Security record · archived quarter
BUFG
name pending profile ingest
15Tracked holders
0Δ holders
4.12MShares held
$113.34MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 113.94K | $3.44M | n/a | n/a |
| Q2 2026 | 16 | +2 | 4.46M | $130.82M | +3 | −1 |
| Q1 2026 | 15 | 0 | 4.56M | $122.46M | +2 | −2 |
| Q4 2025 | 15 | 0 | 4.12M | $113.34M | n/a | n/a |
| Q3 2025 | 2 | 0 | 33.22K | $894,973 | n/a | n/a |
| Q2 2025 | 1 | 0 | 17.21K | $439,492 | n/a | n/a |
| Q1 2025 | 1 | 0 | 43.34K | $1.03M | n/a | n/a |
| Q4 2024 | 1 | +1 | 21.85K | $535,399 | +1 | n/a |
| Q2 2024 | 1 | n/a | 37.92K | $879,721 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 1.02M | n/a | $28.10M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 713.30K | n/a | $19.63M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 697.96K | n/a | $19.21M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 412.00K | n/a | $11.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 291.97K | n/a | $8.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cwm, Llc | 279.94K | n/a | $7.70M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Assetmark, Inc | 251.92K | n/a | $6.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 176.86K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 110.33K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mml Investors Services, Llc | 70.65K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mariner, LLC | 41.73K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 24.72K | -3.9% | $680,404 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 21.44K | n/a | $590,111 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 3.43K | -54.3% | $94,311 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 422 | n/a | $12,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 8.41M shares, $219.25M 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 ·
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