82 tracked 13F filers disclose a position in BUFG as of the latest SEC 13F filings, a combined $228.0M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $28.7M | 1.1M | ▲+50% Added · +354K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $28.2M | 1.0M | ▲+2.8% Added · +28K sh | Q1 2026 | |
| 3 | Centennial Wealth Advisory LLC | $22.5M | 766K | ▲+14% Added · +95K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $19.5M | 726K | ▲+4.0% Added · +28K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $11.0M | 411K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $10.8M | 401K | ▲+37% Added · +109K sh | Q1 2026 | |
| 7 | ASSETMARK, INC | $8.3M | 285K | ▲+5.4% Added · +15K sh | Q2 2026 | |
| 8 | CWM, LLC | $7.1M | 263K | ▼−6.1% Reduced · −17K sh | Q1 2026 | |
| 9 | Pinnacle Financial Partners, Inc. | $6.9M | 258K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 10 | FreeGulliver LLC | $7.1M | 241K | ▼−5.1% Reduced · −13K sh | Q2 2026 | |
| 11 | Geneos Wealth Management Inc. | $6.6M | 225K | ▲+2.1% Added · +5K sh | Q2 2026 | |
| 12 | Rockefeller Capital Management L.P. | $5.2M | 192K | ▲+8.7% Added · +15K sh | Q1 2026 | |
| 13 | WORLD EQUITY GROUP, INC. | $5.0M | 171K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 14 | Tradition Wealth Management, LLC | $5.0M | 170K | ▲+26% Added · +35K sh | Q2 2026 | |
| 15 | Valmark Advisers, Inc. | $3.5M | 119K | ▲+41% Added · +34K sh | Q2 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 114K | ▲+6.8% Added · +7K sh | Q2 2026 | |
| 17 | Valtinson Bruner Financial Planning LLC | $3.2M | 110K | ▲+0.9% Added · +994 sh | Q2 2026 | |
| 18 | TRANSCEND CAPITAL ADVISORS, LLC | $3.2M | 109K | ▲+0.5% Added · +583 sh | Q2 2026 | |
| 19 | Integrated Wealth Concepts LLC | $3.1M | 107K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 20 | Lunt Capital Management, Inc. | $2.5M | 87K | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 21 | OneDigital Investment Advisors LLC | $2.2M | 83K | ▲New +83K sh | Q1 2026 | |
| 22 | OLD MISSION CAPITAL LLC | $2.0M | 75K | ▲+282% Added · +56K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $2.2M | 74K | ▲+0.3% Added · +239 sh | Q2 2026 | |
| 24 | Arkadios Wealth Advisors | $2.1M | 72K | ▼−1.1% Reduced · −785 sh | Q2 2026 | |
| 25 | Ameritas Advisory Services, LLC | $1.8M | 61K | ▲+43% Added · +18K sh | Q2 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.
Last quarter, 4 funds opened a new position in BUFG and 10 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 42 funds | $5.6B |
| NVIDIA CORPNVDA | 42 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 42 funds | $2.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 42 funds | $2.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 42 funds | $2.1B |
| TESLA INCTSLA | 42 funds | $944.3M |
| MICROSOFT CORPMSFT | 41 funds | $2.7B |
| AMAZON.COM INCAMZN | 41 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 41 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $987.2M |
| WALMART INCWMT | 41 funds | $931.0M |
Ranked by how many of BUFG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 197 funds | $1.4B |
| BUFQmc | 171 funds | $1.0B |
| FJULmc | 140 funds | $250.9M |
| FSEPmc | 139 funds | $288.3M |
| FDECmc | 138 funds | $308.2M |
| FAPRmc | 133 funds | $212.0M |
| BUFZmc | 131 funds | $762.8M |
| DDECmc | 117 funds | $181.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BUFG
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/BUFG/capital-change-brief"
Use Arkolith's capital_change_brief for BUFG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BUFG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.