Signals

BUFB

108 in-universe funds with a nonzero position in BUFB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3072
Score / z0.000 / -0.02
Consensus35.39 over 69 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 18.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 9.3 2.2% 5 +0.2 pp -0.0 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 9.2 1.5% 5 -0.0 pp -0.1 pp +0.1 pp +0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.8 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 7.5 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 7.4 4.1% 5 -0.1 pp +0.5 pp +2.2 pp +3.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 4.5 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 3.6 3.7% 2 +3.6 pp +3.7 pp +3.7 pp +3.7 pp
Encompass More Asset Management CIK 0002011218 0.126 270 3.4 0.5% 5 -0.0 pp +0.2 pp +0.2 pp -0.9 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 3.3 0.8% 5 -0.5 pp +0.1 pp +0.3 pp +0.5 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 3.0 1.2% 6 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 2.6 1.1% 7 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 2.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.1 0.1% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 1.9 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seros Financial, LLC CIK 0002039918 0.495 66 1.9 1.0% 5 -0.1 pp -3.7 pp -3.5 pp -3.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.3 0.3% 5 -0.0 pp -0.1 pp +0.0 pp -0.4 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.2 1.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 1.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 0.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.3 0.0% 5 -0.0 pp -0.0 pp -0.7 pp -0.8 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 1 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLVD Private Wealth, LLC CIK 0002079537 0.396 71 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BUFB). Qtrs Held counts distinct quarters this fund has actually held BUFB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUFB position size. Δ columns are the percentage-point change in BUFB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status