STRIVE ENHANCED INCOME SHORT (BUXX) Institutional Shareholders
STRIVE ENHANCED INCOME SHORT (BUXX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $272.80M in BUXX holdings during the latest filing period.
Rockport Wealth Llc is currently the largest disclosed institutional shareholder of BUXX tracked by InsiderSet, reporting ownership valued at approximately $75.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $75.79M, representing an estimated loss of -0.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed BUXX value among the investors covered in this analysis. Major shareholders include Rockport Wealth Llc, Mcilrath & Eck, Llc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in STRIVE ENHANCED INCOME SHORT (BUXX).
This page ranks the largest institutional BUXX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$272.80M
Largest Holder
Rockport Wealth Llc
Largest Position
$75.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockport Wealth Llc | 12.75% | 3,750,225 | $75,904,561 | $75,792,047 | -$112,514 | -0.15% | |
| Mcilrath & Eck, Llc | 2.73% | 1,821,941 | $36,885,192 | $36,821,428 | -$63,764 | -0.17% | |
| Stifel Financial Corp | 0.02% | 1,274,251 | $25,797,203 | $25,752,613 | -$44,590 | -0.17% | |
| Uptick Partners, Llc | 4.24% | 1,051,108 | $21,279,683 | $21,242,893 | -$36,790 | -0.17% | |
| Jones Financial Companies Lllp | 0.00% | 509,305 | $10,338,892 | $10,293,054 | -$45,838 | -0.44% | |
| Copia Wealth Management | 6.62% | 475,568 | $9,627,875 | $9,611,229 | -$16,646 | -0.17% | |
| Oxenfree Capital Llc | 3.72% | 401,157 | $8,107,389 | $8,107,383 | -$6 | -0.00% | |
| Orion Porfolio Solutions, Llc | 0.05% | 318,427 | $6,446,548 | $6,435,410 | -$11,138 | -0.17% | |
| Wmg Financial Advisors, Llc | 2.31% | 302,685 | $6,126,344 | $6,117,264 | -$9,080 | -0.15% | |
| Grantvest Financial Group Llc | 3.11% | 237,273 | $4,803,575 | $4,795,287 | -$8,288 | -0.17% | |
| Tcfg Wealth Management, Llc | 1.60% | 211,159 | $4,274,914 | $4,267,523 | -$7,391 | -0.17% | |
| Haven Private, Llc | 1.56% | 202,803 | $4,104,730 | $4,098,649 | -$6,081 | -0.15% | |
| Farther Finance Advisors, Llc | 0.03% | 196,132 | $3,969,718 | $3,963,828 | -$5,890 | -0.15% | |
| Envestnet Asset Management Inc | 0.00% | 189,651 | $3,839,490 | $3,832,847 | -$6,643 | -0.17% | |
| Advyzon Investment Management, Llc | 0.30% | 163,874 | $3,317,629 | $3,311,894 | -$5,735 | -0.17% | |
| Mml Investors Services, Llc | 0.01% | 156,993 | $3,178,329 | $3,172,829 | -$5,500 | -0.17% | |
| Nwam Llc | 0.14% | 141,275 | $2,859,412 | $2,855,168 | -$4,244 | -0.15% | |
| Osaic Holdings, Inc. | 0.00% | 132,079 | $2,675,180 | $2,669,317 | -$5,863 | -0.22% | |
| Tidal Investments Llc | 0.01% | 115,081 | $2,329,815 | $2,325,787 | -$4,028 | -0.17% | |
| J.W. Cole Advisors, Inc. | 0.04% | 113,401 | $2,295,233 | $2,291,834 | -$3,399 | -0.15% | |
| Tcp Asset Management, Llc | 0.25% | 109,249 | $2,211,195 | $2,207,922 | -$3,273 | -0.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 94,903 | $1,920,840 | $1,917,990 | -$2,850 | -0.15% | |
