15 tracked 13F filers disclose a position in BUFH as of the latest SEC 13F filings, a combined $15.6M 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 | PRECEDENT WEALTH PARTNERS, LLC | $6.9M | 323K | ▼−3.6% Reduced · −12K sh | Q2 2026 | |
| 2 | Western Wealth Management, LLC | $2.1M | 100K | ▲New +100K sh | Q1 2026 | |
| 3 | Kingsview Wealth Management, LLC | $1.3M | 63K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $953K | 46K | ▲New +46K sh | Q1 2026 | |
| 5 | Pallas Capital Advisors LLC | $910K | 44K | ▼−70% Reduced · −100K sh | Q1 2026 | |
| 6 | Encompass More Asset Management | $835K | 39K | ▲+20% Added · +7K sh | Q2 2026 | |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $566K | 26K | ▲New +26K sh | Q2 2026 | |
| 8 | Mariner, LLC | $502K | 24K | ▲+18% Added · +4K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $402K | 19K | ▲+48% Added · +6K sh | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $311K | 15K | ▲New +15K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $275K | 13K | ▲+25% Added · +3K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $267K | 12K | ▼−77% Reduced · −42K sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $221K | 11K | ▲New +11K sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $9K | 430 | ▲New +430 sh | Q1 2026 | |
| 15 | UBS Group AG | $4K | 211 | ▲New +211 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.
Last quarter, 2 funds opened a new position in BUFH and 1 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $4.1B |
| APPLE INCAAPL | 6 funds | $2.0B |
| MICROSOFT CORPMSFT | 6 funds | $2.0B |
| AMAZON.COM INCAMZN | 6 funds | $1.5B |
| NVIDIA CORPNVDA | 6 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.3B |
| VANGUARD S&P 500 ETFVOO | 6 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 6 funds | $1.0B |
| VANGUARD FTSE EMERGING MARKEVWO | 6 funds | $808.7M |
| WALMART INCWMT | 6 funds | $800.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $799.4M |
Ranked by how many of BUFH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFHthis pageFT VEST LADDERED | 15 funds | $15.6M |
| BUFXFT VEST LADDERED | 10 funds | $9.9M |
| FBDCCONFLUENCE BDC | 10 funds | $8.5M |
| DLNVFT VEST US EQUTY | 8 funds | $6.1M |
| DGJAUS EQUITY BUFFER | 3 funds | $2.3M |
| 33744U600cs | 2 funds | $1.4M |
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.
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/BUFH/capital-change-brief"
Use Arkolith's capital_change_brief for BUFH. 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 BUFH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.