27 tracked 13F filers disclose a position in BUI-R as of the latest SEC 13F filings, a combined $21K 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 | BANK OF AMERICA CORP /DE/ | $4K | 506K | ▲New +506K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $4K | 487K | ▲New +487K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $4K | 484K | ▲New +484K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $2K | 232K | ▲New +232K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $1K | 163K | ▲New +163K sh | Q1 2026 | |
| 6 | BOOTHBAY FUND MANAGEMENT, LLC | $1K | 143K | ▲New +143K sh | Q1 2026 | |
| 7 | Alpine Global Management, LLC | $1K | 143K | ▲New +143K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $992 | 124K | ▲New +124K sh | Q1 2026 | |
| 9 | UBS Group AG | $765 | 96K | ▲New +96K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $734 | 75K | ▲New +75K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $0 | 42K | ▲New +42K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $240 | 31K | ▲New +31K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $187 | 23K | ▲New +23K sh | Q1 2026 | |
| 14 | KEYBANK NATIONAL ASSOCIATION/OH | $187 | 23K | ▲New +23K sh | Q1 2026 | |
| 15 | Marex Group plc | $181 | 23K | ▲New +23K sh | Q1 2026 | |
| 16 | Baird Financial Group, Inc. | $165 | 21K | ▲New +21K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $105 | 13K | ▲New +13K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $104 | 13K | ▲New +13K sh | Q1 2026 | |
| 19 | US BANCORP \DE\ | $38 | 5K | ▲New +5K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $23 | 4K | ▲New +4K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $18 | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14 | 2K | ▲New +2K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | $16 | 2K | —Held | Q2 2026 | |
| 24 | Larson Financial Group LLC | $6 | 711 | ▲New +711 sh | Q1 2026 | |
| 25 | Russell Investments Group, Ltd. | $2 | 223 | ▲New +223 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, 6 funds opened a new position in BUI-R, while 0 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 | 7 funds | $5.7B |
| MICROSOFT CORPMSFT | 7 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 7 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 7 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.6B |
| SANDISK CORPSNDK | 7 funds | $447.6M |
| STRATEGY INCMSTR | 7 funds | $444.2M |
| ORACLE CORPORCL | 7 funds | $299.3M |
| MARVELL TECHNOLOGY INCMRVL | 7 funds | $219.1M |
| BLACKROCK INCBLK | 7 funds | $191.9M |
| COMCAST CORP-CLASS ACMCSA | 7 funds | $189.1M |
| CHENIERE ENERGY INCLNG | 7 funds | $166.5M |
Ranked by how many of BUI-R's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| BUImf | 71 funds | $114.5M |
| BUI-Rthis pagert | 27 funds | $21K |
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 BUI-R
This stock 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-R/capital-change-brief"
Use Arkolith's capital_change_brief for BUI-R. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BUI-R. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.