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Institutional Ownership · SEC Form 13F

Who owns BUYW (BUYW)


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

70
Institutional holders
71,305,052
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened BUYW while 7 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

BUYW’s largest tracked holder by dollar value, Orion Porfolio Solutions, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BUYW 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 70 tracked filers holding BUYW, 51 increased or opened the position and 28 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 BUYW 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 2

  • VICTORY FINANCIAL GROUP, LLC$536K
  • Baer Investment Advisory LLC$536K

Full exits 2

  • Global Retirement Partners, LLC$2M
  • Pine Valley Investments Ltd Liability Co$2M

Largest adds

  • LPL Financial LLC$43M
  • Main Management LLC$34M
  • Orion Porfolio Solutions, LLC$9M
  • Madrona Financial Services, LLC$9M
  • Virtue Capital Management, LLC$8M
  • AMG Asset Management Group, Inc.$6M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65M
  • Encompass More Asset Management$19M
  • OSAIC HOLDINGS, INC.$4M
  • Foundations Investment Advisors, LLC$812K
  • PFG Advisors$640K

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
Orion Porfolio Solutions, LLC added22,694,150$320M25.8%2026-Q1
LPL Financial LLC added18,060,018$254M20.5%2026-Q1
Main Management LLC added10,572,577$149M12.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed7,340,135$103M8.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,645,267$37M3.0%2026-Q1
Encompass More Asset Management trimmed1,098,113$15M1.2%2026-Q1
CWM, LLC added1,004,058$14M1.1%2026-Q1
Madrona Financial Services, LLC added939,919$13M1.1%2026-Q1
San Luis Wealth Advisors LLC added865,990$12M1.0%2026-Q1
POTOMAC FUND MANAGEMENT INC /ADV added713,576$10M0.8%2026-Q1
Virtue Capital Management, LLC added625,209$9M0.7%2026-Q1
AMG Asset Management Group, Inc. added565,137$8M0.6%2026-Q1
Ashton Thomas Private Wealth, LLC added356,092$5M0.4%2026-Q1
Echo45 Advisors LLC added321,531$5M0.4%2026-Q1
World Investment Advisors added282,700$4M0.3%2026-Q1
Cetera Investment Advisers added265,675$4M0.3%2026-Q1
GWN SECURITIES INC. added247,715$3M0.3%2026-Q1
Copley Financial Group, Inc. trimmed219,504$3M0.2%2026-Q1
Tactive Advisors, LLC added205,223$3M0.2%2026-Q1
Foundations Investment Advisors, LLC trimmed187,588$3M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added182,126$3M0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. added166,106$2M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed147,139$2M0.2%2026-Q1
Dynamic Advisor Solutions LLC added144,356$2M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED added127,363$2M0.1%2026-Q1
Sonoma Allocations LLC added113,534$2M0.1%2026-Q1
CreativeOne Wealth, LLC added103,544$1M0.1%2026-Q1
GeoWealth Management, LLC added91,803$1M0.1%2026-Q1
CFS Investment Advisory Services, LLC trimmed79,515$1M0.1%2026-Q1
Silver Grove Financial Group, Inc. added80,868$1M0.1%2026-Q1
Astoria Portfolio Advisors LLC. added73,679$1M0.1%2026-Q1
Ausdal Financial Partners, Inc. added74,219$1M0.1%2026-Q1
United Advisor Group, LLC added68,993$971K0.1%2026-Q1
Mutual Advisors, LLC added57,762$813K0.1%2026-Q1
Sigma Planning Corp added54,349$765K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc. added50,293$708K0.1%2026-Q1
Baer Investment Advisory LLC new38,041$536K0.0%2026-Q1
VICTORY FINANCIAL GROUP, LLC new38,041$536K0.0%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC trimmed35,116$494K0.0%2026-Q1
