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Institutional Ownership · SEC Form 13F

Who owns BUSE (BUSE)


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

247
Institutional holders
54,908,409
Shares held (tracked funds)
62.7%
Of shares outstanding

How the tape is positioned

66 tracked funds added or opened BUSE while 39 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

BUSE’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, 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 BUSE 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 247 tracked filers holding BUSE, 126 increased or opened the position and 94 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 BUSE 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 19

  • VANGUARD CAPITAL MANAGEMENT LLC$92M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$18M
  • VANGUARD FIDUCIARY TRUST CO$14M
  • MALTESE CAPITAL MANAGEMENT LLC$6M
  • FRANKLIN RESOURCES INC$5M
  • Elizabeth Park Capital Advisors, Ltd.$3M

Full exits 9

  • VANGUARD GROUP INC$103M
  • Stieven Capital Advisors, L.P.$7M
  • PEREGRINE CAPITAL MANAGEMENT LLC$5M
  • Brandywine Global Investment Management, LLC$4M
  • Curi Capital, LLC$1M
  • MENDON CAPITAL ADVISORS CORP$1M

Largest adds

  • Savvy Advisors, Inc.$30M
  • GOLDMAN SACHS GROUP INC$14M
  • DIMENSIONAL FUND ADVISORS LP$12M
  • FMR LLC$10M
  • BlackRock, Inc.$10M
  • STATE STREET CORP$9M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$202M
  • JANUS HENDERSON GROUP PLC$21M
  • Nuveen, LLC$10M
  • WELLINGTON MANAGEMENT GROUP LLP$8M
  • TWO SIGMA INVESTMENTS, LP$4M
  • OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$3M

