M
  • McKinney Capital Management, LLC$713K

Full exits 3

  • Coppell Advisory Solutions LLC$32M
  • Global Retirement Partners, LLC$1M
  • Diversify Advisory Services, LLC$1M

Largest adds

  • Forge Financial Services LLC$30M
  • LPL Financial LLC$9M
  • COMMONWEALTH EQUITY SERVICES, LLC$6M
  • Cetera Investment Advisers$5M
  • ENVESTNET ASSET MANAGEMENT INC$3M
  • OSAIC HOLDINGS, INC.$3M

Largest trims

  • Glen Eagle Advisors, LLC$3M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$2M
  • Geneos Wealth Management Inc.$2M
  • MML INVESTORS SERVICES, LLC$1M
  • NewEdge Advisors, LLC$1M

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added4,369,686$115M15.4%2026-Q1
Forge Financial Services LLC added4,146,972$109M14.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,947,016$77M10.4%2026-Q1
OSAIC HOLDINGS, INC. added1,875,506$49M6.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,363,762$36M4.8%2026-Q1
Kestra Advisory Services, LLC added1,087,398$29M3.8%2026-Q1
Cetera Investment Advisers added1,008,923$27M3.6%2026-Q1
CWM, LLC added906,048$24M3.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added887,944$23M3.1%2026-Q1
Jacobi Capital Management LLC added881,639$23M3.1%2026-Q1
TRUIST FINANCIAL CORP added757,934$20M2.7%2026-Q1
Rise Advisors, LLC added699,118$18M2.5%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed546,985$14M1.9%2026-Q1
Geneos Wealth Management Inc. trimmed466,416$12M1.6%2026-Q1
CreativeOne Wealth, LLC added408,952$11M1.4%2026-Q1
Richmond Investment Services, LLC added304,966$8M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added221,048$6M0.8%2026-Q1
HARBOUR INVESTMENTS, INC. added201,445$5M0.7%2026-Q1
Kingsview Wealth Management, LLC added180,343$5M0.6%2026-Q1
Goldenstone Wealth Management LLC added155,554$4M0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed115,390$3M0.4%2026-Q1
AdvisorNet Financial, Inc added112,027$3M0.4%2026-Q1
Private Advisor Group, LLC added110,558$3M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed106,673$3M0.4%2026-Q1
Visionary Wealth Advisors trimmed95,535$3M0.3%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new84,094$2M0.3%2026-Q1
Integrated Wealth Concepts LLC added85,076$2M0.3%2026-Q1
WOLFF WIESE MAGANA LLC added83,946$2M0.3%2026-Q1
Comprehensive Financial Consultants Institutional, Inc. added80,694$2M0.3%2026-Q1
Brookstone Capital Management added80,612$2M0.3%2026-Q1
StoneX Group Inc. trimmed78,119$2M0.3%2026-Q1
Mayfair Advisory Group, LLC trimmed76,337$2M0.3%2026-Q1
Atlas Private Wealth Advisors trimmed75,796$2M0.3%2026-Q1
Prospera Financial Services Inc added73,775$2M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed73,191$2M0.3%2026-Q1
Gallagher Fiduciary Advisors, LLC trimmed72,092$2M0.3%2026-Q1
Prosperity Financial Group, Inc. added71,259$2M0.3%2026-Q1
Pinnacle Financial Partners, Inc. added66,543$2M0.2%2026-Q1
Ergawealth Advisors, Inc. trimmed59,817$2M0.2%2026-Q1
JPMORGAN CHASE & CO added60,325$2M0.2%2026-Q1
Atria Investments, Inc trimmed55,832$1M0.2%2026-Q1
Sunbelt Securities, Inc. trimmed53,231$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added52,016$1M0.2%2026-Q1
Gateway Wealth Partners, LLC added50,496$1M0.2%2026-Q1
Harvest Investment Services, LLC added49,327$1M0.2%2026-Q1
