Who Owns Strive Enhanced Income Short Maturity ETF (BUXX)?Hedge Fund & Institutional Holders

$20.27+0.01 (+0.05%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.0123000177600003e+283T

% of Float Held

QoQ Change in Holders

+15 / -6

Price History

$20.23$20.28$20.34$20.39$20.44Jul 24May 25Mar 26

BUXX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rockport Wealth LLCNew Position+1.5M+$30.1B
UPTICK PARTNERS, LLCNew Position+889K+$18.0B
JONES FINANCIAL COMPANIES LLLPNew Position+450K+$9.0B
Copia Wealth ManagementNew Position+399K+$8.1B
Grantvest Financial Group LLCNew Position+236K+$4.8B
Stratos Wealth Advisors, LLCNew Position+133K+$2.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+136K+$2.0B
Haven Private, LLCNew Position+89K+$1.8B
Prostatis Group LLCNew Position+87K+$1.8B
J.W. COLE ADVISORS, INC.New Position+61K+$1.2B
Brookwood Investment Group LLCNew Position+50K+$1.0B
Authentikos Wealth Advisory, LLCNew Position+47K+$959.0M
Cannon Advisors, Inc.New Position+45K+$904.0M
Ethos Financial Group, LLCNew Position+42K+$850.0M
Ergawealth Advisors, Inc.New Position+40K+$800.0M

BUXX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Park Edge Advisors, LLCClosed Position-128K-$2.6B
Advyzon Investment Management, LLCDecreased-100K-$2.0B
STIFEL FINANCIAL CORPDecreased-16K-$1.3B
Strive Asset Management, LLCClosed Position-25K-$1.3B
JANE STREET GROUP, LLCDecreased-23K-$832.8M
Fiscal Wisdom Wealth Management, LLCDecreased-7K-$682.9M
Essex Financial Services, Inc.Decreased-3K-$461.6M
Newbridge Financial Services Group, Inc.Closed Position-20K-$410.5M
CAPTRUST FINANCIAL ADVISORSDecreased-2K-$380.2M
TCP Asset Management, LLCDecreased-18K-$375.3M
MAI Capital ManagementClosed Position-5K-$101.4M
Compound Planning, Inc.Decreased-3K-$53.9M
HIGHLINE WEALTH PARTNERS LLCClosed Position-2K-$40.6M
WELLS FARGO & COMPANY/MNDecreased-357-$13.7M
ASSETMARK, INCClosed Position-76-$1.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Rockport Wealth LLC1,488,293$30.1B5.86%Share
2UPTICK PARTNERS, LLC877,482$17.8B3.79%Share
3STIFEL FINANCIAL CORP640,568$12.0B10.79%Share
4JONES FINANCIAL COMPANIES LLLP450,442$9.0B5.49%Share
5Copia Wealth Management398,671$8.1B5.77%Share
6Advyzon Investment Management, LLC227,090$4.6B0.53%Share
7Grantvest Financial Group LLC219,590$4.4B2.85%Share
8OxenFree Capital LLC215,952$4.4B2.30%Share
9Orion Porfolio Solutions, LLC207,202$4.0B29.33%Share
10Stratos Wealth Advisors, LLC132,924$2.7B0.13%Share
11TCP Asset Management, LLC127,596$2.6B0.44%Share
12Farther Finance Advisors, LLC116,998$2.4B25.37%Share
13OSAIC HOLDINGS, INC.127,908$2.0B2.92%Share
14COMMONWEALTH EQUITY SERVICES, LLC135,846$2.0B2.67%Share
15Haven Private, LLC88,681$1.8B0.78%Share
16Prostatis Group LLC87,067$1.8B0.42%Share
17J.W. COLE ADVISORS, INC.60,842$1.2B0.03%Share
18Brookwood Investment Group LLC50,197$1.0B0.12%Share
19Essex Financial Services, Inc.69,257$1.0B0.06%Share
20Authentikos Wealth Advisory, LLC47,418$959.0M0.63%Share
21Cannon Advisors, Inc.44,625$904.0M0.64%Share
22Ethos Financial Group, LLC42,042$850.0M0.06%Share
23Ergawealth Advisors, Inc.39,567$800.0M0.37%Share
24TCFG WEALTH MANAGEMENT, LLC33,850$685.0M0.27%Share
25Mutual Advisors, LLC32,916$666.0M0.01%Share
26B. Riley Wealth Advisors, Inc.32,046$648.0M0.03%Share
27CLG LLC28,118$569.0M0.14%Share
28Realta Investment Advisors23,786$481.0M0.16%Share
29Independent Wealth Network Inc.23,530$476.0M0.15%Share
30Simplicity Wealth,LLC21,500$435.0M0.03%Share
31Belpointe Asset Management LLC19,160$387.0M0.01%Share
32Compound Planning, Inc.18,452$373.0M0.01%Share
33Grantvest Financial Group LLC16,655$337.0M0.22%Share
34Balboa Wealth Partners15,780$319.0M0.05%Share
35INTEGRITY ALLIANCE, LLC.14,519$293.0M0.01%Share
36GWN SECURITIES INC.13,910$281.0M0.06%Share
37Trilogy Capital Inc.12,726$257.0M0.01%Share
38WMG Financial Advisors, LLC12,500$253.0M0.10%Share
39UPTICK PARTNERS, LLC11,597$234.0M0.05%Share
40Kovack Advisors, Inc.18,759$217.0M0.02%Share
41McIlrath & Eck, LLC1,815,141$36.7M3.41%Share
42UBS Group AG765$15.0M0.00%Share
43Cambridge Investment Research Advisors, Inc.316,337$6.0M0.02%Share
44Summit Financial, LLC96,266$1.0M0.01%Share
45HICKS CAPITAL MANAGEMENT LLC46,774$946K0.95%Share
46Fiscal Wisdom Wealth Management, LLC26,174$529K0.50%Share
47CWM, LLC10,130$205K0.00%Share
48NBC SECURITIES, INC.643$13K0.00%Share
49Kestra Advisory Services, LLC3,272$00.00%Share
50MORGAN STANLEY289$00.00%Share

BUXX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202562$123.3B+31
Q3 202531$47.9B-21
Q2 202552$111.1B+4
Q1 202548$88.2B+16
Q4 202432$346.8B+12
Q3 202420$444.8B+2
Q2 202418$18.8B+5
Q1 202413$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.