BUFB — Institutional owners (13F)

97 filers · $217.6M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
RAYMOND JAMES FINANCIAL INC $18,864,279 479,885 8.67% Shares
LPL Financial LLC $17,990,797 457,665 8.27% Shares
HighTower Advisors, LLC $12,527,468 318,684 5.76% Shares
ENVESTNET ASSET MANAGEMENT INC $9,946,373 253,024 4.57% Shares
CAPITAL WEALTH MANAGEMENT, LLC $9,265,721 235,709 4.26% Shares
GWN SECURITIES INC. $9,234,286 234,909 4.24% Shares
OSAIC HOLDINGS, INC. $7,980,834 203,026 3.67% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $7,843,619 200,219 3.60% Shares
Diversify Advisory Services, LLC $7,843,619 200,219 3.60% Shares
Syntegra Private Wealth Group, LLC $7,518,784 191,269 3.46% Shares
COLUMBIA ADVISORY PARTNERS LLC $7,397,788 188,191 3.40% Shares
Cetera Investment Advisers $6,656,048 169,322 3.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,632,460 168,722 3.05% Shares
SYKON CAPITAL LLC $4,935,369 125,550 2.27% Shares
PRINCIPAL SECURITIES, INC. $4,831,435 122,906 2.22% Shares
KFG WEALTH MANAGEMENT, LLC $4,539,479 115,479 2.09% Shares
Brookstone Capital Management $4,378,977 111,396 2.01% Shares
Benson Wealth Management INC $3,627,920 92,290 1.67% Shares
Encompass More Asset Management $3,369,024 85,704 1.55% Shares
Heritage Wealth Management, Inc. $3,341,743 85,010 1.54% Shares
Kathmere Capital Management, LLC $3,160,485 80,399 1.45% Shares
Rockefeller Capital Management L.P. $3,012,129 76,625 1.38% Shares
OPTIMA CAPITAL LLC $2,981,428 75,844 1.37% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,771,709 70,509 1.27% Shares
World Investment Advisors $2,689,030 74,533 1.24% Shares
Kingsview Wealth Management, LLC $2,662,938 67,742 1.22% Shares
Bedel Financial Consulting, Inc. $2,426,436 61,726 1.12% Shares
Wealthspire Retirement, LLC $2,128,951 54,158 0.98% Shares
Caliber Wealth Management, LLC / KS $1,938,533 49,314 0.89% Shares
MML INVESTORS SERVICES, LLC $1,937,354 49,284 0.89% Shares
Seros Financial, LLC $1,933,598 49,188 0.89% Shares
Kestra Advisory Services, LLC $1,865,810 47,464 0.86% Shares
Diligent Investors, LLC $1,500,070 38,160 0.69% Shares
CreativeOne Wealth, LLC $1,328,796 33,803 0.61% Shares
Balance Wealth Partners LLC $1,272,504 32,371 0.58% Shares
OFC FINANCIAL PLANNING, LLC $1,209,411 30,766 0.56% Shares
OLD MISSION CAPITAL LLC $1,191,328 30,306 0.55% Shares
Visionary Wealth Advisors $1,175,134 29,894 0.54% Shares
Equitable Holdings, Inc. $1,039,632 26,447 0.48% Shares
FORONJY FINANCIAL LLC $1,026,699 26,118 0.47% Shares
CONTINUUM WEALTH ADVISORS, LLC $997,688 25,380 0.46% Shares
Atria Investments, Inc $941,946 23,962 0.43% Shares
Advisory Services Network, LLC $941,946 23,962 0.43% Shares
Steward Partners Investment Advisory, LLC $927,598 23,597 0.43% Shares
Curtis Advisory Group, LLC $911,088 23,177 0.42% Shares
ACAS, LLC $770,718 22,128 0.35% Shares
4J Wealth Management LLC $760,806 19,354 0.35% Shares
Private Advisor Group, LLC $760,805 19,354 0.35% Shares
TRUIST FINANCIAL CORP $745,711 18,970 0.34% Shares
RFG Advisory, LLC $680,063 17,300 0.31% Shares
Capital Investment Advisory Services, LLC $642,090 16,334 0.30% Shares
Arax Advisory Partners $637,894 16,228 0.29% Shares
MKD WEALTH COACHES, LLC $618,739 15,740 0.28% Shares
Bank of New York Mellon Corp $584,256 14,863 0.27% Shares
Harvest Investment Services, LLC $506,391 12,882 0.23% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $481,548 12,250 0.22% Shares
Western Wealth Management, LLC $476,909 12,132 0.22% Shares
Simplicity Wealth,LLC $472,034 12,008 0.22% Shares
DAYMARK WEALTH PARTNERS, LLC $462,386 11,763 0.21% Shares
Vantage Financial Partners, LLC $455,520 12,434 0.21% Shares
Beacon Pointe Advisors, LLC $407,449 10,365 0.19% Shares
IBEX WEALTH ADVISORS $398,290 10,132 0.18% Shares
Ameritas Advisory Services, LLC $392,510 9,985 0.18% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $376,275 9,572 0.17% Shares
CHAPMAN FINANCIAL GROUP, LLC $354,184 9,010 0.16% Shares
INTEGRITY ALLIANCE, LLC. $299,896 7,629 0.14% Shares
VestGen Advisors, LLC $277,686 7,064 0.13% Shares
D.B. Root & Company, LLC $271,750 6,913 0.12% Shares
COFG Advisors, LLC $266,325 6,775 0.12% Shares
AXXCESS WEALTH MANAGEMENT, LLC $259,014 6,589 0.12% Shares
Capital Asset Advisory Services LLC $259,014 6,589 0.12% Shares
Schechter Investment Advisors, LLC $254,930 8,114 0.12% Shares
Capital Investment Advisors, LLC $231,143 5,880 0.11% Shares
Balboa Wealth Partners $211,291 5,375 0.10% Shares
Trail Ridge Investment Advisors, LLC $210,151 5,346 0.10% Shares
Farther Finance Advisors, LLC $207,753 5,285 0.10% Shares
McAdam, LLC $205,355 5,224 0.09% Shares
WEALTHCARE CAPITAL MANAGEMENT LLC $200,481 5,100 0.09% Shares
AdvisorNet Financial, Inc $167,068 4,250 0.08% Shares
Dunhill Financial, LLC $134,047 3,410 0.06% Shares
Oakmont Advisory Group, LLC $117,832 2,997 0.05% Shares
DHJJ Financial Advisors, Ltd. $76,262 1,940 0.04% Shares
GILPIN WEALTH MANAGEMENT, LLC $58,965 1,500 0.03% Shares
Global Retirement Partners, LLC $58,022 1,476 0.03% Shares
Silver Grove Financial Group, Inc. $47,172 1,200 0.02% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $39,310 1,000 0.02% Shares
Financial Network Wealth Advisors LLC $15,921 405 0.01% Shares
AE Wealth Management LLC $14,270 363 0.01% Shares
CWM, LLC $5,853 163 0.00% Shares
IFP Advisors, Inc $5,110 130 0.00% Shares
CoreCap Advisors, LLC $3,420 87 0.00% Shares
MORGAN STANLEY $3,263 83 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,736 69,595 0.00% Shares
JPMORGAN CHASE & CO $1,797 46 0.00% Shares
CENTAURUS FINANCIAL, INC. $1,325 33,702 0.00% Shares
Capital Analysts, LLC $584 14,861 0.00% Shares
HAZLETT, BURT & WATSON, INC. $9 219 0.00% Shares