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/BUFD/capital-change-brief"
Use Arkolith's capital_change_brief for BUFD. 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 | $301.5M | 10.8M | ▲+5.6% Added · +571K sh | Q1 2026 | |
| 2 | GW HENSSLER & ASSOCIATES LTD | $112.4M | 4.0M | ▲+0.6% Added · +25K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $85.2M | 3.0M | ▲+8.9% Added · +250K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $64.5M | 2.3M | ▲+3.0% Added · +67K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $59.5M | 2.1M | ▲+12% Added · +228K sh | Q1 2026 | |
| 6 | Centennial Wealth Advisory LLC | $53.4M | 1.8M | ▼−1.6% Reduced · −30K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $38.1M | 1.4M | ▲+11% Added · +133K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $30.7M | 1.1M | ▲83× Added · +1.1M sh | Q1 2026 | |
| 9 | Capital Asset Advisory Services LLC | $26.2M | 902K | ▲+12% Added · +98K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $24.3M | 867K | ▲+18% Added · +132K sh | Q1 2026 | |
| 11 | HARBOUR INVESTMENTS, INC. | $24.0M | 858K | ▲+34% Added · +216K sh | Q1 2026 | |
| 12 | TRUIST FINANCIAL CORP | $24.0M | 857K | ▼−0.2% Reduced · −2K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $23.9M | 852K | ▲+127% Added · +477K sh | Q1 2026 | |
| 14 | CWM, LLC | $20.6M | 737K | ▲+5.3% Added · +37K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $20.5M | 733K | ▼−9.0% Reduced · −72K sh | Q1 2026 | |
| 16 | FISCHER INVESTMENT STRATEGIES, LLC | $20.2M | 720K | ▲+18% Added · +108K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $19.4M | 695K | ▼−18% Reduced · −157K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $16.5M | 591K | ▲+8.7% Added · +47K sh | Q1 2026 | |
| 19 | RFG Advisory, LLC | $17.1M | 574K | ▲+119% Added · +312K sh | Q2 2026 | |
| 20 | Waverly Advisors, LLC | $14.0M | 498K | ▲+5.0% Added · +24K sh | Q1 2026 | |
| 21 | Mariner, LLC | $11.8M | 422K | ▼−2.0% Reduced · −9K sh | Q1 2026 | |
| 22 | Stratos Wealth Partners, LTD. | $11.5M | 409K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $11.4M | 409K | ▼−26% Reduced · −144K sh | Q1 2026 | |
| 24 | MILESTONE ASSET MANAGEMENT, LLC | $11.8M | 396K | ▼−11% Reduced · −47K sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $11.0M | 394K | ▲+3.7% Added · +14K 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 | 81 funds | $15.3B |
| ISHARES CORE S&P 500 ETFIVV | 81 funds | $15.0B |
| MICROSOFT CORPMSFT | 81 funds | $12.2B |
| VANGUARD S&P 500 ETFVOO | 81 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 81 funds | $8.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 81 funds | $8.3B |
| BROADCOM INCAVGO | 81 funds | $5.9B |
| VANGUARD GROWTH ETFVUG | 81 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 81 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 81 funds | $4.8B |
| EXXON MOBIL CORPXOM | 81 funds | $3.7B |
| WALMART INCWMT | 81 funds | $3.6B |
Ranked by how many of BUFD'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 BUFD. 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.