Who owns BUXX?
Strive Enhanced Income Short Maturity ETF · Strive
67 institutions reported holding BUXX, worth $244.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BUXX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Rockport Wealth LLC | Fairview Park, OH | $75.9M | 3,750,225 | +65,660 shares |
| Uptick Partners, LLC | Nacogdoches, TX | $23.3M | 1,152,858 | +101,750 shares |
| Stifel Financial Corp. | St. Louis, MO | $23.1M | 1,140,711 | −133,540 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $11.9M | 584,617 | +75,312 shares |
| Copia Wealth Management | Bend, OR | $10.5M | 517,622 | +42,054 shares |
| OxenFree Capital LLC | Melbourne, FL | $8.1M | 401,157 | +169,835 shares |
| MML Investors Services, LLC | Springfield, MA | $7.7M | 380,302 | +223,309 shares |
| WMG Financial Advisors, LLC | Knoxville, TN | $6.1M | 302,685 | +147,475 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.2M | 254,668 | −47,326 shares |
| Grantvest Financial Group LLC | Matawan, NJ | $4.8M | 237,766 | +493 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BUXX?
67 institutional managers reported holding BUXX in Form 13F filings for June 30, 2026, worth $244.3M in total. The largest reported position was held by Rockport Wealth LLC, at $75.9M.
Did institutions buy or sell BUXX last quarter?
Reported 13F value rose 5.1% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BUXX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.