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Disclosery

BUXX EA SERIES TRUST

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ETF (fund)

66 managers (67 13F filers) reported a position in BUXX shares at 2026-03-31, 13,608,981 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
66
13F filers
67
New
10
Added
37
Reduced
17
Sold out
8
Shares held by filers
13,608,981

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rockport Wealth LLC3,684,565$74.6M13.58%+2,196,27213F-HRTimeline
McIlrath & Eck, LLC1,821,941$36.9M2.73%+6,80013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,274,251$25.8M0.02%+633,68313F-HRTimelineGroup
UPTICK PARTNERS, LLC1,051,108$21.3M4.24%+162,02913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP509,305$10.3M<0.01%+58,86313F-HRTimelineGroup
Copia Wealth Management475,568$9.63M6.62%+76,89713F-HRTimeline
Farther Finance Advisors, LLC443,453$8.97M0.08%+326,45513F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding422,318$8.55M+388,468Timeline
Orion Porfolio Solutions, LLC318,427$6.45M0.05%+111,22513F-HRTimeline
Cambridge Investment Research Advisors,…301,994$6.11M0.02%-14,34313F-HRTimeline
Grantvest Financial Group LLC237,273$4.8M3.11%+1,02813F-HRTimeline
OxenFree Capital LLC231,322$4.68M2.27%+15,37013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC189,651$3.84M<0.01%+166,77713F-HRTimelineGroup
Advyzon Investment Management, LLC163,874$3.32M0.3%-63,21613F-HRTimeline
MML INVESTORS SERVICES, LLC156,993$3.18M0.01%+118,86213F-HRTimeline
WMG Financial Advisors, LLC155,210$3.14M1.31%+142,71013F-HRTimeline
Haven Private, LLC134,170$2.72M1.18%+45,48913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.132,079$2.68M<0.01%+4,17113F-HRTimelineGroup
TCP Asset Management, LLC122,956$2.49M0.32%-4,64013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC115,081$2.33M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC97,503$1.97M0.01%+50,81813F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC91,292$1.85M<0.01%-44,55413F-HRTimeline
Integrated Advisors Network LLC89,004$1.8M0.09%+39,99113F-HRTimeline
Prostatis Group LLC87,209$1.77M0.45%+14213F-HRTimeline
Ergawealth Advisors, Inc.83,097$1.68M0.74%+43,53013F-HRTimeline
HighTower Advisors, LLC82,839$1.68M<0.01%+65,31813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.76,692$1.55M0.09%+7,43513F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC71,658$1.45M0.97%-6,40813F-HRTimeline
J.W. COLE ADVISORS, INC.67,653$1.37M0.05%+6,81113F-HRTimeline
B. Riley Wealth Advisors, Inc.60,696$1.23M0.08%+28,65013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC60,528$1.23M1.18%+34,35413F-HRTimeline
Atria Investments, Inc51,240$1.04M0.01%+26,42813F-HRTimeline
Realta Investment Advisors49,155$995K0.35%+25,36913F-HRTimeline
Ethos Financial Group, LLC45,710$925K0.07%+3,66813F-HRTimeline
Ascent Advisors, LLC44,333$898K1.65%new13F-HRTimeline
Authentikos Wealth Advisory, LLC40,739$825K0.56%-6,67913F-HRTimeline
Kovack Advisors, Inc.39,566$801K0.04%+20,80713F-HRTimeline
Summit Financial, LLC36,546$740K0.01%-59,72013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.35,967$728K0.04%-96,95713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,316$715K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,014$689K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC31,398$636K0.08%-18,79913F-HRTimeline
Independent Wealth Network Inc.30,571$619K0.18%+7,04113F-HRTimeline
CLG LLC27,755$562K0.14%-36313F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC26,877$544K0.54%-19,89713F-HRTimeline
Belpointe Asset Management LLC26,024$527K0.02%+6,86413F-HRTimeline
Cannon Advisors, Inc.25,035$507K0.38%-19,59013F-HRTimeline
Simplicity Wealth,LLC24,700$500K0.03%+3,20013F-HRTimeline
Compound Planning, Inc.19,242$390K0.01%+79013F-HRTimeline
Estate Planners Group, LLC16,371$331K0.16%-12513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,346$331K<0.01%013F-HRTimeline
Balboa Wealth Partners15,905$322K0.05%+12513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC15,700$318K0.08%new13F-HRTimeline
Trilogy Capital Inc.14,926$302K0.01%+2,20013F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,609$296K0.01%+9013F-HRTimeline
GWN SECURITIES INC.14,079$285K0.05%+16913F-HRTimeline
Mutual Advisors, LLC12,240$248K0.01%-20,67613F-HRTimeline
Fisher Asset Management, LLC12,059$244K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…10,599$215K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,517$213K<0.01%-7,25313F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC10,250$208K0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC5,500$111K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,694$74.8K<0.01%-6,43613F-HRTimelineGroup
IFP Advisors, Inc1,580$32K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.419$8.48K<0.01%-22413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY289$5.85K<0.01%013F-HRTimelineGroup