STRIVE ENHANCED INCOME SHORT BUXX
$20.23
+0.2% 52w: $19.35 – $20.24
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data19.3519.7920.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
67
+3 QoQ
13F value
$275.5M
+51.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BUXX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Rockport Wealth LLC | Wealth advisor | 3.7M | $74.6M | 13.6% | +147.6% |
| McIlrath & Eck, LLC | Wealth advisor | 1.8M | $36.9M | 2.7% | +0.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.3M | $25.8M | 0.0% | +98.9% |
| UPTICK PARTNERS, LLC | Wealth advisor | 1.1M | $21.3M | 4.2% | +18.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 509.3K | $10.3M | 0.0% | +13.1% |
| Copia Wealth Management | Wealth advisor | 475.6K | $9.6M | 6.6% | +19.3% |
| Farther Finance Advisors, LLC | Wealth advisor | 443.5K | $9.0M | 0.1% | +279.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 318.4K | $6.4M | 0.1% | +53.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 302.0K | $6.1M | 0.0% | -4.5% |
| Grantvest Financial Group LLC | Wealth advisor | 237.3K | $4.8M | 3.1% | +0.4% |
| OxenFree Capital LLC | Wealth advisor | 231.3K | $4.7M | 2.3% | +7.1% |
| TCFG Investment Advisors, LLC | Wealth advisor | 211.2K | $4.3M | 1.6% | — |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 211.2K | $4.3M | 1.6% | +523.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 189.7K | $3.8M | 0.0% | +729.1% |
| Advyzon Investment Management, LLC | Wealth advisor | 163.9K | $3.3M | 0.3% | -27.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 157.0K | $3.2M | 0.0% | +311.7% |
| WMG Financial Advisors, LLC | Wealth advisor | 155.2K | $3.1M | 1.3% | +1141.7% |
| Haven Private, LLC | Wealth advisor | 134.2K | $2.7M | 1.2% | +51.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 132.1K | $2.7M | 0.0% | +3.3% |
| TCP Asset Management, LLC | Wealth advisor | 123.0K | $2.5M | 0.3% | -3.6% |
| Tidal Investments LLC | Diversified mechanical | 115.1K | $2.3M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 97.5K | $2.0M | 0.0% | +108.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 91.3K | $1.8M | 0.0% | -32.8% |
| Integrated Advisors Network LLC | Wealth advisor | 89.0K | $1.8M | 0.1% | +81.6% |
| Prostatis Group LLC | Wealth advisor | 87.2K | $1.8M | 0.5% | +0.2% |
| Ergawealth Advisors, Inc. | Wealth advisor | 83.1K | $1.7M | 0.7% | +110.0% |
| HighTower Advisors, LLC | Diversified mechanical | 82.8K | $1.7M | 0.0% | +372.8% |
| Essex Financial Services, Inc. | Wealth advisor | 76.7K | $1.6M | 0.1% | +10.7% |
| THRYVE WEALTH MANAGEMENT LLC | Wealth advisor | 71.7K | $1.5M | 1.0% | -8.2% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 67.7K | $1.4M | 0.0% | +11.2% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 60.7K | $1.2M | 0.1% | +89.4% |
| Fiscal Wisdom Wealth Management, LLC | Other | 60.5K | $1.2M | 1.2% | +131.3% |
| Atria Investments, Inc | Wealth advisor | 51.2K | $1.0M | 0.0% | +106.5% |
| Realta Investment Advisors | Other | 49.2K | $995K | 0.3% | +106.7% |
| Ethos Financial Group, LLC | Wealth advisor | 45.7K | $925K | 0.1% | +8.7% |
| Ascent Advisors, LLC | Wealth advisor | 44.3K | $898K | 1.6% | New |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 40.7K | $825K | 0.6% | -14.1% |
| Kovack Advisors, Inc. | Other | 39.6K | $801K | 0.0% | +110.9% |
| Summit Financial, LLC | Wealth advisor | 36.5K | $740K | 0.0% | -62.0% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 36.0K | $728K | 0.0% | -72.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 35.3K | $715K | 0.0% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 34.0K | $689K | 0.0% | New |
| Brookwood Investment Group LLC | Wealth advisor | 31.4K | $636K | 0.1% | -37.5% |
| Independent Wealth Network Inc. | Wealth advisor | 30.6K | $619K | 0.2% | +29.9% |
| CLG LLC | Wealth advisor | 27.8K | $562K | 0.1% | -1.3% |
| HICKS CAPITAL MANAGEMENT LLC | Wealth advisor | 26.9K | $544K | 0.5% | -42.5% |
| Belpointe Asset Management LLC | Wealth advisor | 26.0K | $527K | 0.0% | +35.8% |
| Cannon Advisors, Inc. | Other | 25.0K | $507K | 0.4% | -43.9% |
| Simplicity Wealth,LLC | Wealth advisor | 24.7K | $500K | 0.0% | +14.9% |
| Compound Planning, Inc. | Wealth advisor | 19.2K | $390K | 0.0% | +4.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.