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/BUFR/capital-change-brief"
Use Arkolith's capital_change_brief for BUFR. 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 | $1.6B | 47.1M | ▲+5.6% Added · +2.5M sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $454.5M | 13.5M | ▲+4.7% Added · +599K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $334.7M | 9.9M | ▼−14% Reduced · −1.6M sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $300.1M | 8.9M | ▲+29% Added · +2.0M sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $260.7M | 7.7M | ▲+7.4% Added · +534K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $205.1M | 6.1M | ▲+9.4% Added · +520K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $185.3M | 5.5M | ▲+59% Added · +2.0M sh | Q1 2026 | |
| 8 | CWM, LLC | $173.6M | 5.1M | ▲+3.5% Added · +176K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $159.6M | 4.7M | ▼−1.5% Reduced · −70K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $124.2M | 3.4M | ▲+10% Added · +316K sh | Q2 2026 | |
| 11 | Private Advisor Group, LLC | $110.5M | 3.3M | ▼−0.3% Reduced · −10K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $101.7M | 3.0M | ▲+131% Added · +1.7M sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $101.4M | 3.0M | ▼−17% Reduced · −625K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $98.9M | 2.9M | ▲+6.5% Added · +180K sh | Q1 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $88.4M | 2.6M | ▲+5.4% Added · +134K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $84.6M | 2.5M | ▼−22% Reduced · −714K sh | Q1 2026 | |
| 17 | Howard Capital Management Inc. | $79.1M | 2.3M | ▲+86% Added · +1.1M sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $72.9M | 2.2M | ▲+1.9% Added · +41K sh | Q1 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $67.6M | 2.0M | ▲+1.7% Added · +33K sh | Q1 2026 | |
| 20 | IHT Wealth Management, LLC | $56.3M | 1.7M | ▼−0.8% Reduced · −13K sh | Q1 2026 | |
| 21 | Aptus Capital Advisors, LLC | $54.5M | 1.6M | ▲+0.9% Added · +14K sh | Q1 2026 | |
| 22 | Gladstone Institutional Advisory LLC | $53.0M | 1.6M | ▲+9.7% Added · +139K sh | Q1 2026 | |
| 23 | GUARDIAN WEALTH ADVISORS, LLC / NC | $49.3M | 1.5M | ▼−0.4% Reduced · −7K sh | Q1 2026 | |
| 24 | NorthRock Partners, LLC | $48.3M | 1.4M | ▲+20% Added · +236K sh | Q1 2026 | |
| 25 | Integrated Wealth Concepts LLC | $41.5M | 1.2M | ▲+16% Added · +171K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 143 funds | $25.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 143 funds | $23.7B |
| MICROSOFT CORPMSFT | 143 funds | $20.5B |
| JPMORGAN CHASE & COJPM | 143 funds | $10.0B |
| ALPHABET INC-CL CGOOG | 143 funds | $8.9B |
| META PLATFORMS INC-CLASS AMETA | 143 funds | $8.6B |
| JOHNSON & JOHNSONJNJ | 143 funds | $7.5B |
| EXXON MOBIL CORPXOM | 143 funds | $6.3B |
| WALMART INCWMT | 143 funds | $5.8B |
| TESLA INCTSLA | 143 funds | $4.5B |
| CHEVRON CORPCVX | 143 funds | $4.2B |
| MCDONALD'S CORPMCD | 143 funds | $3.9B |
Ranked by how many of BUFR'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 BUFR. 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.