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/BUFS/capital-change-brief"
Use Arkolith's capital_change_brief for BUFS. 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 | $19.6M | 851K | ▲12× Added · +780K sh | Q1 2026 | |
| 2 | NewEdge Advisors, LLC | $16.9M | 734K | ▲+6.7% Added · +46K sh | Q1 2026 | |
| 3 | Centennial Wealth Advisory LLC | $11.7M | 466K | ▲+14% Added · +58K sh | Q2 2026 | |
| 4 | Geneos Wealth Management Inc. | $7.7M | 334K | ▼−19% Reduced · −80K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $7.6M | 328K | ▲+4.4% Added · +14K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $6.5M | 283K | ▲+22% Added · +52K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $4.0M | 175K | ▲10× Added · +158K sh | Q1 2026 | |
| 8 | Advisory Services Network, LLC | $3.7M | 159K | ▲+590% Added · +136K sh | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 77K | ▲+241% Added · +54K sh | Q2 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 76K | ▲+102% Added · +39K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.6M | 67K | ▲New +67K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $1.5M | 67K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 62K | ▼−3.3% Reduced · −2K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | $1.4M | 59K | ▲+13% Added · +7K sh | Q1 2026 | |
| 15 | WORLD EQUITY GROUP, INC. | $1.4M | 58K | ▲~0% Added · +20 sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $922K | 40K | ▲+162% Added · +25K sh | Q1 2026 | |
| 17 | Kovack Advisors, Inc. | $883K | 38K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 18 | CWM, LLC | $854K | 37K | ▲New +37K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $678K | 29K | ▲+7.5% Added · +2K sh | Q1 2026 | |
| 20 | Kingsview Wealth Management, LLC | $641K | 28K | ▲+31% Added · +7K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $529K | 23K | ▲+40% Added · +7K sh | Q1 2026 | |
| 22 | Capasso Planning Partners LLC | $505K | 22K | —Held | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $487K | 21K | ▼−49% Reduced · −20K sh | Q1 2026 | |
| 24 | NewEdge Wealth, LLC | $461K | 20K | ▲New +20K sh | Q1 2026 | |
| 25 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $463K | 18K | ▼−5.5% Reduced · −1K sh | Q2 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 | 20 funds | $10.1B |
| NVIDIA CORPNVDA | 20 funds | $7.8B |
| MICROSOFT CORPMSFT | 20 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 20 funds | $3.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $2.9B |
| BROADCOM INCAVGO | 20 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 20 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 20 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 20 funds | $2.0B |
| TESLA INCTSLA | 20 funds | $1.9B |
Ranked by how many of BUFS'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 BUFS. 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.