Institutional Holders (2026 Q2)
241 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUSE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | EJF Capital LP | 2.95% | 149,404 | $4.4M |
| 2 | Mirabella Financial Services LLP | 2.40% | 851,453 | $25.1M |
| 3 | Elizabeth Park Capital Advisors, Ltd. | 2.03% | 99,797 | $2.9M |
| 4 | Sunesis Advisors, LLC | 1.91% | 156,862 | $4.6M |
| 5 | Towle & Co | 1.20% | 120,188 | $3.5M |
| 6 | Savvy Advisors, Inc. | 0.81% | 1,286,665 | $38.0M |
| 7 | Banc Funds Co LLC | 0.56% | 114,077 | $3.4M |
| 8 | Osborne Partners Capital Management, LLC | 0.34% | 210,214 | $6.2M |
| 9 | Daytona Street Capital LLC | 0.28% | 13,350 | $389K |
| 10 | Millstone Evans Group, LLC | 0.21% | 13,350 | $394K |
| 11 | Tenet Wealth Partners, LLC | 0.20% | 9,182 | $273K |
| 12 | Kuhn & Co Investment Counsel | 0.17% | 10,018 | $296K |
| 13 | MPS Loria Financial Planners, LLC | 0.17% | 24,810 | $732K |
| 14 | Ellsworth Advisors, LLC | 0.16% | 33,684 | $989K |
| 15 | Lexington Hill Partners, LLC | 0.16% | 11,359 | $335K |
| 16 | Flywheel Private Wealth LLC | 0.15% | 10,000 | $295K |
| 17 | Canvas Wealth Advisors, LLC | 0.11% | 26,555 | $783K |
| 18 | Inceptionr LLC | 0.10% | 13,398 | $395K |
| 19 | Philip James Wealth Mangement, LLC | 0.09% | 26,366 | $778K |
| 20 | North Star Investment Management Corp. | 0.08% | 51,500 | $1.5M |
| 21 | Crescent Grove Advisors, LLC | 0.08% | 33,264 | $981K |
| 22 | Everhart Financial Group, Inc. | 0.08% | 41,689 | $1.2M |
| 23 | John G Ullman & Associates Inc | 0.07% | 20,196 | $596K |
| 24 | Members Trust Co | 0.07% | 75,000 | $2.2M |
| 25 | Legato Capital Management LLC | 0.07% | 27,956 | $825K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|