10 tracked 13F filers disclose a position in BUFX as of the latest SEC 13F filings, a combined $9.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | $3.5M | 168K | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | $3.5M | 165K | ▼−3.8% Reduced · −6K sh | Q1 2026 | |
| 3 | Western Wealth Management, LLC | $1.3M | 61K | ▲New +61K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $878K | 42K | ▲New +42K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $414K | 20K | ▲+12% Added · +2K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $261K | 12K | ▲New +12K sh | Q1 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $44K | 2K | —Held | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $24K | 1K | —Held | Q1 2026 | |
| 9 | HARBOUR INVESTMENTS, INC. | $4K | 185 | ▲New +185 sh | Q1 2026 | |
| 10 | UBS Group AG | $21 | 1 | ▼−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, 2 funds opened a new position in BUFX, while 1 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 4 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $3.3B |
| AMAZON.COM INCAMZN | 4 funds | $2.2B |
| APPLE INCAAPL | 4 funds | $2.1B |
| SS SPDR DOW JONES INDUS AVGDIA | 4 funds | $1.6B |
| MICRON TECHNOLOGY INCMU | 4 funds | $1.6B |
| MICROSOFT CORPMSFT | 4 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.4B |
| BROADCOM INCAVGO | 4 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 4 funds | $1.1B |
Ranked by how many of BUFX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFHFT VEST LADDERED | 15 funds | $15.6M |
| BUFXthis pageFT VEST LADDERED | 10 funds | $9.9M |
| FBDCCONFLUENCE BDC | 10 funds | $8.5M |
| DLNVFT VEST US EQUTY | 8 funds | $6.1M |
| DGJAUS EQUITY BUFFER | 3 funds | $2.3M |
| 33744U600cs | 2 funds | $1.4M |
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.
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 + end-of-day price history + the live filing stream, joined for BUFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.