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Disclosery

BUXX EA SERIES TRUST

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ETF (fund)

59 managers (59 13F filers) reported a position in BUXX shares at 2025-06-30, 8,284,066 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
59
13F filers
59
New
14
Added
28
Reduced
11
Sold out
3
Shares held by filers
8,284,066

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
McIlrath & Eck, LLC1,841,993$37.4M4.27%-37,07213F-HRTimeline
TCP Asset Management, LLC1,034,792$21M4.17%+152,15713F-HRTimeline
UPTICK PARTNERS, LLC987,926$20.1M5.75%+172,04713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP865,491$17.6M0.02%+484,01313F-HRTimelineGroup
Copia Wealth Management329,106$6.69M5.64%+65,57113F-HRTimeline
Advyzon Investment Management, LLC317,370$6.45M1.43%+20,06613F-HRTimeline
Cambridge Investment Research Advisors,…256,970$5.22M0.02%+91,19213F-HRTimeline
Mutual Advisors, LLC246,128$5.02M0.13%+53,44513F-HRTimeline
Grantvest Financial Group LLC246,036$5M3.71%+59,25913F-HRTimeline
OxenFree Capital LLC238,459$4.85M2.98%+23,81013F-HRTimeline
Orion Porfolio Solutions, LLC189,262$3.85M0.03%+103,53613F-HR/ATimeline
Park Edge Advisors, LLC160,179$3.25M0.83%-9,24913F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC142,378$2.89M0.04%-36,12413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC129,743$2.64M<0.01%new13F-HRTimeline
L.M. KOHN & COMPANY99,649$2.02M0.55%+45,16013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,981$1.81M<0.01%new13F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.81,324$1.65M0.09%+9,07213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75,872$1.54M<0.01%+48,91713F-HRTimelineGroup
Prostatis Group LLC75,652$1.54M0.44%+10,20113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.60,088$1.22M0.08%+44,03413F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC57,454$1.17M1.85%+13,09513F-HRTimeline
Strive Asset Management, LLC55,192$1.12M0.67%+37,04213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,157$1.1M<0.01%+27,27213F-HR/ATimelineGroup
Authentikos Wealth Advisory, LLC52,566$1.07M0.74%+28,67713F-HR/ATimeline
J.W. COLE ADVISORS, INC.47,012$955K0.02%new13F-HRTimeline
Cannon Advisors, Inc.44,802$910K0.73%+35313F-HRTimeline
Integrated Advisors Network LLC43,132$876K0.04%+2,86813F-HRTimeline
CLG LLC36,819$748K0.23%-1,53713F-HRTimeline
NewEdge Advisors, LLC33,422$679K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC31,248$635K<0.01%+6,21413F-HRTimeline
WT Wealth Management30,449$619K0.18%-5,58013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,141$612K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,519$519K<0.01%-34,61613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC25,100$510K0.01%new13F-HRTimeline
WMG Financial Advisors, LLC23,500$478K0.18%-1,50013F-HRTimeline
Atria Wealth Solutions, Inc.23,500$478K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,312$392K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC18,848$383K0.02%+96413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,746$381K<0.01%013F-HRTimeline
World Investment Advisors17,971$365K0.01%-5,47913F-HRTimeline
HighTower Advisors, LLC15,450$314K<0.01%-5,60013F-HRTimeline
Balboa Wealth Partners14,985$304K0.06%+48513F-HRTimeline
GWN SECURITIES INC.14,274$290K0.05%-3,37913F-HRTimeline
OneDigital Investment Advisors LLC13,227$269K<0.01%+3,37713F-HRTimeline
Realta Investment Advisors13,175$268K0.11%+2,68013F-HRTimeline
Trilogy Capital Inc.12,642$257K0.01%+2413F-HRTimeline
Rockport Wealth LLC11,025$224K0.05%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,625$175K0.01%new13F-HRTimeline
HOWE & RUSLING INC5,500$112K0.01%013F-HRTimeline
MAI Capital Management5,000$102K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,993$101K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,552$72K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,314$67.6K0.04%+2,26213F-HRTimeline
Allworth Financial LP691$14K<0.01%-49013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN676$13.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY289$5.87K<0.01%013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC268$5.45K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC91$1.85K<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.