131 tracked 13F filers disclose a position in BUFZ as of the latest SEC 13F filings, a combined $762.8M 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 | LPL Financial LLC | $114.8M | 4.4M | ▲+9.4% Added · +376K sh | Q1 2026 | |
| 2 | Forge Financial Services LLC | $118.9M | 4.3M | ▲+2.6% Added · +110K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $77.4M | 2.9M | ▼−1.3% Reduced · −40K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $49.3M | 1.9M | ▲+7.2% Added · +125K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $35.8M | 1.4M | ▲+10% Added · +129K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $30.3M | 1.1M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | $26.5M | 1.0M | ▲+22% Added · +181K sh | Q1 2026 | |
| 8 | Jacobi Capital Management LLC | $26.4M | 944K | ▲+7.0% Added · +62K sh | Q2 2026 | |
| 9 | CWM, LLC | $23.8M | 906K | ▲+3.8% Added · +33K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $23.3M | 888K | ▲+37% Added · +239K sh | Q1 2026 | |
| 11 | TRUIST FINANCIAL CORP | $19.9M | 758K | ▲+6.4% Added · +46K sh | Q1 2026 | |
| 12 | Rise Advisors, LLC | $19.7M | 706K | ▲+1.0% Added · +7K sh | Q2 2026 | |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $18.5M | 661K | ▲+21% Added · +114K sh | Q2 2026 | |
| 14 | Geneos Wealth Management Inc. | $13.6M | 485K | ▲+4.1% Added · +19K sh | Q2 2026 | |
| 15 | CreativeOne Wealth, LLC | $12.1M | 431K | ▲+5.5% Added · +23K sh | Q2 2026 | |
| 16 | ARQ WEALTH ADVISORS, LLC | $11.9M | 425K | ▲New +425K sh | Q2 2026 | |
| 17 | Kingsview Wealth Management, LLC | $6.7M | 239K | ▲+32% Added · +58K sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 208K | ▲+95% Added · +101K sh | Q2 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $5.3M | 201K | ▲+57% Added · +73K sh | Q1 2026 | |
| 20 | Integrated Wealth Concepts LLC | $5.5M | 197K | ▲+132% Added · +112K sh | Q2 2026 | |
| 21 | BOS Asset Management, LLC | $5.3M | 189K | ▲New +189K sh | Q2 2026 | |
| 22 | Richmond Investment Services, LLC | $4.8M | 170K | ▼−44% Reduced · −135K sh | Q2 2026 | |
| 23 | AdvisorNet Financial, Inc | $4.6M | 165K | ▲+47% Added · +53K sh | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $4.5M | 161K | ▲+39% Added · +45K sh | Q2 2026 | |
| 25 | Goldenstone Wealth Management LLC | $4.2M | 152K | ▼−2.4% Reduced · −4K 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, 6 funds opened a new position in BUFZ and 25 added to an existing one, while 12 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 |
|---|---|---|
| APPLE INCAAPL | 68 funds | $8.9B |
| MICROSOFT CORPMSFT | 68 funds | $6.5B |
| AMAZON.COM INCAMZN | 68 funds | $4.4B |
| NVIDIA CORPNVDA | 67 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 67 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 67 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 66 funds | $2.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 65 funds | $3.6B |
| TESLA INCTSLA | 65 funds | $1.6B |
| ABBVIE INCABBV | 65 funds | $987.9M |
| CATERPILLAR INCCAT | 65 funds | $987.2M |
Ranked by how many of BUFZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 198 funds | $1.4B |
| BUFQmc | 172 funds | $1.0B |
| FJULmc | 140 funds | $249.2M |
| FDECmc | 138 funds | $300.6M |
| FSEPmc | 138 funds | $282.6M |
| FAPRmc | 134 funds | $212.8M |
| BUFZthis pagemc | 131 funds | $762.8M |
| DDECmc | 116 funds | $180.8M |
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 BUFZ
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/BUFZ/capital-change-brief"
Use Arkolith's capital_change_brief for BUFZ. 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 BUFZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.