Who Owns Strive Enhanced Income Short Maturity ETF (BUXX)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$3.0123000177600003e+283T
% of Float Held
—
QoQ Change in Holders
+15 / -6
Price History
BUXX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Rockport Wealth LLC | New Position | +1.5M | +$30.1B |
| UPTICK PARTNERS, LLC | New Position | +889K | +$18.0B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +450K | +$9.0B |
| Copia Wealth Management | New Position | +399K | +$8.1B |
| Grantvest Financial Group LLC | New Position | +236K | +$4.8B |
| Stratos Wealth Advisors, LLC | New Position | +133K | +$2.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +136K | +$2.0B |
| Haven Private, LLC | New Position | +89K | +$1.8B |
| Prostatis Group LLC | New Position | +87K | +$1.8B |
| J.W. COLE ADVISORS, INC. | New Position | +61K | +$1.2B |
| Brookwood Investment Group LLC | New Position | +50K | +$1.0B |
| Authentikos Wealth Advisory, LLC | New Position | +47K | +$959.0M |
| Cannon Advisors, Inc. | New Position | +45K | +$904.0M |
| Ethos Financial Group, LLC | New Position | +42K | +$850.0M |
| Ergawealth Advisors, Inc. | New Position | +40K | +$800.0M |
BUXX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Park Edge Advisors, LLC | Closed Position | -128K | -$2.6B |
| Advyzon Investment Management, LLC | Decreased | -100K | -$2.0B |
| STIFEL FINANCIAL CORP | Decreased | -16K | -$1.3B |
| Strive Asset Management, LLC | Closed Position | -25K | -$1.3B |
| JANE STREET GROUP, LLC | Decreased | -23K | -$832.8M |
| Fiscal Wisdom Wealth Management, LLC | Decreased | -7K | -$682.9M |
| Essex Financial Services, Inc. | Decreased | -3K | -$461.6M |
| Newbridge Financial Services Group, Inc. | Closed Position | -20K | -$410.5M |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -2K | -$380.2M |
| TCP Asset Management, LLC | Decreased | -18K | -$375.3M |
| MAI Capital Management | Closed Position | -5K | -$101.4M |
| Compound Planning, Inc. | Decreased | -3K | -$53.9M |
| HIGHLINE WEALTH PARTNERS LLC | Closed Position | -2K | -$40.6M |
| WELLS FARGO & COMPANY/MN | Decreased | -357 | -$13.7M |
| ASSETMARK, INC | Closed Position | -76 | -$1.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Rockport Wealth LLC | 1,488,293 | $30.1B | 5.86% | Share |
| 2 | UPTICK PARTNERS, LLC | 877,482 | $17.8B | 3.79% | Share |
| 3 | STIFEL FINANCIAL CORP | 640,568 | $12.0B | 10.79% | Share |
| 4 | JONES FINANCIAL COMPANIES LLLP | 450,442 | $9.0B | 5.49% | Share |
| 5 | Copia Wealth Management | 398,671 | $8.1B | 5.77% | Share |
| 6 | Advyzon Investment Management, LLC | 227,090 | $4.6B | 0.53% | Share |
| 7 | Grantvest Financial Group LLC | 219,590 | $4.4B | 2.85% | Share |
| 8 | OxenFree Capital LLC | 215,952 | $4.4B | 2.30% | Share |
| 9 | Orion Porfolio Solutions, LLC | 207,202 | $4.0B | 29.33% | Share |
| 10 | Stratos Wealth Advisors, LLC | 132,924 | $2.7B | 0.13% | Share |
| 11 | TCP Asset Management, LLC | 127,596 | $2.6B | 0.44% | Share |
| 12 | Farther Finance Advisors, LLC | 116,998 | $2.4B | 25.37% | Share |
| 13 | OSAIC HOLDINGS, INC. | 127,908 | $2.0B | 2.92% | Share |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 135,846 | $2.0B | 2.67% | Share |
| 15 | Haven Private, LLC | 88,681 | $1.8B | 0.78% | Share |
| 16 | Prostatis Group LLC | 87,067 | $1.8B | 0.42% | Share |
