Who owns BUFH?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BUFH from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 1.2M shares of BUFH worth $26.5M; the largest disclosed holder is Macro Advisors, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$26.5M
value, 2026 filers
1.2M
shares disclosed
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BUFH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Macro Advisors, Inc. | 387,003 | $8.3M | 2.6% | — | -9.0% |
| 2 | PRECEDENT WEALTH PARTNERS, LLC | 323,253 | $6.9M | 1.2% | — | -3.6% |
| 3 | Western Wealth Management, LLC | 91,594 | $2.0M | 0.1% | — | -8.1% |
| 4 | Kingsview Wealth Management, LLC | 80,521 | $1.7M | 0.0% | — | +28.7% |
| 5 | Cetera Investment AdvisersNEW | 43,896 | $939,813 | 0.0% | — | new |
| 6 | Claro Advisors Inc. | 43,627 | $934,055 | 0.1% | — | +34.1% |
| 7 | Encompass More Asset Management | 38,982 | $834,605 | 0.1% | — | +20.1% |
| 8 | Pallas Capital Advisors LLC | 32,643 | $698,885 | 0.0% | — | -25.3% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 31,755 | $679,875 | 0.0% | — | +64.5% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,489 | $652,769 | 0.0% | — | -33.4% |
| 11 | INDEPENDENT FINANCIAL GROUP, LLCNEW | 26,455 | $566,402 | 0.0% | — | new |
| 12 | Mariner, LLC | 24,900 | $533,109 | 0.0% | — | +3.3% |
| 13 | ENDEAVOR PRIVATE WEALTH, INC.NEW | 16,600 | $355,406 | 0.1% | — | new |
| 14 | Kestra Advisory Services, LLC | 14,211 | $304,258 | 0.0% | — | -4.8% |
| 15 | NewEdge Advisors, LLC | 13,235 | $283,361 | 0.0% | — | +0.3% |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,445 | $266,998 | 0.0% | — | -77.2% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 10,037 | $214,890 | 0.0% | — | -5.3% |
| 18 | IFG Advisory, LLC | 7,385 | $158,113 | 0.0% | — | +14.5% |
| 19 | Integrated Wealth Concepts LLCNEW | 4,381 | $93,811 | 0.0% | — | new |
| 20 | OSAIC HOLDINGS, INC.NEW | 3,917 | $83,861 | 0.0% | — | new |
| 21 | HARBOUR INVESTMENTS, INC. | 430 | $9,206 | 0.0% | — | 0.0% |
| 22 | UBS Group AG | 372 | $7,965 | 0.0% | — | +76.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.