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Funds Holding BUFD

On this page, we present all of the funds holding BUFD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BUFD, with a link to that fund's top holdings. The next columns indicate the amount of BUFD stock held by each of the funds holding BUFD, followed by the BUFD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 118 funds holding BUFD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by GW Henssler & Associates Ltd.. For more details on the positions held by GW Henssler & Associates Ltd. (or by any of the other funds holding BUFD), click the fund name in the "Holder" column of the funds-holding-BUFD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
GW Henssler & Associates Ltd.3,951,559$89,700 12/31/2023
     BUFD3,951,559$89,700 12/31/2023
LPL Financial LLC3,373,115$76,570 12/31/2023
     BUFD3,373,115$76,570 12/31/2023
AE Wealth Management LLC3,140,717$72,048 12/31/2023
     BUFD3,140,717$72,048 12/31/2023
Envestnet Asset Management Inc.2,743,720$62,282 12/31/2023
     BUFD2,743,720$62,282 12/31/2023
Centennial Wealth Advisory LLC2,057,525$48,537 03/31/2024
     BUFD2,057,525$48,537 03/31/2024
Advisor Group Holdings Inc.1,344,148$30,512 12/31/2023
     BUFD1,344,148$30,512 12/31/2023
Creekmur Asset Management LLC950,767$21,582 12/31/2023
     BUFD950,767$21,582 12/31/2023
Capital Asset Advisory Services LLC888,860$20,959 03/31/2024
     BUFD888,860$20,959 03/31/2024
Truist Financial Corp816,201$18,528 12/31/2023
     BUFD816,201$18,528 12/31/2023
Commonwealth Equity Services LLC808,582$18,355 12/31/2023
     BUFD808,582$18,355 12/31/2023
Cambridge Investment Research Advisors Inc.707,732$16,695 03/31/2024
     BUFD707,732$16,695 03/31/2024
Axxcess Wealth Management LLC683,720$15,520 12/31/2023
     BUFD683,720$15,520 12/31/2023
Private Advisor Group LLC662,864$15,047 12/31/2023
     BUFD662,864$15,047 12/31/2023
Kure Advisory LLC613,005$13,915 12/31/2023
     BUFD613,005$13,915 12/31/2023
Cetera Investment Advisers438,415$9,952 12/31/2023
     BUFD438,415$9,952 12/31/2023
MML Investors Services LLC437,670$9,935 12/31/2023
     BUFD437,670$9,935 12/31/2023
Santori & Peters Inc.396,773$9,360 03/31/2024
     BUFD396,773$9,360 03/31/2024
Stratos Wealth Partners LTD.385,449$9,093 03/31/2024
     BUFD385,449$9,093 03/31/2024
Financial Advocates Investment Management394,537$8,956 12/31/2023
     BUFD394,537$8,956 12/31/2023
Cetera Advisors LLC342,580$7,777 12/31/2023
     BUFD342,580$7,777 12/31/2023
GWM Advisors LLC327,074$7,468 12/31/2023
     BUFD327,074$7,468 12/31/2023
Walkner Condon Financial Advisors LLC283,035$6,677 03/31/2024
     BUFD283,035$6,677 03/31/2024
Integrity Financial Corp WA292,226$6,634 12/31/2023
     BUFD292,226$6,634 12/31/2023
Prospera Financial Services Inc281,422$6,388 12/31/2023
     BUFD281,422$6,388 12/31/2023
Kestra Advisory Services LLC275,928$6,264 12/31/2023
     BUFD275,928$6,264 12/31/2023
CWM LLC260,876$6,154 03/31/2024
     BUFD260,876$6,154 03/31/2024
Andina Capital Management LLC240,292$5,668 03/31/2024
     BUFD240,292$5,668 03/31/2024
Harbour Investments Inc.236,852$5,377 12/31/2023
     BUFD236,852$5,377 12/31/2023
Change Path LLC222,511$5,051 12/31/2023
     BUFD222,511$5,051 12/31/2023
Atria Wealth Solutions Inc.185,592$4,213 12/31/2023
     BUFD185,592$4,213 12/31/2023
Royal Bank of Canada185,532$4,211 12/31/2023
     BUFD185,532$4,211 12/31/2023
Advisory Services Network LLC161,606$3,668 12/31/2023
     BUFD161,606$3,668 12/31/2023
