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 $279.06M 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 $75.94M, representing an estimated gain of +0.05% 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
69
Total Reported Value
$279.06M
Largest Holder
Rockport Wealth Llc
Largest Position
$75.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
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 | $75,942,056 | +$37,495 | +0.05% | |
| Mcilrath & Eck, Llc | 2.73% | 1,821,941 | $36,885,192 | $36,894,305 | +$9,113 | +0.02% | |
| Uptick Partners, Llc | 3.63% | 1,152,858 | $23,333,846 | $23,345,375 | +$11,529 | +0.05% | |
| Stifel Financial Corp | 0.02% | 1,140,711 | $23,087,996 | $23,099,398 | +$11,402 | +0.05% | |
| Jones Financial Companies Lllp | 0.00% | 584,617 | $11,856,028 | $11,838,494 | -$17,534 | -0.15% | |
| Copia Wealth Management | 6.62% | 475,568 | $9,627,875 | $9,630,252 | +$2,377 | +0.02% | |
| Oxenfree Capital Llc | 3.72% | 401,157 | $8,107,389 | $8,123,429 | +$16,040 | +0.20% | |
| Mml Investors Services, Llc | 0.02% | 380,302 | $7,697,314 | $7,701,116 | +$3,802 | +0.05% | |
| Wmg Financial Advisors, Llc | 2.31% | 302,685 | $6,126,344 | $6,129,371 | +$3,027 | +0.05% | |
| Grantvest Financial Group Llc | 2.79% | 237,766 | $4,812,377 | $4,814,762 | +$2,385 | +0.05% | |
| Tcfg Wealth Management, Llc | 1.60% | 211,159 | $4,274,914 | $4,275,970 | +$1,056 | +0.02% | |
| Haven Private, Llc | 1.56% | 202,803 | $4,104,730 | $4,106,761 | +$2,031 | +0.05% | |
| Farther Finance Advisors, Llc | 0.03% | 196,132 | $3,969,718 | $3,971,673 | +$1,955 | +0.05% | |
| Osaic Holdings, Inc. | 0.00% | 179,985 | $3,643,861 | $3,644,696 | +$835 | +0.02% | |
| Hobbs Group Advisors, Llc | 0.79% | 149,229 | $3,020,402 | $3,021,887 | +$1,485 | +0.05% | |
| Nwam Llc | 0.14% | 141,275 | $2,859,412 | $2,860,819 | +$1,407 | +0.05% | |
| Tidal Investments Llc | 0.01% | 138,724 | $2,807,774 | $2,809,161 | +$1,387 | +0.05% | |
| Integrated Advisors Network Llc | 0.12% | 126,816 | $2,566,750 | $2,568,024 | +$1,274 | +0.05% | |
| Envestnet Asset Management Inc | 0.00% | 124,760 | $2,525,133 | $2,526,390 | +$1,257 | +0.05% | |
| Advyzon Investment Management, Llc | 0.18% | 123,440 | $2,498,426 | $2,499,660 | +$1,234 | +0.05% | |
| J.W. Cole Advisors, Inc. | 0.04% | 113,401 | $2,295,233 | $2,296,370 | +$1,137 | +0.05% | |
| Tcp Asset Management, Llc | 0.25% | 109,249 | $2,211,195 | $2,212,292 | +$1,097 | +0.05% | |
| Foundations Investment Advisors, Llc | 0.02% | 104,020 | $2,105,365 | $2,106,405 | +$1,040 | +0.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 94,903 | $1,920,840 | $1,921,786 | +$946 | +0.05% | |
| Newedge Advisors, Llc | 0.01% | 91,735 | $1,856,717 | $1,857,634 | +$917 | +0.05% | |
| B. Riley Wealth Advisors, Inc. | 0.10% | 88,727 | $1,794,058 | $1,796,722 | +$2,664 | +0.15% | |
| Prostatis Group Llc | 0.39% | 83,695 | $1,693,991 | $1,694,824 | +$833 | +0.05% | |
| Essex Financial Services, Inc. | 0.08% | 80,126 | $1,621,756 | $1,622,552 | +$796 | +0.05% | |
| Thryve Wealth Management Llc | 0.89% | 78,341 | $1,585,630 | $1,586,405 | +$775 | +0.05% | |
| Ergawealth Advisors, Inc. | 0.60% | 76,761 | $1,553,645 | $1,554,410 | +$765 | +0.05% | |
| Primoris Wealth Advisors, Llc | 0.58% | 63,301 | $1,281,215 | $1,281,845 | +$630 | +0.05% | |
| Ethos Financial Group, Llc | 0.08% | 59,981 | $1,214,022 | $1,214,615 | +$593 | +0.05% | |
| Fiscal Wisdom Wealth Management, Llc | 0.93% | 54,091 | $1,094,805 | $1,095,343 | +$538 | +0.05% | |
| Realta Investment Advisors | 0.34% | 53,951 | $1,091,958 | $1,092,508 | +$550 | +0.05% | |
| Allworth Financial Lp | 0.00% | 50,231 | $1,016,668 | $1,017,178 | +$510 | +0.05% | |
| Ascent Advisors, Llc | 1.16% | 49,814 | $1,005,745 | $1,008,734 | +$2,989 | +0.30% | |
| Synergy Asset Management, Llc | 0.09% | 48,660 | $984,878 | $985,365 | +$487 | +0.05% | |
| Summit Financial, Llc | 0.01% | 44,051 | $891,583 | $892,033 | +$450 | +0.05% | |
| Hightower Advisors, Llc | 0.00% | 42,870 | $867,691 | $868,118 | +$427 | +0.05% | |
| Tcfg Investment Advisors, Llc | 0.29% | 42,734 | $864,945 | $865,364 | +$419 | +0.05% | |
| Brookwood Investment Group Llc | 0.10% | 41,870 | $847,459 | $847,868 | +$409 | +0.05% | |
| Authentikos Wealth Advisory, Llc | 0.47% | 36,550 | $739,778 | $740,138 | +$360 | +0.05% | |
| Stratos Wealth Advisors, Llc | 0.04% | 34,685 | $702,033 | $702,371 | +$338 | +0.05% | |
| Meridian Wealth Management, Llc | 0.02% | 34,196 | $692,127 | $692,469 | +$342 | +0.05% | |
| Convergence Financial, Llc | 0.05% | 30,111 | $609,447 | $609,748 | +$301 | +0.05% | |
| Hicks Capital Management Llc | 0.42% | 25,317 | $512,416 | $512,669 | +$253 | +0.05% | |
| Clg Llc | 0.11% | 25,125 | $508,532 | $508,781 | +$249 | +0.05% | |
| Simplicity Wealth,Llc | 0.03% | 24,700 | $500,052 | $500,175 | +$123 | +0.02% | |
| Independent Wealth Network Inc. | 0.12% | 23,501 | $475,660 | $475,895 | +$235 | +0.05% | |
| Citadel Advisors Llc | 0.00% | 21,793 | $441,090 | $441,308 | +$218 | +0.05% |
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.