BUFG

—

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$29.04

-0.24 (-0.81%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding BUFG · 2026-Q1 methodology → sources →

86 holders

FUNDFIRST TR EXCHNG TRADED FD VIA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

8,406,874

Reporting holders

% of shares outstanding is not shown for BUFG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register99.8%85 active filers

Index / screened out0.2%1 filers

Reporting holders862026-Q1

Top-10 concentration63.9%

HHI0.0582

Effective holders17.2

Crowding percentile—

Crowding percentile withheld — no market cap for BUFG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 86 of 86 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	1,067,1131.1M	$29M	—	ADD 50%
2	COMMONWEALTH EQUITY SERVICES, LLC	1,049,0931.0M	$28M	—	ADD 3%
3	LPL Financial LLC	725,772725,772	$19M	—	ADD 4%
4	Centennial Wealth Advisory LLC	671,115671,115	$18M	—	ADD 5%
5	Cetera Investment Advisers	410,503410,503	$11M	—	—
6	OSAIC HOLDINGS, INC.	401,205401,205	$11M	—	ADD 37%
7	ASSETMARK, INC	269,973269,973	$7M	—	ADD 7%
8	CWM, LLC	262,826262,826	$7M	—	TRIM -6%
9	Pinnacle Financial Partners, Inc.	258,455258,455	$7M	—	—
10	FreeGulliver LLC	253,633253,633	$7M	—	TRIM -3%
11	Geneos Wealth Management Inc.	220,599220,599	$6M	—	—
12	Rockefeller Capital Management L.P.	192,273192,273	$5M	—	ADD 9%
13	Cambridge Investment Research Advisors, Inc.	187,947187,947	$5M	—	ADD 3%
14	WORLD EQUITY GROUP, INC.	168,627168,627	$5M	—	—
15	Tradition Wealth Management, LLC	134,794134,794	$4M	—	ADD 58%
16	Valtinson Bruner Financial Planning LLC	108,906108,906	$3M	—	—
17	TRANSCEND CAPITAL ADVISORS, LLC	108,712108,712	$3M	—	—
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	106,275106,275	$3M	—	TRIM -4%
19	Integrated Wealth Concepts LLC	105,035105,035	$3M	—	—
20	Lunt Capital Management, Inc.	87,97687,976	$2M	—	—
21	Valmark Advisers, Inc.	84,02684,026	$2M	—	ADD 103%
22	OneDigital Investment Advisors LLC	83,39683,396	$2M	—	NEW
23	OLD MISSION CAPITAL LLC	75,31675,316	$2M	—	ADD 282%
24	Kestra Advisory Services, LLC	73,49673,496	$2M	—	ADD 12%
25	Arkadios Wealth Advisors	72,97972,979	$2M	—	—
26	Gateway Wealth Partners, LLC	61,22661,226	$2M	—	ADD 124%
27	Sanctuary Advisors, LLC	56,30656,306	$2M	—	ADD 5%
28	Advisory Services Network, LLC	54,97354,973	$1M	—	TRIM -12%
29	FSB PREMIER WEALTH MANAGEMENT, INC.	52,90452,904	$1M	—	—
30	Mariner, LLC	52,25652,256	$1M	—	ADD 25%
31	Aptus Capital Advisors, LLC	51,54751,547	$1M	—	TRIM -5%
32	Pacific Excel Wealth Advisors, Inc.	51,50551,505	$1M	—	ADD 76%
33	Brookstone Capital Management	46,76746,767	$1M	—	ADD 16%
34	Benson Wealth Management INC	43,16543,165	$1M	—	ADD 3900%
35	Ameritas Advisory Services, LLC	42,62842,628	$1M	—	—
36	Private Advisor Group, LLC	37,83337,833	$1M	—	TRIM -42%
37	Jaffetilchin Investment Partners, LLC	37,45237,452	$1M	—	ADD 12%
