$37.65

+0.13 (+0.35%)

Weekly Expected Move ±0.8%

$37 $37 $38 $38 $38

ETF CBOE · AUM $10.2B

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

Institutional Ownership — BUFR

566

Institutional Holders

+22 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

243

Increased

200

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (600 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	LPL Financial LLC	47,463,109	1.8B	+359,765	+0.8%	19Q	SEC ↗
2	Cetera Investment Advisers	14,067,678	530M	+608,907	+4.5%	24Q	SEC ↗
3	ENVESTNET ASSET MANAGEMENT INC	9,547,720	359M	+660,334	+7.4%	22Q	SEC ↗
4	COMMONWEALTH EQUITY SERVICES, LLC	9,477,811	357M	-432,074	-4.4%	24Q	SEC ↗
5	OSAIC HOLDINGS, INC.	8,180,750	308M	+461,809	+6.0%	24Q	SEC ↗
6	RAYMOND JAMES FINANCIAL INC	7,703,236	290M	+1,629,514	+26.8%	7Q	SEC ↗
7	MORGAN STANLEY	7,283,987	274M	+1,796,157	+32.7%	17Q	SEC ↗
8	CWM, LLC	5,140,529	194M	+176,273	+3.6%	14Q	SEC ↗
9	ROYAL BANK OF CANADA	5,074,420	191M	+347,277	+7.3%	16Q	SEC ↗
10	WELLS FARGO & COMPANY/MN	3,894,320	147M	+882,879	+29.3%	9Q	SEC ↗
11	MML INVESTORS SERVICES, LLC	3,766,840	142M	+764,607	+25.5%	20Q	SEC ↗
12	Cambridge Investment Research Advisors	3,527,503	133M	+237,623	+7.2%	24Q	SEC ↗
13	WEALTH ENHANCEMENT ADVISORY SERVICES,	3,375,302	127M	+316,008	+10.3%	14Q	SEC ↗
14	Private Advisor Group, LLC	3,346,495	126M	+75,272	+2.3%	13Q	SEC ↗
15	TRUIST FINANCIAL CORP	2,991,257	113M	+832,726	+38.6%	14Q	SEC ↗
16	NewEdge Advisors, LLC	2,983,447	112M	+56,150	+1.9%	19Q	SEC ↗
17	Kestra Advisory Services, LLC	2,725,740	103M	+219,675	+8.8%	22Q	SEC ↗
18	HARBOUR INVESTMENTS, INC.	2,685,827	101M	+69,535	+2.7%	17Q	SEC ↗
19	Howard Capital Management, LLC	2,545,521	96M	+203,027	+8.7%	8Q	SEC ↗
20	Gladstone Institutional Advisory LLC	2,099,250	79M	+531,158	+33.9%	12Q	SEC ↗
21	KESTRA PRIVATE WEALTH SERVICES, LLC	1,856,317	70M	-145,237	-7.3%	18Q	SEC ↗
22	Macro Advisors, Inc.	1,771,732	67M	-221,819	-11.1%	2Q	SEC ↗
23	NorthRock Partners, LLC	1,687,130	64M	+257,898	+18.0%	18Q	SEC ↗
24	Aptus Capital Advisors, LLC	1,627,130	61M	+13,518	+0.8%	15Q	SEC ↗
25	GUARDIAN WEALTH ADVISORS, LLC / NC	1,484,319	56M	+23,243	+1.6%	11Q	SEC ↗
26	Janney Montgomery Scott LLC	1,429,695	54M	+149,115	+11.6%	22Q	SEC ↗
27	IHT Wealth Management, LLC	1,411,271	53M	-255,643	-15.3%	13Q	SEC ↗
