Institutional Holders (2026 Q2)
84 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUFB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Columbia Advisory Partners LLC | 4.08% | 188,191 | $7.4M |
| 2 | Benson Wealth Management INC | 3.65% | 92,290 | $3.6M |
| 3 | Capital Wealth Management, LLC | 2.23% | 235,709 | $9.3M |
| 4 | Gwn Securities INC. | 1.54% | 234,909 | $9.2M |
| 5 | Sykon Capital LLC | 1.52% | 125,550 | $4.9M |
| 6 | Optima Capital LLC | 1.18% | 75,844 | $3.0M |
| 7 | Mtm Financial Group, LLC | 1.10% | 65,588 | $2.6M |
| 8 | Ofc Financial Planning, LLC | 1.07% | 30,766 | $1.2M |
| 9 | Seros Financial, LLC | 1.01% | 49,188 | $1.9M |
| 10 | Heritage Wealth Management, Inc. | 0.83% | 85,010 | $3.3M |
| 11 | Syntegra Private Wealth Group, LLC | 0.58% | 191,269 | $7.5M |
| 12 | Mkd Wealth Coaches, LLC | 0.53% | 15,740 | $619K |
| 13 | Kfg Wealth Management, LLC | 0.51% | 115,479 | $4.5M |
| 14 | Encompass More Asset Management | 0.49% | 85,704 | $3.4M |
| 15 | Foronjy Financial LLC | 0.38% | 26,118 | $1.0M |
| 16 | 4J Wealth Management LLC | 0.37% | 19,354 | $761K |
| 17 | Balance Wealth Partners LLC | 0.34% | 32,371 | $1.3M |
| 18 | Continuum Wealth Advisors, LLC | 0.34% | 25,380 | $998K |
| 19 | Diligent Investors, LLC | 0.33% | 38,160 | $1.5M |
| 20 | Chapman Financial Group, LLC | 0.24% | 9,010 | $354K |
| 21 | Bedel Financial Consulting, Inc. | 0.23% | 61,726 | $2.4M |
| 22 | Caliber Wealth Management, LLC / Ks | 0.19% | 49,314 | $1.9M |
| 23 | Curtis Advisory Group, LLC | 0.18% | 23,177 | $911K |
| 24 | Kathmere Capital Management, LLC | 0.17% | 80,399 | $3.2M |
| 25 | Diversify Wealth Management, LLC | 0.13% | 200,219 | $7.8M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|