Signals

BUFF

123 in-universe funds with a nonzero position in BUFF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1319
Score / z0.026 / 0.02
Consensus39.88 over 82 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
LPL Financial LLC CIK 0001403438 0.957 5996 131.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 23.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 19.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 17.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 14.8 8.9% 2 +0.4 pp +8.9 pp +8.9 pp +8.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 11.3 6.1% 3 +0.0 pp -0.1 pp +6.1 pp +6.1 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 10.9 3.0% 2 +1.5 pp +3.0 pp +3.0 pp +3.0 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 10.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Seros Financial, LLC CIK 0002039918 0.495 66 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 2.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JDM Financial Group LLC CIK 0001960212 0.638 332 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ACAS, LLC CIK 0001859505 0.399 93 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.9 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City Center Advisors, LLC CIK 0002030341 0.089 170 0.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Applied Capital LLC CIK 0001862965 0.797 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +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 BUFF). Qtrs Held counts distinct quarters this fund has actually held BUFF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUFF position size. Δ columns are the percentage-point change in BUFF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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