BUFB — Détenteurs institutionnels (13F)

97 déclarants · $217.6M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
RAYMOND JAMES FINANCIAL INC $18 864 279 479 885 8,67% Actions
LPL Financial LLC $17 990 797 457 665 8,27% Actions
HighTower Advisors, LLC $12 527 468 318 684 5,76% Actions
ENVESTNET ASSET MANAGEMENT INC $9 946 373 253 024 4,57% Actions
CAPITAL WEALTH MANAGEMENT, LLC $9 265 721 235 709 4,26% Actions
GWN SECURITIES INC. $9 234 286 234 909 4,24% Actions
OSAIC HOLDINGS, INC. $7 980 834 203 026 3,67% Actions
DIVERSIFY WEALTH MANAGEMENT, LLC $7 843 619 200 219 3,60% Actions
Diversify Advisory Services, LLC $7 843 619 200 219 3,60% Actions
Syntegra Private Wealth Group, LLC $7 518 784 191 269 3,46% Actions
COLUMBIA ADVISORY PARTNERS LLC $7 397 788 188 191 3,40% Actions
Cetera Investment Advisers $6 656 048 169 322 3,06% Actions
COMMONWEALTH EQUITY SERVICES, LLC $6 632 460 168 722 3,05% Actions
SYKON CAPITAL LLC $4 935 369 125 550 2,27% Actions
PRINCIPAL SECURITIES, INC. $4 831 435 122 906 2,22% Actions
KFG WEALTH MANAGEMENT, LLC $4 539 479 115 479 2,09% Actions
Brookstone Capital Management $4 378 977 111 396 2,01% Actions
Benson Wealth Management INC $3 627 920 92 290 1,67% Actions
Encompass More Asset Management $3 369 024 85 704 1,55% Actions
Heritage Wealth Management, Inc. $3 341 743 85 010 1,54% Actions
Kathmere Capital Management, LLC $3 160 485 80 399 1,45% Actions
Rockefeller Capital Management L.P. $3 012 129 76 625 1,38% Actions
OPTIMA CAPITAL LLC $2 981 428 75 844 1,37% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 771 709 70 509 1,27% Actions
World Investment Advisors $2 689 030 74 533 1,24% Actions
Kingsview Wealth Management, LLC $2 662 938 67 742 1,22% Actions
Bedel Financial Consulting, Inc. $2 426 436 61 726 1,12% Actions
Wealthspire Retirement, LLC $2 128 951 54 158 0,98% Actions
Caliber Wealth Management, LLC / KS $1 938 533 49 314 0,89% Actions
MML INVESTORS SERVICES, LLC $1 937 354 49 284 0,89% Actions
Seros Financial, LLC $1 933 598 49 188 0,89% Actions
Kestra Advisory Services, LLC $1 865 810 47 464 0,86% Actions
Diligent Investors, LLC $1 500 070 38 160 0,69% Actions
CreativeOne Wealth, LLC $1 328 796 33 803 0,61% Actions
Balance Wealth Partners LLC $1 272 504 32 371 0,58% Actions
OFC FINANCIAL PLANNING, LLC $1 209 411 30 766 0,56% Actions
OLD MISSION CAPITAL LLC $1 191 328 30 306 0,55% Actions
Visionary Wealth Advisors $1 175 134 29 894 0,54% Actions
Equitable Holdings, Inc. $1 039 632 26 447 0,48% Actions
FORONJY FINANCIAL LLC $1 026 699 26 118 0,47% Actions
CONTINUUM WEALTH ADVISORS, LLC $997 688 25 380 0,46% Actions
Atria Investments, Inc $941 946 23 962 0,43% Actions
Advisory Services Network, LLC $941 946 23 962 0,43% Actions
Steward Partners Investment Advisory, LLC $927 598 23 597 0,43% Actions
Curtis Advisory Group, LLC $911 088 23 177 0,42% Actions
ACAS, LLC $770 718 22 128 0,35% Actions
