Institutional Holders (2026 Q1)
30 + 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. | 1.63% | 143,119 | $4.3M |
| 2 | Fermata Advisors, LLC | 1.27% | 189,105 | $5.6M |
| 3 | AA Financial Advisors, LLC | 1.11% | 264,055 | $7.8M |
| 4 | Foguth Wealth Management, LLC. | 0.86% | 230,335 | $7.4M |
| 5 | AssuredPartners Investment Advisors, LLC | 0.49% | 149,072 | $4.5M |
| 6 | DHJJ Financial Advisors, Ltd. | 0.28% | 28,081 | $835K |
| 7 | Victory Financial Group, LLC | 0.24% | 64,498 | $1.9M |
| 8 | Baer Investment Advisory LLC | 0.24% | 64,498 | $1.9M |
| 9 | PKS Advisory Services, LLC | 0.15% | 21,846 | $649K |
| 10 | Centaurus Financial, INC. | 0.14% | 99,221 | $2.9M |
| 11 | Ankerstar Wealth, LLC | 0.11% | 3,571 | $106K |
| 12 | Horizon Wealth Management, LLC | 0.05% | 11,000 | $327K |
| 13 | Commonwealth Equity Services, LLC | 0.01% | 345,243 | $10.3M |
| 14 | Kestra Advisory Services, LLC | 0.01% | 110,151 | $3.3M |
| 15 | OneDigital Investment Advisors LLC | 0.01% | 42,543 | $1.3M |
| 16 | Raymond James Financial Inc | 0.01% | 1,149,118 | $34.2M |
| 17 | Kingsview Wealth Management, LLC | 0.01% | 18,011 | $535K |
| 18 | IHT Wealth Management, LLC | 0.01% | 9,600 | $285K |
| 19 | Old Mission Capital LLC | 0.00% | 9,347 | $278K |
| 20 | Cetera Investment Advisers | 0.00% | 115,477 | $3.4M |
| 21 | Mml Investors Services, LLC | 0.00% | 35,432 | $1.1M |
| 22 | PNC Financial Services Group, INC. | 0.00% | 80,278 | $2.4M |
| 23 | Envestnet Asset Management Inc | 0.00% | 114,935 | $3.4M |
| 24 | LPL Financial LLC | 0.00% | 29,433 | $875K |
| 25 | Cwm, LLC | 0.00% | 971 | $29K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|