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Disclosery

BUXX EA SERIES TRUST

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ETF (fund)

64 managers (64 13F filers) reported a position in BUXX shares at 2025-12-31, 8,992,826 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
64
13F filers
64
New
12
Added
26
Reduced
18
Sold out
7
Shares held by filers
8,992,826

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,815,141$36.7M3.41%-36,59713F-HRTimeline
Rockport Wealth LLC1,488,293$30.1M5.86%+312,67313F-HRTimeline
UPTICK PARTNERS, LLC889,079$18M3.84%-47,84113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP640,568$13M0.01%-15,75513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP450,442$9.12M0.01%+276,82913F-HRTimelineGroup
Copia Wealth Management398,671$8.07M5.77%+41,66013F-HRTimeline
Cambridge Investment Research Advisors,…316,337$6.4M0.02%-17,86113F-HRTimeline
Grantvest Financial Group LLC236,245$4.78M3.06%-3,33113F-HRTimeline
Advyzon Investment Management, LLC227,090$4.6M0.53%-100,37513F-HRTimeline
OxenFree Capital LLC215,952$4.37M2.3%+10,06813F-HRTimeline
Orion Porfolio Solutions, LLC207,202$4.19M0.03%+21,10713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC135,846$2.75M<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.132,924$2.69M0.13%+21,90613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,908$2.59M<0.01%+8,50313F-HRTimelineGroup
TCP Asset Management, LLC127,596$2.58M0.44%-18,22513F-HRTimeline
Farther Finance Advisors, LLC116,998$2.37M0.03%+37,23213F-HRTimeline
Summit Financial, LLC96,266$1.95M0.03%new13F-HRTimeline
Haven Private, LLC88,681$1.79M0.79%new13F-HRTimeline
Prostatis Group LLC87,067$1.76M0.42%+19,17413F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC78,066$1.58M0.78%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.69,257$1.4M0.08%-2,81613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.60,842$1.23M0.03%+2,01613F-HRTimeline
Brookwood Investment Group LLC50,197$1.02M0.12%new13F-HRTimeline
Integrated Advisors Network LLC49,013$992K0.04%+4,82413F-HRTimeline
Authentikos Wealth Advisory, LLC47,418$960K0.63%-4,25613F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC46,774$947K0.95%new13F-HRTimeline
NewEdge Advisors, LLC46,685$945K<0.01%+2,10413F-HRTimeline
Cannon Advisors, Inc.44,625$905K0.64%+3,23913F-HRTimeline
Ethos Financial Group, LLC42,042$851K0.06%+25,97113F-HRTimeline
Ergawealth Advisors, Inc.39,567$801K0.37%+1,48113F-HRTimeline
MML INVESTORS SERVICES, LLC38,131$772K<0.01%+8,05913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC33,850$685K0.27%new13F-HRTimelineGroup
Mutual Advisors, LLC32,916$666K0.01%+2,30813F-HRTimeline
B. Riley Wealth Advisors, Inc.32,046$649K0.03%+8,88613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth30,000$608K<0.01%013F-HRTimelineGroup
CLG LLC28,118$569K0.14%+32613F-HRTimeline
SPWM Advisors LLC26,673$540K0.52%13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC26,174$530K0.5%-7,44313F-HRTimeline
Atria Investments, Inc24,812$502K0.01%new13F-HRTimeline
LPL Financial LLC24,752$501K<0.01%013F-HRTimeline
Realta Investment Advisors23,786$481K0.16%+9,61113F-HRTimeline
Independent Wealth Network Inc.23,530$476K0.15%+2,06913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,874$463K<0.01%-5,24813F-HRTimelineGroup
Simplicity Wealth,LLC21,500$435K0.03%013F-HRTimeline
Belpointe Asset Management LLC19,160$388K0.01%+1,18313F-HRTimeline
Kovack Advisors, Inc.18,759$380K0.02%new13F-HR/ATimeline
Compound Planning, Inc.18,452$373K0.01%-2,59813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,770$360K<0.01%-23,29713F-HRTimelineGroup
HighTower Advisors, LLC17,521$355K<0.01%+5,18113F-HRTimeline
CENTAURUS FINANCIAL, INC.16,725$339K0.02%-1,17513F-HRTimeline
Estate Planners Group, LLC16,496$334K0.14%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,346$331K<0.01%-2,40013F-HRTimeline
Balboa Wealth Partners15,780$319K0.05%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,519$294K0.01%new13F-HRTimeline
GWN SECURITIES INC.13,910$282K0.06%+15913F-HRTimeline
Trilogy Capital Inc.12,726$258K0.01%+6013F-HRTimeline
WMG Financial Advisors, LLC12,500$253K0.1%-10,00013F-HRTimeline
CWM, LLCin group CWM, LLC10,130$205K<0.01%+2,32913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,790$97K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,272$66.2K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG765$15.5K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.643$13K<0.01%-19713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN319$6.46K<0.01%-35713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY289$5.85K<0.01%013F-HR/ATimelineGroup