
Strive Enhanced Income Short Maturity is an exchange-traded fund on NYSE. As of Q3 2025, 56 institutional investors hold shares in this ETF, with total holdings valued at $163.5M. McIlrath & Eck, LLC is the largest holder with a position valued at $37.6M.
Overview of institutional ownership in BUXX as of Q3 2025
Institutions with the largest positions in BUXX as of Q3 2025
| Institution | Position Value |
|---|---|
McIlrath & Eck, LLC RIA/Wealth | $37.6M 3.92% of portfolio |
Rockport Wealth LLC RIA/Wealth | $23.8M 4.85% of portfolio |
H Holistic Planning, LLC Institution | $19.0M 5.04% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $13.3M 0.01% of portfolio |
Copia Wealth Management RIA/Wealth | $7.2M 5.63% of portfolio |
$6.8M 0.02% of portfolio | |
Advyzon Investment Management, LLC RIA/Wealth | $6.6M 1.15% of portfolio |
Grantvest Financial Group LLC RIA/Wealth | $4.9M 3.58% of portfolio |
O OxenFree Capital LLC RIA/Wealth | $4.2M 2.31% of portfolio |
C CLS Investments, LLC Institution | $3.8M 0.03% of portfolio |
Institutional buying and selling activity for BUXX in Q3 2025
| Institution | Net Bought |
|---|---|
Rockport Wealth LLC RIA/Wealth | +$23.6M +1.2M shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$2.0M +97.7K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$1.6M +79.8K shares |
+$1.6M +77.2K shares | |
A Advisor Group Holdings, Inc. Institution | +$1.3M +65.2K shares |
Ergawealth Advisors, Inc. RIA/Wealth | +$772.4K +38.1K shares |
Fiscal Wisdom Wealth Management, LLC RIA/Wealth | +$683.4K +33.6K shares |
Stratos Wealth Advisors, LLC RIA/Wealth | +$602.2K +29.7K shares |
Copia Wealth Management RIA/Wealth | +$565.9K +27.9K shares |
L LPL Financial LLC Institution | +$502.0K +24.8K shares |
| Institution | Net Sold |
|---|---|
TCP Asset Management, LLC RIA/Wealth | −$18.0M −889.0K shares |
Mutual Advisors, LLC RIA/Wealth | −$4.4M −215.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$4.2M −209.2K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$2.9M −142.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.6M −129.7K shares |
L.M. KOHN & COMPANY RIA/Wealth | −$2.0M −99.6K shares |
HICKS CAPITAL MANAGEMENT LLC RIA/Wealth | −$1.2M −57.5K shares |
H Holistic Planning, LLC Institution | −$1.0M −51.0K shares |
J JANE STREET GROUP, LLC Institution | −$971.7K −47.9K shares |
O OxenFree Capital LLC RIA/Wealth | −$661.6K −32.6K shares |
Institutions that initiated new positions or completely exited BUXX in Q3 2025
| Institution | Position Value |
|---|---|
Farther Finance Advisors, LLC RIA/Wealth | $1.6M 79.8K shares |
Ergawealth Advisors, Inc. RIA/Wealth | $772.4K 38.1K shares |
Fiscal Wisdom Wealth Management, LLC RIA/Wealth | $683.4K 33.6K shares |
L LPL Financial LLC Institution | $502.0K 24.8K shares |
National Asset Management, Inc. RIA/Wealth | $469.7K 23.2K shares |
Independent Wealth Network Inc. RIA/Wealth | $435.2K 21.5K shares |
Atomi Financial Group, Inc. RIA/Wealth | $426.9K 21.1K shares |
Newbridge Financial Services Group, Inc. RIA/Wealth | $410.5K 20.2K shares |
Ethos Financial Group, LLC RIA/Wealth | $325.9K 16.1K shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $40.6K 2.0K shares |
| Institution | Previous Position |
|---|---|
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $2.9M 142.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.6M 129.7K shares |
L.M. KOHN & COMPANY RIA/Wealth | $2.0M 99.6K shares |
HICKS CAPITAL MANAGEMENT LLC RIA/Wealth | $1.2M 57.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $518.5K 25.5K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $365.2K 18.0K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | $268.8K 13.2K shares |
HOWE & RUSLING INC RIA/Wealth | $111.8K 5.5K shares |
BANK OF AMERICA CORP /DE/ Institution | $101.5K 5.0K shares |
A AMERIFLEX GROUP, INC. Institution | $67.6K 3.3K shares |
Institutions with the largest Call and Put options positions in BUXX as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BUXX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Copia Wealth Management RIA/Wealth | 5.63% $7.2M |
H Holistic Planning, LLC Institution | 5.04% $19.0M |
Rockport Wealth LLC RIA/Wealth | 4.85% $23.8M |
McIlrath & Eck, LLC RIA/Wealth | 3.92% $37.6M |
Grantvest Financial Group LLC RIA/Wealth | 3.58% $4.9M |
O OxenFree Capital LLC RIA/Wealth | 2.31% $4.2M |
Advyzon Investment Management, LLC RIA/Wealth | 1.15% $6.6M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 0.77% $1.0M |
Strive Asset Management, LLC ETF Provider | 0.71% $1.3M |
Fiscal Wisdom Wealth Management, LLC RIA/Wealth | 0.65% $683.4K |
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