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/BUFQ/capital-change-brief"
Use Arkolith's capital_change_brief for BUFQ. 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 | $301.0M | 8.5M | ▲+13% Added · +978K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $57.4M | 1.6M | ▲+15% Added · +212K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $40.7M | 1.2M | ▲+13% Added · +130K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $33.3M | 943K | ▼−4.9% Reduced · −48K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $29.3M | 830K | ▲+0.8% Added · +7K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $22.8M | 646K | ▲+8.1% Added · +48K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $22.5M | 637K | ▼−4.7% Reduced · −31K sh | Q1 2026 | |
| 8 | Centennial Wealth Advisory LLC | $22.9M | 584K | ▲+13% Added · +68K sh | Q2 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $20.3M | 575K | ▲+146% Added · +341K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $19.0M | 537K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $15.4M | 436K | ▼−5.0% Reduced · −23K sh | Q1 2026 | |
| 12 | Equitable Holdings, Inc. | $14.9M | 416K | ▲+6.6% Added · +26K sh | Q1 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $13.3M | 378K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 14 | Stratos Wealth Partners, LTD. | $11.7M | 332K | ▲+13% Added · +38K sh | Q1 2026 | |
| 15 | Mariner, LLC | $11.5M | 327K | ▼−2.7% Reduced · −9K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $10.5M | 298K | ▲+4.4% Added · +13K sh | Q1 2026 | |
| 17 | IMG Wealth Management, Inc. | $10.2M | 288K | ▲+3.0% Added · +8K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $9.2M | 260K | ▼−5.6% Reduced · −15K sh | Q1 2026 | |
| 19 | Geneos Wealth Management Inc. | $8.0M | 227K | ▼−19% Reduced · −52K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $7.3M | 208K | ▲+4.1% Added · +8K sh | Q1 2026 | |
| 21 | Gladstone Institutional Advisory LLC | $6.9M | 196K | ▼−5.3% Reduced · −11K sh | Q1 2026 | |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $6.4M | 181K | ▼−11% Reduced · −22K sh | Q1 2026 | |
| 23 | IAMS WEALTH MANAGEMENT, LLC | $6.6M | 168K | ▲+12% Added · +18K sh | Q2 2026 | |
| 24 | Accel Wealth Management | $6.1M | 156K | ▲+97% Added · +77K sh | Q2 2026 | |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.1M | 143K | ▲+7.4% Added · +10K 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 | 62 funds | $12.8B |
| NVIDIA CORPNVDA | 62 funds | $12.5B |
| MICROSOFT CORPMSFT | 62 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 62 funds | $8.0B |
| VANGUARD S&P 500 ETFVOO | 62 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 62 funds | $4.9B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $4.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 62 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 62 funds | $4.2B |
| ALPHABET INC-CL CGOOG | 62 funds | $4.0B |
| VANGUARD GROWTH ETFVUG | 62 funds | $4.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 62 funds | $3.8B |
Ranked by how many of BUFQ'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 BUFQ. 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.