28	McKinney Capital Management, LLC	1,331,602	50M	+90,685	+7.3%	2Q	SEC ↗
29	Integrated Wealth Concepts LLC	1,216,069	46M	-13,189	-1.1%	18Q	SEC ↗
30	Equitable Holdings, Inc.	1,160,700	44M	+69,660	+6.4%	12Q	SEC ↗
31	Legacy Financial Group LLC NEW	1,077,400	41M	—	+0.0%	1Q	SEC ↗
32	MILESTONE ASSET MANAGEMENT, LLC	1,040,780	39M	-9,107	-0.9%	11Q	SEC ↗
33	Prosperity Consulting Group, LLC	995,937	37M	+83,314	+9.1%	9Q	SEC ↗
34	CreativeOne Wealth, LLC	993,876	37M	+119,107	+13.6%	14Q	SEC ↗
35	Tradition Wealth Management, LLC	935,346	35M	-142,722	-13.2%	20Q	SEC ↗
36	Bouchey Financial Group, Ltd. NEW	931,941	35M	—	+0.0%	1Q	SEC ↗
37	Brookstone Capital Management	919,740	35M	+37,508	+4.3%	16Q	SEC ↗
38	Triad Wealth Partners, LLC	895,856	34M	-47,482	-5.0%	6Q	SEC ↗
39	Sound View Wealth Advisors Group, LLC	882,918	33M	-207	-0.0%	11Q	SEC ↗
40	INDEPENDENT FINANCIAL GROUP, LLC	872,837	33M	+29,058	+3.4%	12Q	SEC ↗
41	Ausdal Financial Partners, Inc.	826,208	31M	+41,359	+5.3%	17Q	SEC ↗
42	CREATIVE FINANCIAL DESIGNS INC /ADV	767,287	29M	+453,315	+144.4%	11Q	SEC ↗
43	Goldstone Financial Group, LLC	760,367	29M	-268,877	-26.1%	13Q	SEC ↗
44	Merit Financial Group, LLC	759,755	29M	+573,709	+308.4%	12Q	SEC ↗
45	Sanctuary Advisors, LLC	746,900	28M	+15,913	+2.2%	9Q	SEC ↗
46	Stratos Wealth Partners, LTD.	731,800	28M	+125,180	+20.6%	15Q	SEC ↗
47	Ignite Planners, LLC	702,030	26M	+358	+0.1%	15Q	SEC ↗
48	StoneX Group Inc.	701,880	26M	-27,123	-3.7%	19Q	SEC ↗
49	HBW ADVISORY SERVICES LLC	679,297	26M	+28,547	+4.4%	16Q	SEC ↗
50	Valtinson Bruner Financial Planning LL	663,198	25M	+41,110	+6.6%	13Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
Legacy Financial Group LLC	1,077,400	41M
Bouchey Financial Group, Ltd.	931,941	35M
Coppell Advisory Solutions LLC	543,327	20M
UBS Group AG	429,389	16M
Schulz Wealth, LTD.	342,573	13M
TOUNJIAN ADVISORY PARTNERS, LLC	247,491	9M
AVAII WEALTH MANAGEMENT, LLC	235,145	9M
LeClair Wealth Partners LLC	231,275	9M
KINTRA WEALTH, LLC	169,453	6M
Global Retirement Partners, LLC	101,577	4M
Denver PWM, LLC	99,896	4M
Nuveen, LLC	82,942	3M
J.W. COLE ADVISORS, INC.	80,929	3M
Vestmark Advisory Solutions, Inc.	78,738	3M
ELEVATION POINT WEALTH PARTNERS, LL	78,738	3M
CIBC Bancorp USA Inc.	48,739	2M
VIMA LLC	44,152	2M
XTX Topco Ltd	32,742	1M
Kestra Investment Management, LLC	32,467	1M
BIP Wealth, LLC	31,282	1M

