$30.07

+0.16 (+0.53%)

Weekly Expected Move ±0.9%

$30 $30 $30 $30 $31

ETF CBOE · AUM $333.9M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — BUFG

Institutional Holders

+1 vs prior quarter

0.0%

Ownership

+0.00pp

244M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (102 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	COMMONWEALTH EQUITY SERVICES, LLC	1,084,987	33M	+35,894	+3.4%	19Q	SEC ↗
2	ENVESTNET ASSET MANAGEMENT INC	1,063,649	32M	-3,464	-0.3%	19Q	SEC ↗
3	Centennial Wealth Advisory LLC	765,916	23M	+94,801	+14.1%	12Q	SEC ↗
4	LPL Financial LLC	675,892	20M	-49,880	-6.9%	13Q	SEC ↗
5	Cetera Investment Advisers	437,729	13M	+27,226	+6.6%	12Q	SEC ↗
6	OSAIC HOLDINGS, INC.	401,362	12M	+157	+0.0%	19Q	SEC ↗
7	ASSETMARK, INC	284,509	9M	+14,536	+5.4%	13Q	SEC ↗
8	Pinnacle Financial Partners, Inc.	269,133	8M	+10,678	+4.1%	3Q	SEC ↗
9	CWM, LLC	262,826	8M	-17,113	-6.1%	14Q	SEC ↗
10	FreeGulliver LLC	240,658	7M	-12,975	-5.1%	11Q	SEC ↗
11	Geneos Wealth Management Inc.	225,181	7M	+4,582	+2.1%	11Q	SEC ↗
12	Rockefeller Capital Management L.P.	199,739	6M	+7,466	+3.9%	9Q	SEC ↗
13	Cambridge Investment Research Advisors	195,614	6M	+7,667	+4.1%	19Q	SEC ↗
14	WORLD EQUITY GROUP, INC.	170,648	5M	+2,021	+1.2%	16Q	SEC ↗
15	Tradition Wealth Management, LLC	169,744	5M	+34,950	+25.9%	18Q	SEC ↗
16	OneDigital Investment Advisors LLC	142,866	4M	+59,470	+71.3%	2Q	SEC ↗
17	Valmark Advisers, Inc.	118,508	4M	+34,482	+41.0%	3Q	SEC ↗
18	WEALTH ENHANCEMENT ADVISORY SERVICES,	113,545	3M	+7,270	+6.8%	14Q	SEC ↗
19	Valtinson Bruner Financial Planning LL	109,900	3M	+994	+0.9%	17Q	SEC ↗
20	TRANSCEND CAPITAL ADVISORS, LLC	109,295	3M	+583	+0.5%	6Q	SEC ↗
21	Integrated Wealth Concepts LLC	106,394	3M	+1,359	+1.3%	19Q	SEC ↗
22	Lunt Capital Management, Inc.	86,670	3M	-1,306	-1.5%	13Q	SEC ↗
23	Kestra Advisory Services, LLC	73,735	2M	+239	+0.3%	19Q	SEC ↗
24	Arkadios Wealth Advisors	72,194	2M	-785	-1.1%	5Q	SEC ↗
25	Mariner, LLC	63,251	2M	+10,995	+21.0%	8Q	SEC ↗
26	Ameritas Advisory Services, LLC	61,095	2M	+18,467	+43.3%	10Q	SEC ↗
27	SUSQUEHANNA INTERNATIONAL GROUP, LLP	60,636	2M	+50,774	+514.8%	3Q	SEC ↗
28	Aptus Capital Advisors, LLC	51,547	2M	—	+0.0%	18Q	SEC ↗
29	Sanctuary Advisors, LLC	50,209	2M	-6,097	-10.8%	9Q	SEC ↗
30	FSB PREMIER WEALTH MANAGEMENT, INC.	48,136	1M	-4,768	-9.0%	15Q	SEC ↗
31	Brookstone Capital Management	46,392	1M	-375	-0.8%	13Q	SEC ↗
32	Advisory Services Network, LLC	45,178	1M	-9,795	-17.8%	12Q	SEC ↗
33	HARBOUR INVESTMENTS, INC.	38,528	1M	+26,427	+218.4%	17Q	SEC ↗
34	Jaffetilchin Investment Partners, LLC	37,452	1M	+3,967	+11.8%	17Q	SEC ↗
35	Harvest Investment Services, LLC	35,705	1M	+137	+0.4%	18Q	SEC ↗
36	OLD MISSION CAPITAL LLC	34,868	1M	-40,448	-53.7%	3Q	SEC ↗
37	GREAT VALLEY ADVISOR GROUP, INC.	33,155	997K	-895	-2.6%	3Q	SEC ↗
38	NOVEM GROUP	32,991	992K	-175	-0.5%	7Q	SEC ↗
39	Gateway Wealth Partners, LLC	31,981	962K	-29,245	-47.8%	10Q	SEC ↗
40	CITADEL ADVISORS LLC NEW	31,483	947K	—	+0.0%	1Q	SEC ↗
41	Onyx Bridge Wealth Group LLC	29,977	901K	—	+0.0%	13Q	SEC ↗
42	Summit Financial, LLC NEW	28,516	857K	—	+0.0%	1Q	SEC ↗
43	Financial Guidance Group, Inc.	28,037	843K	—	+0.0%	16Q	SEC ↗
44	Capital Analysts, LLC	26,833	807K	+104	+0.4%	4Q	SEC ↗
45	IAMS WEALTH MANAGEMENT, LLC	26,012	782K	+236	+0.9%	12Q	SEC ↗
46	PFG Advisors	23,089	694K	-1,523	-6.2%	8Q	SEC ↗
47	Private Advisor Group, LLC	22,892	688K	-14,941	-39.5%	4Q	SEC ↗
48	American Trust	21,730	653K	+130	+0.6%	5Q	SEC ↗
49	Wealthcare Advisory Partners LLC	21,261	639K	—	+0.0%	15Q	SEC ↗
50	IFP Advisors, Inc	20,336	612K	+460	+2.3%	19Q	SEC ↗