38	Harvest Investment Services, LLC	35,56835,568	$955,356	—	—
39	GREAT VALLEY ADVISOR GROUP, INC.	34,05034,050	$914,584	—	TRIM -11%
40	NOVEM GROUP	33,16633,166	$890,839	—	—
41	Onyx Bridge Wealth Group LLC	29,97729,977	$805,182	—	—
42	Financial Guidance Group, Inc.	28,03728,037	$753,074	—	—
43	Capital Analysts, LLC	26,72926,729	$718,000	—	ADD 46%
44	IAMS WEALTH MANAGEMENT, LLC	25,77625,776	$692,343	—	—
45	PFG Advisors	24,61224,612	$661,069	—	TRIM -2%
46	American Trust	21,60021,600	$580,187	—	ADD 14%
47	Wealthcare Advisory Partners LLC	21,26121,261	$571,070	—	—
48	TCFG WEALTH MANAGEMENT, LLC	20,29520,295	$545,124	—	—
49	TCFG Investment Advisors, LLC	20,29520,295	$545,124	—	NEW
50	IFP Advisors, Inc	19,87619,876	$533,869	—	—
51	Financial Network Wealth Advisors LLC	19,22719,227	$516,437	—	TRIM -9%
52	Clear Creek Financial Management, LLC	19,20019,200	$515,712	—	TRIM -15%
53	Kovack Advisors, Inc.	19,19019,190	$515,445	—	TRIM -15%
54	Farther Finance Advisors, LLC	18,96518,965	$511,991	—	—
55	DHJJ Financial Advisors, Ltd.	18,45718,457	$495,756	—	—
56	Sigma Planning Corp	17,65917,659	$474,321	—	TRIM -17%
57	CENTAURUS FINANCIAL, INC.	16,78816,788	$451,000	—	TRIM -23%
58	CreativeOne Wealth, LLC	16,44116,441	$441,605	—	ADD 2%
59	Avior Wealth Management, LLC	15,81315,813	$424,737	—	—
60	SageGuard Financial Group, LLC	14,35014,350	$385,441	—	TRIM -64%
61	Janney Montgomery Scott LLC	12,92112,921	$347,000	—	TRIM -4%
62	HARBOUR INVESTMENTS, INC.	12,10112,101	$325,033	—	TRIM -59%
63	Crewe Advisors LLC	11,11511,115	$298,549	—	—
64	Keystone Financial Group	10,25010,250	$275,315	—	ADD 37%
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	9,8629,862	$264,893	—	TRIM -54%
66	RAYMOND JAMES FINANCIAL INC	9,8319,831	$264,061	—	NEW
67	HBW ADVISORY SERVICES LLC	9,5909,590	$257,587	—	—
68	Simplicity Wealth,LLC	9,1619,161	$246,064	—	—
69	Atria Investments, Inc	7,9977,997	$214,799	—	—
70	Kelly Financial Services LLC	7,9447,944	$213,376	—	—
71	IFG Advisory, LLC	3,7973,797	$101,987	—	NEW
72	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2,8522,852	$76,605	—	TRIM -12%
73	REAP Financial Group, LLC	2,1912,191	$58,850	—	—
74	Sunbelt Securities, Inc.	2,1012,101	$56,433	—	—
75	GUARDIAN WEALTH ADVISORS, LLC / NC	1,2791,279	$34,354	—	NEW
76	PFS Partners, LLC	1,2581,258	$33,790	—	—
77	Waverly Advisors, LLC	1,1841,184	$31,802	—	NEW
78	AMERIFLEX GROUP, INC.	1,1121,112	$29,868	—	—
79	EVOLUTION WEALTH MANAGEMENT INC.	989989	$26,565	—	—
80	IMG Wealth Management, Inc.	963963	$25,866	—	TRIM -17%
81	JPMORGAN CHASE & CO	755755	$19,849	—	TRIM -78%
82	ROYAL BANK OF CANADA	422422	$11,000	—	—
83	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	385385	$10,341	—	NEW
84	Larson Financial Group LLC	330330	$8,864	—	—
85	Arax Advisory Partners	300300	$8,058	—	—
86	AMERICAN NATIONAL BANK & TRUST	245245	$6,580	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 37 bought / 41 sold · net +511,410 shares · 12.9d of ADV

Bought37 filers

Shares: 1,008,158
Value: $27M
Opened: 7 · 120,167 sh
Days of ADV: 25.4d

Sold41 filers

Shares: 496,748
Value: $13M
Closed: 9 · 342,380 sh
Days of ADV: 12.5d

Net (all filers) +511,410 sh · $14M · 6.5% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

759K

730K

802K

1.1M

713K

1.1M

$29M

COMMONWEALTH EQUITY SERVICES, LLC

966K

1.0M

984K

1.0M

$28M

LPL Financial LLC

751K

824K

717K

787K

698K

726K

$19M

Centennial Wealth Advisory LLC

584K

542K

567K

606K

637K

671K

$18M

Cetera Investment Advisers

419K

439K

427K

406K

412K

411K

$11M

OSAIC HOLDINGS, INC.

303K

366K

334K

351K

292K

401K

$11M

ASSETMARK, INC

193K

200K

232K

246K

252K

270K

$7M

CWM, LLC

487K

296K

277K

284K

280K

263K

$7M

Pinnacle Financial Partners, Inc.

—

260K

258K

$7M

FreeGulliver LLC

256K

332K

329K

280K

263K

254K

$7M

Geneos Wealth Management Inc.

113K

362K

213K

212K

219K

221K

$6M

Rockefeller Capital Management L.P.

37K

36K

50K

25K

177K

192K

$5M

Cambridge Investment Research Advisors, Inc.

161K

162K

175K

183K

188K

$5M

WORLD EQUITY GROUP, INC.

182K

186K

170K

168K

169K

$5M

Tradition Wealth Management, LLC

43K

53K

65K

76K

85K

135K

$4M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

8,406,874

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

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13F

Institutional ownership· 13F filers holding BUFG · 2026-Q1 methodology → sources →

86 holders

% of shares outstanding held

—

Shares held (13F)

8,406,874

Reporting holders

Active share of register99.8%85 active filers

Index / screened out0.2%1 filers

Reporting holders862026-Q1

Top-10 concentration63.9%

HHI0.0582

Effective holders17.2

Crowding percentile—

Crowding percentile withheld — no market cap for BUFG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 86 of 86 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ENVESTNET ASSET MANAGEMENT INC	1,067,1131.1M	$29M	—	ADD 50%
2	COMMONWEALTH EQUITY SERVICES, LLC	1,049,0931.0M	$28M	—	ADD 3%
3	LPL Financial LLC	725,772725,772	$19M	—	ADD 4%
4	Centennial Wealth Advisory LLC	671,115671,115	$18M	—	ADD 5%
5	Cetera Investment Advisers	410,503410,503	$11M	—	—
6	OSAIC HOLDINGS, INC.	401,205401,205	$11M	—	ADD 37%
7	ASSETMARK, INC	269,973269,973	$7M	—	ADD 7%
8	CWM, LLC	262,826262,826	$7M	—	TRIM -6%
9	Pinnacle Financial Partners, Inc.	258,455258,455	$7M	—	—
10	FreeGulliver LLC	253,633253,633	$7M	—	TRIM -3%
11	Geneos Wealth Management Inc.	220,599220,599	$6M	—	—
12	Rockefeller Capital Management L.P.	192,273192,273	$5M	—	ADD 9%
13	Cambridge Investment Research Advisors, Inc.	187,947187,947	$5M	—	ADD 3%
14	WORLD EQUITY GROUP, INC.	168,627168,627	$5M	—	—
15	Tradition Wealth Management, LLC	134,794134,794	$4M	—	ADD 58%
16	Valtinson Bruner Financial Planning LLC	108,906108,906	$3M	—	—
17	TRANSCEND CAPITAL ADVISORS, LLC	108,712108,712	$3M	—	—
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	106,275106,275	$3M	—	TRIM -4%
19	Integrated Wealth Concepts LLC	105,035105,035	$3M	—	—
20	Lunt Capital Management, Inc.	87,97687,976	$2M	—	—
21	Valmark Advisers, Inc.	84,02684,026	$2M	—	ADD 103%
22	OneDigital Investment Advisors LLC	83,39683,396	$2M	—	NEW
23	OLD MISSION CAPITAL LLC	75,31675,316	$2M	—	ADD 282%
24	Kestra Advisory Services, LLC	73,49673,496	$2M	—	ADD 12%
25	Arkadios Wealth Advisors	72,97972,979	$2M	—	—
26	Gateway Wealth Partners, LLC	61,22661,226	$2M	—	ADD 124%
27	Sanctuary Advisors, LLC	56,30656,306	$2M	—	ADD 5%
28	Advisory Services Network, LLC	54,97354,973	$1M	—	TRIM -12%
29	FSB PREMIER WEALTH MANAGEMENT, INC.	52,90452,904	$1M	—	—
30	Mariner, LLC	52,25652,256	$1M	—	ADD 25%
31	Aptus Capital Advisors, LLC	51,54751,547	$1M	—	TRIM -5%
32	Pacific Excel Wealth Advisors, Inc.	51,50551,505	$1M	—	ADD 76%
33	Brookstone Capital Management	46,76746,767	$1M	—	ADD 16%
34	Benson Wealth Management INC	43,16543,165	$1M	—	ADD 3900%
35	Ameritas Advisory Services, LLC	42,62842,628	$1M	—	—
36	Private Advisor Group, LLC	37,83337,833	$1M	—	TRIM -42%
37	Jaffetilchin Investment Partners, LLC	37,45237,452	$1M	—	ADD 12%
38	Harvest Investment Services, LLC	35,56835,568	$955,356	—	—
39	GREAT VALLEY ADVISOR GROUP, INC.	34,05034,050	$914,584	—	TRIM -11%
40	NOVEM GROUP	33,16633,166	$890,839	—	—
41	Onyx Bridge Wealth Group LLC	29,97729,977	$805,182	—	—
42	Financial Guidance Group, Inc.	28,03728,037	$753,074	—	—
43	Capital Analysts, LLC	26,72926,729	$718,000	—	ADD 46%
44	IAMS WEALTH MANAGEMENT, LLC	25,77625,776	$692,343	—	—
45	PFG Advisors	24,61224,612	$661,069	—	TRIM -2%
46	American Trust	21,60021,600	$580,187	—	ADD 14%
47	Wealthcare Advisory Partners LLC	21,26121,261	$571,070	—	—
48	TCFG WEALTH MANAGEMENT, LLC	20,29520,295	$545,124	—	—
49	TCFG Investment Advisors, LLC	20,29520,295	$545,124	—	NEW
50	IFP Advisors, Inc	19,87619,876	$533,869	—	—
51	Financial Network Wealth Advisors LLC	19,22719,227	$516,437	—	TRIM -9%
52	Clear Creek Financial Management, LLC	19,20019,200	$515,712	—	TRIM -15%
53	Kovack Advisors, Inc.	19,19019,190	$515,445	—	TRIM -15%
54	Farther Finance Advisors, LLC	18,96518,965	$511,991	—	—
55	DHJJ Financial Advisors, Ltd.	18,45718,457	$495,756	—	—
56	Sigma Planning Corp	17,65917,659	$474,321	—	TRIM -17%
57	CENTAURUS FINANCIAL, INC.	16,78816,788	$451,000	—	TRIM -23%
58	CreativeOne Wealth, LLC	16,44116,441	$441,605	—	ADD 2%
59	Avior Wealth Management, LLC	15,81315,813	$424,737	—	—
60	SageGuard Financial Group, LLC	14,35014,350	$385,441	—	TRIM -64%
61	Janney Montgomery Scott LLC	12,92112,921	$347,000	—	TRIM -4%
62	HARBOUR INVESTMENTS, INC.	12,10112,101	$325,033	—	TRIM -59%
63	Crewe Advisors LLC	11,11511,115	$298,549	—	—
64	Keystone Financial Group	10,25010,250	$275,315	—	ADD 37%
65	SUSQUEHANNA INTERNATIONAL GROUP, LLP	9,8629,862	$264,893	—	TRIM -54%
66	RAYMOND JAMES FINANCIAL INC	9,8319,831	$264,061	—	NEW
67	HBW ADVISORY SERVICES LLC	9,5909,590	$257,587	—	—
68	Simplicity Wealth,LLC	9,1619,161	$246,064	—	—
69	Atria Investments, Inc	7,9977,997	$214,799	—	—
70	Kelly Financial Services LLC	7,9447,944	$213,376	—	—
71	IFG Advisory, LLC	3,7973,797	$101,987	—	NEW
72	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2,8522,852	$76,605	—	TRIM -12%
73	REAP Financial Group, LLC	2,1912,191	$58,850	—	—
74	Sunbelt Securities, Inc.	2,1012,101	$56,433	—	—
75	GUARDIAN WEALTH ADVISORS, LLC / NC	1,2791,279	$34,354	—	NEW
76	PFS Partners, LLC	1,2581,258	$33,790	—	—
77	Waverly Advisors, LLC	1,1841,184	$31,802	—	NEW
78	AMERIFLEX GROUP, INC.	1,1121,112	$29,868	—	—
79	EVOLUTION WEALTH MANAGEMENT INC.	989989	$26,565	—	—
80	IMG Wealth Management, Inc.	963963	$25,866	—	TRIM -17%
81	JPMORGAN CHASE & CO	755755	$19,849	—	TRIM -78%
82	ROYAL BANK OF CANADA	422422	$11,000	—	—
83	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	385385	$10,341	—	NEW
84	Larson Financial Group LLC	330330	$8,864	—	—
85	Arax Advisory Partners	300300	$8,058	—	—
86	AMERICAN NATIONAL BANK & TRUST	245245	$6,580	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 37 bought / 41 sold · net +511,410 shares · 12.9d of ADV

