Institutional Holders (2026 Q2)
57 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QBUF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Central Valley Advisors, LLC | 3.38% | 428,086 | $13.2M |
| 2 | Prasad Wealth Partners, LLC | 2.89% | 389,781 | $12.0M |
| 3 | PlanVest Financial, Inc | 1.27% | 61,772 | $1.9M |
| 4 | SMART Wealth LLC | 1.19% | 179,444 | $5.5M |
| 5 | Red Crane Wealth Management, LLC | 0.65% | 28,736 | $884K |
| 6 | Sugar Maple Asset Management, LLC | 0.47% | 23,943 | $737K |
| 7 | Sovran Advisors, LLC | 0.45% | 202,497 | $6.0M |
| 8 | Crux Wealth Advisors | 0.44% | 41,572 | $1.3M |
| 9 | Bright Futures Wealth Management, LLC. | 0.37% | 18,379 | $565K |
| 10 | Pitti Group Wealth Management, LLC | 0.24% | 10,584 | $326K |
| 11 | Mtm Financial Group, LLC | 0.18% | 13,834 | $426K |
| 12 | Triumph Capital Management | 0.13% | 23,057 | $709K |
| 13 | CreativeOne Wealth, LLC | 0.11% | 172,638 | $5.3M |
| 14 | Arq Wealth Advisors, LLC | 0.11% | 29,793 | $906K |
| 15 | Hollencrest Capital Management | 0.09% | 46,034 | $1.4M |
| 16 | TrustBank | 0.09% | 8,657 | $266K |
| 17 | Yarger Wealth Strategies, LLC | 0.07% | 6,573 | $202K |
| 18 | Cary Street Partners Financial LLC | 0.07% | 100,421 | $3.1M |
| 19 | Keating Financial Advisory Services, Inc. | 0.06% | 13,890 | $427K |
| 20 | Calton & Associates, INC. | 0.04% | 9,873 | $304K |
| 21 | Farther Finance Advisors, LLC | 0.02% | 103,266 | $3.2M |
| 22 | Independent Financial Group, LLC | 0.02% | 42,846 | $1.3M |
| 23 | Stratos Wealth Advisors, LLC | 0.02% | 12,199 | $375K |
| 24 | WealthShield Partners, LLC | 0.02% | 4,000 | $123K |
| 25 | Summit Financial, LLC | 0.02% | 53,293 | $1.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|