4J Wealth Management LLC $760 806 19 354 0,35% Actions
Private Advisor Group, LLC $760 805 19 354 0,35% Actions
TRUIST FINANCIAL CORP $745 711 18 970 0,34% Actions
RFG Advisory, LLC $680 063 17 300 0,31% Actions
Capital Investment Advisory Services, LLC $642 090 16 334 0,30% Actions
Arax Advisory Partners $637 894 16 228 0,29% Actions
MKD WEALTH COACHES, LLC $618 739 15 740 0,28% Actions
Bank of New York Mellon Corp $584 256 14 863 0,27% Actions
Harvest Investment Services, LLC $506 391 12 882 0,23% Actions
INTEGRAL INVESTMENT ADVISORS, INC. $481 548 12 250 0,22% Actions
Western Wealth Management, LLC $476 909 12 132 0,22% Actions
Simplicity Wealth,LLC $472 034 12 008 0,22% Actions
DAYMARK WEALTH PARTNERS, LLC $462 386 11 763 0,21% Actions
Vantage Financial Partners, LLC $455 520 12 434 0,21% Actions
Beacon Pointe Advisors, LLC $407 449 10 365 0,19% Actions
IBEX WEALTH ADVISORS $398 290 10 132 0,18% Actions
Ameritas Advisory Services, LLC $392 510 9 985 0,18% Actions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $376 275 9 572 0,17% Actions
CHAPMAN FINANCIAL GROUP, LLC $354 184 9 010 0,16% Actions
INTEGRITY ALLIANCE, LLC. $299 896 7 629 0,14% Actions
VestGen Advisors, LLC $277 686 7 064 0,13% Actions
D.B. Root & Company, LLC $271 750 6 913 0,12% Actions
COFG Advisors, LLC $266 325 6 775 0,12% Actions
AXXCESS WEALTH MANAGEMENT, LLC $259 014 6 589 0,12% Actions
Capital Asset Advisory Services LLC $259 014 6 589 0,12% Actions
Schechter Investment Advisors, LLC $254 930 8 114 0,12% Actions
Capital Investment Advisors, LLC $231 143 5 880 0,11% Actions
Balboa Wealth Partners $211 291 5 375 0,10% Actions
Trail Ridge Investment Advisors, LLC $210 151 5 346 0,10% Actions
Farther Finance Advisors, LLC $207 753 5 285 0,10% Actions
McAdam, LLC $205 355 5 224 0,09% Actions
WEALTHCARE CAPITAL MANAGEMENT LLC $200 481 5 100 0,09% Actions
AdvisorNet Financial, Inc $167 068 4 250 0,08% Actions
Dunhill Financial, LLC $134 047 3 410 0,06% Actions
Oakmont Advisory Group, LLC $117 832 2 997 0,05% Actions
DHJJ Financial Advisors, Ltd. $76 262 1 940 0,04% Actions
GILPIN WEALTH MANAGEMENT, LLC $58 965 1 500 0,03% Actions
Global Retirement Partners, LLC $58 022 1 476 0,03% Actions
Silver Grove Financial Group, Inc. $47 172 1 200 0,02% Actions
CREATIVE FINANCIAL DESIGNS INC /ADV $39 310 1 000 0,02% Actions
Financial Network Wealth Advisors LLC $15 921 405 0,01% Actions
AE Wealth Management LLC $14 270 363 0,01% Actions
CWM, LLC $5 853 163 0,00% Actions
IFP Advisors, Inc $5 110 130 0,00% Actions
CoreCap Advisors, LLC $3 420 87 0,00% Actions
MORGAN STANLEY $3 263 83 0,00% Actions
Cambridge Investment Research Advisors, Inc. $2 736 69 595 0,00% Actions
JPMORGAN CHASE & CO $1 797 46 0,00% Actions
CENTAURUS FINANCIAL, INC. $1 325 33 702 0,00% Actions
Capital Analysts, LLC $584 14 861 0,00% Actions
HAZLETT, BURT & WATSON, INC. $9 219 0,00% Actions