Among active 13F managers last quarter, 5 opened and 10 added, while 6 reduced; the largest holder to move was Advisory Services Network, LLC (11× the prior stake).
53 tracked 13F filers disclose a position in BUFY as of the latest SEC 13F filings, a combined $84.4M 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 | Prasad Wealth Partners, LLC | 639K | $15.0M | ▲New +639K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 436K | $9.8M | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | 392K | $8.8M | ▼−5.4% Reduced · −22K sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 338K | $7.6M | ▼−38% Reduced · −205K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 225K | $5.0M | ▲+29% Added · +50K sh | Q1 2026 | |
| 6 | Advisory Services Network, LLC | 156K | $3.5M | ▲11× Added · +141K sh | Q1 2026 | |
| 7 | Independent Financial Group, LLC | 89K | $2.1M | ▼−0.4% Reduced · −384 sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | 85K | $2.0M | ▲+27% Added · +18K sh | Q2 2026 | |
| 9 | Keystone Wealth Services, LLC | 85K | $2.0M | ▲+99% Added · +42K sh | Q2 2026 | |
| 10 | Opus Financial Solutions LLC | 77K | $1.8M | ▲+69% Added · +31K sh | Q2 2026 | |
| 11 | AssuredPartners Investment Advisors, LLC | 76K | $1.8M | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 12 | NewEdge Advisors, LLC | 74K | $1.7M | ▲+11% Added · +8K sh | Q2 2026 | |
| 13 | Wealth Enhancement Advisory Services, LLC | 72K | $1.7M | ▲+203% Added · +48K sh | Q2 2026 | |
| 14 | Vima LLC | 69K | $1.6M | ▲New +69K sh | Q2 2026 | |
| 15 | Visionary Wealth Advisors | 65K | $1.5M | ▲+11% Added · +6K sh | Q2 2026 | |
| 16 | Prospera Financial Services Inc | 54K | $1.3M | ▲+50% Added · +18K sh | Q2 2026 | |
| 17 | McKinley Carter Wealth Services, Inc. | 49K | $1.1M | ▼−0.4% Reduced · −181 sh | Q2 2026 | |
| 18 | Kestra Advisory Services, LLC | 38K | $884K | ▲+30% Added · +9K sh | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 36K | $797K | ▲24× Added · +34K sh | Q1 2026 | |
| 20 | IFP Advisors, Inc | 34K | $789K | ▲+199% Added · +22K sh | Q2 2026 | |
| 21 | MML Investors Services, LLC | 34K | $788K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 22 | Mariner, LLC | 29K | $641K | ▲+46% Added · +9K sh | Q1 2026 | |
| 23 | Kovack Advisors, Inc. | 28K | $664K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 24 | BIP Wealth, LLC | 28K | $660K | ▲New +28K sh | Q2 2026 | |
| 25 | Kingsview Wealth Management, LLC | 27K | $633K | ▲+2.2% Added · +579 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.
Last quarter, 5 funds opened a new position in BUFY and 10 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 24 funds | $2.3B |
| Vanguard S&P 500 ETFVOO | 23 funds | $2.9B |
| Nvidia CorpNVDA | 23 funds | $2.1B |
| Microsoft CorpMSFT | 23 funds | $1.2B |
| Amazon.com IncAMZN | 23 funds | $1.1B |
| Vanguard Total Stock MKT ETFVTI | 23 funds | $729.2M |
| Alphabet Inc-CL CGOOG | 23 funds | $627.7M |
| Tesla IncTSLA | 23 funds | $365.1M |
| Vanguard Ftse Developed ETFVEA | 22 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 22 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 22 funds | $877.8M |
| Broadcom IncAVGO | 22 funds | $714.7M |
Ranked by how many of BUFY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BUFY.
No filings captured for this ticker in the live stream yet.
Connected entities for BUFY
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/BUFY/capital-change-brief"
Use Arkolith's capital_change_brief for BUFY. 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 BUFY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.