Institutional Holders (2026 Q1)
150 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUFF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | GGM Financial LLC | 12.47% | 548,358 | $27.1M |
| 2 | Collaborative Wealth Managment Inc. | 8.55% | 376,767 | $18.6M |
| 3 | Holos Integrated Wealth LLC | 8.19% | 325,131 | $16.2M |
| 4 | Mtm Financial Group, LLC | 5.57% | 239,994 | $11.9M |
| 5 | Prasad Wealth Partners, LLC | 5.36% | 398,244 | $19.7M |
| 6 | LifeWealth Investments, LLC | 4.97% | 336,877 | $16.6M |
| 7 | Buska Wealth Management, LLC | 3.79% | 190,880 | $9.4M |
| 8 | Seros Financial, LLC | 2.88% | 91,681 | $4.5M |
| 9 | Columbia Advisory Partners LLC | 2.36% | 74,954 | $3.7M |
| 10 | IFG Advisory, LLC | 2.35% | 16,612 | $821K |
| 11 | Financial Network Wealth Advisors LLC | 1.96% | 38,759 | $1.9M |
| 12 | Andina Capital Management, LLC | 1.84% | 42,023 | $2.1M |
| 13 | City Center Advisors, LLC | 1.45% | 31,805 | $1.6M |
| 14 | Planwiser Financial, LLC | 1.41% | 38,085 | $1.9M |
| 15 | Wisconsin Wealth Advisors, LLC | 1.34% | 27,571 | $1.4M |
| 16 | Gwn Securities INC. | 1.24% | 131,397 | $6.5M |
| 17 | Core Wealth Advisors, Inc. | 1.24% | 105,347 | $5.2M |
| 18 | Ofc Financial Planning, LLC | 1.14% | 23,390 | $1.2M |
| 19 | Triton Financial Group Inc | 1.12% | 12,936 | $642K |
| 20 | Garden State Investment Advisory Services LLC | 1.07% | 98,184 | $4.9M |
| 21 | Kfg Wealth Management, LLC | 0.88% | 138,267 | $6.8M |
| 22 | Vestia Personal Wealth Advisors | 0.78% | 33,783 | $1.7M |
| 23 | JDM Financial Group LLC | 0.77% | 40,367 | $2.0M |
| 24 | Comprehensive Financial Consultants Institutional, Inc. | 0.65% | 44,117 | $2.2M |
| 25 | Caliber Wealth Management, LLC / Ks | 0.62% | 114,349 | $5.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|