Cetera Advisor Networks LLC142,563$3,236 12/31/2023
     BUFD142,563$3,236 12/31/2023
Mariner LLC142,123$3,226 12/31/2023
     BUFD142,123$3,226 12/31/2023
Maia Wealth LLC126,090$2,862 12/31/2023
     BUFD126,090$2,862 12/31/2023
Envestnet Portfolio Solutions Inc.124,076$2,817 12/31/2023
     BUFD124,076$2,817 12/31/2023
Foundations Investment Advisors LLC101,597$2,339 12/31/2023
     BUFD101,597$2,339 12/31/2023
Centaurus Financial Inc.96,056$2,180 12/31/2023
     BUFD96,056$2,180 12/31/2023
Kingsview Wealth Management LLC86,769$1,970 12/31/2023
     BUFD86,769$1,970 12/31/2023
Resources Investment Advisors LLC.83,825$1,903 12/31/2023
     BUFD83,825$1,903 12/31/2023
Brookstone Capital Management79,275$1,870 03/31/2024
     BUFD79,275$1,870 03/31/2024
Apollon Wealth Management LLC82,384$1,870 12/31/2023
     BUFD82,384$1,870 12/31/2023
Arkadios Wealth Advisors78,831$1,789 12/31/2023
     BUFD78,831$1,789 12/31/2023
Sowell Financial Services LLC73,816$1,676 12/31/2023
     BUFD73,816$1,676 12/31/2023
Synovus Financial Corp70,703$1,605 12/31/2023
     BUFD70,703$1,605 12/31/2023
First Heartland Consultants Inc.65,762$1,493 12/31/2023
     BUFD65,762$1,493 12/31/2023
Avantax Advisory Services Inc.63,723$1,447 12/31/2023
     BUFD63,723$1,447 12/31/2023
Strategic Blueprint LLC55,936$1,320 03/31/2024
     BUFD55,936$1,320 03/31/2024
Coppell Advisory Solutions LLC51,148$1,161 12/31/2023
     BUFD51,148$1,161 12/31/2023
Iams Wealth Management LLC45,171$1,054 03/31/2024
     BUFD45,171$1,054 03/31/2024
Western Wealth Management LLC45,084$1,023 12/31/2023
     BUFD45,084$1,023 12/31/2023
Householder Group Estate & Retirement Specialist LLC42,493$964 12/31/2023
     BUFD42,493$964 12/31/2023
Financial Strategies Group Inc.40,763$963 03/31/2024
     BUFD40,763$963 03/31/2024
Integrated Wealth Concepts LLC41,850$950 12/31/2023
     BUFD41,850$950 12/31/2023
Legacy Financial Group LLC39,404$930 03/31/2024
     BUFD39,404$930 03/31/2024
Davies Financial Advisors Inc.38,845$916 03/31/2024
     BUFD38,845$916 03/31/2024
TFB Advisors LLC38,372$871 12/31/2023
     BUFD38,372$871 12/31/2023
IFG Advisory LLC37,015$840 12/31/2023
     BUFD37,015$840 12/31/2023
Dynamic Advisor Solutions LLC33,258$785 03/31/2024
     BUFD33,258$785 03/31/2024
Castleview Partners LLC33,009$749 12/31/2023
     BUFD33,009$749 12/31/2023
Concurrent Investment Advisors LLC32,532$738 12/31/2023
     BUFD32,532$738 12/31/2023
Mutual Advisors LLC32,028$727 12/31/2023
     BUFD32,028$727 12/31/2023
Citadel Advisors LLC31,525$716 12/31/2023
     BUFD31,525$716 12/31/2023
L.M. Kohn & Company28,918$682 03/31/2024
     BUFD28,918$682 03/31/2024
NBC Securities Inc.28,426$671 03/31/2024
     BUFD28,426$671 03/31/2024
Cooper Financial Group27,572$650 03/31/2024
     BUFD27,572$650 03/31/2024
EdgeRock Capital LLC28,024$647 12/31/2023
     BUFD28,024$647 12/31/2023
Capital Analysts LLC28,017$636 12/31/2023
     BUFD28,017$636 12/31/2023
Wolverine Trading LLC25,913$588 12/31/2023
     BUFD25,913$588 12/31/2023
Lion Street Advisors LLC25,788$585 03/31/2024
     BUFD25,788$585 03/31/2024
Claro Advisors LLC24,304$573 03/31/2024
     BUFD24,304$573 03/31/2024
Cambridge Advisors Inc.23,905$564 03/31/2024
     BUFD23,905$564 03/31/2024
Janney Montgomery Scott LLC23,584$535 12/31/2023
     BUFD23,584$535 12/31/2023
Proequities Inc.23,334$530 12/31/2023
     BUFD23,334$530 12/31/2023
Kestra Private Wealth Services LLC22,531$511 12/31/2023
     BUFD22,531$511 12/31/2023
Susquehanna International Group LLP22,138$503 12/31/2023
