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.
| # | 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 | $7.3M | 270K | ▲+7.2% Added · +18K sh | Q1 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 | $6.8M | 254K | ▼−3.5% Reduced · −9K sh | Q1 2026 | |
| 11 | Geneos Wealth Management Inc. | $5.9M | 221K | ▲+0.9% Added · +2K sh | Q1 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 | $3.6M | 135K | ▲+58% Added · +50K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.4M | 114K | ▲+6.8% Added · +7K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | $2.8M | 105K | ▼−0.8% Reduced · −851 sh | Q1 2026 | |
| 17 | Valmark Advisers, Inc. | $2.3M | 84K | ▲+103% Added · +43K sh | Q1 2026 | |
| 18 | OneDigital Investment Advisors LLC | $2.2M | 83K | ▲New +83K sh | Q1 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $2.0M | 75K | ▲+282% Added · +56K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $2.0M | 73K | ▲+12% Added · +8K sh | Q1 2026 | |
| 21 | Arkadios Wealth Advisors | $2.0M | 73K | ▲+0.4% Added · +268 sh | Q1 2026 | |
| 22 | Gateway Wealth Partners, LLC | $1.6M | 61K | ▲+124% Added · +34K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | $1.5M | 56K | ▲+5.4% Added · +3K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $1.5M | 55K | ▼−12% Reduced · −7K sh | Q1 2026 | |
| 25 | Mariner, LLC | $1.4M | 52K | ▲+25% Added · +11K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $9.1B |
| NVIDIA CORPNVDA | 32 funds | $8.7B |
| MICROSOFT CORPMSFT | 32 funds | $7.7B |
| VANGUARD S&P 500 ETFVOO | 32 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 32 funds | $5.3B |
| BROADCOM INCAVGO | 32 funds | $3.6B |
| STE STR SPDR PT S&P 500 ETFSPYM | 32 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 32 funds | $3.5B |
| VANGUARD MEGA CAP GROWTH ETFMGK | 32 funds | $3.4B |
| VANGUARD GROWTH ETFVUG | 32 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 32 funds | $3.1B |
Ranked by how many of BUFG'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 BUFG. 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.