| 17 | J.W. COLE ADVISORS, INC. | 60,842 | $1.2B | 0.03% | Share |
| 18 | Brookwood Investment Group LLC | 50,197 | $1.0B | 0.12% | Share |
| 19 | Essex Financial Services, Inc. | 69,257 | $1.0B | 0.06% | Share |
| 20 | Authentikos Wealth Advisory, LLC | 47,418 | $959.0M | 0.63% | Share |
| 21 | Cannon Advisors, Inc. | 44,625 | $904.0M | 0.64% | Share |
| 22 | Ethos Financial Group, LLC | 42,042 | $850.0M | 0.06% | Share |
| 23 | Ergawealth Advisors, Inc. | 39,567 | $800.0M | 0.37% | Share |
| 24 | TCFG WEALTH MANAGEMENT, LLC | 33,850 | $685.0M | 0.27% | Share |
| 25 | Mutual Advisors, LLC | 32,916 | $666.0M | 0.01% | Share |
| 26 | B. Riley Wealth Advisors, Inc. | 32,046 | $648.0M | 0.03% | Share |
| 27 | CLG LLC | 28,118 | $569.0M | 0.14% | Share |
| 28 | Realta Investment Advisors | 23,786 | $481.0M | 0.16% | Share |
| 29 | Independent Wealth Network Inc. | 23,530 | $476.0M | 0.15% | Share |
| 30 | Simplicity Wealth,LLC | 21,500 | $435.0M | 0.03% | Share |
| 31 | Belpointe Asset Management LLC | 19,160 | $387.0M | 0.01% | Share |
| 32 | Compound Planning, Inc. | 18,452 | $373.0M | 0.01% | Share |
| 33 | Grantvest Financial Group LLC | 16,655 | $337.0M | 0.22% | Share |
| 34 | Balboa Wealth Partners | 15,780 | $319.0M | 0.05% | Share |
| 35 | INTEGRITY ALLIANCE, LLC. | 14,519 | $293.0M | 0.01% | Share |
| 36 | GWN SECURITIES INC. | 13,910 | $281.0M | 0.06% | Share |
| 37 | Trilogy Capital Inc. | 12,726 | $257.0M | 0.01% | Share |
| 38 | WMG Financial Advisors, LLC | 12,500 | $253.0M | 0.10% | Share |
| 39 | UPTICK PARTNERS, LLC | 11,597 | $234.0M | 0.05% | Share |
| 40 | Kovack Advisors, Inc. | 18,759 | $217.0M | 0.02% | Share |
| 41 | McIlrath & Eck, LLC | 1,815,141 | $36.7M | 3.41% | Share |
| 42 | UBS Group AG | 765 | $15.0M | 0.00% | Share |
| 43 | Cambridge Investment Research Advisors, Inc. | 316,337 | $6.0M | 0.02% | Share |
| 44 | Summit Financial, LLC | 96,266 | $1.0M | 0.01% | Share |
| 45 | HICKS CAPITAL MANAGEMENT LLC | 46,774 | $946K | 0.95% | Share |
| 46 | Fiscal Wisdom Wealth Management, LLC | 26,174 | $529K | 0.50% | Share |
| 47 | CWM, LLC | 10,130 | $205K | 0.00% | Share |
| 48 | NBC SECURITIES, INC. | 643 | $13K | 0.00% | Share |
| 49 | Kestra Advisory Services, LLC | 3,272 | $0 | 0.00% | Share |
| 50 | MORGAN STANLEY | 289 | $0 | 0.00% | Share |
BUXX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 62 | $123.3B | +31 |
| Q3 2025 | 31 | $47.9B | -21 |
| Q2 2025 | 52 | $111.1B | +4 |
| Q1 2025 | 48 | $88.2B | +16 |
| Q4 2024 | 32 | $346.8B | +12 |
| Q3 2024 | 20 | $444.8B | +2 |
| Q2 2024 | 18 | $18.8B | +5 |
| Q1 2024 | 13 | $762.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold BUXX (Strive Enhanced Income Short Maturity ETF). The largest holder is Rockport Wealth LLC with $30.1B in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.
Frequently Asked Questions
How many hedge funds own BUXX?
As of Q4 2025, 50 institutional investors report holding BUXX (Strive Enhanced Income Short Maturity ETF) in their 13F filings.
Who is the largest institutional holder of BUXX?
The largest institutional holder of BUXX is Rockport Wealth LLC with $30.1B in shares.
Is institutional ownership of BUXX increasing or decreasing?
This quarter, 15 institutions opened new positions in BUXX and 6 closed their positions.