Recent Activity

New Positions (10)

Holder	Shares	Value
CITADEL ADVISORS LLC	31,483	947K
Summit Financial, LLC	28,516	857K
BAM Wealth Management, LLC	14,412	433K
HRT FINANCIAL LP	12,002	361K
JANE STREET GROUP, LLC	9,647	290K
Prospera Financial Services Inc	8,226	247K
Mutual Advisors, LLC	7,439	224K
Global Retirement Partners, LLC	2,353	71K
JFS WEALTH ADVISORS, LLC	79	2K
AE Wealth Management LLC	70	2K

Sold Out (9)

Holder	Prev Shares	Prev Value
Ellsworth Advisors, LLC	129,807	4M
MML INVESTORS SERVICES, LLC	70,650	2M
Pacific Excel Wealth Advisors, Inc.	51,505	2M
Avior Wealth Management, LLC	15,813	475K
TFB Advisors LLC	10,059	302K
GUARDIAN WEALTH ADVISORS, LLC / NC	1,279	38K
Waverly Advisors, LLC	1,184	36K
NORTHWESTERN MUTUAL WEALTH MANAGEME	385	12K
Smartleaf Asset Management LLC	111	3K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
Centennial Wealth Advisory LLC	+94,801	+14.1%	765,916
OneDigital Investment Advisors LLC	+59,470	+71.3%	142,866
SUSQUEHANNA INTERNATIONAL GROUP, LL	+50,774	+514.8%	60,636
COMMONWEALTH EQUITY SERVICES, LLC	+35,894	+3.4%	1,084,987
Tradition Wealth Management, LLC	+34,950	+25.9%	169,744
Valmark Advisers, Inc.	+34,482	+41.0%	118,508
Cetera Investment Advisers	+27,226	+6.6%	437,729
HARBOUR INVESTMENTS, INC.	+26,427	+218.4%	38,528
Ameritas Advisory Services, LLC	+18,467	+43.3%	61,095
ASSETMARK, INC	+14,536	+5.4%	284,509
Mariner, LLC	+10,995	+21.0%	63,251
JPMORGAN CHASE & CO	+10,907	+1444.6%	11,662
Pinnacle Financial Partners, Inc.	+10,678	+4.1%	269,133
Cambridge Investment Research Advis	+7,667	+4.1%	195,614
Rockefeller Capital Management L.P.	+7,466	+3.9%	199,739
WEALTH ENHANCEMENT ADVISORY SERVICE	+7,270	+6.8%	113,545
Geneos Wealth Management Inc.	+4,582	+2.1%	225,181
Jaffetilchin Investment Partners, L	+3,967	+11.8%	37,452
WORLD EQUITY GROUP, INC.	+2,021	+1.2%	170,648
ROYAL BANK OF CANADA	+1,477	+350.0%	1,899

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
LPL Financial LLC	-49,880	-6.9%	675,892
Benson Wealth Management INC	-42,141	-97.6%	1,024
OLD MISSION CAPITAL LLC	-40,448	-53.7%	34,868
Gateway Wealth Partners, LLC	-29,245	-47.8%	31,981
CWM, LLC	-17,113	-6.1%	262,826
Financial Network Wealth Advisors L	-15,185	-79.0%	4,042
Private Advisor Group, LLC	-14,941	-39.5%	22,892
FreeGulliver LLC	-12,975	-5.1%	240,658
Advisory Services Network, LLC	-9,795	-17.8%	45,178
CENTAURUS FINANCIAL, INC.	-8,133	-48.4%	8,655
Sanctuary Advisors, LLC	-6,097	-10.8%	50,209
Kovack Advisors, Inc.	-5,261	-27.4%	13,929
FSB PREMIER WEALTH MANAGEMENT, INC.	-4,768	-9.0%	48,136
ENVESTNET ASSET MANAGEMENT INC	-3,464	-0.3%	1,063,649
SageGuard Financial Group, LLC	-2,691	-18.8%	11,659
PFG Advisors	-1,523	-6.2%	23,089
Lunt Capital Management, Inc.	-1,306	-1.5%	86,670
GREAT VALLEY ADVISOR GROUP, INC.	-895	-2.6%	33,155
Sigma Planning Corp	-834	-4.7%	16,825
Arkadios Wealth Advisors	-785	-1.1%	72,194

BUFG Institutional Ownership

Institutional Ownership — BUFG

Ownership Trends

Top Institutional Holders (102 total)

Recent Activity

Sign in to InsiderStreet