Who owns QBUF (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-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
The tracked-fund tape on QBUF is one-sided between 2025-Q4 and 2026-Q1: 12 added or opened and 3 trimmed or exited — on balance accumulating.
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, HOLLENCREST CAPITAL MANAGEMENT, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.5pp 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 2025-Q4 and 2026-Q1, across 57 tracked filers holding QBUF, 42 increased or opened the position and 17 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 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 4
- Beacon Pointe Advisors, LLC$3M
- PlanVest Financial, Inc$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$664K
- CITADEL ADVISORS LLC$515K
Largest adds
- CARY STREET PARTNERS FINANCIAL LLC$2M
- CreativeOne Wealth, LLC$1M
- CENTRAL VALLEY ADVISORS, LLC$692K
- CENTAURUS FINANCIAL, INC.$520K
- Kingsview Wealth Management, LLC$433K
- RED CRANE WEALTH MANAGEMENT, LLC$358K
Largest trims
- Crown Wealth Group, LLC$3M
- INDEPENDENT FINANCIAL GROUP, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
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 |
|---|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT added | 1,369,091 | $40M | 28.4% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 427,688 | $12M | 8.9% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 318,818 | $9M | 6.6% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 299,219 | $9M | 6.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 280,085 | $8M | 5.8% | 2026-Q1 |
| SMART Wealth LLC trimmed | 208,773 | $6M | 4.3% | 2026-Q1 |
| Cetera Investment Advisers added | 195,862 | $6M | 4.1% | 2026-Q1 |
| Sovran Advisors, LLC added | 145,899 | $4M | 3.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 144,611 | $4M | 3.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 108,620 | $3M | 2.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 102,612 | $3M | 2.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 99,976 | $3M | 2.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 88,559 | $3M | 1.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 69,140 | $2M | 1.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 68,070 | $2M | 1.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 66,287 | $2M | 1.4% | 2026-Q1 |
| PlanVest Financial, Inc new | 59,351 | $2M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 57,806 | $2M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 54,609 | $2M | 1.1% | 2026-Q1 |
| OPTIMA CAPITAL LLC | 51,180 | $1M | 1.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 43,787 | $1M | 0.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 38,069 | $1M | 0.8% | 2026-Q1 |
| CRUX WEALTH ADVISORS added | 35,423 | $1M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 26,616 | $777K | 0.6% | 2026-Q1 |
| Crown Wealth Group, LLC trimmed | 25,959 | $758K | 0.5% | 2026-Q1 |
| RED CRANE WEALTH MANAGEMENT, LLC added | 25,427 | $743K | 0.5% | 2026-Q1 |
| Sugar Maple Asset Management, LLC added | 24,516 | $716K | 0.5% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 23,369 | $683K | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 22,902 | $669K | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,747 | $664K | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,324 | $652K | 0.5% | 2026-Q1 |
| Triumph Capital Management added | 22,013 | $643K | 0.5% | 2026-Q1 |
| AE Wealth Management LLC added | 20,732 | $606K | 0.4% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. trimmed | 19,347 | $565K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 17,646 | $515K | 0.4% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 15,094 | $441K | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 13,442 | $393K | 0.3% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 13,009 | $380K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 11,687 | $341K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 9,720 | $295K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 9,686 | $283K | 0.2% | 2026-Q1 |
| Pitti Group Wealth Management, LLC added | 9,484 | $277K | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors added | 9,333 | $273K | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 9,070 | $265K | 0.2% | 2026-Q1 |
| TrustBank trimmed | 8,657 | $253K | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 8,075 | $236K | 0.2% | 2026-Q1 |
| WealthShield Partners, LLC | 4,000 | $117K | 0.1% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 3,401 | $99K | 0.1% | 2026-Q1 |
| Blue Trust, Inc. new | 2,998 | $88K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC new | 2,924 | $85K | 0.1% | 2026-Q1 |
| MAI Capital Management new | 2,176 | $64K | 0.0% | 2026-Q1 |
| Caitlin John, LLC trimmed | 731 | $21K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 673 | $20K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC new | 300 | $9K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 215 | $6K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 9 | $263 | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. new | 9 | $263 | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 23,262 | $615K | 0.4% | 2025-Q1 stale |
| Motiv8 Investments LLC added | 10,171 | $298K | 0.2% | 2025-Q4 stale |
| Diversify Advisory Services, LLC added | 9,200 | $271K | 0.2% | 2025-Q4 stale |
| Caprock Group, LLC new | 10,000 | $264K | 0.2% | 2025-Q1 stale |
| First Heartland Consultants, Inc. | 7,791 | $215K | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 7,660 | $202K | 0.1% | 2025-Q1 stale |
| JPMORGAN CHASE & CO new | 4,250 | $112K | 0.1% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 1,261 | $36K | 0.0% | 2025-Q3 stale |
| UBS Group AG new | 673 | $20K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 500 | $14K | 0.0% | 2025-Q3 stale |
| CWM, LLC | 154 | $4K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA new | 105 | $3K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.