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
WELLINGTON MANAGEMENT GROUP LLP trimmed6,979,005$176M11.5%2026-Q1
BlackRock, Inc. trimmed6,974,761$176M11.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added5,067,210$128M8.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,625,316$92M6.0%2026-Q1
STATE STREET CORP added3,089,405$78M5.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,314,372$58M3.8%2026-Q1
LSV ASSET MANAGEMENT added1,388,361$35M2.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added1,346,463$34M2.2%2026-Q1
Savvy Advisors, Inc. added1,294,378$33M2.1%2026-Q1
MIRABELLA FINANCIAL SERVICES LLP added1,249,884$32M2.1%2026-Q1
Bank of New York Mellon Corp trimmed1,111,103$28M1.8%2026-Q1
GOLDMAN SACHS GROUP INC added1,080,286$27M1.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added963,140$24M1.6%2026-Q1
NORTHERN TRUST CORP added865,443$22M1.4%2026-Q1
Verition Fund Management LLC added798,460$20M1.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed721,421$18M1.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new709,890$18M1.2%2026-Q1
FMR LLC added695,756$18M1.1%2026-Q1
MORGAN STANLEY trimmed640,171$16M1.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed632,633$16M1.0%2026-Q1
Nuveen, LLC trimmed596,718$15M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new562,889$14M0.9%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed521,416$13M0.9%2026-Q1
Rhino Investment Partners, Inc added492,113$12M0.8%2026-Q1
Empowered Funds, LLC added475,547$12M0.8%2026-Q1
LOOMIS SAYLES & CO L P added455,719$12M0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed374,800$9M0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed325,177$8M0.5%2026-Q1
SEI INVESTMENTS CO added301,323$8M0.5%2026-Q1
Creative Planning added291,322$7M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added273,684$7M0.4%2026-Q1
ProShare Advisors LLC trimmed259,160$7M0.4%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC added237,500$6M0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed236,170$6M0.4%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added233,061$6M0.4%2026-Q1
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed210,214$5M0.3%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH204,447$5M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed180,791$5M0.3%2026-Q1
FRANKLIN RESOURCES INC added179,145$5M0.3%2026-Q1
Swiss National Bank175,700$4M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added169,641$4M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added169,332$4M0.3%2026-Q1
Invesco Ltd. added159,622$4M0.3%2026-Q1
FIRST TRUST ADVISORS LP added157,376$4M0.3%2026-Q1
Sunesis Advisors, LLC156,862$4M0.3%2026-Q1
EJF Capital LP added154,834$4M0.3%2026-Q1
EverSource Wealth Advisors, LLC added13,345$4M0.2%2026-Q1
Quantinno Capital Management LP added142,447$4M0.2%2026-Q1
UBS Group AG added138,587$4M0.2%2026-Q1
COZAD ASSET MANAGEMENT INC trimmed137,179$3M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed139,347$3M0.2%2026-Q1
Thrivent Financial for Lutherans added133,981$3M0.2%2026-Q1
JANUS HENDERSON GROUP PLC trimmed131,739$3M0.2%2026-Q1
TOWLE & CO trimmed127,979$3M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added127,361$3M0.2%2026-Q1
BANC FUNDS CO LLC added127,077$3M0.2%2026-Q1
RHUMBLINE ADVISERS added122,314$3M0.2%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C.117,192$3M0.2%2026-Q1
JANE STREET GROUP, LLC added116,730$3M0.2%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added109,941$3M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed105,005$3M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added103,430$3M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added102,888$3M0.2%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY101,391$3M0.2%2026-Q1
Elizabeth Park Capital Advisors, Ltd. added99,797$3M0.2%2026-Q1
State of New Jersey Common Pension Fund D96,504$2M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added95,005$2M0.2%2026-Q1
Russell Investments Group, Ltd. added92,990$2M0.2%2026-Q1
MARSHALL WACE, LLP added90,316$2M0.1%2026-Q1
UMB Bank, n.a.87,757$2M0.1%2026-Q1
BARCLAYS PLC trimmed87,178$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added82,285$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed86,538$2M0.1%2026-Q1
D. E. Shaw & Co., Inc. added79,245$2M0.1%2026-Q1
Members Trust Co75,000$2M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed72,662$2M0.1%2026-Q1
Trexquant Investment LP added70,078$2M0.1%2026-Q1
Assenagon Asset Management S.A. added68,974$2M0.1%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added68,141$2M0.1%2026-Q1
Legal & General Group Plc trimmed66,117$2M0.1%2026-Q1
CITIGROUP INC added65,423$2M0.1%2026-Q1
DARK FOREST CAPITAL MANAGEMENT LP trimmed61,401$2M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed59,705$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed4,346,502$103M6.7%2025-Q4 stale
Plancorp, LLC1,297,225$30M2.0%2025-Q3 stale
T. Rowe Price Investment Management, Inc. trimmed501,650$11M0.7%2025-Q2 stale
FJ Capital Management LLC trimmed366,020$8M0.6%2025-Q3 stale
Stieven Capital Advisors, L.P. trimmed312,764$7M0.5%2025-Q4 stale
Philadelphia Financial Management of San Francisco, LLC new302,289$7M0.4%2025-Q1 stale
North Reef Capital Management LP new269,929$6M0.4%2025-Q1 stale
TrueMark Investments, LLC new238,960$5M0.3%2025-Q1 stale
PEREGRINE CAPITAL MANAGEMENT LLC trimmed203,201$5M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC added199,663$4M0.3%2025-Q1 stale
Brandywine Global Investment Management, LLC trimmed178,040$4M0.3%2025-Q4 stale
Schonfeld Strategic Advisors LLC added96,248$2M0.1%2025-Q3 stale
DENALI ADVISORS LLC trimmed89,750$2M0.1%2025-Q1 stale
Keeley-Teton Advisors, LLC trimmed88,827$2M0.1%2025-Q1 stale
KAVAR CAPITAL PARTNERS GROUP, LLC83,432$2M0.1%2025-Q2 stale
MACQUARIE GROUP LTD74,400$2M0.1%2025-Q3 stale
SummerHaven Investment Management, LLC added69,002$2M0.1%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