Who owns QBUF
Which tracked institutional funds hold QBUF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QBUF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
8 tracked funds added or opened QBUF while 13 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
QBUF’s largest tracked holder by dollar value, CENTRAL VALLEY ADVISORS, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QBUF 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 54 tracked filers holding QBUF, 28 increased or opened the position and 30 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 QBUF 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 2
- Summit Financial, LLC$2M
- Valmark Advisers, Inc.$506K
Full exits 6
- CENTAURUS FINANCIAL, INC.$4M
- OPTIMA CAPITAL LLC$1M
- HighTower Advisors, LLC$777K
- Crown Wealth Group, LLC$758K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$664K
- CITADEL ADVISORS LLC$515K
Largest adds
- CreativeOne Wealth, LLC$3M
- OSAIC HOLDINGS, INC.$3M
- Prasad Wealth Partners, LLC$3M
- Sovran Advisors, LLC$2M
- Kingsview Wealth Management, LLC$873K
- CENTRAL VALLEY ADVISORS, LLC$678K
Largest trims
- HOLLENCREST CAPITAL MANAGEMENT$39M
- RAYMOND JAMES FINANCIAL INC$4M
- Cetera Investment Advisers$4M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- INDEPENDENT FINANCIAL GROUP, LLC$701K
- SMART Wealth LLC$577K
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 |
|---|---|---|---|---|
| CENTRAL VALLEY ADVISORS, LLC added | 428,086 | $13M | 12.3% | 2026-Q2 |
| Prasad Wealth Partners, LLC added | 389,781 | $12M | 11.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 268,610 | $8M | 7.7% | 2026-Q2 |
| Sovran Advisors, LLC added | 202,497 | $6M | 5.7% | 2026-Q2 |
| SMART Wealth LLC trimmed | 179,444 | $6M | 5.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 172,638 | $5M | 5.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 140,000 | $4M | 4.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 139,875 | $4M | 4.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 103,266 | $3M | 3.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 100,421 | $3M | 2.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 99,760 | $3M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 87,859 | $3M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 67,239 | $2M | 1.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 64,523 | $2M | 1.9% | 2026-Q2 |
| PlanVest Financial, Inc added | 61,772 | $2M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 60,242 | $2M | 1.7% | 2026-Q2 |
| Summit Financial, LLC new | 53,293 | $2M | 1.5% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 46,034 | $1M | 1.3% | 2026-Q2 |
| Brookstone Capital Management trimmed | 43,322 | $1M | 1.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 42,846 | $1M | 1.2% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 41,572 | $1M | 1.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 29,793 | $906K | 0.8% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 28,736 | $884K | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,962 | $737K | 0.7% | 2026-Q2 |
| Sugar Maple Asset Management, LLC trimmed | 23,943 | $737K | 0.7% | 2026-Q2 |
| Triumph Capital Management added | 23,057 | $709K | 0.7% | 2026-Q2 |
| AE Wealth Management LLC added | 21,633 | $666K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 20,538 | $632K | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 20,371 | $627K | 0.6% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. trimmed | 18,379 | $565K | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. new | 16,445 | $506K | 0.5% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 16,182 | $498K | 0.5% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 13,890 | $427K | 0.4% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC added | 13,834 | $426K | 0.4% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 12,199 | $375K | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 11,022 | $339K | 0.3% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 10,584 | $326K | 0.3% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. added | 9,873 | $304K | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 9,720 | $291K | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9,720 | $291K | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors | 9,333 | $287K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,995 | $277K | 0.3% | 2026-Q2 |
| TrustBank | 8,657 | $266K | 0.2% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC new | 6,573 | $202K | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 6,522 | $201K | 0.2% | 2026-Q2 |
| WealthShield Partners, LLC | 4,000 | $123K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,930 | $59K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,219 | $38K | 0.0% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 700 | $22K | 0.0% | 2026-Q2 |
| Caitlin John, LLC trimmed | 667 | $21K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC | 300 | $9K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 215 | $7K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 102 | $3K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. | 9 | $277 | 0.0% | 2026-Q2 |
| CENTAURUS FINANCIAL, INC. added | 144,611 | $4M | 4.0% | 2026-Q1 stale (1 quarter behind) |
| OPTIMA CAPITAL LLC | 51,180 | $1M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 26,616 | $777K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Crown Wealth Group, LLC trimmed | 25,959 | $758K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,747 | $664K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 17,646 | $515K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 11,687 | $341K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 2,998 | $88K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 2,176 | $64K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 673 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Lloyd Advisory Services, LLC. new | 9 | $263 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Motiv8 Investments LLC added | 10,171 | $298K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 673 | $20K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 105 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 1,261 | $36K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 500 | $14K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC | 154 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.