Signals

← Signals

☆BUFR

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

Flow ranking

Rank#24731
Score / z-0.289 / -0.37
Consensus167.64 over 351 funds
Momentum-0.16 =

Price & positioning

223 cached closes, trailing year
Drawdown-0%
Short interest-67% / 1.0d

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)
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Fund Positions
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Quarters Held
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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 1,733.8 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 513.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 348.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 346.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 298.8 0.4% 6 -0.0 pp -0.0 pp +0.0 pp -0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 281.4 0.1% 6 +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 266.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 185.4 0.0% 5 +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 142.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 137.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 124.2 0.2% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 122.2 0.6% 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 109.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 99.6 0.3% 5 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 98.1 1.3% 5 -0.0 pp -0.4 pp -0.6 pp -0.7 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 93.0 1.1% 5 -0.2 pp +0.5 pp +0.7 pp +0.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 76.7 2.4% 5 +0.5 pp +0.6 pp +0.6 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 67.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 66.0 0.3% 5 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Macro Advisors, Inc. CIK 0001821406 0.643 45 64.7 20.6% 1 +20.6 pp +20.6 pp +20.6 pp +20.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 61.6 0.9% 7 +0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 59.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 54.2 3.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 51.6 1.1% 5 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
☆McKinney Capital Management, LLC CIK 0002133532 0.039 87 48.6 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 39.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 38.0 6.0% 5 -0.6 pp -0.6 pp -0.4 pp -1.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 36.4 1.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 36.3 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 34.2 2.1% 5 -0.5 pp -1.1 pp -1.0 pp -1.1 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 34.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 33.6 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 33.2 2.0% 5 -0.6 pp -1.4 pp -2.3 pp +1.6 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 32.3 2.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 31.9 0.6% 7 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 30.2 1.2% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 28.0 1.3% 5 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 27.8 2.5% 5 -1.2 pp -1.5 pp -1.6 pp -1.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 27.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 26.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 25.6 3.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 25.6 1.0% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 24.8 2.2% 5 -0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 24.2 6.1% 5 +0.3 pp +0.4 pp -0.5 pp -0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 22.4 10.1% 5 +1.5 pp +1.9 pp +2.2 pp +1.8 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 22.3 10.4% 6 +0.3 pp -0.9 pp -1.0 pp -0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 22.0 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 20.8 0.8% 6 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 20.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 20.1 0.6% 5 +0.0 pp -0.3 pp -0.2 pp -0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 20.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 20.0 0.4% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 19.7 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 19.1 1.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 19.1 0.2% 5 -0.0 pp +0.1 pp -0.3 pp -0.3 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 18.5 10.3% 5 -0.2 pp -0.1 pp -0.6 pp -0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 18.1 1.0% 5 +0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 18.0 9.7% 5 -0.1 pp -0.8 pp -1.4 pp -1.9 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 17.9 8.1% 5 -0.2 pp -0.2 pp +0.2 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.6 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 17.2 3.7% 5 -0.2 pp -0.8 pp -0.9 pp -1.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 17.2 3.9% 3 -0.2 pp +1.1 pp +3.9 pp +3.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 17.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 16.9 11.1% 2 +0.9 pp +11.1 pp +11.1 pp +11.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 16.1 1.0% 5 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 15.6 2.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 15.6 0.2% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 15.5 6.7% 6 -3.2 pp -2.2 pp -1.7 pp -5.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 15.2 0.8% 5 -0.1 pp -0.1 pp +0.2 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 14.7 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 14.7 2.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 14.7 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 14.7 3.4% 4 -0.5 pp -1.4 pp -1.2 pp +3.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 14.7 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 14.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 14.1 7.0% 5 -0.4 pp +0.2 pp +4.4 pp +5.8 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 13.9 2.8% 2 +0.1 pp +2.8 pp -0.0 pp +2.8 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 13.6 0.4% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 13.4 0.6% 5 -0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 13.0 6.4% 5 -0.3 pp -0.3 pp -0.0 pp -0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 12.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 12.7 2.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 12.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 12.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 12.5 6.5% 1 +6.5 pp -0.7 pp -1.3 pp -1.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 12.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 12.3 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 11.8 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 11.6 4.9% 5 -0.1 pp -0.6 pp -0.6 pp -0.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 11.3 0.6% 5 -0.1 pp -0.7 pp -0.9 pp -0.9 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 10.9 3.3% 5 -0.5 pp -0.8 pp -1.1 pp -1.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.8 0.4% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 10.6 2.9% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 10.2 6.3% 5 -0.4 pp -0.4 pp -0.2 pp -0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 10.0 2.4% 3 -0.2 pp -0.4 pp +2.4 pp +2.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 9.7 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 9.7 2.2% 5 -0.0 pp -0.4 pp -0.8 pp -0.5 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.7 5.1% 5 -0.5 pp +1.1 pp +1.2 pp -4.7 pp
☆Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 9.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Opus Financial Solutions LLC CIK 0001934041 0.178 111 9.3 7.5% 2 -0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 9.2 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 9.1 1.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 9.0 6.1% 2 -0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 8.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -0.2 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 8.8 4.2% 2 +0.4 pp +4.2 pp +4.2 pp +4.2 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.7 3.3% 5 -0.2 pp -0.4 pp -0.6 pp -0.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.7 0.5% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.6 0.3% 6 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 8.4 2.9% 5 -0.3 pp -0.6 pp -0.5 pp -0.2 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 8.3 3.0% 5 -0.4 pp -0.4 pp -0.6 pp -0.8 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 8.0 2.4% 5 +0.0 pp +0.4 pp +0.6 pp +0.6 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 8.0 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 7.6 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆Three Cord True Wealth Management, LLC CIK 0002056001 0.833 43 7.6 3.6% 3 -0.0 pp +0.0 pp +3.6 pp +3.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 7.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 7.3 0.8% 5 -0.0 pp -0.0 pp +0.1 pp -0.2 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 7.3 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 7.0 2.7% 5 -0.5 pp -0.6 pp -0.6 pp -0.8 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 7.0 2.3% 6 -0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 7.0 2.9% 5 -0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.0 4.1% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 6.7 0.8% 4 -0.1 pp +0.0 pp +0.2 pp +0.8 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 6.5 1.3% 5 -0.1 pp +0.0 pp +0.2 pp -0.2 pp
☆TSFG, LLC CIK 0001800513 0.413 891 6.5 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 6.3 3.4% 5 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 6.3 10.4% 5 +6.0 pp +6.6 pp +6.6 pp +7.9 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 6.3 2.9% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 6.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Split Rock Private Trading & Wealth Management, LLC CIK 0002095884 0.466 49 6.0 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 5.9 1.9% 5 +0.1 pp +0.2 pp +0.4 pp +0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 5.5 1.0% 2 +0.1 pp +1.0 pp +0.3 pp +0.4 pp
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☆Advisor Resource Council CIK 0001820879 0.259 260 5.2 1.7% 5 -0.3 pp -0.3 pp +1.2 pp +0.2 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 4.9 5.3% 4 +0.6 pp +3.3 pp +4.5 pp +5.3 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Creative Planning CIK 0001540235 0.979 4196 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 4.6 1.0% 5 -0.1 pp -0.2 pp -1.0 pp -1.2 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 4.3 1.0% 5 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
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☆Five Pine Wealth Management CIK 0002041807 0.682 51 3.8 2.2% 5 -0.1 pp -0.3 pp -0.5 pp -0.6 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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 BUFR). Qtrs Held counts distinct quarters this fund has actually held BUFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BUFR position size. Δ columns are the percentage-point change in BUFR'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