Inst. Holders
20 funds
BU
BUYW
NORTHERN LTS FD TR IV
$14.49 ▲ +0.21%
Prev close $14.463 New Institutional Positions
Snapshot
The big-picture read on BUYW right now — valuation, ownership and activity at a glance.
Inst. Value
$821.4M
Inst. Activity
3 buys / 1 sells
Price chart 30d -0.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Short Volume: BUYW — 85.3% short (0.5M / 0.6M)
Short: 499,468 | Exempt: 0 | TRF Vol: 585,334 | Short Ratio: 85.3% | Off-exchange volume (dark pool
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
22,846,738 shares ($330.1M)
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
73,927 shares ($1.1M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: BUYW — 85.3% short (0.5M / 0.6M)
Short: 499,468 | Exempt: 0 | TRF Vol: 585,334 | Short Ratio: 85.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: BUYW — 90.4% short (0.5M / 0.6M)
Short: 514,181 | Exempt: 0 | TRF Vol: 569,084 | Short Ratio: 90.4% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: BUYW — 95.8% short (1.4M / 1.5M)
Short: 1,422,346 | Exempt: 3,200 | TRF Vol: 1,484,403 | Short Ratio: 95.8% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
ftd
FTD: BUYW — 35,331 shares ($0.5M) failed to deliver
Settlement: 20260914, Price: $14.59, FTD Value: $515,479.29, NORTHERN LTS FD TR IV MAIN BUY
Sep 10, 2026
short_volume
Short Volume: BUYW — 84.5% short (0.5M / 0.5M)
Short: 451,957 | Exempt: 5,991 | TRF Vol: 534,964 | Short Ratio: 84.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own BUYW (from quarterly 13F filings) and who is adding or trimming.
20 institutional holders with $821.4M total value (56,846,151 shares) as of 2026-Q2. Top holders: Orion, LPL, OSAIC. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 23,594,578 | $340.9M | 41.5% | — |
| LPL Financial LLC | 22,846,738 | $330.1M | 40.2% | ADD +26.5% |
| OSAIC HOLDINGS, INC. | 7,411,816 | $107.1M | 13.0% | DOUBLED +3484.2% |
| ENVESTNET ASSET MANAGEMENT INC | 2,534,773 | $36.6M | 4.5% | ADD +26.0% |
| Cetera Investment Advisers | 240,604 | $3.5M | 0.4% | — |
| GOLDMAN SACHS GROUP INC | 73,927 | $1.1M | 0.1% | DOUBLED +149.3% |
| Envestnet Portfolio Solutions, Inc. | 52,512 | $758.8K | 0.1% | ADD +37.1% |
| CITADEL ADVISORS LLC | 28,059 | $405.5K | 0.0% | — |
| Kestra Advisory Services, LLC | 20,125 | $290.8K | 0.0% | — |
| RAYMOND JAMES FINANCIAL INC | 14,848 | $214.6K | 0.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 18,060,018 | 22,846,738 | +26.5% | $330.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 29,653 | 73,927 | +149.3% | $1.1M |
| ASSETMARK, INC | DOUBLED | 657 | 3,896 | +493.0% | $56.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | NEAR_EXIT | 10,821 | 325 | -97.0% | $4.7K |
| Envestnet Portfolio Solutions, Inc. | ADD | 36,692 | 50,293 | +37.1% | $708.1K |
| UBS Group AG | DOUBLED | 1,244 | 2,660 | +113.8% | $37.5K |
| ASSETMARK, INC | DOUBLED | 44 | 657 | +1393.2% | $9.3K |
| WELLS FARGO & COMPANY/MN | TRIM | 2 | 1 | -50.0% | $21.00 |
| LPL Financial LLC | ADD | 10,837,170 | 14,725,588 | +35.9% | $210.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 454 | 500,318 | +110102.2% | $65.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BUYW.
Shares short
483,356
Settlement Sep 15, 2026
Change vs prior
+583.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume