BUFF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow -0.2% ·
net new positions +8.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.67M | +27.5% | $82.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 1.15M | +105.0% | $56.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Cetera Investment Advisers | 631.31K | +3.0% | $31.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 255.67K | -52.6% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 255.67K | -52.6% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 255.67K | -52.6% | $12.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 250.57K | +7.3% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 250.57K | +7.3% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 250.57K | +7.3% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 221.43K | +4.4% | $10.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 190.08K | +5.4% | $9.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 88.50K | -17.8% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 60.39K | -92.4% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 21.00K | -51.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Captrust Financial Advisors | 20.59K | +6.5% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 20.43K | +25.3% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Creative Planning | 20.21K | New | $998,378 | 0.0% | New | 1 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 16.97K | +69.0% | $838,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 16.97K | +69.0% | $838,438 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 16.83K | New | $831,570 | 0.0% | New | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 7.24K | -27.7% | $357,481 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Empower Advisory Group, LLC | 4.41K | 0.0% | $218,046 | 0.0% | Held | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.44K | -2.9% | $70,031 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cwm, Llc | 346 | 0.0% | $17,096 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 295 | 0.0% | $14,576 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 164 | New | $7,997 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 88 | +1660.0% | $4,345 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 0 | -100.0% | $20 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $998,378 | 0.0% |
| Citadel Advisors | $831,570 | 0.0% |
| Jones Financial Companies Lllp | $7,997 | 0.0% |
Exited
| UBS Group AG | $17,451 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.