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Strive Enhanced Income Short (BUXX)

CUSIP: 02072L441 | NYSE | 121 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Rockport Wealth LLC3,665,016
12.9% of portfolio›$73.9M
Uptick Partners, LLC1,077,535
3.0% of portfolio›$21.7M
OxenFree Capital LLC413,086
3.6% of portfolio›$8.3M
Farther Finance Advisors, LLC370,051
0.1% of portfolio›$7.5M
WMG Financial Advisors, LLC302,685
2.3% of portfolio›$6.1M
Grantvest Financial Group LLC232,591
2.7% of portfolio›$4.7M
Haven Private, LLC231,624
1.8% of portfolio›$4.7M
Convergence Financial, LLC154,017
0.4% of portfolio›$3.1M
PFG Advisors134,029
0.1% of portfolio›$2.7M
Integrated Advisors Network LLC128,992
0.1% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.126,519
0.0% of portfolio›$2.6M
TCP Asset Management, LLC105,018
0.2% of portfolio›$2.1M
Commonwealth Equity Services, LLC94,255
0.0% of portfolio›$1.9M
B. Riley Wealth Advisors, Inc.89,774
0.1% of portfolio›$1.8M
Ergawealth Advisors, Inc.81,268
0.6% of portfolio›$1.6M
Thryve Wealth Management LLC74,832
0.8% of portfolio›$1.5M
Fiscal Wisdom Wealth Management, LLC48,572
1.2% of portfolio›$979.2K
Meridian Wealth Management, LLC45,537
0.0% of portfolio›$918.0K
Persium Advisors, LLC44,150
0.5% of portfolio›$890.1K
Private Trust Co NA33,144
0.1% of portfolio›$668.2K
Simplicity Wealth,LLC27,176
0.0% of portfolio›$547.9K
Hicks Capital Management LLC25,317
0.4% of portfolio›$512.4K
Independent Wealth Network Inc.23,800
0.1% of portfolio›$479.8K
Cannon Advisors, Inc.16,873
0.2% of portfolio›$340.5K
Balboa Wealth Partners16,395
0.0% of portfolio›$330.5K
Trilogy Capital Inc.16,129
0.0% of portfolio›$325.2K
Integrity Alliance, Llc.14,609
0.0% of portfolio›$294.5K
Tcfg Investment Advisors, LLC14,561
0.1% of portfolio›$293.5K
Tectonic Advisors LLC13,000
0.0% of portfolio›$262.1K
Range Financial Group LLC10,493
0.1% of portfolio›$211.5K
Balance Wealth Partners LLC2,291
0.0% of portfolio›$46.2K
CoreCap Advisors, LLC1,610
0.0% of portfolio›$32.5K
Highline Wealth Partners LLC1,245
0.0% of portfolio›$25.1K
StyleTurnoverLocationFiled
Rockport Wealth LLC
3,665,016$73.9M12.9%ETFMediumFairview Park, OH2026-11-03
Uptick Partners, LLC
1,077,535$21.7M3.0%ETFLowNacogdoches, TX2026-11-04
OxenFree Capital LLC
413,086$8.3M3.6%N/ALowMelbourne, FL2026-10-07
Farther Finance Advisors, LLC
370,051$7.5M0.1%IndexLowSan Francisco, CA2026-10-08
WMG Financial Advisors, LLC
302,685$6.1M2.3%ETFLowKnoxville, TN2026-10-28
Grantvest Financial Group LLC
232,591$4.7M2.7%ETFLowMatawan, NJ2026-10-21
Haven Private, LLC
231,624$4.7M1.8%ETFMediumOrlando, FL2026-10-27
Convergence Financial, LLC
154,017$3.1M0.4%ETFMediumColumbia, MO2026-10-27
PFG Advisors
134,029$2.7M0.1%ETFMediumPhoenix, AZ2026-10-16
Integrated Advisors Network LLC
128,992$2.6M0.1%GrowthMediumDallas, TX2026-10-20
Cambridge Investment Research Advisors, Inc.
126,519$2.6M0.0%ETFLowFairfield, IA2026-11-02
TCP Asset Management, LLC
105,018$2.1M0.2%ETFLowUpper Arlington, OH2026-10-14
Commonwealth Equity Services, LLC
94,255$1.9M0.0%ETFLowWaltham, MA2026-11-02
B. Riley Wealth Advisors, Inc.
89,774$1.8M0.1%GrowthLowMemphis, TN2026-10-13
Ergawealth Advisors, Inc.
81,268$1.6M0.6%ETFMediumOak Brook, IL2026-10-21
Thryve Wealth Management LLC
74,832$1.5M0.8%ETFLowIrving, TX2026-10-09
Fiscal Wisdom Wealth Management, LLC
48,572$979.2K1.2%ETFMediumCanton, CT2026-10-16
Meridian Wealth Management, LLC
45,537$918.0K0.0%GrowthLowLexington, KY2026-11-05
Persium Advisors, LLC
44,150$890.1K0.5%ETFLowAtlanta, GA2026-10-07
Private Trust Co NA
33,144$668.2K0.1%CoreLowCleveland, OH2026-10-20
Simplicity Wealth,LLC
27,176$547.9K0.0%ETFLowSummit, NJ2026-10-23
Hicks Capital Management LLC
25,317$512.4K0.4%ETFVery LowColumbus, OH2026-10-20
Independent Wealth Network Inc.
23,800$479.8K0.1%ETFMediumUrbandale, IA2026-10-19
Cannon Advisors, Inc.
16,873$340.5K0.2%GrowthHighCharlotte, NC2026-10-14
Balboa Wealth Partners
16,395$330.5K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Trilogy Capital Inc.
16,129$325.2K0.0%ETFMediumIrvine, CA2026-10-20
Integrity Alliance, Llc.
14,609$294.5K0.0%ETFMediumUrbandale, IA2026-10-29
Tcfg Investment Advisors, LLC
14,561$293.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Tectonic Advisors LLC
13,000$262.1K0.0%YieldLowFrisco, TX2026-10-22
Range Financial Group LLC
10,493$211.5K0.1%GARPMediumTigard, OR2026-10-21
Balance Wealth Partners LLC
2,291$46.2K0.0%ETFMediumWorthington, OH2026-10-27
CoreCap Advisors, LLC
1,610$32.5K0.0%ETFMediumSouthfield, MI2026-10-08
Highline Wealth Partners LLC
1,245$25.1K0.0%ETFMediumSherman Oaks, CA2026-10-19