Who owns FBUF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FBUF 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.
As of the 2026-06-30 reporting period, 13 institutions disclosed 138,461 shares of FBUF worth $4.5M; the largest disclosed holder is Global Trust Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$4.5M
value, 2026 filers
138,461
shares disclosed
4
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 FBUF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Global Trust Asset Management, LLC | 36,965 | $1.2M | 0.4% | — | +76.3% |
| 2 | RAYMOND JAMES FINANCIAL INC | 20,880 | $673,798 | 0.0% | — | +19.4% |
| 3 | OLD MISSION CAPITAL LLC | 14,704 | $474,498 | 0.0% | — | +1.4% |
| 4 | RFG Advisory, LLC | 14,616 | $471,658 | 0.0% | — | +10.4% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 14,049 | $453,360 | 0.0% | — | new |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 10,027 | $323,571 | 0.0% | — | -39.1% |
| 7 | Kestra Advisory Services, LLC | 8,129 | $262,313 | 0.0% | — | +0.1% |
| 8 | Kestra Investment Management, LLC | 7,754 | $250,221 | 0.0% | — | -45.4% |
| 9 | Portfolio Strategies, Inc.NEW | 7,115 | $229,607 | 0.0% | — | new |
| 10 | BANK OF MONTREAL /CAN/NEW | 3,300 | $106,491 | 0.0% | — | new |
| 11 | OSAIC HOLDINGS, INC. | 607 | $19,599 | 0.0% | — | +197.5% |
| 12 | UBS Group AGNEW | 311 | $10,036 | 0.0% | — | new |
| 13 | DHJJ Financial Advisors, Ltd. | 4 | $130 | 0.0% | — | 0.0% |
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.