Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
20 tracked funds added or opened BUYW while 8 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp 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 2026-Q1 and 2026-Q2, across 68 tracked filers holding BUYW, 50 increased or opened the position and 31 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 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 1
- Global Retirement Partners, LLC$3M
Full exits 6
- Main Management LLC$149M
- CWM, LLC$14M
- Foundations Investment Advisors, LLC$3M
- Cambridge Investment Research Advisors, Inc.$3M
- Sigma Planning Corp$765K
- Baer Investment Advisory LLC$536K
Largest adds
- LPL Financial LLC$76M
- Orion Porfolio Solutions, LLC$21M
- San Luis Wealth Advisors LLC$5M
- OSAIC HOLDINGS, INC.$4M
- POTOMAC FUND MANAGEMENT INC /ADV$1M
- Ashton Thomas Private Wealth, LLC$1M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$618K
- Cetera Investment Advisers$264K
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 |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC added | 23,594,578 | $341M | 29.9% | 2026-Q2 |
| LPL Financial LLC added | 22,846,738 | $330M | 28.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 7,411,816 | $107M | 9.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,534,773 | $37M | 3.2% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 1,220,457 | $18M | 1.5% | 2026-Q2 |
| Encompass More Asset Management added | 1,129,401 | $16M | 1.4% | 2026-Q2 |
| Madrona Financial Services, LLC added | 941,305 | $14M | 1.2% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 792,716 | $11M | 1.0% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 614,069 | $9M | 0.8% | 2026-Q2 |
| AMG Asset Management Group, Inc. added | 582,661 | $8M | 0.7% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 416,325 | $6M | 0.5% | 2026-Q2 |
| Echo45 Advisors LLC added | 344,192 | $5M | 0.4% | 2026-Q2 |
| GWN SECURITIES INC. added | 287,577 | $4M | 0.4% | 2026-Q2 |
| World Investment Advisors trimmed | 259,061 | $4M | 0.3% | 2026-Q2 |
| Copley Financial Group, Inc. added | 245,634 | $4M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 240,604 | $3M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 217,126 | $3M | 0.3% | 2026-Q2 |
| Tactive Advisors, LLC added | 207,434 | $3M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 182,142 | $3M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 179,870 | $3M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 168,750 | $2M | 0.2% | 2026-Q2 |
| Sonoma Allocations LLC added | 161,272 | $2M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 160,679 | $2M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 126,949 | $2M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 115,075 | $2M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 112,624 | $2M | 0.1% | 2026-Q2 |
| Silver Grove Financial Group, Inc. added | 84,689 | $1M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 82,863 | $1M | 0.1% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 79,806 | $1M | 0.1% | 2026-Q2 |
| Tortuga Wealth Management, Inc added | 79,634 | $1M | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 74,790 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 73,927 | $1M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 73,166 | $1M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 69,475 | $1M | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 69,226 | $1M | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC added | 53,377 | $771K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 52,512 | $759K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 31,612 | $457K | 0.0% | 2026-Q2 |
| PFG Advisors added | 29,537 | $427K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 29,520 | $427K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 28,059 | $405K | 0.0% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 27,584 | $399K | 0.0% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 24,565 | $355K | 0.0% | 2026-Q2 |
| Mission Financial Group, LLC trimmed | 21,385 | $309K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 20,336 | $294K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,125 | $291K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 19,700 | $285K | 0.0% | 2026-Q2 |
| Balefire, LLC trimmed | 17,073 | $247K | 0.0% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 15,766 | $229K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,848 | $215K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 10,976 | $159K | 0.0% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC new | 10,742 | $155K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,258 | $148K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 10,015 | $145K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC trimmed | 8,060 | $116K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 3,896 | $56K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,488 | $36K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 1,038 | $15K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 987 | $14K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 558 | $8K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 435 | $6K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 325 | $5K | 0.0% | 2026-Q2 |
| Fortis Group Advisors, LLC | 74 | $1K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 54 | $778 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 50 | $722 | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 41 | $592 | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 26 | $376 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $13 | 0.0% | 2026-Q2 |
| Main Management LLC added | 10,572,577 | $149M | 13.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 1,004,058 | $14M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 187,588 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 182,126 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sigma Planning Corp added | 54,349 | $765K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 38,041 | $536K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Gibbs Wealth Management added | 34,844 | $491K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Richmond Investment Services, LLC new | 23,322 | $328K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MONEYWISE, INC. new | 16,107 | $227K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Strategic Equity Management new | 16,107 | $227K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,425 | $161K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 6,507 | $92K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 2,660 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,884 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 525 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 13,827 | $198K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 13,683 | $196K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Oak Harvest Investment Services new | 13,383 | $192K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLORIDA FINANCIAL ADVISORS, LLC added | 11,256 | $161K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 10,316 | $148K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP | 195 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Atria Investments, Inc added | 150,186 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Defined Financial Planning LLC added | 147,399 | $2M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Mach-1 Financial Group, LLC new | 10,702 | $152K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Tripletail Wealth Management, LLC new | 3,253 | $46K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| GPS Wealth Strategies Group, LLC new | 3,107 | $44K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 106 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WealthPLAN Partners, LLC added | 267,995 | $4M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 169,628 | $2M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. added | 51,555 | $724K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 14,667 | $206K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| WHITTIER TRUST CO OF NEVADA INC | 4,000 | $56K | 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.