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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC added | 22,694,150 | $320M | 25.8% | 2026-Q1 |
| LPL Financial LLC added | 18,060,018 | $254M | 20.5% | 2026-Q1 |
| Main Management LLC added | 10,572,577 | $149M | 12.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,340,135 | $103M | 8.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,645,267 | $37M | 3.0% | 2026-Q1 |
| Encompass More Asset Management trimmed | 1,098,113 | $15M | 1.2% | 2026-Q1 |
| CWM, LLC added | 1,004,058 | $14M | 1.1% | 2026-Q1 |
| Madrona Financial Services, LLC added | 939,919 | $13M | 1.1% | 2026-Q1 |
| San Luis Wealth Advisors LLC added | 865,990 | $12M | 1.0% | 2026-Q1 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 713,576 | $10M | 0.8% | 2026-Q1 |
| Virtue Capital Management, LLC added | 625,209 | $9M | 0.7% | 2026-Q1 |
| AMG Asset Management Group, Inc. added | 565,137 | $8M | 0.6% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 356,092 | $5M | 0.4% | 2026-Q1 |
| Echo45 Advisors LLC added | 321,531 | $5M | 0.4% | 2026-Q1 |
| World Investment Advisors added | 282,700 | $4M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 265,675 | $4M | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. added | 247,715 | $3M | 0.3% | 2026-Q1 |
| Copley Financial Group, Inc. trimmed | 219,504 | $3M | 0.2% | 2026-Q1 |
| Tactive Advisors, LLC added | 205,223 | $3M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 187,588 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 182,126 | $3M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 166,106 | $2M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 147,139 | $2M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 144,356 | $2M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 127,363 | $2M | 0.1% | 2026-Q1 |
| Sonoma Allocations LLC added | 113,534 | $2M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 103,544 | $1M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC added | 91,803 | $1M | 0.1% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 79,515 | $1M | 0.1% | 2026-Q1 |
| Silver Grove Financial Group, Inc. added | 80,868 | $1M | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 73,679 | $1M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 74,219 | $1M | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 68,993 | $971K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 57,762 | $813K | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 54,349 | $765K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 50,293 | $708K | 0.1% | 2026-Q1 |
| Baer Investment Advisory LLC new | 38,041 | $536K | 0.0% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC new | 38,041 | $536K | 0.0% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 35,116 | $494K | 0.0% | 2026-Q1 |
| Gibbs Wealth Management added | 34,844 | $491K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 29,653 | $418K | 0.0% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 29,512 | $416K | 0.0% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 29,276 | $412K | 0.0% | 2026-Q1 |
| PFG Advisors trimmed | 27,499 | $387K | 0.0% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 25,972 | $366K | 0.0% | 2026-Q1 |
| Richmond Investment Services, LLC new | 23,322 | $328K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 21,428 | $302K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 20,535 | $289K | 0.0% | 2026-Q1 |
| Balefire, LLC added | 18,563 | $261K | 0.0% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 17,928 | $252K | 0.0% | 2026-Q1 |
| Strategic Equity Management new | 16,107 | $227K | 0.0% | 2026-Q1 |
| MONEYWISE, INC. new | 16,107 | $227K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,425 | $161K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 10,821 | $152K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 9,205 | $130K | 0.0% | 2026-Q1 |
| Synergy Investment Management, LLC added | 8,091 | $114K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 6,507 | $92K | 0.0% | 2026-Q1 |
| UBS Group AG added | 2,660 | $37K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 2,488 | $35K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,884 | $27K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 1,274 | $18K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 1,038 | $15K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 657 | $9K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 525 | $7K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 443 | $7K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 79 | $1K | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC | 74 | $1K | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 15,577,139 | $214M | 17.3% | 2025-Q1 stale |
| WealthPLAN Partners, LLC added | 267,995 | $4M | 0.3% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 167,572 | $2M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 169,628 | $2M | 0.2% | 2025-Q2 stale |
| Atria Investments, Inc added | 150,186 | $2M | 0.2% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co added | 148,883 | $2M | 0.2% | 2025-Q4 stale |
| Defined Financial Planning LLC added | 147,399 | $2M | 0.2% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 79,642 | $1M | 0.1% | 2025-Q1 stale |
| Cooper Financial Group trimmed | 62,171 | $854K | 0.1% | 2025-Q1 stale |
| First Horizon Advisors, Inc. added | 51,555 | $724K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 36,201 | $508K | 0.0% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 33,886 | $485K | 0.0% | 2025-Q4 stale |
| Mission Financial Group, LLC trimmed | 30,113 | $424K | 0.0% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 14,667 | $206K | 0.0% | 2025-Q2 stale |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 13,827 | $198K | 0.0% | 2025-Q4 stale |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 13,683 | $196K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 13,547 | $194K | 0.0% | 2025-Q4 stale |
| Oak Harvest Investment Services new | 13,383 | $192K | 0.0% | 2025-Q4 stale |
| FLORIDA FINANCIAL ADVISORS, LLC added | 11,256 | $161K | 0.0% | 2025-Q4 stale |
| Mach-1 Financial Group, LLC new | 10,702 | $152K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 10,316 | $148K | 0.0% | 2025-Q4 stale |
| TCP Asset Management, LLC | 10,076 | $138K | 0.0% | 2025-Q1 stale |
| WHITTIER TRUST CO OF NEVADA INC | 4,000 | $56K | 0.0% | 2025-Q2 stale |
| Tripletail Wealth Management, LLC new | 3,253 | $46K | 0.0% | 2025-Q3 stale |
| GPS Wealth Strategies Group, LLC new | 3,107 | $44K | 0.0% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC new | 1,685 | $21K | 0.0% | 2025-Q1 stale |
| JPMORGAN CHASE & CO trimmed | 989 | $14K | 0.0% | 2025-Q1 stale |
| Allworth Financial LP | 195 | $3K | 0.0% | 2025-Q4 stale |
| Painted Porch Advisors LLC new | 203 | $3K | 0.0% | 2025-Q1 stale |
| MORGAN STANLEY | 116 | $2K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. new | 106 | $2K | 0.0% | 2025-Q3 stale |
| Continuum Advisory, LLC trimmed | 74 | $1K | 0.0% | 2025-Q1 stale |
| IFC & Insurance Marketing, Inc. new | 104 | $1K | 0.0% | 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.
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.