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Disclosery

BUXX EA SERIES TRUST

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ETF (fund)

49 managers (49 13F filers) reported a position in BUXX shares at 2025-03-31, 6,630,739 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
49
13F filers
49
New
13
Added
23
Reduced
9
Sold out
5
Shares held by filers
6,630,739

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,879,065$38.2M4.69%+34,92313F-HRTimeline
TCP Asset Management, LLC882,635$17.9M4.01%+36,18613F-HRTimeline
UPTICK PARTNERS, LLC815,879$16.6M5.61%+247,27113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP381,478$7.75M0.01%+166,29213F-HRTimelineGroup
Advyzon Investment Management, LLC297,304$6.04M2.13%+74,49313F-HRTimeline
Copia Wealth Management263,535$5.35M4.95%+30,72613F-HRTimeline
OxenFree Capital LLC214,649$4.37M3.32%+5,71613F-HRTimeline
Mutual Advisors, LLC192,683$3.93M0.11%+21,28613F-HRTimeline
Grantvest Financial Group LLC186,777$3.79M3.08%+31,84413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC178,502$3.63M0.06%new13F-HRTimelineGroup
Park Edge Advisors, LLC169,428$3.44M0.96%-2,32013F-HRTimeline
Cambridge Investment Research Advisors,…165,778$3.37M0.01%+55,83413F-HRTimeline
Orion Porfolio Solutions, LLC85,726$1.74M0.02%+70,98613F-HRTimeline
Orion Portfolio Solutions, LLC85,726$1.74M0.02%+70,98613F-HR/ATimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.72,252$1.47M0.08%-10,38213F-HRTimelineGroup
Prostatis Group LLC65,451$1.33M0.42%-3,40113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,135$1.22M<0.01%new13F-HRTimelineGroup
L.M. KOHN & COMPANY54,489$1.11M0.29%-95,68413F-HRTimeline
Cannon Advisors, Inc.44,449$903K0.83%+24,26913F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC44,359$901K1.19%13F-HRTimeline
Integrated Advisors Network LLC40,264$818K0.04%new13F-HRTimeline
CLG LLC38,356$779K0.27%-107,86513F-HRTimeline
WT Wealth Management36,029$732K0.24%+1,76113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,955$548K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,885$546K<0.01%+2,03813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,034$508K<0.01%+1,42313F-HRTimeline
WMG Financial Advisors, LLC25,000$508K0.22%+6,50013F-HRTimeline
Authentikos Wealth Advisory, LLC23,889$485K0.38%+12,45213F-HR/ATimeline
Atria Wealth Solutions, Inc.23,500$479K0.01%+8,50013F-HRTimeline
World Investment Advisors23,450$476K0.01%-13,10113F-HRTimeline
PFG Advisors21,428$435K0.02%-8,67213F-HRTimeline
HighTower Advisors, LLC21,050$428K<0.01%-58313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,746$381K<0.01%+4,51113F-HRTimeline
Strive Asset Management, LLC18,150$369K0.26%new13F-HR/ATimeline
Belpointe Asset Management LLC17,884$363K0.02%+5,55813F-HRTimeline
GWN SECURITIES INC.17,653$359K0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,054$326K0.02%+50513F-HRTimelineGroup
Balboa Wealth Partners14,500$294K0.07%new13F-HRTimeline
Trilogy Capital Inc.12,618$256K0.01%-6813F-HRTimeline
Simplicity Wealth,LLC10,900$221K0.02%new13F-HRTimeline
Realta Investment Advisors10,495$213K0.1%new13F-HRTimeline
OneDigital Investment Advisors LLC9,850$200K<0.01%new13F-HRTimeline
HOWE & RUSLING INC5,500$112K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,552$72K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,181$24.1K<0.01%+68813F-HRTimeline
AMERIFLEX GROUP, INC.1,052$21.4K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY289$5.87K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175$3.55K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.