71 tracked 13F filers disclose a position in BUI as of the latest SEC 13F filings, a combined $114.5M 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 | MORGAN STANLEY | $20.2M | 768K | ▲+3.7% Added · +28K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $19.7M | 749K | ▲+0.5% Added · +4K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $12.9M | 488K | ▲+5.9% Added · +27K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.0M | 380K | ▲+3.6% Added · +13K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $4.3M | 162K | ▼−1.3% Reduced · −2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $4.2M | 160K | ▼−4.8% Reduced · −8K sh | Q1 2026 | |
| 7 | Wealthspire Retirement, LLC | $3.7M | 129K | ▲+3.5% Added · +4K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $2.9M | 110K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 9 | Hennion & Walsh Asset Management, Inc. | $2.7M | 94K | ▼−0.8% Reduced · −772 sh | Q2 2026 | |
| 10 | UBS Group AG | $2.3M | 88K | ▼−10% Reduced · −10K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $2.2M | 84K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 12 | Cypress Capital Management LLC | $2.3M | 79K | ▲+22% Added · +14K sh | Q2 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 76K | ▲+39% Added · +21K sh | Q2 2026 | |
| 14 | Prairie Wealth Advisors, Inc. | $2.0M | 75K | ▲New +75K sh | Q4 2025 | |
| 15 | Smith Asset Management Co., LLC | $1.5M | 53K | ▼−1.5% Reduced · −814 sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $1.4M | 48K | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $1.2M | 45K | ▲+1.3% Added · +584 sh | Q1 2026 | |
| 18 | American Institute for Advanced Investment Management, LLP | $1.1M | 38K | ▲+2.9% Added · +1K sh | Q2 2026 | |
| 19 | &PARTNERS | $1.1M | 37K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 20 | PMG Family Office LLC | $977K | 34K | ▲+0.1% Added · +36 sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $866K | 33K | ▼−7.6% Reduced · −3K sh | Q1 2026 | |
| 22 | Everstar Asset Management, LLC | $842K | 29K | —Held | Q2 2026 | |
| 23 | Farther Finance Advisors, LLC | $766K | 29K | ▼−2.3% Reduced · −671 sh | Q1 2026 | |
| 24 | OpenArc Corporate Advisory, LLC | $813K | 28K | —Held | Q2 2026 | |
| 25 | Cable Car Capital, LP | $746K | 26K | ▼−88% Reduced · −189K 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, 7 funds opened a new position in BUI and 13 added to an existing one, while 6 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $4.9B |
| NVIDIA CORPNVDA | 30 funds | $7.6B |
| AMAZON.COM INCAMZN | 30 funds | $3.5B |
| APPLE INCAAPL | 29 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 29 funds | $2.8B |
| BROADCOM INCAVGO | 29 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.0B |
| CHEVRON CORPCVX | 28 funds | $560.0M |
| ALPHABET INC-CL CGOOG | 27 funds | $2.5B |
| TESLA INCTSLA | 27 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 27 funds | $1.2B |
Ranked by how many of BUI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BUIthis pagemf | 71 funds | $114.5M |
| BUI-Rrt | 27 funds | $21K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BUI
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/BUI/capital-change-brief"
Use Arkolith's capital_change_brief for BUI. 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 BUI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.