Who owns BUFX?
Institutional ownership of BUFX from SEC Form 13F filings across 13 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.
13
13F holders
$13.6M
value, 2026 filers
614,724
shares disclosed
3
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 BUFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Atria Investments, Inc | 167,088 | $3.7M | 0.0% | — | +1.5% |
| 2 | Mariner, LLC | 166,284 | $3.7M | 0.0% | — | -1.0% |
| 3 | HARBOUR INVESTMENTS, INC. | 91,619 | $2.0M | 0.0% | — | +49423.8% |
| 4 | Western Wealth Management, LLC | 60,894 | $1.4M | 0.0% | — | -0.1% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 60,594 | $1.3M | 0.0% | — | +209.0% |
| 6 | CITADEL ADVISORS LLC | 27,201 | $603,046 | 0.0% | — | -34.6% |
| 7 | OLD MISSION CAPITAL LLCNEW | 14,466 | $320,711 | 0.0% | — | new |
| 8 | Cetera Investment Advisers | 14,164 | $314,016 | 0.0% | — | +14.3% |
| 9 | Steward Partners Investment Advisory, LLC | 5,100 | $113,067 | 0.0% | — | +142.9% |
| 10 | Benson Wealth Management INC | 4,219 | $93,535 | 0.1% | — | 0.0% |
| 11 | FIDUCIARY FINANCIAL ADVISORSNEW | 1,655 | $36,691 | 0.0% | — | new |
| 12 | OSAIC HOLDINGS, INC. | 1,140 | $25,273 | 0.0% | — | 0.0% |
| 13 | Integrated Wealth Concepts LLCNEW | 300 | $6,651 | 0.0% | — | new |
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.