BUXX Institutional Ownership & Shareholders
STRIVE ENHANCED INCOME SHORT (BUXX) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $286.94M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $75.83M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed BUXX value among the investors covered in this analysis. Major shareholders include Rockport Wealth Llc, Mcilrath & Eck, Llc, Uptick Partners, Llc, 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
70
Total Reported Value
$286.94M
Largest Holder
Rockport Wealth Llc
Largest Position
$75.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | $75,829,550 | -$75,012 | -0.10% | |
| Mcilrath & Eck, Llc | 2.73% | 1,821,941 | $36,885,192 | $36,839,647 | -$45,545 | -0.12% | |
| Uptick Partners, Llc | 3.63% | 1,152,858 | $23,333,846 | $23,310,789 | -$23,057 | -0.10% | |
| Stifel Financial Corp | 0.02% | 1,140,711 | $23,087,996 | $23,065,176 | -$22,820 | -0.10% | |
| Jones Financial Companies Lllp | 0.00% | 584,617 | $11,856,028 | $11,820,956 | -$35,072 | -0.30% | |
| Copia Wealth Management | 6.29% | 517,622 | $10,476,669 | $10,466,317 | -$10,352 | -0.10% | |
| Oxenfree Capital Llc | 3.60% | 413,086 | $8,323,676 | $8,352,599 | +$28,923 | +0.35% | |
| Mml Investors Services, Llc | 0.02% | 380,302 | $7,697,314 | $7,689,706 | -$7,608 | -0.10% | |
| Farther Finance Advisors, Llc | 0.05% | 370,051 | $7,460,232 | $7,482,431 | +$22,199 | +0.30% | |
| Wmg Financial Advisors, Llc | 2.31% | 302,685 | $6,126,344 | $6,120,291 | -$6,053 | -0.10% | |
| Grantvest Financial Group Llc | 2.70% | 232,591 | $4,689,022 | $4,702,990 | +$13,968 | +0.30% | |
| Haven Private, Llc | 1.84% | 231,624 | $4,669,548 | $4,683,437 | +$13,889 | +0.30% | |
| Tcfg Wealth Management, Llc | 1.60% | 211,159 | $4,274,914 | $4,269,635 | -$5,279 | -0.12% | |
| Osaic Holdings, Inc. | 0.00% | 179,985 | $3,643,861 | $3,639,297 | -$4,564 | -0.13% | |
| Convergence Financial, Llc | 0.43% | 154,017 | $3,104,983 | $3,114,224 | +$9,241 | +0.30% | |
| Hobbs Group Advisors, Llc | 0.79% | 149,229 | $3,020,402 | $3,017,410 | -$2,992 | -0.10% | |
| Nwam Llc | 0.14% | 141,275 | $2,859,412 | $2,856,581 | -$2,832 | -0.10% | |
| Tidal Investments Llc | 0.01% | 138,724 | $2,807,774 | $2,804,999 | -$2,775 | -0.10% | |
| Pfg Advisors | 0.14% | 134,029 | $2,702,024 | $2,710,066 | +$8,042 | +0.30% | |
| Integrated Advisors Network Llc | 0.12% | 128,992 | $2,600,474 | $2,608,218 | +$7,744 | +0.30% | |
| Envestnet Asset Management Inc | 0.00% | 124,760 | $2,525,133 | $2,522,647 | -$2,486 | -0.10% | |
| Advyzon Investment Management, Llc | 0.18% | 123,440 | $2,498,426 | $2,495,957 | -$2,469 | -0.10% | |
| J.W. Cole Advisors, Inc. | 0.04% | 113,401 | $2,295,233 | $2,292,968 | -$2,265 | -0.10% | |
| Tcp Asset Management, Llc | 0.24% | 105,018 | $2,115,071 | $2,123,464 | +$8,393 | +0.40% | |
| Foundations Investment Advisors, Llc | 0.02% | 104,020 | $2,105,365 | $2,103,284 | -$2,081 | -0.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 94,255 | $1,900,180 | $1,905,836 | +$5,656 | +0.30% | |
| Newedge Advisors, Llc | 0.01% | 91,735 | $1,856,717 | $1,854,882 | -$1,835 | -0.10% | |
| B. Riley Wealth Advisors, Inc. | 0.07% | 89,774 | $1,809,851 | $1,815,230 | +$5,379 | +0.30% | |
| Prostatis Group Llc | 0.39% | 83,695 | $1,693,991 | $1,692,313 | -$1,678 | -0.10% | |
