Security record · archived quarter
BUFT
name pending profile ingest
12Tracked holders
0Δ holders
1.74MShares held
$43.10MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +17.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 139.94K | $3.69M | n/a | n/a |
| Q2 2026 | 10 | -1 | 1.67M | $43.25M | +1 | −2 |
| Q1 2026 | 12 | 0 | 1.74M | $43.10M | +2 | −2 |
| Q4 2025 | 12 | -1 | 1.48M | $36.44M | n/a | −1 |
| Q3 2025 | 1 | 0 | 31.29K | $755,713 | n/a | n/a |
| Q2 2025 | 1 | +1 | 29.52K | $695,606 | +1 | n/a |
| Q4 2024 | 1 | 0 | 42.49K | $953,312 | n/a | n/a |
| Q3 2024 | 1 | +1 | 40.61K | $897,662 | +1 | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 561.55K | +48.2% | $13.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 320.33K | -2.8% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Cwm, Llc | 223.63K | -1.9% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 180.65K | -4.6% | $4.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Assetmark, Inc | 126.48K | +5.6% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 111.97K | +67.6% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 95.96K | +1.2% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 45.33K | New | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 32.85K | +46.3% | $814,934 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Truist Financial Corp | 14.76K | +0.6% | $366,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 12.52K | New | $310,621 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 11.02K | -37.3% | $274,604 | 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
| Citadel Advisors | $1.12M | 0.0% |
| Susquehanna International… | $310,621 | 0.0% |
Exited
| Fifth Third Bancorp | $445,843 | was 0.0% |
| Northwestern Mutual Wealth… | $28,074 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 59 holders, 5.03M shares, $123.43M 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: Q1 2026 ·
Methodology ·
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