Institutional Holders (2026 Q1)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUFY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Opus Financial Solutions LLC | 0.96% | 45,681 | $1.0M |
| 2 | IFG Advisory, LLC | 0.43% | 6,700 | $150K |
| 3 | Winnow Wealth LLC | 0.31% | 17,967 | $402K |
| 4 | Capasso Planning Partners LLC | 0.28% | 22,820 | $511K |
| 5 | Chris Bulman Inc | 0.21% | 21,185 | $474K |
| 6 | Keystone Wealth Services, LLC | 0.20% | 42,642 | $954K |
| 7 | AssuredPartners Investment Advisors, LLC | 0.19% | 77,192 | $1.7M |
| 8 | DHJJ Financial Advisors, Ltd. | 0.18% | 24,326 | $544K |
| 9 | Simplicity Wealth,LLC | 0.15% | 117,633 | $2.6M |
| 10 | Legacy Capital Wealth Partners, LLC | 0.10% | 21,941 | $491K |
| 11 | IMG Wealth Management, Inc. | 0.09% | 6,410 | $143K |
| 12 | Lunt Capital Management, Inc. | 0.08% | 9,818 | $220K |
| 13 | National Wealth Management Group, LLC | 0.08% | 9,216 | $206K |
| 14 | McKinley Carter Wealth Services, Inc. | 0.06% | 49,132 | $1.1M |
| 15 | Independent Financial Group, LLC | 0.06% | 89,164 | $2.0M |
| 16 | Visionary Wealth Advisors | 0.06% | 59,047 | $1.3M |
| 17 | Claro Advisors Inc. | 0.06% | 21,350 | $478K |
| 18 | Mcdonald Partners LLC | 0.05% | 9,000 | $201K |
| 19 | Advisory Services Network, LLC | 0.05% | 155,908 | $3.5M |
| 20 | Kovack Advisors, Inc. | 0.04% | 33,451 | $754K |
| 21 | Advisory Resource Group | 0.04% | 9,435 | $211K |
| 22 | Tradition Wealth Management, LLC | 0.03% | 18,397 | $412K |
| 23 | Rockefeller Capital Management L.P. | 0.02% | 392,024 | $8.8M |
| 24 | Prospera Financial Services Inc | 0.01% | 36,052 | $807K |
| 25 | Integrated Wealth Concepts LLC | 0.01% | 66,855 | $1.5M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|