AI Holders Summary · Q2 2026

170 institutions reported BUFF in Q2 2026. LPL Financial LLC leads at 21.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$103M1.9M0.02%Q2 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$62M1.2M0.01%Q2 2026 03

Cetera Investment Advisers

CIK 0001666741

$35M659K0.03%Q2 2026 04

OSAIC HOLDINGS, INC.

CIK 0001677044

$30M569K0.04%Q2 2026 05

Kingsview Wealth Management, LLC

CIK 0001791965

$28M534K0.34%Q2 2026 06

Prasad Wealth Partners, LLC

CIK 0002048885

$22M411K5.21%Q2 2026 07

Collaborative Wealth Managment Inc.

CIK 0001896419

$21M399K8.82%Q2 2026 08

LifeWealth Investments, LLC

CIK 0002033794

$20M371K5.23%Q2 2026 09

Holos Integrated Wealth LLC

CIK 0002080096

$18M347K8.55%Q2 2026 10

Janney Montgomery Scott LLC

CIK 0001329948

$17M353K0.04%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M280K0.00%Q2 2026 12

UBS Group AG

CIK 0001610520

$14M261K0.00%Q2 2026 13

MTM FINANCIAL GROUP, LLC

CIK 0002132054

$13M246K5.55%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$12M225K0.01%Q2 2026 15

Mutual Advisors, LLC

CIK 0001694080

$11M232K0.25%Q1 2026 16

HighTower Advisors, LLC

CIK 0001462245

$11M206K0.01%Q2 2026 17

Quadcap Wealth Management, LLC

CIK 0002009674

$11M200K1.02%Q2 2026 18

Buska Wealth Management, LLC

CIK 0001910503

$10M197K3.74%Q2 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$10M185K0.03%Q2 2026 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$9M183K0.02%Q1 2026

Page 1 of 9

150 more holders available. Log in →