This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BUFB/capital-change-brief"
Use Arkolith's capital_change_brief for BUFB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $13.8M | 384K | ▲+19% Added · +60K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $10.4M | 291K | ▲+5.4% Added · +15K sh | Q1 2026 | |
| 3 | CAPITAL WEALTH MANAGEMENT, LLC | $9.3M | 236K | ▲+10% Added · +22K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.4M | 234K | ▲+5.9% Added · +13K sh | Q1 2026 | |
| 5 | GWN SECURITIES INC. | $8.2M | 228K | ▲+5.5% Added · +12K sh | Q1 2026 | |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | $7.6M | 199K | ▲+9.5% Added · +17K sh | Q1 2026 | |
| 7 | Syntegra Private Wealth Group, LLC | $7.5M | 191K | ▼−0.9% Reduced · −2K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $6.0M | 166K | ▲+17% Added · +24K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 165K | ▲+0.3% Added · +510 sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $5.9M | 164K | ▼−7.4% Reduced · −13K sh | Q1 2026 | |
| 11 | PRINCIPAL SECURITIES, INC. | $4.0M | 112K | ▲+46% Added · +35K sh | Q1 2026 | |
| 12 | Encompass More Asset Management | $3.4M | 86K | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 13 | Rockefeller Capital Management L.P. | $2.6M | 73K | ▼−21% Reduced · −19K sh | Q1 2026 | |
| 14 | MTM FINANCIAL GROUP, LLC | $2.4M | 66K | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 15 | Wealthspire Retirement, LLC | $2.1M | 58K | ▼−23% Reduced · −17K sh | Q1 2026 | |
| 16 | Kingsview Wealth Management, LLC | $1.6M | 45K | ▲+54% Added · +16K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $1.5M | 42K | ▼−5.8% Reduced · −3K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $1.5M | 41K | ▲+12% Added · +4K sh | Q1 2026 | |
| 19 | CENTAURUS FINANCIAL, INC. | $1.2M | 34K | ▲+6.4% Added · +2K sh | Q1 2026 | |
| 20 | CreativeOne Wealth, LLC | $1.2M | 33K | ▲+0.2% Added · +68 sh | Q1 2026 | |
| 21 | Visionary Wealth Advisors | $1.1M | 31K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $851K | 24K | ▼−0.2% Reduced · −50 sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $696K | 19K | ▼−4.3% Reduced · −880 sh | Q1 2026 | |
| 24 | RFG Advisory, LLC | $680K | 17K | ▼−4.4% Reduced · −800 sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $601K | 17K | ▼−2.9% Reduced · −504 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 29 funds | $9.8B |
| APPLE INCAAPL | 29 funds | $8.5B |
| ISHARES CORE S&P 500 ETFIVV | 29 funds | $8.4B |
| MICROSOFT CORPMSFT | 29 funds | $6.1B |
| AMAZON.COM INCAMZN | 29 funds | $5.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 29 funds | $4.4B |
| BROADCOM INCAVGO | 29 funds | $3.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 29 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 29 funds | $2.7B |
Ranked by how many of BUFB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BUFB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.