Gibbs Wealth Management added34,844$491K0.0%2026-Q1
GOLDMAN SACHS GROUP INC added29,653$418K0.0%2026-Q1
MONEY CONCEPTS CAPITAL CORP added29,512$416K0.0%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed29,276$412K0.0%2026-Q1
PFG Advisors trimmed27,499$387K0.0%2026-Q1
Koshinski Asset Management, Inc. added25,972$366K0.0%2026-Q1
Richmond Investment Services, LLC new23,322$328K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added21,428$302K0.0%2026-Q1
Kestra Advisory Services, LLC trimmed20,535$289K0.0%2026-Q1
Balefire, LLC added18,563$261K0.0%2026-Q1
Integrity Advisory Solutions, LLC added17,928$252K0.0%2026-Q1
Strategic Equity Management new16,107$227K0.0%2026-Q1
MONEYWISE, INC. new16,107$227K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed11,425$161K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed10,821$152K0.0%2026-Q1
AE Wealth Management LLC trimmed9,205$130K0.0%2026-Q1
Synergy Investment Management, LLC added8,091$114K0.0%2026-Q1
Western Wealth Management, LLC new6,507$92K0.0%2026-Q1
UBS Group AG added2,660$37K0.0%2026-Q1
Steward Partners Investment Advisory, LLC new2,488$35K0.0%2026-Q1
Advisory Services Network, LLC added1,884$27K0.0%2026-Q1
CoreCap Advisors, LLC1,274$18K0.0%2026-Q1
Farther Finance Advisors, LLC1,038$15K0.0%2026-Q1
ASSETMARK, INC added657$9K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed525$7K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed443$7K0.0%2026-Q1
IFP Advisors, Inc trimmed79$1K0.0%2026-Q1
Fortis Group Advisors, LLC74$1K0.0%2026-Q1
Orion Portfolio Solutions, LLC added15,577,139$214M17.3%2025-Q1 stale
WealthPLAN Partners, LLC added267,995$4M0.3%2025-Q2 stale
Global Retirement Partners, LLC added167,572$2M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added169,628$2M0.2%2025-Q2 stale
Atria Investments, Inc added150,186$2M0.2%2025-Q3 stale
Pine Valley Investments Ltd Liability Co added148,883$2M0.2%2025-Q4 stale
Defined Financial Planning LLC added147,399$2M0.2%2025-Q3 stale
TOWNSQUARE CAPITAL LLC trimmed79,642$1M0.1%2025-Q1 stale
Cooper Financial Group trimmed62,171$854K0.1%2025-Q1 stale
First Horizon Advisors, Inc. added51,555$724K0.1%2025-Q2 stale
JANE STREET GROUP, LLC trimmed36,201$508K0.0%2025-Q2 stale
OLD MISSION CAPITAL LLC added33,886$485K0.0%2025-Q4 stale
Mission Financial Group, LLC trimmed30,113$424K0.0%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed14,667$206K0.0%2025-Q2 stale
PARTNERS WEALTH MANAGEMENT, LLC trimmed13,827$198K0.0%2025-Q4 stale
COLUMBIA ADVISORY PARTNERS LLC trimmed13,683$196K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC trimmed13,547$194K0.0%2025-Q4 stale
Oak Harvest Investment Services new13,383$192K0.0%2025-Q4 stale
FLORIDA FINANCIAL ADVISORS, LLC added11,256$161K0.0%2025-Q4 stale
Mach-1 Financial Group, LLC new10,702$152K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ added10,316$148K0.0%2025-Q4 stale
TCP Asset Management, LLC10,076$138K0.0%2025-Q1 stale
WHITTIER TRUST CO OF NEVADA INC4,000$56K0.0%2025-Q2 stale
Tripletail Wealth Management, LLC new3,253$46K0.0%2025-Q3 stale
GPS Wealth Strategies Group, LLC new3,107$44K0.0%2025-Q3 stale
CIBC Private Wealth Group LLC new1,685$21K0.0%2025-Q1 stale
JPMORGAN CHASE & CO trimmed989$14K0.0%2025-Q1 stale
Allworth Financial LP195$3K0.0%2025-Q4 stale
Painted Porch Advisors LLC new203$3K0.0%2025-Q1 stale
MORGAN STANLEY116$2K0.0%2025-Q3 stale
PRINCIPAL SECURITIES, INC. new106$2K0.0%2025-Q3 stale
Continuum Advisory, LLC trimmed74$1K0.0%2025-Q1 stale
IFC & Insurance Marketing, Inc. new104$1K0.0%2025-Q4 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