Money Flow

Who's quietly buying it

Filers

681 institutions on file

Bulltick Wealth Management, LLC
TRACKED
CIK 0001912448
$452.7M
AUM
137
positions
2
filings
latest Q1 2026
Bulwark Capital Corp
TRACKED
CIK 0002075899
$177.7M
AUM
105
positions
2
filings
latest Q2 2026
Burford Brothers, Inc.
TRACKED
CIK 0002001434
$272.5M
AUM
182
positions
2
filings
latest Q2 2026
Burgundy Asset Management Ltd.
TRACKED
CIK 0001315868
$10.60B
AUM
109
positions
8
filings
latest Q3 2025
BURKE & HERBERT BANK & TRUST CO
TRACKED
CIK 0001101250
$361.9M
AUM
235
positions
12
filings
latest Q1 2026
Burkehill Global Management, LP
TRACKED
CIK 0001904549
$2.02B
AUM
182
positions
6
filings
latest Q1 2026
Burkett Asset Management Ltd
TRACKED
CIK 0002109360
$107.0M
AUM
59
positions
2
filings
latest Q2 2026
BURKETT FINANCIAL SERVICES, LLC
TRACKED
CIK 0001762716
$319.6M
AUM
266
positions
2
filings
latest Q2 2026
Burk Holdings LLC
TRACKED
CIK 0002079815
$233.3M
AUM
675
positions
6
filings
latest Q1 2026
BURLING WEALTH PARTNERS, LLC
TRACKED
CIK 0002054946
$618.3M
AUM
177
positions
6
filings
latest Q1 2026
BURNEY CO/
TRACKED
CIK 0000940445
—
AUM
—
positions
8
filings
latest Q2 2026
BURNS J W & CO INC/NY
TRACKED
CIK 0001047339
$959.5M
AUM
189
positions
8
filings
latest Q2 2026
Burns Matteson Capital Management, LLC
TRACKED
CIK 0001894164
$319.7M
AUM
189
positions
13
filings
latest Q2 2026
Burren Capital Advisors Ltd
TRACKED
CIK 0001542952
$33.0M
AUM
16
positions
2
filings
latest Q3 2025
BURR FINANCIAL SERVICES, LLC
TRACKED
CIK 0001966297
$125.8M
AUM
25
positions
2
filings
latest Q1 2026
BURRUS FINANCIAL SERVICES, INC.
TRACKED
CIK 0001573947
$230.3M
AUM
11
positions
2
filings
latest Q2 2026
Burton Enright Welch
TRACKED
CIK 0002105919
$851.5M
AUM
136
positions
2
filings
latest Q2 2026
Burt Wealth Advisors
TRACKED
CIK 0001612041
$407.3M
AUM
115
positions
8
filings
latest Q3 2025
Busey Bank
TRACKED
CIK 0001427202
$3.68B
AUM
372
positions
8
filings
latest Q1 2026
BUSH INVESTMENT GROUP, LLC
TRACKED
CIK 0001966640
$178.7M
AUM
38
positions
2
filings
latest Q4 2025
Buska Wealth Management, LLC
TRACKED
CIK 0001910503
$277.3M
AUM
81
positions
2
filings
latest Q2 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC
TRACKED
CIK 0001632802
$404.3M
AUM
99
positions
8
filings
latest Q2 2026
Buttonwood Financial Advisors Inc.
TRACKED
CIK 0001904033
$328.7M
AUM
110
positions
8
filings
latest Q2 2026
Buttonwood Financial Group, LLC
TRACKED
CIK 0001847661
$175.0M
AUM
33
positions
9
filings
latest Q2 2026
BVF INC/IL
TRACKED
CIK 0001056807
$3.14B
AUM
41
positions
12
filings
latest Q1 2026
BWCP, LP
TRACKED
CIK 0001787893
$655.6M
AUM
27
positions
12
filings
latest Q1 2026
BW Gestao de Investimentos Ltda.
TRACKED
CIK 0001568280
$3.01B
AUM
263
positions
8
filings
latest Q1 2026
BWM Planning, LLC
TRACKED
CIK 0002039698
$431.2M
AUM
99
positions
2
filings
latest Q2 2026
BXM Wealth LLC
TRACKED
CIK 0002052379
$183.8M
AUM
163
positions
2
filings
latest Q2 2026
Byrne Asset Management LLC
TRACKED
CIK 0001911322
$185.1M
AUM
591
positions
8
filings
latest Q2 2026
BYRNE FINANCIAL FREEDOM, LLC
TRACKED
CIK 0002063947
$209.0M
AUM
103
positions
2
filings
latest Q1 2026

Page 14 of 14

Why this matters

A handful of institutions own most of the market — and U.S. law makes the biggest of them disclose what they hold every quarter. Money Flow decodes those filings so you can see where the smart money is going.

$135–150T: Global stock market; U.S. ≈ $75T — over half the world's equity
~41%: Owned by institutions; funds, banks & asset managers · OECD
$55–65T: Institutional holdings; the capital that actually moves prices

Bulltick Wealth Management, LLC

Bulwark Capital Corp

Burford Brothers, Inc.

Burgundy Asset Management Ltd.

BURKE & HERBERT BANK & TRUST CO

Burkehill Global Management, LP

Burkett Asset Management Ltd

BURKETT FINANCIAL SERVICES, LLC

Burk Holdings LLC

BURLING WEALTH PARTNERS, LLC

BURNEY CO/

BURNS J W & CO INC/NY

Burns Matteson Capital Management, LLC

Burren Capital Advisors Ltd

BURR FINANCIAL SERVICES, LLC

BURRUS FINANCIAL SERVICES, INC.

Burton Enright Welch

Burt Wealth Advisors

Busey Bank

BUSH INVESTMENT GROUP, LLC

Buska Wealth Management, LLC

BUTENSKY & COHEN FINANCIAL SECURITY, INC

Buttonwood Financial Advisors Inc.

Buttonwood Financial Group, LLC

BVF INC/IL

BWCP, LP

BW Gestao de Investimentos Ltda.

BWM Planning, LLC

BXM Wealth LLC

Byrne Asset Management LLC

BYRNE FINANCIAL FREEDOM, LLC