Signals

← Signals

☆BUFR

473 in-universe funds with a nonzero position in BUFR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#846
Score / z0.108 / 0.16
Consensus141.84 over 301 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+71% / 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 1,404.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 407.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 276.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 250.1 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 157.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 155.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 119.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 110.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 107.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 106.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 85.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 85.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 74.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 64.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 52.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 51.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 49.3 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 47.0 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 44.9 7.4% 2 +0.3 pp +7.4 pp +7.4 pp +7.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 41.7 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 34.9 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 33.7 6.4% 2 -0.8 pp +6.4 pp +6.4 pp +6.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 32.7 4.2% 2 +3.9 pp +4.2 pp +4.2 pp +4.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 32.0 0.0% 2 -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 31.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 31.5 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 30.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 30.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 30.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 29.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 29.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 29.0 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 28.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 27.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 26.3 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 25.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 24.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 23.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 22.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 22.8 3.7% 2 -0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 22.8 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 22.0 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 22.0 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 21.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 20.1 6.1% 2 +0.0 pp +6.1 pp +6.1 pp +6.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 19.5 11.5% 3 +0.1 pp +0.3 pp +11.5 pp +11.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 18.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 17.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 17.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 17.4 11.1% 2 -0.5 pp +11.1 pp +11.1 pp +11.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 16.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 16.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 16.6 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 16.5 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 16.1 10.9% 2 +0.4 pp +10.9 pp +10.9 pp +10.9 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 15.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 15.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Symphony Financial Services, Inc. CIK 0002031979 0.432 105 14.7 7.9% 2 -0.4 pp +7.9 pp +7.9 pp +7.9 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 14.7 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 14.3 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 13.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 13.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 13.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 13.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 13.1 8.5% 3 -3.5 pp -3.4 pp +8.5 pp +8.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 12.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 12.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 12.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 12.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 12.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Wealth Partners, Inc. CIK 0001852808 0.631 101 11.7 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 11.7 7.7% 2 +0.3 pp +7.7 pp +7.7 pp +7.7 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 11.7 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 11.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 10.9 5.1% 2 -0.8 pp +5.1 pp +5.1 pp +5.1 pp
☆Lifestyle Asset Management, Inc. CIK 0001845675 0.164 129 10.8 3.7% 2 -4.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 10.2 11.1% 2 -1.0 pp +11.1 pp +11.1 pp +11.1 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 9.8 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 9.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 9.6 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 9.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 9.0 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 8.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 8.8 5.5% 2 +0.3 pp +5.5 pp +5.5 pp +5.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.6 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 8.6 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 8.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.2 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 7.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 7.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 7.7 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 7.2 3.6% 2 -0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 7.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 7.0 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 6.7 3.8% 2 +1.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 6.6 3.9% 2 -5.9 pp +3.9 pp +3.9 pp +3.9 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 6.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 6.5 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 6.1 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 6.0 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 6.0 2.7% 2 +1.6 pp +2.7 pp +2.7 pp +2.7 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 6.0 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 5.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 5.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 5.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 4.9 2.0% 3 +0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 4.8 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 4.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 4.6 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.5 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 4.5 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 4.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 4.4 0.4% 2 -2.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 4.3 2.7% 2 +1.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 4.3 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 4.1 0.4% 4 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 4.0 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 4.0 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Five Pine Wealth Management CIK 0002041807 0.682 51 3.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 3.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 3.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Navalign, LLC CIK 0001820593 0.504 132 3.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.6 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
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☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SLT Holdings LLC CIK 0002052222 0.097 146 3.4 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
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☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.2 2.7% 3 +0.7 pp +1.1 pp +2.7 pp +2.7 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 2.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.4 0.6% 4 -0.1 pp -0.4 pp -0.5 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 2.3 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 1.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.2 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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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