Institutional Holders (2026 Q2)
39 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUFP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Maltin Wealth Management, Inc. | 1.53% | 142,365 | $4.6M |
| 2 | AA Financial Advisors, LLC | 1.25% | 325,348 | $10.4M |
| 3 | Fermata Advisors, LLC | 1.25% | 192,219 | $6.2M |
| 4 | Foguth Wealth Management, LLC. | 0.86% | 235,517 | $7.6M |
| 5 | AssuredPartners Investment Advisors, LLC | 0.45% | 146,647 | $4.7M |
| 6 | DHJJ Financial Advisors, Ltd. | 0.28% | 30,302 | $971K |
| 7 | Victory Financial Group, LLC | 0.19% | 56,526 | $1.8M |
| 8 | IHT Wealth Management, LLC | 0.18% | 259,642 | $8.3M |
| 9 | Ankerstar Wealth, LLC | 0.14% | 5,361 | $172K |
| 10 | Centaurus Financial, INC. | 0.13% | 108,289 | $3.5M |
| 11 | PKS Advisory Services, LLC | 0.12% | 22,875 | $733K |
| 12 | Horizon Wealth Management, LLC | 0.09% | 21,000 | $673K |
| 13 | Apollon Financial, LLC | 0.06% | 16,480 | $528K |
| 14 | COFG Advisors, LLC | 0.06% | 10,380 | $333K |
| 15 | Kestra Advisory Services, LLC | 0.05% | 449,822 | $14.4M |
| 16 | Kestra Private Wealth Services, LLC | 0.04% | 123,604 | $4.0M |
| 17 | Adamsbrown Wealth Consultants LLC | 0.04% | 6,379 | $204K |
| 18 | Western Wealth Management, LLC | 0.04% | 34,471 | $1.1M |
| 19 | OneDigital Investment Advisors LLC | 0.02% | 73,943 | $2.4M |
| 20 | Commonwealth Equity Services, LLC | 0.02% | 421,690 | $13.5M |
| 21 | Kingsview Wealth Management, LLC | 0.02% | 42,028 | $1.3M |
| 22 | Raymond James Financial Inc | 0.01% | 1,556,602 | $49.9M |
| 23 | NewEdge Advisors, LLC | 0.01% | 105,277 | $3.4M |
| 24 | Old Mission Capital LLC | 0.01% | 12,491 | $400K |
| 25 | LPL Financial LLC | 0.01% | 695,610 | $22.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|