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Institutional Holders of BUFB
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.197,959$5,495 12/31/2023
     BUFB197,959$5,495 12/31/2023
Pensionmark Financial Group LLC163,878$4,549 12/31/2023
     BUFB163,878$4,549 12/31/2023
Thrivent Financial for Lutherans161,373$4,479 12/31/2023
     BUFB161,373$4,479 12/31/2023
HighTower Advisors LLC136,440$3,786 12/31/2023
     BUFB136,440$3,786 12/31/2023
4J Wealth Management LLC116,670$3,428 03/31/2024
     BUFB116,670$3,428 03/31/2024
Advisor Group Holdings Inc.117,888$3,272 12/31/2023
     BUFB117,888$3,272 12/31/2023
Truist Financial Corp115,477$3,205 12/31/2023
     BUFB115,477$3,205 12/31/2023
SageView Advisory Group LLC114,544$3,179 12/31/2023
     BUFB114,544$3,179 12/31/2023
Visionary Wealth Advisors103,013$2,859 12/31/2023
     BUFB103,013$2,859 12/31/2023
Kathmere Capital Management LLC92,123$2,707 03/31/2024
     BUFB92,123$2,707 03/31/2024
Capital Wealth Management LLC68,797$2,021 03/31/2024
     BUFB68,797$2,021 03/31/2024
Syntegra Private Wealth Group LLC45,237$1,256 12/31/2023
     BUFB45,237$1,256 12/31/2023
Bedel Financial Consulting Inc.43,384$1,204 12/31/2023
     BUFB43,384$1,204 12/31/2023
Susquehanna International Group LLP29,160$809 12/31/2023
     BUFB29,160$809 12/31/2023
Delta Investment Management LLC26,339$731 12/31/2023
     BUFB26,339$731 12/31/2023
Diligent Investors LLC25,365$704 12/31/2023
     BUFB25,365$704 12/31/2023
KFG Wealth Management LLC23,310$685 03/31/2024
     BUFB23,310$685 03/31/2024
Centaurus Financial Inc.22,940$637 12/31/2023
     BUFB22,940$637 12/31/2023
Cambridge Investment Research Advisors Inc.17,931$527 03/31/2024
     BUFB17,931$527 03/31/2024
Acas LLC18,399$511 12/31/2023
     BUFB18,399$511 12/31/2023
Continuum Wealth Advisors LLC16,862$468 12/31/2023
     BUFB16,862$468 12/31/2023
Principal Securities Inc.14,912$414 12/31/2023
     BUFB14,912$414 12/31/2023
D. B. Root & Company LLC13,553$398 03/31/2024
     BUFB13,553$398 03/31/2024
Coastal Investment Advisors Inc.12,840$377 03/31/2024
     BUFB12,840$377 03/31/2024
Cetera Advisor Networks LLC12,858$357 12/31/2023
     BUFB12,858$357 12/31/2023
Advisory Services Network LLC11,155$310 12/31/2023
     BUFB11,155$310 12/31/2023
RFG Advisory LLC10,145$298 03/31/2024
     BUFB10,145$298 03/31/2024
OLD Mission Capital LLC8,436$234 12/31/2023
     BUFB8,436$234 12/31/2023
Schechter Investment Advisors LLC8,114$225 12/31/2023
     BUFB8,114$225 12/31/2023
Capital Investment Advisory Services LLC6,980$205 03/31/2024
     BUFB6,980$205 03/31/2024
Kestra Advisory Services LLC7,289$202 12/31/2023
     BUFB7,289$202 12/31/2023
Hazlett Burt & Watson Inc.3,360$93 12/31/2023
     BUFB3,360$93 12/31/2023
Tradition Wealth Management LLC2,439$68 12/31/2023
     BUFB2,439$68 12/31/2023
Harbour Investments Inc.2,232$62 12/31/2023
     BUFB2,232$62 12/31/2023
Steward Partners Investment Advisory LLC1,888$52 12/31/2023
     BUFB1,888$52 12/31/2023
AdvisorNet Financial Inc1,600$47 03/31/2024
     BUFB1,600$47 03/31/2024
Global Retirement Partners LLC1,200$35 03/31/2024
     BUFB1,200$35 03/31/2024
WASHINGTON TRUST Co539$16 03/31/2024
     BUFB539$16 03/31/2024
CWM LLC331$10 03/31/2024
     BUFB331$10 03/31/2024
Blue Bell Private Wealth Management LLC317$9 03/31/2024
     BUFB317$9 03/31/2024
DHJJ Financial Advisors Ltd.225$7 03/31/2024
     BUFB225$7 03/31/2024

See All: Funds Holding BUFB
See Details: Top 10 Hedge Funds Holding BUFB
Also See: BUFB Holdings Changes

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