     BUFD22,138$503 12/31/2023
Simplicity Wealth LLC20,543$485 03/31/2024
     BUFD20,543$485 03/31/2024
Paul Damon & Associates Inc.20,241$477 03/31/2024
     BUFD20,241$477 03/31/2024
Benjamin F. Edwards & Company Inc.20,275$460 12/31/2023
     BUFD20,275$460 12/31/2023
Onyx Bridge Wealth Group LLC19,785$449 12/31/2023
     BUFD19,785$449 12/31/2023
IFP Advisors Inc18,656$423 12/31/2023
     BUFD18,656$423 12/31/2023
Jacobi Capital Management LLC16,729$380 12/31/2023
     BUFD16,729$380 12/31/2023
Schulz Wealth LTD.15,759$372 03/31/2024
     BUFD15,759$372 03/31/2024
Strategic Financial Concepts LLC15,599$368 03/31/2024
     BUFD15,599$368 03/31/2024
Focus Financial Network Inc.15,024$350 03/31/2024
     BUFD15,024$350 03/31/2024
Focus Financial Network Inc. ADV15,024$341 12/31/2023
     BUFD15,024$341 12/31/2023
Clear Creek Financial Management LLC12,500$295 03/31/2024
     BUFD12,500$295 03/31/2024
Sanctuary Wealth Management L.L.C.12,854$292 12/31/2023
     BUFD12,854$292 12/31/2023
Integrated Advisors Network LLC12,783$290 12/31/2023
     BUFD12,783$290 12/31/2023
Echo Wealth Management LLC12,269$289 03/31/2024
     BUFD12,269$289 03/31/2024
Vima LLC12,706$288 12/31/2023
     BUFD12,706$288 12/31/2023
Pallas Capital Advisors LLC11,823$279 03/31/2024
     BUFD11,823$279 03/31/2024
McKinley Carter Wealth Services Inc.11,712$276 03/31/2024
     BUFD11,712$276 03/31/2024
Alliance Wealth Advisors LLC11,550$272 03/31/2024
     BUFD11,550$272 03/31/2024
Regal Investment Advisors LLC11,349$258 12/31/2023
     BUFD11,349$258 12/31/2023
N.E.W. Advisory Services LLC10,720$253 03/31/2024
     BUFD10,720$253 03/31/2024
Jane Street Group LLC10,956$249 12/31/2023
     BUFD10,956$249 12/31/2023
Sigma Planning Corp10,643$242 12/31/2023
     BUFD10,643$242 12/31/2023
DHJJ Financial Advisors Ltd.10,005$236 03/31/2024
     BUFD10,005$236 03/31/2024
EPG Wealth Management LLC10,000$231 12/31/2023
     BUFD10,000$231 12/31/2023
Quad Cities Investment Group LLC9,443$223 03/31/2024
     BUFD9,443$223 03/31/2024
Twin Peaks Wealth Advisors LLC9,046$213 03/31/2024
     BUFD9,046$213 03/31/2024
Principal Securities Inc.8,948$203 12/31/2023
     BUFD8,948$203 12/31/2023
Private Trust Co. NA5,938$140 03/31/2024
     BUFD5,938$140 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC3,569$81 12/31/2023
     BUFD3,569$81 12/31/2023
Steward Partners Investment Advisory LLC2,000$45 12/31/2023
     BUFD2,000$45 12/31/2023
Creative Financial Designs Inc. ADV1,435$33 12/31/2023
     BUFD1,435$33 12/31/2023
Allworth Financial LP1,173$28 03/31/2024
     BUFD1,173$28 03/31/2024
Larson Financial Group LLC1,220$28 12/31/2023
     BUFD1,220$28 12/31/2023
UBS Group AG1,200$27 12/31/2023
     BUFD1,200$27 12/31/2023
Morgan Stanley1,080$25 12/31/2023
     BUFD1,080$25 12/31/2023
Aptus Capital Advisors LLC850$19 12/31/2023
     BUFD850$19 12/31/2023
Assetmark Inc.629$14 12/31/2023
     BUFD629$14 12/31/2023
Tyler Stone Wealth Management600$14 12/31/2023
     BUFD600$14 12/31/2023
Comerica Bank335$8 12/31/2023
     BUFD335$8 12/31/2023
Blue Bell Private Wealth Management LLC235$6 03/31/2024
     BUFD235$6 03/31/2024
Bank of Montreal Can150$3 12/31/2023
     BUFD150$3 12/31/2023
Farther Finance Advisors LLC52$1 12/31/2023
     BUFD52$1 12/31/2023
FMR LLC1$0 12/31/2023
     BUFD1$0 12/31/2023

See Summary: Institutional Holders of BUFD
See Details: Top 10 Hedge Funds Holding BUFD
Also See: BUFD Holdings Changes

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