| Integrated Advisors Network Llc | 0.09% | 89,004 | $1,801,890 | $1,798,771 | -$3,119 | -0.17% | |
| B. Riley Wealth Advisors, Inc. | 0.10% | 88,727 | $1,794,058 | $1,793,173 | -$885 | -0.05% | |
| Prostatis Group Llc | 0.45% | 87,209 | $1,765,538 | $1,762,494 | -$3,044 | -0.17% | |
| Ergawealth Advisors, Inc. | 0.74% | 83,097 | $1,682,301 | $1,679,390 | -$2,911 | -0.17% | |
| Hightower Advisors, Llc | 0.00% | 82,839 | $1,677,071 | $1,674,176 | -$2,895 | -0.17% | |
| Essex Financial Services, Inc. | 0.09% | 76,692 | $1,552,624 | $1,549,945 | -$2,679 | -0.17% | |
| Thryve Wealth Management Llc | 0.97% | 71,658 | $1,450,716 | $1,448,208 | -$2,508 | -0.17% | |
| Primoris Wealth Advisors, Llc | 0.58% | 63,301 | $1,281,215 | $1,279,313 | -$1,902 | -0.15% | |
| Fiscal Wisdom Wealth Management, Llc | 0.93% | 54,091 | $1,094,805 | $1,093,179 | -$1,626 | -0.15% | |
| Realta Investment Advisors | 0.34% | 53,951 | $1,091,958 | $1,090,350 | -$1,608 | -0.15% | |
| Synergy Asset Management, Llc | 0.09% | 48,660 | $984,878 | $983,419 | -$1,459 | -0.15% | |
| Ethos Financial Group, Llc | 0.07% | 45,710 | $924,933 | $923,799 | -$1,134 | -0.12% | |
| Ascent Advisors, Llc | 1.65% | 44,333 | $897,522 | $895,970 | -$1,552 | -0.17% | |
| Tcfg Investment Advisors, Llc | 0.29% | 42,734 | $864,945 | $863,654 | -$1,291 | -0.15% | |
| Brookwood Investment Group Llc | 0.10% | 41,870 | $847,459 | $846,193 | -$1,266 | -0.15% | |
| Authentikos Wealth Advisory, Llc | 0.56% | 40,739 | $824,761 | $823,335 | -$1,426 | -0.17% | |
| Summit Financial, Llc | 0.01% | 36,546 | $739,873 | $738,595 | -$1,278 | -0.17% | |
| Stratos Wealth Advisors, Llc | 0.04% | 35,967 | $728,168 | $726,893 | -$1,275 | -0.18% | |
| Citadel Advisors Llc | 0.00% | 35,316 | $714,972 | $713,736 | -$1,236 | -0.17% | |
| Bank Of Montreal | 0.00% | 34,014 | $688,613 | $687,423 | -$1,190 | -0.17% | |
| Hicks Capital Management Llc | 0.42% | 25,317 | $512,416 | $511,657 | -$759 | -0.15% | |
| Clg Llc | 0.11% | 25,125 | $508,532 | $507,776 | -$756 | -0.15% | |
| Simplicity Wealth,Llc | 0.03% | 24,700 | $500,052 | $499,187 | -$865 | -0.17% | |
| Independent Wealth Network Inc. | 0.12% | 23,501 | $475,660 | $474,955 | -$705 | -0.15% | |
| Kovack Advisors, Inc. | 0.02% | 20,989 | $424,116 | $424,188 | +$72 | +0.02% | |
| Compound Planning, Inc. | 0.01% | 19,242 | $389,554 | $388,881 | -$673 | -0.17% | |
| Estate Planners Group, Llc | 0.16% | 16,371 | $331,438 | $330,858 | -$580 | -0.18% | |
| Captrust Financial Advisors | 0.00% | 16,346 | $330,925 | $330,353 | -$572 | -0.17% |
Frequently asked questions about BUXX
Who owns the most BUXX stock?
The largest holders of BUXX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STRIVE ENHANCED INCOME SHORT (BUXX).
Is BUXX widely held by superinvestors?
Many widely followed stocks like BUXX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BUXX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.