$20.14

-0.03 (-0.15%)

Weekly Expected Move ±0.3%

$20 $20 $20 $20 $20

ETF NYSE · AUM $319.5M

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — BUXX

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

242M

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (87 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	Rockport Wealth LLC	3,750,225	$76M	+65,660	+1.8%	5Q	SEC ↗
2	McIlrath & Eck, LLC	1,821,941	$37M	+6,800	+0.4%	11Q	SEC ↗
3	UPTICK PARTNERS, LLC	1,152,858	$23M	+101,750	+9.7%	11Q	SEC ↗
4	STIFEL FINANCIAL CORP	1,140,711	$23M	-133,540	-10.5%	11Q	SEC ↗
5	JONES FINANCIAL COMPANIES LLLP	584,617	$12M	+75,312	+14.8%	6Q	SEC ↗
6	Copia Wealth Management	517,622	$10M	+42,054	+8.8%	7Q	SEC ↗
7	OxenFree Capital LLC	401,157	$8M	+169,835	+73.4%	11Q	SEC ↗
8	MML INVESTORS SERVICES, LLC	380,302	$8M	+223,309	+142.2%	9Q	SEC ↗
9	WMG Financial Advisors, LLC	302,685	$6M	+147,475	+95.0%	7Q	SEC ↗
10	Grantvest Financial Group LLC	237,766	$5M	+493	+0.2%	7Q	SEC ↗
11	TCFG WEALTH MANAGEMENT, LLC	211,159	$4M	+177,309	+523.8%	2Q	SEC ↗
12	Haven Private, LLC	202,803	$4M	+68,633	+51.2%	3Q	SEC ↗
13	Farther Finance Advisors, LLC	196,132	$4M	-247,321	-55.8%	4Q	SEC ↗
14	OSAIC HOLDINGS, INC.	179,985	$4M	+47,906	+36.3%	11Q	SEC ↗
15	Hobbs Group Advisors, LLC NEW	149,229	$3M	—	+0.0%	1Q	SEC ↗
16	NWAM LLC NEW	141,275	$3M	—	+0.0%	1Q	SEC ↗
17	Tidal Investments LLC	138,724	$3M	+23,643	+20.5%	2Q	SEC ↗
18	Cambridge Investment Research Advisors	127,334	$3M	-174,660	-57.8%	11Q	SEC ↗
19	Integrated Advisors Network LLC	126,816	$3M	+37,812	+42.5%	6Q	SEC ↗
20	ENVESTNET ASSET MANAGEMENT INC	124,760	$3M	-64,891	-34.2%	5Q	SEC ↗
21	Advyzon Investment Management, LLC	123,440	$2M	-40,434	-24.7%	7Q	SEC ↗
22	J.W. COLE ADVISORS, INC.	113,401	$2M	+45,748	+67.6%	5Q	SEC ↗
23	TCP Asset Management, LLC	109,249	$2M	-13,707	-11.1%	11Q	SEC ↗
24	Foundations Investment Advisors, LLC NEW	104,020	$2M	—	+0.0%	1Q	SEC ↗
25	COMMONWEALTH EQUITY SERVICES, LLC	94,903	$2M	+3,611	+4.0%	3Q	SEC ↗
26	NewEdge Advisors, LLC	91,735	$2M	-5,768	-5.9%	5Q	SEC ↗
27	B. Riley Wealth Advisors, Inc.	88,727	$2M	+28,031	+46.2%	4Q	SEC ↗
28	Prostatis Group LLC	83,695	$2M	-3,514	-4.0%	7Q	SEC ↗
29	Essex Financial Services, Inc.	80,126	$2M	+3,434	+4.5%	11Q	SEC ↗
30	THRYVE WEALTH MANAGEMENT LLC	78,341	$2M	+6,683	+9.3%	3Q	SEC ↗
31	Ergawealth Advisors, Inc.	76,761	$2M	-6,336	-7.6%	4Q	SEC ↗
32	PRIMORIS WEALTH ADVISORS, LLC NEW	63,301	$1M	—	+0.0%	1Q	SEC ↗
33	Ethos Financial Group, LLC	59,981	$1M	+14,271	+31.2%	4Q	SEC ↗
34	Fiscal Wisdom Wealth Management, LLC	54,091	$1M	-6,437	-10.6%	4Q	SEC ↗
35	Realta Investment Advisors	53,951	$1M	+4,796	+9.8%	6Q	SEC ↗
36	Allworth Financial LP NEW	50,231	$1M	—	+0.0%	1Q	SEC ↗
37	Ascent Advisors, LLC	49,814	$1M	+5,481	+12.4%	2Q	SEC ↗
38	Synergy Asset Management, LLC NEW	48,660	$980K	—	+0.0%	1Q	SEC ↗
39	Summit Financial, LLC	44,051	$887K	+7,505	+20.5%	3Q	SEC ↗
40	HighTower Advisors, LLC	42,870	$863K	-39,969	-48.2%	7Q	SEC ↗
41	TCFG Investment Advisors, LLC	42,734	$861K	-168,425	-79.8%	2Q	SEC ↗
42	Brookwood Investment Group LLC	41,870	$843K	+10,472	+33.4%	3Q	SEC ↗
43	Authentikos Wealth Advisory, LLC	36,550	$736K	-4,189	-10.3%	8Q	SEC ↗
44	Stratos Wealth Advisors, LLC	34,685	$699K	-1,282	-3.6%	9Q	SEC ↗
45	Meridian Wealth Management, LLC NEW	34,196	$689K	—	+0.0%	1Q	SEC ↗
46	Convergence Financial, LLC NEW	30,111	$606K	—	+0.0%	1Q	SEC ↗
47	HICKS CAPITAL MANAGEMENT LLC	25,317	$510K	-1,560	-5.8%	3Q	SEC ↗
48	CLG LLC	25,125	$506K	-2,630	-9.5%	7Q	SEC ↗
49	Simplicity Wealth,LLC	24,700	$497K	—	+0.0%	4Q	SEC ↗
50	Independent Wealth Network Inc.	23,501	$473K	-7,070	-23.1%	4Q	SEC ↗

