Institutional Holders (2026 Q2)
169 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUFQ. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | IMG Wealth Management, Inc. | 6.51% | 297,371 | $11.7M |
| 2 | Seros Financial, LLC | 5.67% | 277,068 | $10.9M |
| 3 | Centennial Wealth Advisory LLC | 4.95% | 584,188 | $22.9M |
| 4 | RiverTree Advisors, LLC | 4.26% | 183,487 | $7.2M |
| 5 | Valtinson Bruner Financial Planning LLC | 3.99% | 405,747 | $15.9M |
| 6 | Pitti Group Wealth Management, LLC | 3.18% | 111,014 | $4.4M |
| 7 | Mpwm Advisory Solutions, LLC | 2.85% | 158,667 | $6.2M |
| 8 | Legacy Wealth Managment, LLC/ID | 2.76% | 170,386 | $6.7M |
| 9 | Sequent Planning LLC | 2.75% | 327,898 | $12.9M |
| 10 | Macro Advisors, Inc. | 2.69% | 214,906 | $8.4M |
| 11 | Goldenstone Wealth Management LLC | 2.08% | 81,056 | $3.2M |
| 12 | Catalyst Investment Management LLC | 1.98% | 55,675 | $2.2M |
| 13 | Iams Wealth Management, LLC | 1.98% | 167,711 | $6.6M |
| 14 | Vima LLC | 1.72% | 44,916 | $1.8M |
| 15 | Triton Wealth Management, PLLC | 1.62% | 136,111 | $5.3M |
| 16 | Financial Guidance Group, Inc. | 1.61% | 109,791 | $4.3M |
| 17 | Prism Advisors, Inc. | 1.54% | 161,091 | $6.3M |
| 18 | Accel Wealth Management | 1.38% | 156,414 | $6.1M |
| 19 | Ipsen Advisor Group LLC | 1.33% | 52,653 | $2.1M |
| 20 | Bluedoor Private Wealth, LLC | 1.33% | 80,368 | $3.2M |
| 21 | Rubicon Advisors, GP | 1.29% | 44,936 | $1.8M |
| 22 | HFG Advisors, Inc. | 1.20% | 48,940 | $1.9M |
| 23 | Ergawealth Advisors, Inc. | 1.17% | 76,640 | $3.0M |
| 24 | Midwest Financial Group LLC | 1.02% | 74,091 | $2.9M |
| 25 | World Equity Group, INC. | 1.01% | 114,741 | $4.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|