Strive Enhanced Income ShortBUXXETF
13F holders, Q4 2024 (December 31)39holders +11
12new positions
5sold out
$20.28avg. 13F price*
At the end of Q4 2024, 39 institutions reported holding Strive Enhanced Income Short (BUXX) in their 13F filings, up 11 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were McIlrath & Eck, LLC ($37.4M), TCP Asset Management, LLC ($17.2M) and Uptick Partners, LLC ($11.5M).
- Company
- Strive Enhanced Income Short
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.6M |
| Exits | 5 | $3.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,131,877 shares bought and 215,006 shares sold, net +916,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| McIlrath & Eck, LLC | 4.77% | Add +1.6% | 1,844,142 | $37.4M |
| TCP Asset Management, LLC | 3.79% | Add +7.4% | 846,449 | $17.2M |
| Uptick Partners, LLC | 4.18% | Add +103.2% | 568,608 | $11.5M |
| Copia Wealth Management | 4.49% | — | 232,809 | $4.7M |
| Advyzon Investment Management, LLC | 1.74% | — | 222,811 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +476.8% | 215,186 | $4.4M |
| OxenFree Capital LLC | 3.18% | Add +3.1% | 208,933 | $4.2M |
| Park Edge Advisors, LLC | 1.01% | Reduce -3.9% | 171,748 | $3.5M |
| Mutual Advisors, LLC | 0.10% | Add +320.4% | 171,397 | $3.5M |
| Grantvest Financial Group LLC | 3.51% | — | 154,933 | $3.1M |
| L.M. Kohn & Company | 0.79% | New | 150,173 | $3.0M |
| CLG LLC | 1.06% | — | 146,221 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.2% | 109,944 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +18.0% | 82,634 | $1.7M |
| Prostatis Group LLC | 0.41% | New | 68,852 | $1.4M |
| World Investment Advisors | 0.02% | New | 36,551 | $741K |
| WT Wealth Management | 0.22% | Add +34.4% | 34,268 | $695K |
| PFG Advisors | 0.04% | Reduce -20.8% | 30,100 | $610K |
| Bank of Montreal | 0.00% | New | 28,118 | $570K |
| Osaic Holdings, Inc. | 0.00% | Add +46.0% | 24,847 | $504K |
| MML Investors Services, LLC | 0.00% | Add +6.2% | 23,611 | $479K |
| HighTower Advisors, LLC | 0.00% | New | 21,633 | $439K |
| Cannon Advisors, Inc. | 0.35% | New | 20,180 | $409K |
| WMG Financial Advisors, LLC | 0.16% | New | 18,500 | $375K |
| Essex Financial Services, Inc. | 0.02% | Reduce -6.5% | 15,549 | $315K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 15,000 | $304K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.0% | 14,740 | $299K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +7.0% | 14,740 | $299K |
| Captrust Financial Advisors | 0.00% | Add +38.2% | 14,235 | $289K |
| Trilogy Capital Inc. | 0.01% | New | 12,686 | $257K |
| Jane Street Group, LLC | 0.00% | Reduce -39.5% | 12,554 | $255K |
| Belpointe Asset Management LLC | 0.02% | Reduce -20.1% | 12,326 | $250K |
| Cerity Partners LLC | 0.00% | No change | 11,940 | $242K |
| Authentikos Wealth Advisory, LLC | 0.23% | Add +182.5% | 11,437 | $232K |
| Cwm, LLC | 0.00% | No change | 3,552 | $72K |
| Allworth Financial LP | 0.00% | New | 493 | $10K |
| Comerica Bank | 0.00% | New | 326 | $7K |
| Morgan Stanley | 0.00% | No change | 289 | $6K |
| FMR LLC | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is BUXX's weight in each manager's 13F, not the share of Strive Enhanced Income Short the manager owns.