Ticker: BUFP CUSIP: 69420N718 Class: LADDERED S&P 500
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 896,237 | $26,998 |
| COMMONWEALTH EQUITY SERVICES, LLC | 222,682 | $6,708 |
| Fermata Advisors, LLC | 187,325 | $5,643 |
| Foguth Wealth Management, LLC. | 186,221 | $5,607 |
| AssuredPartners Investment Advisors, LLC | 152,228 | $4,586 |
| Maltin Wealth Management, Inc. | 143,727 | $4,330 |
| Kestra Advisory Services, LLC | 87,495 | $2,636 |
| AA Financial Advisors, LLC | 87,016 | $2,621 |
| Cetera Investment Advisers | 84,937 | $2,559 |
| CENTAURUS FINANCIAL, INC. | 70,235 | $2 |
| ENVESTNET ASSET MANAGEMENT INC | 56,811 | $1,711 |
| VICTORY FINANCIAL GROUP, LLC | 54,940 | $1,655 |
| MML INVESTORS SERVICES, LLC | 38,802 | $1,169 |
| NewEdge Advisors, LLC | 31,401 | $946 |
| DHJJ Financial Advisors, Ltd. | 23,604 | $711 |
| PKS Advisory Services, LLC | 21,630 | $652 |
| PNC Financial Services Group, Inc. | 20,860 | $628 |
| OLD MISSION CAPITAL LLC | 11,114 | $335 |
| OneDigital Investment Advisors LLC | 8,300 | $250 |
| Ankerstar Wealth, LLC | 3,531 | $106 |
| ROYAL BANK OF CANADA | 2,813 | $85 |
| Financial Connections Group, Inc. | 2,588 | $0 |
| UBS Group AG | 302 | $9 |
| Root Financial Partners, LLC | 77 | $2 |
| Total (24 institutions) | 2,394,876 | $69,950 |