| Ergawealth Advisors, Inc. | 0.65% | 81,268 | $1,638,369 | $1,643,239 | +$4,870 | +0.30% | |
| Essex Financial Services, Inc. | 0.08% | 80,126 | $1,621,756 | $1,620,148 | -$1,608 | -0.10% | |
| Thryve Wealth Management Llc | 0.84% | 74,832 | $1,508,621 | $1,513,103 | +$4,482 | +0.30% | |
| Ethos Financial Group, Llc | 0.08% | 59,981 | $1,214,022 | $1,212,816 | -$1,206 | -0.10% | |
| Allworth Financial Lp | 0.00% | 50,231 | $1,016,668 | $1,015,671 | -$997 | -0.10% | |
| Ascent Advisors, Llc | 1.16% | 49,814 | $1,005,745 | $1,007,239 | +$1,494 | +0.15% | |
| Synergy Asset Management, Llc | 0.09% | 48,660 | $984,878 | $983,905 | -$973 | -0.10% | |
| Fiscal Wisdom Wealth Management, Llc | 1.16% | 48,572 | $979,208 | $982,126 | +$2,918 | +0.30% | |
| Summit Financial, Llc | 0.01% | 44,051 | $891,583 | $890,711 | -$872 | -0.10% | |
| Persium Advisors, Llc | 0.47% | 44,150 | $890,064 | $892,713 | +$2,649 | +0.30% | |
| Brookwood Investment Group Llc | 0.10% | 41,870 | $847,459 | $846,611 | -$848 | -0.10% | |
| Authentikos Wealth Advisory, Llc | 0.47% | 36,550 | $739,778 | $739,041 | -$737 | -0.10% | |
| Stratos Wealth Advisors, Llc | 0.04% | 34,685 | $702,033 | $701,331 | -$702 | -0.10% | |
| Meridian Wealth Management, Llc | 0.02% | 34,196 | $692,127 | $691,443 | -$684 | -0.10% | |
| Private Trust Co Na | 0.05% | 33,144 | $668,183 | $670,172 | +$1,989 | +0.30% | |
| Simplicity Wealth,Llc | 0.02% | 27,176 | $547,868 | $549,499 | +$1,631 | +0.30% | |
| Hicks Capital Management Llc | 0.42% | 25,317 | $512,416 | $511,910 | -$506 | -0.10% | |
| Independent Wealth Network Inc. | 0.12% | 23,800 | $479,818 | $481,236 | +$1,418 | +0.30% | |
| Citadel Advisors Llc | 0.00% | 21,793 | $441,090 | $440,654 | -$436 | -0.10% | |
| Kovack Advisors, Inc. | 0.02% | 20,989 | $424,116 | $424,398 | +$282 | +0.07% | |
| Flow Traders U.S. Llc | 0.02% | 20,787 | $421,000 | $420,313 | -$687 | -0.16% |
Frequently asked questions about BUXX
Who are the largest institutional holders of BUXX?
The largest institutional holders of BUXX reported in the latest SEC Form 13F filings include Rockport Wealth Llc, Mcilrath & Eck, Llc, Uptick Partners, Llc, Stifel Financial Corp, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported BUXX position.
What is BUXX institutional ownership?
This page tracks BUXX positions reported by institutional investment managers through SEC Form 13F. STRIVE ENHANCED INCOME SHORT (BUXX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUXX?
InsiderSet currently tracks 70 institutional managers reporting BUXX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BUXX shareholders.
How much BUXX stock do institutions own?
Institutional investment managers disclosed approximately $286.94M in BUXX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUXX institutional ownership last updated?
The latest BUXX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BUXX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BUXX position after the reporting date.
Are institutions buying or selling BUXX?
Institutional buying and selling can be analyzed by comparing BUXX positions across consecutive 13F reporting periods. InsiderSet's BUXX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUXX ownership changes.
How has BUXX institutional ownership changed over time?
InsiderSet tracks BUXX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.