Keystone Wealth Services, LLC new47,026$1M0.2%2026-Q1
Legacy Capital Wealth Partners, LLC added46,806$1M0.2%2026-Q1
Paragon Private Wealth Management, LLC added46,019$1M0.2%2026-Q1
Janney Montgomery Scott LLC added44,343$1M0.2%2026-Q1
PRIVATE TRUST CO NA added40,467$1M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added40,994$1M0.1%2026-Q1
WORLD EQUITY GROUP, INC. trimmed40,882$1M0.1%2026-Q1
Apollon Wealth Management, LLC added39,112$1M0.1%2026-Q1
Nvest Financial, LLC36,298$954K0.1%2026-Q1
Glen Eagle Advisors, LLC trimmed35,683$937K0.1%2026-Q1
FSB PREMIER WEALTH MANAGEMENT, INC. added34,913$917K0.1%2026-Q1
Capital Analysts, LLC33,921$891K0.1%2026-Q1
Western Wealth Management, LLC added32,336$849K0.1%2026-Q1
Legacy Wealth Managment, LLC/ID added32,213$846K0.1%2026-Q1
ADAMSBROWN WEALTH CONSULTANTS LLC added30,929$813K0.1%2026-Q1
Simplicity Wealth,LLC added28,340$744K0.1%2026-Q1
McKinney Capital Management, LLC new27,160$713K0.1%2026-Q1
HighTower Advisors, LLC26,924$707K0.1%2026-Q1
Prime Capital Investment Advisors, LLC trimmed25,510$670K0.1%2026-Q1
Mariner, LLC added23,800$625K0.1%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added22,165$595K0.1%2026-Q1
GoalVest Advisory LLC22,282$585K0.1%2026-Q1
IFP Advisors, Inc added22,135$581K0.1%2026-Q1
Stratos Wealth Partners, LTD. added17,862$469K0.1%2026-Q1
Koshinski Asset Management, Inc. added17,207$452K0.1%2026-Q1
Sanctuary Advisors, LLC16,839$442K0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new16,705$439K0.1%2026-Q1
Brookwood Investment Group LLC trimmed15,918$418K0.1%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed15,866$417K0.1%2026-Q1
Equitable Holdings, Inc. added15,598$414K0.1%2026-Q1
MCDONALD PARTNERS LLC added14,000$368K0.0%2026-Q1
Orion Porfolio Solutions, LLC trimmed13,485$354K0.0%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed13,455$353K0.0%2026-Q1
JANE STREET GROUP, LLC added13,403$352K0.0%2026-Q1
DAVENPORT & Co LLC13,365$351K0.0%2026-Q1
Maridea Wealth Management LLC13,350$351K0.0%2026-Q1
HBK Sorce Advisory LLC12,603$348K0.0%2026-Q1
Coppell Advisory Solutions LLC trimmed1,203,876$32M4.3%2025-Q4 stale
Bullseye Investment Management, LLC272,868$6M0.9%2025-Q3 stale
IHT Wealth Management, LLC trimmed88,273$2M0.3%2025-Q2 stale
SYNOVUS FINANCIAL CORP added63,393$2M0.2%2025-Q3 stale
ZEGA Investments, LLC new64,541$2M0.2%2025-Q2 stale
Global Retirement Partners, LLC added51,566$1M0.2%2025-Q4 stale
Diversify Advisory Services, LLC added49,553$1M0.2%2025-Q4 stale
OLD MISSION CAPITAL LLC added44,902$1M0.2%2025-Q2 stale
B.O.S.S. Retirement Advisors, LLC new41,389$1M0.1%2025-Q3 stale
CITADEL ADVISORS LLC added37,074$924K0.1%2025-Q2 stale
TOWNSQUARE CAPITAL LLC32,449$763K0.1%2025-Q1 stale
Legacy Investment Solutions, LLC added30,312$756K0.1%2025-Q2 stale
OneDigital Investment Advisors LLC28,395$735K0.1%2025-Q3 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC18,572$493K0.1%2025-Q4 stale
SLT Holdings LLC18,572$493K0.1%2025-Q4 stale
Kestra Investment Management, LLC added17,855$474K0.1%2025-Q4 stale
TUCKER ASSET MANAGEMENT LLC added14,686$390K0.1%2025-Q4 stale
TOUNJIAN ADVISORY PARTNERS, LLC16,230$381K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership