· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $27.80Day −0.68%1Y +9.8%Off 52W high −1.5%Vol (1Y) 5.3%
Daily closing price, split-adjusted to the current basis; 2.7y shown of 680 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.4d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
BUFZ is not in the screener universe.
| YTD+4.8% |
| 1Y+9.8% |
| Since incept. (ann.)+13.3% |
Total return through 2026-07-29 · series begins 2023-10-26. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)5.3% |
| Ann. volatility (3Y)7.3% |
| Sharpe (1Y)1.83 |
| Sharpe (3Y)1.79 |
| Max drawdown (1Y)−3.5% |
| Max drawdown (3Y)−10.1% |
| Beta (3Y vs SPY)0.41 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| LPL Financial LLC | 4.4M | $115M | — | +9.4% |
| Forge Financial Services LLC | 4.1M | $109M | — | +39.4% |
| RAYMOND JAMES FINANCIAL INC | 2.9M | $77M | — | −1.3% |
| OSAIC HOLDINGS, INC. | 1.9M | $49M | — | +7.2% |
| ENVESTNET ASSET MANAGEMENT INC | 1.4M | $36M | — | +10.4% |
| Kestra Advisory Services, LLC | 1.1M | $29M | — | +2.6% |
| Cetera Investment Advisers | 1.0M | $27M | — | +21.9% |
| CWM, LLC | 906,048 | $24M | — | +3.8% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
No reported quarters on file for BUFZ.
