AI Holders Summary · Q1 2026

159 institutions reported BUFF in Q1 2026. LPL Financial LLC leads at 20.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$82M1.7M0.02%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$57M1.2M0.02%Q1 2026 03

Cetera Investment Advisers

CIK 0001666741

$31M631K0.03%Q1 2026 04

Kingsview Wealth Management, LLC

CIK 0001791965

$26M520K0.35%Q1 2026 05

Prasad Wealth Partners, LLC

CIK 0002048885

$20M398K5.36%Q1 2026 06

LifeWealth Investments, LLC

CIK 0002033794

$20M371K5.23%Q2 2026 07

Collaborative Wealth Managment Inc.

CIK 0001896419

$19M377K8.55%Q1 2026 08

Holos Integrated Wealth LLC

CIK 0002080096

$18M347K8.55%Q2 2026 09

Janney Montgomery Scott LLC

CIK 0001329948

$17M353K0.04%Q1 2026 10

OSAIC HOLDINGS, INC.

CIK 0001677044

$13M256K0.02%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$12M251K0.00%Q1 2026 12

MTM FINANCIAL GROUP, LLC

CIK 0002132054

$12M240K5.57%Q1 2026 13

Mutual Advisors, LLC

CIK 0001694080

$11M232K0.25%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$11M221K0.02%Q1 2026 15

Buska Wealth Management, LLC

CIK 0001910503

$10M197K3.74%Q2 2026 16

HighTower Advisors, LLC

CIK 0001462245

$9M190K0.01%Q1 2026 17

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$9M183K0.02%Q1 2026 18

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$8M164K0.13%Q1 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$8M159K0.03%Q1 2026 20

World Investment Advisors

CIK 0001652594

$8M152K0.12%Q1 2026

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