Strive Enhanced Income ShortBUXXETF
13F holders, Q4 2025 (December 31)64holders +8
12new positions
6sold out
$20.24avg. 13F price*
At the end of Q4 2025, 64 institutions reported holding Strive Enhanced Income Short (BUXX) in their 13F filings, up 8 from Q3 2025. 12 opened new positions and 6 sold out. The largest holders were McIlrath & Eck, LLC ($36.7M), Rockport Wealth LLC ($30.1M) and Uptick Partners, LLC ($18.0M).
- Company
- Strive Enhanced Income Short
- Filed as
- EA SERIES TRUST (Q4 2025)
- CUSIP
- 02072L441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.5M |
| Exits | 6 | $3.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,347,489 shares bought and 472,426 shares sold, net +875,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| McIlrath & Eck, LLC | 3.41% | Reduce -2.0% | 1,815,141 | $36.7M |
| Rockport Wealth LLC | 5.86% | Add +26.6% | 1,488,293 | $30.1M |
| Uptick Partners, LLC | 3.84% | Reduce -5.1% | 889,079 | $18.0M |
| Stifel Financial Corp. | 0.01% | Reduce -2.4% | 640,568 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +159.4% | 450,442 | $9.1M |
| Copia Wealth Management | 5.77% | Add +11.7% | 398,671 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.3% | 316,337 | $6.4M |
| Grantvest Financial Group LLC | 3.06% | Reduce -1.4% | 236,245 | $4.8M |
| Advyzon Investment Management, LLC | 0.53% | Reduce -30.6% | 227,090 | $4.6M |
| OxenFree Capital LLC | 2.30% | Add +4.9% | 215,952 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +11.3% | 207,202 | $4.2M |
| Commonwealth Equity Services, LLC | 0.00% | New | 135,846 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +19.7% | 132,924 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 127,908 | $2.6M |
| TCP Asset Management, LLC | 0.44% | Reduce -12.5% | 127,596 | $2.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +46.7% | 116,998 | $2.4M |
| Summit Financial, LLC | 0.03% | New | 96,266 | $1.9M |
| Haven Private, LLC | 0.79% | New | 88,681 | $1.8M |
| Prostatis Group LLC | 0.42% | Add +28.2% | 87,067 | $1.8M |
| Thryve Wealth Management LLC | 0.78% | — | 78,066 | $1.6M |
| Essex Financial Services, Inc. | 0.08% | Reduce -3.9% | 69,257 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.4% | 60,842 | $1.2M |
| Brookwood Investment Group LLC | 0.12% | New | 50,197 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | Add +10.9% | 49,013 | $992K |
| Authentikos Wealth Advisory, LLC | 0.64% | Reduce -8.2% | 47,418 | $960K |
| Hicks Capital Management LLC | 0.95% | New | 46,774 | $947K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 46,685 | $945K |
| Cannon Advisors, Inc. | 0.64% | Add +7.8% | 44,625 | $905K |
| Ethos Financial Group, LLC | 0.06% | Add +161.6% | 42,042 | $851K |
| Ergawealth Advisors, Inc. | 0.37% | Add +3.9% | 39,567 | $801K |
| MML Investors Services, LLC | 0.00% | Add +26.8% | 38,131 | $772K |
| TCFG Wealth Management, LLC | 0.27% | New | 33,850 | $685K |
| Mutual Advisors, LLC | 0.01% | Add +7.5% | 32,916 | $666K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +38.4% | 32,046 | $649K |
| Focus Partners Wealth | 0.00% | No change | 30,000 | $608K |
| CLG LLC | 0.14% | Add +1.2% | 28,118 | $569K |
| SPWM Advisors LLC | 0.52% | — | 26,673 | $540K |
| Fiscal Wisdom Wealth Management, LLC | 0.50% | Reduce -22.1% | 26,174 | $530K |
| Atria Investments, Inc | 0.01% | New | 24,812 | $502K |
| LPL Financial LLC | 0.00% | No change | 24,752 | $501K |
| Realta Investment Advisors | 0.16% | Add +67.8% | 23,786 | $481K |
| Independent Wealth Network Inc. | 0.15% | Add +9.6% | 23,530 | $476K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.7% | 22,874 | $463K |
| Simplicity Wealth,LLC | 0.03% | No change | 21,500 | $435K |
| Belpointe Asset Management LLC | 0.01% | Add +6.6% | 19,160 | $388K |
| Kovack Advisors, Inc. | 0.02% | New | 18,759 | $380K |
| Compound Planning, Inc. | 0.01% | Reduce -12.3% | 18,452 | $373K |
| Jane Street Group, LLC | 0.00% | Reduce -56.7% | 17,770 | $360K |
| HighTower Advisors, LLC | 0.00% | Add +42.0% | 17,521 | $355K |
| Centaurus Financial, Inc. | 0.02% | Reduce -6.6% | 16,725 | $339K |
| Estate Planners Group, LLC | 0.14% | — | 16,496 | $334K |
| Captrust Financial Advisors | 0.00% | Reduce -12.8% | 16,346 | $331K |
| Balboa Wealth Partners | 0.05% | No change | 15,780 | $319K |
| Integrity Alliance, Llc. | 0.01% | New | 14,519 | $294K |
| GWN Securities Inc. | 0.06% | Add +1.2% | 13,910 | $282K |
| Trilogy Capital Inc. | 0.01% | Add +0.5% | 12,726 | $258K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -44.4% | 12,500 | $253K |
| Cwm, LLC | 0.00% | Add +29.9% | 10,130 | $205K |
| Royal Bank of Canada | 0.00% | New | 4,790 | $97K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,272 | $66K |
| UBS Group AG | 0.00% | New | 765 | $15K |
| Lanark Financial, Inc. | 0.00% | Reduce -23.4% | 643 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -52.8% | 319 | $6K |
| Morgan Stanley | 0.00% | No change | 289 | $6K |
"% of holder's portfolio" is BUXX's weight in each manager's 13F, not the share of Strive Enhanced Income Short the manager owns.