BUFS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +30.0% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +1 | 2.59M | $64.92M | +3 | −2 |
| Q1 2026 | 14 | +4 | 1.93M | $44.44M | +5 | −1 |
| Q4 2025 | 10 | +1 | 797.10K | $18.22M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 888.79K | +4.4% | $22.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Cetera Investment Advisers | 408.43K | +44.4% | $10.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 389.36K | +18.5% | $9.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 389.36K | +18.5% | $9.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 340.16K | +405.3% | $8.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 298.92K | +70.6% | $7.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 76.88K | +240.5% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Truist Financial Corp | 56.97K | +93.6% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 35.41K | +67.6% | $888,337 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 29.33K | +27.9% | $735,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 23.62K | -69.1% | $592,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 18.62K | New | $467,075 | 0.0% | New | 1 | SEC ↗ |
| 13 | Mariner, LLC | 11.98K | +16.5% | $300,704 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 8.65K | New | $217,032 | 0.0% | New | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 8.65K | New | $217,032 | 0.0% | New | 1 | SEC ↗ |
| 16 | Assetmark, Inc | 291 | New | $7,301 | 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
| LPL Financial LLC | $467,075 | 0.0% |
| Bank of New York Mellon Corp | $217,032 | 0.0% |
| Bank of New York Mellon Corp | $217,032 | 0.0% |
| Assetmark, Inc | $7,301 | 0.0% |
Exited
| UBS Group AG | $23,244 | was 0.0% |
| Northwestern Mutual Wealth… | $19,670 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 50 holders, 4.93M shares, $82.84M 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.