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Disclosery

BUXX EA SERIES TRUST

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ETF (fund)

67 managers (67 13F filers) reported a position in BUXX shares at 2026-06-30, 11,940,050 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
67
13F filers
67
New
13
Added
28
Reduced
23
Sold out
10
Shares held by filers
11,940,050

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rockport Wealth LLC3,750,225$75.9M12.75%+65,66013F-HRTimeline
UPTICK PARTNERS, LLC1,152,858$23.3M3.63%+101,75013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,140,711$23.1M0.02%-133,54013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP584,617$11.9M<0.01%+75,31213F-HRTimelineGroup
Copia Wealth Management517,622$10.5M6.29%+42,05413F-HRTimeline
OxenFree Capital LLC401,157$8.11M3.72%+169,83513F-HRTimeline
MML INVESTORS SERVICES, LLC380,302$7.7M0.02%+223,30913F-HRTimeline
WMG Financial Advisors, LLC302,685$6.13M2.31%+147,47513F-HRTimeline
Grantvest Financial Group LLC237,766$4.81M2.79%+49313F-HRTimeline
Haven Private, LLC202,803$4.1M1.56%+68,63313F-HRTimeline
Farther Finance Advisors, LLC196,132$3.97M0.03%-247,32113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.179,985$3.64M<0.01%+47,90613F-HRTimelineGroup
Hobbs Group Advisors, LLC149,229$3.02M0.79%new13F-HRTimeline
NWAM LLC141,275$2.86M0.14%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC138,724$2.81M0.01%+23,64313F-HRTimelineGroup
Cambridge Investment Research Advisors,…127,334$2.58M0.01%-174,66013F-HR/ATimeline
Integrated Advisors Network LLC126,816$2.57M0.12%+37,81213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,760$2.53M<0.01%-64,89113F-HRTimelineGroup
Advyzon Investment Management, LLC123,440$2.5M0.18%-40,43413F-HRTimeline
J.W. COLE ADVISORS, INC.113,401$2.3M0.04%+45,74813F-HRTimeline
TCP Asset Management, LLC109,249$2.21M0.25%-13,70713F-HRTimeline
Foundations Investment Advisors, LLC104,020$2.11M0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,903$1.92M<0.01%+3,61113F-HRTimeline
NewEdge Advisors, LLC91,735$1.86M0.01%-5,76813F-HRTimeline
B. Riley Wealth Advisors, Inc.88,727$1.79M0.1%+28,03113F-HRTimeline
Prostatis Group LLC83,695$1.69M0.39%-3,51413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.80,126$1.62M0.08%+3,43413F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC78,341$1.59M0.89%+6,68313F-HRTimeline
Ergawealth Advisors, Inc.76,761$1.55M0.6%-6,33613F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC63,301$1.28M0.58%new13F-HRTimeline
Ethos Financial Group, LLC59,981$1.21M0.08%+14,27113F-HRTimeline
Fiscal Wisdom Wealth Management, LLC54,091$1.09M0.93%-6,43713F-HRTimeline
Realta Investment Advisors53,951$1.09M0.34%+4,79613F-HRTimeline
Allworth Financial LP50,231$1.02M<0.01%new13F-HRTimeline
Ascent Advisors, LLC49,814$1.01M1.16%+5,48113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC48,660$985K0.09%new13F-HRTimelineGroup
Summit Financial, LLC44,051$892K0.01%+7,50513F-HRTimeline
HighTower Advisors, LLC42,870$868K<0.01%-39,96913F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC42,734$865K0.29%-168,42513F-HRTimelineGroup
Brookwood Investment Group LLC41,870$847K0.1%+10,47213F-HRTimeline
Authentikos Wealth Advisory, LLC36,550$740K0.47%-4,18913F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.34,685$702K0.04%-1,28213F-HRTimelineGroup
Meridian Wealth Management, LLC34,196$692K0.02%new13F-HRTimeline
Convergence Financial, LLC30,111$609K0.05%new13F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC25,317$512K0.42%-1,56013F-HRTimeline
CLG LLC25,125$509K0.11%-2,63013F-HRTimeline
Simplicity Wealth,LLC24,700$500K0.02%013F-HRTimeline
Independent Wealth Network Inc.23,501$476K0.12%-7,07013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,793$441K<0.01%-13,52313F-HRTimelineGroup
Kovack Advisors, Inc.20,989$424K0.02%-18,57713F-HRTimeline
FLOW TRADERS U.S. LLC20,787$421K0.02%new13F-HRTimeline
Compound Planning, Inc.19,164$388K0.01%-7813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,846$381K<0.01%+2,50013F-HRTimeline
Estate Planners Group, LLC16,772$339K0.15%+40113F-HRTimeline
Balboa Wealth Partners16,395$332K0.05%+49013F-HRTimeline
Belpointe Asset Management LLC16,201$328K0.01%-9,82313F-HRTimeline
Trilogy Capital Inc.14,956$303K0.01%+3013F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,609$296K0.01%013F-HRTimeline
GWN SECURITIES INC.14,229$288K0.05%+15013F-HRTimeline
Cannon Advisors, Inc.13,843$280K0.17%-11,19213F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC13,000$263K0.01%+2,75013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,599$215K<0.01%013F-HRTimeline
Corus Family Wealth Advisors9,989$202K0.14%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,700$136K0.03%-9,00013F-HRTimeline
Integrated Wealth Concepts LLC5,440$110K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG500$10.1K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC100$2.02K<0.01%new13F-HRTimeline