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.
| # | 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 | RAYMOND JAMES FINANCIAL INC | $77.4M | 2.9M | ▼−1.3% Reduced · −40K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $49.3M | 1.9M | ▲+7.2% Added · +125K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $35.8M | 1.4M | ▲+10% Added · +129K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $28.6M | 1.1M | ▲+2.6% Added · +28K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $26.5M | 1.0M | ▲+22% Added · +181K sh | Q1 2026 | |
| 7 | CWM, LLC | $23.8M | 906K | ▲+3.8% Added · +33K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $23.3M | 888K | ▲+37% Added · +239K sh | Q1 2026 | |
| 9 | Jacobi Capital Management LLC | $23.2M | 882K | ▲+14% Added · +105K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $19.9M | 758K | ▲+6.4% Added · +46K sh | Q1 2026 | |
| 11 | Rise Advisors, LLC | $19.7M | 706K | ▲+1.0% Added · +7K sh | Q2 2026 | |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $14.4M | 547K | ▼−1.7% Reduced · −9K sh | Q1 2026 | |
| 13 | Geneos Wealth Management Inc. | $12.3M | 466K | ▼−12% Reduced · −62K sh | Q1 2026 | |
| 14 | CreativeOne Wealth, LLC | $10.7M | 409K | ▲+24% Added · +78K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.8M | 208K | ▲+95% Added · +101K sh | Q2 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $5.3M | 201K | ▲+57% Added · +73K sh | Q1 2026 | |
| 17 | BOS Asset Management, LLC | $5.3M | 189K | ▲New +189K sh | Q2 2026 | |
| 18 | Kingsview Wealth Management, LLC | $4.7M | 180K | ▲+46% Added · +57K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $3.0M | 115K | ▼−27% Reduced · −42K sh | Q1 2026 | |
| 20 | AdvisorNet Financial, Inc | $2.9M | 112K | ▲+45% Added · +35K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $2.9M | 111K | ▲+8.6% Added · +9K sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $2.8M | 101K | ▲+36% Added · +27K sh | Q2 2026 | |
| 23 | Visionary Wealth Advisors | $2.5M | 96K | ▼−3.8% Reduced · −4K sh | Q1 2026 | |
| 24 | Comprehensive Financial Consultants Institutional, Inc. | $2.6M | 91K | ▲+13% Added · +11K sh | Q2 2026 | |
| 25 | Integrated Wealth Concepts LLC | $2.2M | 85K | ▲+9.6% Added · +7K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 46 funds | $11.3B |
| MICROSOFT CORPMSFT | 46 funds | $9.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 46 funds | $6.5B |
| VANGUARD S&P 500 ETFVOO | 46 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 46 funds | $4.4B |
| BROADCOM INCAVGO | 46 funds | $4.3B |
| VANGUARD GROWTH ETFVUG | 46 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 46 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 46 funds | $3.4B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 46 funds | $3.2B |
Ranked by how many of BUFZ'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 BUFZ. 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.