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Security record · archived quarter

BUFF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024 Q2 2024
21Tracked holders
0Δ holders
4.66MShares held
$232.18MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.3% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 22 0 5.63M $296.53M +2 −2
Q1 2026 23 +2 4.65M $229.60M +3 −1
Q4 2025 21 0 4.66M $232.18M +1 −1
Q3 2025 3 13.60K $664,190
Q4 2024 1 0 4.62K $207,709
Q3 2024 1 0 22.77K $1.00M
Q2 2024 1 18.13K $777,414
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.31M $65.20M 0.0% n/c 1 SEC ↗
2 Mercer Global Advisors Inc /Adv 794.63K $39.62M 0.1% n/c 1 SEC ↗
3 Cetera Investment Advisers 612.92K $30.56M 0.0% n/c 1 SEC ↗
4 Envestnet Asset Management Inc 561.79K $28.01M 0.0% n/c 1 SEC ↗
5 Osaic Holdings, Inc. 539.56K $26.90M 0.0% n/c 1 SEC ↗
6 Osaic Holdings, Inc. 539.56K $26.90M 0.0% n/c 1 SEC ↗
7 Osaic Holdings, Inc. 539.56K $26.90M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 233.41K $11.64M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 233.41K $11.64M 0.0% n/c 1 SEC ↗
10 Raymond James Financial Inc 233.41K $11.64M 0.0% n/c 1 SEC ↗
11 Commonwealth Equity Services, Llc 212.09K $10.57M 0.0% n/c 1 SEC ↗
12 HighTower Advisors, LLC 180.41K $9.00M 0.0% n/c 1 SEC ↗
13 Mml Investors Services, Llc 107.61K $5.37M 0.0% n/c 1 SEC ↗
14 Wealth Enhancement Advisory… 43.39K $2.18M 0.0% n/c 1 SEC ↗
15 Captrust Financial Advisors 19.33K $963,943 0.0% n/c 1 SEC ↗
16 Truist Financial Corp 16.31K $813,266 0.0% n/c 1 SEC ↗
17 Susquehanna International Group, Llp 10.04K $500,744 0.0% n/c 1 SEC ↗
18 Jane Street Group, Llc 10.01K $499,198 0.0% n/c 1 SEC ↗
19 Empower Advisory Group, LLC 4.41K $220,032 0.0% n/c 1 SEC ↗
20 JPMorgan Chase 1.48K -55.6% $73,843 0.0% ▼ Trim 2 SEC ↗
21 UBS Group AG 350 $17,451 0.0% n/c 1 SEC ↗
22 Cwm, Llc 346 $17,000 0.0% n/c 1 SEC ↗
23 Morgan Stanley 295 0.0% $14,709 0.0% Held 2 SEC ↗
24 Wells Fargo & Company/Mn 200 $9,993 0.0% n/c 1 SEC ↗
25 Wells Fargo & Company/Mn 200 $9,993 0.0% n/c 1 SEC ↗
26 Fidelity (FMR) 5 New $246 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Fidelity (FMR) $246 0.0%

Exited

Goldman Sachs Group $486,894 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 150 holders, 11.57M shares, $543.53M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API