Signals

BUFG

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

Flow ranking

Rank#3075
Score / z0.000 / -0.02
Consensus30.72 over 56 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
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 22.5 4.8% 5 +0.5 pp +0.2 pp +0.3 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FreeGulliver LLC CIK 0002032561 0.536 123 7.1 2.5% 5 -0.4 pp -0.7 pp -0.9 pp -1.4 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 5.0 1.1% 5 -0.1 pp -0.2 pp +0.1 pp -0.1 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.0 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 3.2 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.5 0.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 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 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 0.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Trust CIK 0001905128 0.729 334 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 5 -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
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 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 0.1 0.1% 5 -0.4 pp -0.5 pp -0.5 pp -0.6 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 2 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 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
HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 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
Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
Waverly Advisors, LLC CIK 0001568787 0.673 1737 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
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ellsworth Advisors, LLC CIK 0001843553 0.117 182 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
BLACK POINT WEALTH MANAGEMENT CIK 0002032846 0.887 5 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.8 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
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp -0.6 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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 BUFG). Qtrs Held counts distinct quarters this fund has actually held BUFG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUFG position size. Δ columns are the percentage-point change in BUFG'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