Sold Out (20)

Holder	Prev Shares	Prev Value
Independent Advisor Alliance	1,282,008	48M
JANE STREET GROUP, LLC	603,047	23M
OLD MISSION CAPITAL LLC	230,081	9M
HFG Wealth Management, LLC	174,174	7M
Concorde Asset Management, LLC	150,664	6M
Orion Porfolio Solutions, LLC	74,120	3M
TFB Advisors LLC	58,356	2M
CORE WEALTH ADVISORS, LLC	55,975	2M
Capital Advisory Group Advisory Ser	43,643	2M
Ascentis Independent Advisors	42,923	2M
SUSQUEHANNA INTERNATIONAL GROUP, LL	35,343	1M
MONETA GROUP INVESTMENT ADVISORS LL	29,054	1M
Private Advisory Group LLC	25,919	976K
CacheTech Inc.	25,497	960K
SteelPeak Wealth, LLC	20,154	759K
LAKE STREET PRIVATE WEALTH, LLC	17,625	664K
Arlington Capital Management, Inc.	14,977	564K
FIRST HORIZON CORP	11,365	428K
Redhawk Wealth Advisors, Inc.	10,267	387K
Qube Research & Technologies Ltd	9,815	370K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MORGAN STANLEY	+1,796,157	+32.7%	7,283,987
RAYMOND JAMES FINANCIAL INC	+1,629,514	+26.8%	7,703,236
WELLS FARGO & COMPANY/MN	+882,879	+29.3%	3,894,320
TRUIST FINANCIAL CORP	+832,726	+38.6%	2,991,257
MML INVESTORS SERVICES, LLC	+764,607	+25.5%	3,766,840
ENVESTNET ASSET MANAGEMENT INC	+660,334	+7.4%	9,547,720
Cetera Investment Advisers	+608,907	+4.5%	14,067,678
Reyes Financial Architecture, Inc.	+575,407	+105001.3%	575,955
Merit Financial Group, LLC	+573,709	+308.4%	759,755
Gladstone Institutional Advisory LL	+531,158	+33.9%	2,099,250
OSAIC HOLDINGS, INC.	+461,809	+6.0%	8,180,750
CREATIVE FINANCIAL DESIGNS INC /ADV	+453,315	+144.4%	767,287
IFG Advisory, LLC	+450,198	+7380.3%	456,298
Ameritas Advisory Services, LLC	+430,896	+367.1%	548,284
LPL Financial LLC	+359,765	+0.8%	47,463,109
ROYAL BANK OF CANADA	+347,277	+7.3%	5,074,420
WEALTH ENHANCEMENT ADVISORY SERVICE	+316,008	+10.3%	3,375,302
NorthRock Partners, LLC	+257,898	+18.0%	1,687,130
Cambridge Investment Research Advis	+237,623	+7.2%	3,527,503
Kestra Advisory Services, LLC	+219,675	+8.8%	2,725,740

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Mariner, LLC	-839,051	-89.6%	97,275
Hibernia Wealth Partners, LLC	-497,458	-50.3%	491,874
COMMONWEALTH EQUITY SERVICES, LLC	-432,074	-4.4%	9,477,811
Goldstone Financial Group, LLC	-268,877	-26.1%	760,367
IHT Wealth Management, LLC	-255,643	-15.3%	1,411,271
Macro Advisors, Inc.	-221,819	-11.1%	1,771,732
Prospera Financial Services Inc	-210,235	-27.7%	549,627
Financial Network Wealth Advisors L	-205,822	-69.3%	91,141
Gateway Wealth Partners, LLC	-199,232	-45.5%	238,294
KESTRA PRIVATE WEALTH SERVICES, LLC	-145,237	-7.3%	1,856,317
Tradition Wealth Management, LLC	-142,722	-13.2%	935,346
GREAT VALLEY ADVISOR GROUP, INC.	-87,567	-17.1%	426,004
Envestnet Portfolio Solutions, Inc.	-85,468	-40.2%	126,890
PSI Advisors, LLC	-79,106	-16.4%	402,049
Strategic Financial Concepts, LLC	-69,299	-57.6%	51,018
WealthPlan Investment Management, L	-67,795	-17.9%	310,495
RFG Advisory, LLC	-60,949	-10.1%	539,708
SSI INVESTMENT MANAGEMENT LLC	-58,767	-22.8%	198,785
Triad Wealth Partners, LLC	-47,482	-5.0%	895,856
SageGuard Financial Group, LLC	-46,042	-12.1%	335,902

BUFR Institutional Ownership

Institutional Ownership — BUFR

Ownership Trends

Top Institutional Holders (600 total)

Recent Activity

Sign in to InsiderStreet