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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
22Tracked holders
0Δ holders
5.63MShares held
$296.53MReported value
+2New positions
−2Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +21.1% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.95M +16.9% $102.64M 0.0% ▲ Add 3 SEC ↗
2 Envestnet Asset Management Inc 1.18M +2.1% $61.94M 0.0% ▲ Add 3 SEC ↗
3 Cetera Investment Advisers 658.70K +4.3% $34.70M 0.0% ▲ Add 3 SEC ↗
4 Osaic Holdings, Inc. 568.58K +122.4% $29.95M 0.0% ▲ Add 3 SEC ↗
5 Osaic Holdings, Inc. 568.58K +122.4% $29.95M 0.0% ▲ Add 3 SEC ↗
6 Osaic Holdings, Inc. 568.58K +122.4% $29.95M 0.0% ▲ Add 3 SEC ↗
7 Raymond James Financial Inc 279.90K +11.7% $14.75M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 279.90K +11.7% $14.75M 0.0% ▲ Add 3 SEC ↗
9 Raymond James Financial Inc 279.90K +11.7% $14.75M 0.0% ▲ Add 3 SEC ↗
10 UBS Group AG 261.08K New $13.75M 0.0% New 1 SEC ↗
11 UBS Group AG 261.08K New $13.75M 0.0% New 1 SEC ↗
12 UBS Group AG 261.08K New $13.75M 0.0% New 1 SEC ↗
13 Commonwealth Equity Services, Llc 224.57K +1.4% $11.83M 0.0% ▲ Add 3 SEC ↗
14 HighTower Advisors, LLC 206.42K +8.6% $10.87M 0.0% ▲ Add 3 SEC ↗
15 Mml Investors Services, Llc 109.61K +23.9% $5.77M 0.0% ▲ Add 3 SEC ↗
16 Mercer Global Advisors Inc /Adv 51.82K -14.2% $2.73M 0.0% ▼ Trim 3 SEC ↗
17 Citadel Advisors 43.87K +160.7% $2.31M 0.0% ▲ Add 2 SEC ↗
18 Captrust Financial Advisors 21.49K +4.4% $1.13M 0.0% ▲ Add 3 SEC ↗
19 Wealth Enhancement Advisory… 20.82K -0.9% $1.10M 0.0% ▼ Trim 3 SEC ↗
20 Truist Financial Corp 20.63K +0.9% $1.09M 0.0% ▲ Add 3 SEC ↗
21 Creative Planning 17.93K -11.3% $944,605 0.0% ▼ Trim 2 SEC ↗
22 Susquehanna International Group, Llp 9.72K -42.7% $512,155 0.0% ▼ Trim 3 SEC ↗
23 Empower Advisory Group, LLC 4.41K 0.0% $232,477 0.0% Held 3 SEC ↗
24 Morgan Stanley 2.31K +683.4% $121,743 0.0% ▲ Add 4 SEC ↗
25 JPMorgan Chase 1.54K +6.8% $80,709 0.0% ▲ Add 4 SEC ↗
26 Fidelity (FMR) 664 +654.5% $34,954 0.0% ▲ Add 3 SEC ↗
27 Fifth Third Bancorp 516 New $27,183 0.0% New 1 SEC ↗
28 Wells Fargo & Company/Mn 0 $22 0.0% Held 3 SEC ↗

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

New buyers

UBS Group AG $13.75M 0.0%
UBS Group AG $13.75M 0.0%
UBS Group AG $13.75M 0.0%
Fifth Third Bancorp $27,183 0.0%

Exited

Jane Street Group, Llc $357,481 was 0.0%
Jones Financial Companies Lllp $7,997 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: Q2 2026 · Methodology · Get this via the API