Skip to content
Disclosery

BUXX EA SERIES TRUST

Follow

ETF (fund)

56 managers (56 13F filers) reported a position in BUXX shares at 2025-09-30, 8,060,767 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
56
13F filers
56
New
11
Added
19
Reduced
21
Sold out
13
Shares held by filers
8,060,767

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,851,738$37.6M3.88%+9,74513F-HRTimeline
Rockport Wealth LLC1,175,620$23.8M4.85%+1,164,59513F-HRTimeline
UPTICK PARTNERS, LLC936,920$19M4.99%-51,00613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP656,323$13.3M0.01%-209,16813F-HRTimelineGroup
Copia Wealth Management357,011$7.24M5.38%+27,90513F-HRTimeline
Cambridge Investment Research Advisors,…334,198$6.78M0.02%+77,22813F-HRTimeline
Advyzon Investment Management, LLC327,465$6.64M1.14%+10,09513F-HRTimeline
Grantvest Financial Group LLC239,576$4.86M3.35%-6,46013F-HRTimeline
OxenFree Capital LLC205,884$4.18M2.3%-32,57513F-HRTimeline
Orion Porfolio Solutions, LLC186,095$3.77M0.03%-3,16713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP173,613$3.53M<0.01%+97,74113F-HRTimelineGroup
TCP Asset Management, LLC145,821$2.96M0.53%-888,97113F-HRTimeline
Park Edge Advisors, LLC127,715$2.59M0.6%-32,46413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,405$2.43M<0.01%+65,24813F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.111,018$2.25M0.11%+29,69413F-HRTimelineGroup
Farther Finance Advisors, LLC79,766$1.62M0.02%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.72,073$1.46M0.09%+11,98513F-HRTimelineGroup
Prostatis Group LLC67,893$1.38M0.35%-7,75913F-HRTimeline
Strive Asset Management, LLC64,239$1.3M0.71%+9,04713F-HR/ATimeline
J.W. COLE ADVISORS, INC.58,826$1.19M0.02%+11,81413F-HRTimeline
Authentikos Wealth Advisory, LLC51,674$1.05M0.69%-89213F-HR/ATimeline
NewEdge Advisors, LLC44,581$904K<0.01%+11,15913F-HRTimeline
Integrated Advisors Network LLC44,189$896K0.04%+1,05713F-HRTimeline
Cannon Advisors, Inc.41,386$842K0.57%-3,41613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,067$833K<0.01%-47,91413F-HRTimelineGroup
Ergawealth Advisors, Inc.38,086$772K0.36%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC33,617$683K0.65%13F-HRTimeline
Mutual Advisors, LLC30,608$623K0.01%-215,52013F-HRTimeline
MML INVESTORS SERVICES, LLC30,072$610K<0.01%-1,17613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,000$608K<0.01%-14113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,122$570K<0.01%+8,81013F-HRTimelineGroup
CLG LLC27,792$564K0.15%-9,02713F-HRTimeline
LPL Financial LLC24,752$502K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.23,160$470K0.02%new13F-HRTimeline
WMG Financial Advisors, LLC22,500$456K0.15%-1,00013F-HRTimeline
Simplicity Wealth,LLC21,500$436K0.03%new13F-HRTimeline
Independent Wealth Network Inc.21,461$435K0.14%new13F-HRTimeline
Compound Planning, Inc.21,050$427K0.01%new13F-HRTimeline
NFSG Corp20,241$410K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,746$380K<0.01%013F-HRTimeline
Belpointe Asset Management LLC17,977$365K0.01%-87113F-HRTimeline
CENTAURUS FINANCIAL, INC.17,900$363K0.02%+9,27513F-HRTimeline
WT Wealth Management17,622$357K0.1%-12,82713F-HRTimeline
Ethos Financial Group, LLC16,071$326K0.03%new13F-HRTimeline
Balboa Wealth Partners15,780$320K0.06%+79513F-HRTimeline
Realta Investment Advisors14,175$287K0.1%+1,00013F-HRTimeline
GWN SECURITIES INC.13,751$279K0.06%-52313F-HRTimeline
Trilogy Capital Inc.12,666$257K0.01%+2413F-HRTimeline
HighTower Advisors, LLC12,340$250K<0.01%-3,11013F-HRTimeline
CWM, LLCin group CWM, LLC7,801$158K<0.01%+4,24913F-HRTimelineGroup
MAI Capital Management5,000$101K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$40.6K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.840$17K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN676$13.7K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY289$5.86K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC76$1.54K<0.01%-1513F-HRTimelineGroup