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Disclosery

BUXX EA SERIES TRUST

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ETF (fund)

40 managers (40 13F filers) reported a position in BUXX shares at 2024-12-31, 5,572,516 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
40
New
12
Added
15
Reduced
5
Sold out
5
Shares held by filers
5,572,516

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
McIlrath & Eck, LLC1,844,142$37.4M4.77%+28,34613F-HRTimeline
TCP Asset Management, LLC846,449$17.2M3.79%+58,14813F-HRTimeline
UPTICK PARTNERS, LLC568,608$11.5M4.18%+288,73613F-HRTimeline
Copia Wealth Management232,809$4.72M4.49%13F-HRTimeline
Advyzon Investment Management, LLC222,811$4.52M1.74%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP215,186$4.36M<0.01%+177,87813F-HRTimelineGroup
OxenFree Capital LLC208,933$4.24M3.18%+6,29913F-HRTimeline
Park Edge Advisors, LLC171,748$3.48M1.01%-7,01713F-HRTimeline
Mutual Advisors, LLC171,397$3.48M0.1%+130,62213F-HRTimeline
Grantvest Financial Group LLC154,933$3.14M3.51%13F-HRTimeline
L.M. KOHN & COMPANY150,173$3.05M0.79%new13F-HRTimeline
CLG LLC146,221$2.97M1.06%13F-HRTimeline
Cambridge Investment Research Advisors,…109,944$2.23M0.01%+25,51613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.82,634$1.68M0.08%+12,58713F-HRTimelineGroup
Prostatis Group LLC68,852$1.4M0.41%new13F-HRTimeline
World Investment Advisors36,551$741K0.02%new13F-HRTimeline
WT Wealth Management34,268$695K0.22%+8,77413F-HRTimeline
PFG Advisors30,100$610K0.04%-7,91413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,118$570K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,847$504K<0.01%+7,82513F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC23,611$479K<0.01%+1,38113F-HRTimeline
HighTower Advisors, LLC21,633$439K<0.01%new13F-HRTimeline
Cannon Advisors, Inc.20,180$409K0.35%new13F-HRTimeline
WMG Financial Advisors, LLC18,500$375K0.16%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,549$315K0.02%-1,07213F-HRTimelineGroup
Atria Wealth Solutions, Inc.15,000$304K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC14,740$299K<0.01%+96413F-HRTimeline
Orion Portfolio Solutions, LLC14,740$299K<0.01%+96413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,235$289K<0.01%+3,93513F-HRTimeline
Trilogy Capital Inc.12,686$257K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,554$255K<0.01%-8,20713F-HRTimelineGroup
Belpointe Asset Management LLC12,326$250K0.02%-3,11113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,940$242K<0.01%013F-HRTimelineGroup
Authentikos Wealth Advisory, LLC11,437$232K0.23%+7,38913F-HRTimeline
CWM, LLCin group CWM, LLC3,552$72K<0.01%013F-HRTimelineGroup
Allworth Financial LP493$10K<0.01%new13F-HRTimeline
COMERICA BANK326$6.61K<0.01%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY289$5.86K<0.01%013F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$20<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.