Among active 13F managers last quarter, 1 opened and 1 added, while 1 reduced; the largest holder to move was Atria Investments, Inc (+1.5%).
12 tracked 13F filers disclose a position in BUFX as of the latest SEC 13F filings, a combined $10.2M 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 | Mariner, LLC | 168K | $3.5M | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | 167K | $3.7M | ▲+1.5% Added · +3K sh | Q2 2026 | |
| 3 | Western Wealth Management, LLC | 61K | $1.4M | ▼−0.1% Reduced · −49 sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 27K | $603K | ▼−35% Reduced · −14K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 20K | $414K | ▲+12% Added · +2K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 12K | $261K | ▲New +12K sh | Q1 2026 | |
| 7 | Stonebridge Financial Planning Group, LLC | 10K | $219K | ▼−1.0% Reduced · −103 sh | Q2 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | 5K | $113K | ▲+143% Added · +3K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 1K | $24K | —Held | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | 300 | $7K | ▲New +300 sh | Q2 2026 | |
| 11 | Harbour Investments, Inc. | 185 | $4K | ▲New +185 sh | Q1 2026 | |
| 12 | UBS Group AG | 1 | $21 | ▼−88% Reduced · −7 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, 1 fund opened a new position in BUFX and 1 added to an existing one, while 1 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 | 3 funds | $3.5B |
| Ishares Core S&P 500 ETFIVV | 3 funds | $3.1B |
| Amazon.com IncAMZN | 3 funds | $1.8B |
| SS SPDR Dow Jones Indus AvgDIA | 3 funds | $1.6B |
| Micron Technology IncMU | 3 funds | $1.6B |
| Apple IncAAPL | 3 funds | $1.6B |
| Taiwan Semiconductor-SP ADRTSM | 3 funds | $1.4B |
| Microsoft CorpMSFT | 3 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 3 funds | $1.1B |
| Broadcom IncAVGO | 3 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 3 funds | $938.7M |
| Tesla IncTSLA | 3 funds | $840.2M |
Ranked by how many of BUFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BUFX.
| Class | 13F holders | Value held |
|---|---|---|
| BUFHFT VEST LADDERED | 19 funds | $25.3M |
| FBDCMF Closed and MF Open | 15 funds | $9.0M |
| DLNVFT VEST US EQUTY | 12 funds | $16.2M |
| BUFXthis pageFT 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 BUFX
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/BUFX/capital-change-brief"
Use Arkolith's capital_change_brief for BUFX. 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 BUFX. Filings are public domain, sourced to SEC EDGAR.