Among active 13F managers last quarter, 2 opened and 2 added, while 2 reduced; the largest holder to move was Macro Advisors, Inc. (−9.0%).
19 tracked 13F filers disclose a position in BUFH as of the latest SEC 13F filings, a combined $25.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Macro Advisors, Inc. | 387K | $8.3M | ▼−9.0% Reduced · −38K sh | Q2 2026 | |
| 2 | Precedent Wealth Partners, LLC | 323K | $6.9M | ▼−3.6% Reduced · −12K sh | Q2 2026 | |
| 3 | Western Wealth Management, LLC | 92K | $2.0M | ▼−8.1% Reduced · −8K sh | Q2 2026 | |
| 4 | Kingsview Wealth Management, LLC | 81K | $1.7M | ▲+29% Added · +18K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 46K | $953K | ▲New +46K sh | Q1 2026 | |
| 6 | Claro Advisors Inc. | 44K | $934K | ▲+34% Added · +11K sh | Q2 2026 | |
| 7 | Encompass More Asset Management | 39K | $835K | ▲+20% Added · +7K sh | Q2 2026 | |
| 8 | Pallas Capital Advisors LLC | 33K | $699K | ▼−25% Reduced · −11K sh | Q2 2026 | |
| 9 | Independent Financial Group, LLC | 26K | $566K | ▲New +26K sh | Q2 2026 | |
| 10 | Mariner, LLC | 24K | $502K | ▲+18% Added · +4K sh | Q1 2026 | |
| 11 | Envestnet Asset Management Inc | 19K | $402K | ▲+48% Added · +6K sh | Q1 2026 | |
| 12 | Endeavor Private Wealth, Inc. | 17K | $355K | ▲New +17K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | 14K | $304K | ▼−4.8% Reduced · −724 sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 13K | $283K | ▲+0.3% Added · +36 sh | Q2 2026 | |
| 15 | Wealth Enhancement Advisory Services, LLC | 12K | $267K | ▼−77% Reduced · −42K sh | Q2 2026 | |
| 16 | Commonwealth Equity Services, LLC | 11K | $221K | ▲New +11K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | 4K | $94K | ▲New +4K sh | Q2 2026 | |
| 18 | Harbour Investments, Inc. | 430 | $9K | ▲New +430 sh | Q1 2026 | |
| 19 | UBS Group AG | 211 | $4K | ▲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 2 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $496.0M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $369.9M |
| Apple IncAAPL | 6 funds | $359.3M |
| Amazon.com IncAMZN | 6 funds | $214.5M |
| FT Vest Lad Buffervetf-Usd IBUFR | 6 funds | $200.7M |
| Microsoft CorpMSFT | 6 funds | $200.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $192.4M |
| Broadcom IncAVGO | 6 funds | $185.4M |
| Micron Technology IncMU | 6 funds | $156.3M |
| Alphabet Inc-CL AGOOGL | 6 funds | $130.3M |
| Vanguard Total Stock MKT ETFVTI | 6 funds | $122.4M |
| JPMorgan Chase & CoJPM | 6 funds | $78.4M |
Ranked by how many of BUFH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BUFH.
| Class | 13F holders | Value held |
|---|---|---|
| BUFHthis pageFT VEST LADDERED | 19 funds | $25.3M |
| FBDCMF Closed and MF Open | 15 funds | $9.0M |
| DLNVFT VEST US EQUTY | 12 funds | $16.2M |
| BUFXFT VEST LADDERED | 12 funds | $10.2M |
| DLMYcs | 10 funds | $56.1M |
| DGJAUS EQUITY BUFFER | 4 funds | $2.4M |
| BFXUFT VE LA U S ETF | 2 funds | $1.4M |
| BUFEVEST LADDERED | 1 funds | $63K |
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 BUFH
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 + the live filing stream, joined for BUFH. Filings are public domain, sourced to SEC EDGAR.