Among active 13F managers last quarter, 4 opened and 25 added, while 8 reduced; the largest holder to move was Orion Porfolio Solutions, LLC (+4.0%).
66 tracked 13F filers disclose a position in BUYW as of the latest SEC 13F filings, a combined $887.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | 23.6M | $340.9M | ▲+4.0% Added · +900K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 18.1M | $254.3M | ▲+23% Added · +3.3M sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 7.3M | $103.3M | ▼−2.3% Reduced · −171K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 2.6M | $37.2M | ▲+4.2% Added · +107K sh | Q1 2026 | |
| 5 | San Luis Wealth Advisors LLC | 1.2M | $17.6M | ▲+41% Added · +354K sh | Q2 2026 | |
| 6 | Encompass More Asset Management | 1.1M | $16.3M | ▲+2.8% Added · +31K sh | Q2 2026 | |
| 7 | CWM, LLC | 1.0M | $14.1M | ▲+6.8% Added · +64K sh | Q1 2026 | |
| 8 | Madrona Financial Services, LLC | 941K | $13.6M | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 9 | Potomac Fund Management Inc | 793K | $11.5M | ▲+11% Added · +79K sh | Q2 2026 | |
| 10 | Virtue Capital Management, LLC | 614K | $8.9M | ▼−1.8% Reduced · −11K sh | Q2 2026 | |
| 11 | AMG Asset Management Group, Inc. | 583K | $8.4M | ▲+3.1% Added · +18K sh | Q2 2026 | |
| 12 | Ashton Thomas Private Wealth, LLC | 416K | $6.0M | ▲+17% Added · +60K sh | Q2 2026 | |
| 13 | Echo45 Advisors LLC | 344K | $5.0M | ▲+7.0% Added · +23K sh | Q2 2026 | |
| 14 | GWN Securities Inc. | 288K | $4.2M | ▲+16% Added · +40K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | 266K | $3.7M | ▲+8.1% Added · +20K sh | Q1 2026 | |
| 16 | Copley Financial Group, Inc. | 246K | $3.5M | ▲+12% Added · +26K sh | Q2 2026 | |
| 17 | Global Retirement Partners, LLC | 217K | $3.1M | ▲+30% Added · +50K sh | Q2 2026 | |
| 18 | Tactive Advisors, LLC | 207K | $3.0M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 19 | Pine Valley Investments Ltd Liability Co | 182K | $2.6M | ▲+12% Added · +19K sh | Q2 2026 | |
| 20 | Dynamic Advisor Solutions LLC | 180K | $2.6M | ▲+25% Added · +36K sh | Q2 2026 | |
| 21 | Integrity Alliance, LLC. | 169K | $2.4M | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 22 | Sonoma Allocations LLC | 161K | $2.3M | ▲+42% Added · +48K sh | Q2 2026 | |
| 23 | Independent Financial Group, LLC | 161K | $2.3M | ▼−5.2% Reduced · −9K sh | Q2 2026 | |
| 24 | Silver Oak Securities, Incorporated | 127K | $1.8M | ▼−0.3% Reduced · −414 sh | Q2 2026 | |
| 25 | GeoWealth Management, LLC | 115K | $1.7M | ▲+25% Added · +23K 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, 4 funds opened a new position in BUYW and 25 added to an existing one, while 8 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 39 funds | $18.8B |
| Nvidia CorpNVDA | 39 funds | $4.6B |
| Amazon.com IncAMZN | 39 funds | $3.8B |
| Microsoft CorpMSFT | 39 funds | $3.0B |
| Broadcom IncAVGO | 39 funds | $1.8B |
| Alphabet Inc-CL CGOOG | 39 funds | $1.6B |
| JPMorgan Chase & CoJPM | 39 funds | $1.2B |
| Johnson & JohnsonJNJ | 39 funds | $704.7M |
| Apple IncAAPL | 38 funds | $4.6B |
| Advanced Micro DevicesAMD | 38 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 38 funds | $1.1B |
| Walmart IncWMT | 38 funds | $1.1B |
Ranked by how many of BUYW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BUYW.
| Class | 13F holders | Value held |
|---|---|---|
| BIBLmc | 136 funds | $285.0M |
| SECTmc | 112 funds | $2.5B |
| WWJDmc | 106 funds | $372.0M |
| IBDmc | 102 funds | $349.8M |
| ISMDmc | 98 funds | $212.9M |
| BLESmc | 74 funds | $78.5M |
| BUYWthis pagemc | 66 funds | $887.8M |
| TMATmc | 50 funds | $135.2M |
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 BUYW
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/BUYW/capital-change-brief"
Use Arkolith's capital_change_brief for BUYW. 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 BUYW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.