Who owns Strive Enhanced Income Short Maturity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BUXX from SEC Form 13F filings across 66 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 66 institutions disclosed 11.9M shares of Strive Enhanced Income Short Maturity ETF worth $241.6M — about 75.2% of shares outstanding; the largest disclosed holder is Rockport Wealth LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
66
13F holders
$241.6M
value, 2026 filers
75.2%
of shares outstanding (11.9M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BUXX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Rockport Wealth LLC | 3.8M | $75.9M | 12.8% | 23.6% | +1.8% |
| 2 | UPTICK PARTNERS, LLC | 1.2M | $23.3M | 3.6% | 7.3% | +9.7% |
| 3 | STIFEL FINANCIAL CORP | 1.1M | $23.1M | 0.0% | 7.2% | -10.5% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 584,617 | $11.9M | 0.0% | 3.7% | +14.8% |
| 5 | Copia Wealth Management | 517,622 | $10.5M | 6.3% | 3.3% | +8.8% |
| 6 | OxenFree Capital LLC | 401,157 | $8.1M | 3.7% | 2.5% | +73.4% |
| 7 | MML INVESTORS SERVICES, LLC | 380,302 | $7.7M | 0.0% | 2.4% | +142.2% |
| 8 | WMG Financial Advisors, LLC | 302,685 | $6.1M | 2.3% | 1.9% | +95.0% |
| 9 | Grantvest Financial Group LLC | 237,766 | $4.8M | 2.8% | 1.5% | +0.2% |
| 10 | Haven Private, LLC | 202,803 | $4.1M | 1.6% | 1.3% | +51.2% |
| 11 | Farther Finance Advisors, LLC | 196,132 | $4.0M | 0.0% | 1.2% | -55.8% |
| 12 | OSAIC HOLDINGS, INC. | 179,985 | $3.6M | 0.0% | 1.1% | +36.3% |
| 13 | Hobbs Group Advisors, LLCNEW | 149,229 | $3.0M | 0.8% | 0.9% | new |
| 14 | NWAM LLCNEW | 141,275 | $2.9M | 0.1% | 0.9% | new |
| 15 | Tidal Investments LLC | 138,724 | $2.8M | 0.0% | 0.9% | +20.5% |
| 16 | Cambridge Investment Research Advisors, Inc. | 127,334 | $2.6M | 0.0% | 0.8% | -57.8% |
| 17 | Integrated Advisors Network LLC | 126,816 | $2.6M | 0.1% | 0.8% | +42.5% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 124,760 | $2.5M | 0.0% | 0.8% | -34.2% |
| 19 | Advyzon Investment Management, LLC | 123,440 | $2.5M | 0.2% | 0.8% | -24.7% |
| 20 | J.W. COLE ADVISORS, INC. | 113,401 | $2.3M | 0.0% | 0.7% | +67.6% |
| 21 | TCP Asset Management, LLC | 109,249 | $2.2M | 0.3% | 0.7% | -11.1% |
| 22 | Foundations Investment Advisors, LLCNEW | 104,020 | $2.1M | 0.0% | 0.7% | new |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 94,903 | $1.9M | 0.0% | 0.6% | +4.0% |
| 24 | NewEdge Advisors, LLC | 91,735 | $1.9M | 0.0% | 0.6% | -5.9% |
| 25 | B. Riley Wealth Advisors, Inc. | 88,727 | $1.8M | 0.1% | 0.6% | +46.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.