Bought37 filers

Shares: 1,008,158
Value: $27M
Opened: 7 · 120,167 sh
Days of ADV: 25.4d

Sold41 filers

Shares: 496,748
Value: $13M
Closed: 9 · 342,380 sh
Days of ADV: 12.5d

Net (all filers) +511,410 sh · $14M · 6.5% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ENVESTNET ASSET MANAGEMENT INC

759K

730K

802K

1.1M

713K

1.1M

$29M

COMMONWEALTH EQUITY SERVICES, LLC

966K

1.0M

984K

1.0M

$28M

LPL Financial LLC

751K

824K

717K

787K

698K

726K

$19M

Centennial Wealth Advisory LLC

584K

542K

567K

606K

637K

671K

$18M

Cetera Investment Advisers

419K

439K

427K

406K

412K

411K

$11M

OSAIC HOLDINGS, INC.

303K

366K

334K

351K

292K

401K

$11M

ASSETMARK, INC

193K

200K

232K

246K

252K

270K

$7M

CWM, LLC

487K

296K

277K

284K

280K

263K

$7M

Pinnacle Financial Partners, Inc.

—

260K

258K

$7M

FreeGulliver LLC

256K

332K

329K

280K

263K

254K

$7M

Geneos Wealth Management Inc.

113K

362K

213K

212K

219K

221K

$6M

Rockefeller Capital Management L.P.

37K

36K

50K

25K

177K

192K

$5M

Cambridge Investment Research Advisors, Inc.

161K

162K

175K

183K

188K

$5M

WORLD EQUITY GROUP, INC.

182K

186K

170K

168K

169K

$5M

Tradition Wealth Management, LLC

43K

53K

65K

76K

85K

135K

$4M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

8,406,874

Short interest has its own tab now — open SI →

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13F

BUFG☆

Institutional ownership· 13F filers holding BUFG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding BUFG · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

BUFG