Strive Enhanced Income ShortBUXXETF
13F holders, Q1 2026 (March 31)67holders +3
9new positions
8sold out
2famous investors
$20.25avg. 13F price*
At the end of Q1 2026, 67 institutions reported holding Strive Enhanced Income Short (BUXX) in their 13F filings, up 3 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were Rockport Wealth LLC ($74.6M), McIlrath & Eck, LLC ($36.9M) and Stifel Financial Corp. ($25.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Strive Enhanced Income Short
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L441
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.9M |
| Exits | 8 | $2.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,857,839 shares bought and 497,176 shares sold, net +4,360,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Rockport Wealth LLC | 13.58% | Add +147.6% | 3,684,565 | $74.6M |
| McIlrath & Eck, LLC | 2.77% | Add +0.4% | 1,821,941 | $36.9M |
| Stifel Financial Corp. | 0.02% | Add +98.9% | 1,274,251 | $25.8M |
| Uptick Partners, LLC | 4.24% | Add +18.2% | 1,051,108 | $21.3M |
| Jones Financial Companies LLLP | 0.01% | Add +13.1% | 509,305 | $10.3M |
| Copia Wealth Management | 6.62% | Add +19.3% | 475,568 | $9.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +279.0% | 443,453 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +53.7% | 318,427 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.5% | 301,994 | $6.1M |
| Grantvest Financial Group LLC | 3.11% | Add +0.4% | 237,273 | $4.8M |
| OxenFree Capital LLC | 2.27% | Add +7.1% | 231,322 | $4.7M |
| TCFG Wealth Management, LLC | 1.61% | Add +523.8% | 211,159 | $4.3M |
| TCFG Investment Advisors, LLC | 1.61% | — | 211,159 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +729.1% | 189,651 | $3.8M |
| Advyzon Investment Management, LLC | 0.30% | Reduce -27.8% | 163,874 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +311.7% | 156,993 | $3.2M |
| WMG Financial Advisors, LLC | 1.31% | Add +1141.7% | 155,210 | $3.1M |
| Haven Private, LLC | 1.18% | Add +51.3% | 134,170 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 132,079 | $2.7M |
| TCP Asset Management, LLC | 0.32% | Reduce -3.6% | 122,956 | $2.5M |
| Tidal Investments LLC | 0.01% | New | 115,081 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +108.8% | 97,503 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -32.8% | 91,292 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Add +81.6% | 89,004 | $1.8M |
| Prostatis Group LLC | 0.45% | Add +0.2% | 87,209 | $1.8M |
| Ergawealth Advisors, Inc. | 0.74% | Add +110.0% | 83,097 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +372.8% | 82,839 | $1.7M |
| Essex Financial Services, Inc. | 0.09% | Add +10.7% | 76,692 | $1.6M |
| Thryve Wealth Management LLC | 0.97% | Reduce -8.2% | 71,658 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +11.2% | 67,653 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +89.4% | 60,696 | $1.2M |
| Fiscal Wisdom Wealth Management, LLC | 1.18% | Add +131.3% | 60,528 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +106.5% | 51,240 | $1.0M |
| Realta Investment Advisors | 0.35% | Add +106.7% | 49,155 | $995K |
| Ethos Financial Group, LLC | 0.07% | Add +8.7% | 45,710 | $925K |
| Ascent Advisors, LLC | 1.65% | — | 44,333 | $898K |
| Authentikos Wealth Advisory, LLC | 0.56% | Reduce -14.1% | 40,739 | $825K |
| Kovack Advisors, Inc. | 0.04% | Add +110.9% | 39,566 | $801K |
| Summit Financial, LLC | 0.01% | Reduce -62.0% | 36,546 | $740K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -72.9% | 35,967 | $728K |
| Citadel Advisors | 0.00% | New | 35,316 | $715K |
| Bank of Montreal | 0.00% | New | 34,014 | $689K |
| Brookwood Investment Group LLC | 0.08% | Reduce -37.5% | 31,398 | $636K |
| Independent Wealth Network Inc. | 0.18% | Add +29.9% | 30,571 | $619K |
| CLG LLC | 0.14% | Reduce -1.3% | 27,755 | $562K |
| Hicks Capital Management LLC | 0.54% | Reduce -42.5% | 26,877 | $544K |
| Belpointe Asset Management LLC | 0.02% | Add +35.8% | 26,024 | $527K |
| Cannon Advisors, Inc. | 0.38% | Reduce -43.9% | 25,035 | $507K |
| Simplicity Wealth,LLC | 0.03% | Add +14.9% | 24,700 | $500K |
| Compound Planning, Inc. | 0.01% | Add +4.3% | 19,242 | $390K |
| Estate Planners Group, LLC | 0.16% | Reduce -0.8% | 16,371 | $331K |
| Captrust Financial Advisors | 0.00% | No change | 16,346 | $331K |
| Balboa Wealth Partners | 0.05% | Add +0.8% | 15,905 | $322K |
| Highline Wealth Partners LLC | 0.08% | New | 15,700 | $318K |
| Trilogy Capital Inc. | 0.01% | Add +17.3% | 14,926 | $302K |
| Integrity Alliance, Llc. | 0.01% | Add +0.6% | 14,609 | $296K |
| GWN Securities Inc. | 0.05% | Add +1.2% | 14,079 | $285K |
| Mutual Advisors, LLC | 0.01% | Reduce -62.8% | 12,240 | $248K |
| Fisher Asset Management | 0.00% | New | 12,059 | $244K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 10,599 | $215K |
| Jane Street Group, LLC | 0.00% | Reduce -40.8% | 10,517 | $213K |
| Tectonic Advisors LLC | 0.01% | New | 10,250 | $208K |
| Howe & Rusling Inc. | 0.01% | New | 5,500 | $111K |
| Cwm, LLC | 0.00% | Reduce -63.5% | 3,694 | $75K |
| IFP Advisors, Inc | 0.00% | New | 1,580 | $32K |
| Lanark Financial, Inc. | 0.00% | Reduce -34.8% | 419 | $8K |
| 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.