Ft Vest Laddered Moderate Bu
$28.63-0.5%
+$123.9M
Net Activity
+13.05% total shares
Institutions Holding
143
Popularity Rank
#3800
Avg Weight
0.29%
Total Value
$816.4M
143 institutions currently hold BUFZ, with 92 net buyers and 42 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
42
Net Buying Institutions
92
Top 5 by Value
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Across its top 20 institutional holders, BUFZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 23/100).
BUFZ ranks #3800 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
BUFZ is a top-conviction position for Forge Financial Services LLC — at 10.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BUFZ belongs to LPL Financial LLC, but the position matters far more to Forge Financial Services LLC, who has 10.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its BUFZ position for two straight quarters, increasing it by $4.6M to reach $7.4M today.
Atria Investments, Inc has trimmed its BUFZ position for two straight quarters, cutting it by $442.6K while still holding $1.0M.
BUFZ is down 0.5% today, but institutions show net buying of $123.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$111.7M
Total Buy Value
$20.6M
Total Sell Value
92
Net Buyers
42
Net Sellers
BUFZ
Q2 2026
Top 5 Institutional Movers
+$30.9M
+$14.5M
+$11.9M
+$10.0M
-$5.9M
BUFZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740U729
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,949
Total reported value
$485.2B
Held by 4949 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,868
Total reported value
$1.5T
Held by 4868 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,789
Total reported value
$1.2T
Held by 4789 institutions — one of the most-tracked stocks on AlphaSMO
Access BUFZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BUFZCLI
npx alphasmo stocks get BUFZ