Institutional Holders (2026 Q1)
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 | 3.41% | 427,688 | $12.5M |
| 2 | Prasad Wealth Partners, LLC | 2.53% | 318,818 | $9.3M |
| 3 | SMART Wealth LLC | 1.79% | 208,773 | $6.1M |
| 4 | Hollencrest Capital Management | 1.48% | 1,369,091 | $40.0M |
| 5 | PlanVest Financial, Inc | 1.32% | 59,351 | $1.7M |
| 6 | Optima Capital LLC | 0.69% | 51,180 | $1.5M |
| 7 | Red Crane Wealth Management, LLC | 0.61% | 25,427 | $743K |
| 8 | Sugar Maple Asset Management, LLC | 0.43% | 24,516 | $716K |
| 9 | Crux Wealth Advisors | 0.40% | 35,423 | $1.0M |
| 10 | Bright Futures Wealth Management, LLC. | 0.39% | 19,347 | $565K |
| 11 | Sovran Advisors, LLC | 0.35% | 145,899 | $4.4M |
| 12 | Pitti Group Wealth Management, LLC | 0.22% | 9,484 | $277K |
| 13 | Crown Wealth Group, LLC | 0.22% | 25,959 | $758K |
| 14 | Centaurus Financial, INC. | 0.20% | 144,611 | $4.2M |
| 15 | Mutual Advisors, LLC | 0.19% | 299,219 | $8.7M |
| 16 | Triumph Capital Management | 0.13% | 22,013 | $643K |
| 17 | Arq Wealth Advisors, LLC | 0.12% | 23,369 | $683K |
| 18 | TrustBank | 0.10% | 8,657 | $253K |
| 19 | Cary Street Partners Financial LLC | 0.07% | 102,612 | $3.0M |
| 20 | Keating Financial Advisory Services, Inc. | 0.06% | 13,009 | $380K |
| 21 | Independent Financial Group, LLC | 0.06% | 69,140 | $2.0M |
| 22 | CreativeOne Wealth, LLC | 0.05% | 68,070 | $2.0M |
| 23 | Calton & Associates, INC. | 0.04% | 9,070 | $265K |
| 24 | Farther Finance Advisors, LLC | 0.03% | 108,620 | $3.2M |
| 25 | Kestra Private Wealth Services, LLC | 0.02% | 66,287 | $1.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|