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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 4,369,686 | $115M | 15.4% | 2026-Q1 |
| Forge Financial Services LLC added | 4,146,972 | $109M | 14.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,947,016 | $77M | 10.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,875,506 | $49M | 6.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,363,762 | $36M | 4.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,087,398 | $29M | 3.8% | 2026-Q1 |
| Cetera Investment Advisers added | 1,008,923 | $27M | 3.6% | 2026-Q1 |
| CWM, LLC added | 906,048 | $24M | 3.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 887,944 | $23M | 3.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 881,639 | $23M | 3.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 757,934 | $20M | 2.7% | 2026-Q1 |
| Rise Advisors, LLC added | 699,118 | $18M | 2.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 546,985 | $14M | 1.9% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 466,416 | $12M | 1.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 408,952 | $11M | 1.4% | 2026-Q1 |
| Richmond Investment Services, LLC added | 304,966 | $8M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 221,048 | $6M | 0.8% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 201,445 | $5M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 180,343 | $5M | 0.6% | 2026-Q1 |
| Goldenstone Wealth Management LLC added | 155,554 | $4M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 115,390 | $3M | 0.4% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 112,027 | $3M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 110,558 | $3M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 106,673 | $3M | 0.4% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 95,535 | $3M | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 84,094 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 85,076 | $2M | 0.3% | 2026-Q1 |
| WOLFF WIESE MAGANA LLC added | 83,946 | $2M | 0.3% | 2026-Q1 |
| Comprehensive Financial Consultants Institutional, Inc. added | 80,694 | $2M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 80,612 | $2M | 0.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 78,119 | $2M | 0.3% | 2026-Q1 |
| Mayfair Advisory Group, LLC trimmed | 76,337 | $2M | 0.3% | 2026-Q1 |
| Atlas Private Wealth Advisors trimmed | 75,796 | $2M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc added | 73,775 | $2M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 73,191 | $2M | 0.3% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC trimmed | 72,092 | $2M | 0.3% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 71,259 | $2M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 66,543 | $2M | 0.2% | 2026-Q1 |
| Ergawealth Advisors, Inc. trimmed | 59,817 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 60,325 | $2M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 55,832 | $1M | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 53,231 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 52,016 | $1M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 50,496 | $1M | 0.2% | 2026-Q1 |
| Harvest Investment Services, LLC added | 49,327 | $1M | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC new | 47,026 | $1M | 0.2% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC added | 46,806 | $1M | 0.2% | 2026-Q1 |
| Paragon Private Wealth Management, LLC added | 46,019 | $1M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 44,343 | $1M | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 40,467 | $1M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 40,994 | $1M | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. trimmed | 40,882 | $1M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 39,112 | $1M | 0.1% | 2026-Q1 |
| Nvest Financial, LLC | 36,298 | $954K | 0.1% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 35,683 | $937K | 0.1% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. added | 34,913 | $917K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 33,921 | $891K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 32,336 | $849K | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 32,213 | $846K | 0.1% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 30,929 | $813K | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 28,340 | $744K | 0.1% | 2026-Q1 |
| McKinney Capital Management, LLC new | 27,160 | $713K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 26,924 | $707K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 25,510 | $670K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 23,800 | $625K | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 22,165 | $595K | 0.1% | 2026-Q1 |
| GoalVest Advisory LLC | 22,282 | $585K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 22,135 | $581K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 17,862 | $469K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 17,207 | $452K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC | 16,839 | $442K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 16,705 | $439K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 15,918 | $418K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 15,866 | $417K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 15,598 | $414K | 0.1% | 2026-Q1 |
| MCDONALD PARTNERS LLC added | 14,000 | $368K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 13,485 | $354K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. trimmed | 13,455 | $353K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 13,403 | $352K | 0.0% | 2026-Q1 |
| DAVENPORT & Co LLC | 13,365 | $351K | 0.0% | 2026-Q1 |
| Maridea Wealth Management LLC | 13,350 | $351K | 0.0% | 2026-Q1 |
| HBK Sorce Advisory LLC | 12,603 | $348K | 0.0% | 2026-Q1 |
| Coppell Advisory Solutions LLC trimmed | 1,203,876 | $32M | 4.3% | 2025-Q4 stale |
| Bullseye Investment Management, LLC | 272,868 | $6M | 0.9% | 2025-Q3 stale |
| IHT Wealth Management, LLC trimmed | 88,273 | $2M | 0.3% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP added | 63,393 | $2M | 0.2% | 2025-Q3 stale |
| ZEGA Investments, LLC new | 64,541 | $2M | 0.2% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 51,566 | $1M | 0.2% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 49,553 | $1M | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 44,902 | $1M | 0.2% | 2025-Q2 stale |
| B.O.S.S. Retirement Advisors, LLC new | 41,389 | $1M | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 37,074 | $924K | 0.1% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC | 32,449 | $763K | 0.1% | 2025-Q1 stale |
| Legacy Investment Solutions, LLC added | 30,312 | $756K | 0.1% | 2025-Q2 stale |
| OneDigital Investment Advisors LLC | 28,395 | $735K | 0.1% | 2025-Q3 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 18,572 | $493K | 0.1% | 2025-Q4 stale |
| SLT Holdings LLC | 18,572 | $493K | 0.1% | 2025-Q4 stale |
| Kestra Investment Management, LLC added | 17,855 | $474K | 0.1% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC added | 14,686 | $390K | 0.1% | 2025-Q4 stale |
| TOUNJIAN ADVISORY PARTNERS, LLC | 16,230 | $381K | 0.1% | 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.
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.