Who owns BUFYWhat BUFY owns — n/a

Who owns BUFY?

Institutional ownership of BUFY from SEC Form 13F filings across 49 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.

13F holders

$104.8M

value, 2026 filers

5.3M

shares disclosed

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 BUFY's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	COMMONWEALTH EQUITY SERVICES, LLC	742,624	$17.4M	0.0%	—	+119.9%
2	Janney Montgomery Scott LLC	681,021	$15,941	0.0%	—	+56.7%
3	Prasad Wealth Partners, LLCNEW	639,436	$15.0M	3.6%	—	new
4	ENVESTNET ASSET MANAGEMENT INC	547,922	$12.8M	0.0%	—	+25.8%
5	Rockefeller Capital Management L.P.	417,530	$9.8M	0.0%	—	+6.5%
6	Cetera Investment Advisers	337,507	$7.9M	0.0%	—	+50.2%
7	OSAIC HOLDINGS, INC.	167,781	$3.9M	0.0%	—	+371.0%
8	Advisory Services Network, LLC	160,754	$3.8M	0.0%	—	+3.1%
9	LPL Financial LLCNEW	121,254	$2.8M	0.0%	—	new
10	Simplicity Wealth,LLC	115,817	$2.7M	0.1%	—	-1.5%
11	INDEPENDENT FINANCIAL GROUP, LLC	89,112	$2.1M	0.0%	—	-50.1%
12	Integrated Wealth Concepts LLC	85,211	$2.0M	0.0%	—	+27.5%
13	Keystone Wealth Services, LLC	84,996	$2.0M	0.4%	—	+99.3%
14	AssuredPartners Investment Advisors, LLC	75,643	$1.8M	0.2%	—	-2.0%
15	NewEdge Advisors, LLC	73,763	$1.7M	0.0%	—	+11.4%
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	71,746	$1.7M	0.0%	—	+202.6%
17	WEDBUSH SECURITIES INC	70,247	$1,644	0.0%	—	+17.5%
18	VIMA LLCNEW	69,046	$1.6M	1.6%	—	new
19	Cambridge Investment Research Advisors, Inc.	66,398	$1,554	0.0%	—	+14.7%
20	OLD MISSION CAPITAL LLCNEW	58,399	$1.4M	0.0%	—	new
21	Prospera Financial Services Inc	54,198	$1.3M	0.0%	—	+50.3%
22	Brookstone Capital Management	38,400	$898,867	0.0%	—	+1.5%
23	Kestra Advisory Services, LLC	37,748	$883,605	0.0%	—	+29.5%
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	34,147	$799,313	0.0%	—	+42.9%
25	IFP Advisors, Inc	33,708	$789,037	0.0%	—	+199.0%

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.