Signals

← Signals

☆BUFF

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

Flow ranking

Rank#1187
Score / z0.044 / 0.04
Consensus57.84 over 112 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 102.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 61.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.0 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 28.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 21.6 5.2% 5 -0.2 pp -0.0 pp -0.0 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 21.0 8.8% 5 +0.3 pp +8.4 pp +8.3 pp +8.3 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 19.6 5.2% 5 +0.3 pp +1.0 pp +2.0 pp +1.8 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 18.3 8.6% 6 +0.4 pp -0.5 pp -0.4 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 13.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 12.9 5.5% 7 -0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 10.4 3.7% 6 -0.0 pp +0.5 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 7.3 0.8% 5 -0.1 pp -0.1 pp -2.4 pp -2.4 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 7.0 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 6.4 0.6% 5 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 5.8 1.2% 4 -0.1 pp +0.1 pp +0.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 5.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 5.0 2.6% 5 -0.3 pp +0.3 pp +0.5 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 4.7 0.9% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 4.1 2.2% 5 -0.1 pp +0.4 pp +1.2 pp +1.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 2.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.5 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 2.3 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.2 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 2.2 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 2.0 1.4% 5 -0.0 pp +0.2 pp -0.1 pp -0.4 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.9 1.6% 5 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 1.9 1.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 1.6 0.6% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 1.5 1.3% 4 -0.1 pp -0.1 pp +0.3 pp +1.3 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.3 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Applied Capital LLC CIK 0001862965 0.797 53 1.1 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 6 -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 1.1 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 1.1 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 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.7 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 0.6 0.4% 4 -0.2 pp -0.2 pp +0.0 pp +0.4 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.5 0.9% 5 -0.9 pp -0.7 pp -0.5 pp -0.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 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
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.4 0.1% 5 -0.0 pp -0.3 pp -1.6 pp -0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.3 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 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 0.2 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 5 -0.0 pp -0.0 pp -0.4 pp -0.4 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 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 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -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% 5 -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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 0.0 0.0% 3 -12.5 pp -12.7 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 2 -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% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +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 0.0 0.0% 0 +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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.6 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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 +0.0 pp -0.3 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 (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