Recent Activity

New Positions (13)

Holder	Shares	Value
Hobbs Group Advisors, LLC	149,229	$3M
NWAM LLC	141,275	$3M
Foundations Investment Advisors, LL	104,020	$2M
PRIMORIS WEALTH ADVISORS, LLC	63,301	$1M
Allworth Financial LP	50,231	$1M
Synergy Asset Management, LLC	48,660	$980K
Meridian Wealth Management, LLC	34,196	$689K
Convergence Financial, LLC	30,111	$606K
FLOW TRADERS U.S. LLC	20,787	$419K
Corus Family Wealth Advisors	9,989	$201K
Integrated Wealth Concepts LLC	5,440	$110K
UBS Group AG	500	$10K
AE Wealth Management LLC	100	$2K

Sold Out (17)

Holder	Prev Shares	Prev Value
Orion Porfolio Solutions, LLC	318,427	$6M
Atria Investments, Inc	51,240	$1M
BANK OF MONTREAL /CAN	34,014	$685K
Focus Partners Wealth	30,000	$604K
SPWM Advisors LLC	26,673	$537K
LPL Financial LLC	24,752	$499K
CENTAURUS FINANCIAL, INC.	16,725	$337K
Mutual Advisors, LLC	12,240	$247K
Fisher Asset Management, LLC	12,059	$243K
JANE STREET GROUP, LLC	10,517	$212K
HOWE & RUSLING INC	5,500	$111K
ROYAL BANK OF CANADA	4,790	$96K
Kestra Advisory Services, LLC	3,272	$66K
IFP Advisors, Inc	1,580	$32K
NBC SECURITIES, INC.	419	$8K
WELLS FARGO & COMPANY/MN	319	$6K
MORGAN STANLEY	289	$6K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MML INVESTORS SERVICES, LLC	+223,309	+142.2%	380,302
TCFG WEALTH MANAGEMENT, LLC	+177,309	+523.8%	211,159
OxenFree Capital LLC	+169,835	+73.4%	401,157
WMG Financial Advisors, LLC	+147,475	+95.0%	302,685
UPTICK PARTNERS, LLC	+101,750	+9.7%	1,152,858
JONES FINANCIAL COMPANIES LLLP	+75,312	+14.8%	584,617
Haven Private, LLC	+68,633	+51.2%	202,803
Rockport Wealth LLC	+65,660	+1.8%	3,750,225
OSAIC HOLDINGS, INC.	+47,906	+36.3%	179,985
J.W. COLE ADVISORS, INC.	+45,748	+67.6%	113,401
Copia Wealth Management	+42,054	+8.8%	517,622
Integrated Advisors Network LLC	+37,812	+42.5%	126,816
B. Riley Wealth Advisors, Inc.	+28,031	+46.2%	88,727
Tidal Investments LLC	+23,643	+20.5%	138,724
Ethos Financial Group, LLC	+14,271	+31.2%	59,981
Brookwood Investment Group LLC	+10,472	+33.4%	41,870
Summit Financial, LLC	+7,505	+20.5%	44,051
McIlrath & Eck, LLC	+6,800	+0.4%	1,821,941
THRYVE WEALTH MANAGEMENT LLC	+6,683	+9.3%	78,341
Ascent Advisors, LLC	+5,481	+12.4%	49,814

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Farther Finance Advisors, LLC	-247,321	-55.8%	196,132
Cambridge Investment Research Advis	-174,660	-57.8%	127,334
TCFG Investment Advisors, LLC	-168,425	-79.8%	42,734
STIFEL FINANCIAL CORP	-133,540	-10.5%	1,140,711
ENVESTNET ASSET MANAGEMENT INC	-64,891	-34.2%	124,760
Advyzon Investment Management, LLC	-40,434	-24.7%	123,440
HighTower Advisors, LLC	-39,969	-48.2%	42,870
Kovack Advisors, Inc.	-18,577	-47.0%	20,989
TCP Asset Management, LLC	-13,707	-11.1%	109,249
CITADEL ADVISORS LLC	-13,523	-38.3%	21,793
Cannon Advisors, Inc.	-11,192	-44.7%	13,843
Belpointe Asset Management LLC	-9,823	-37.7%	16,201
HIGHLINE WEALTH PARTNERS LLC	-9,000	-57.3%	6,700
Independent Wealth Network Inc.	-7,070	-23.1%	23,501
Fiscal Wisdom Wealth Management, LL	-6,437	-10.6%	54,091
CWM, LLC	-6,436	-63.5%	3,694
Ergawealth Advisors, Inc.	-6,336	-7.6%	76,761
NewEdge Advisors, LLC	-5,768	-5.9%	91,735
Authentikos Wealth Advisory, LLC	-4,189	-10.3%	36,550
Prostatis Group LLC	-3,514	-4.0%	83,695

BUXX Institutional Ownership

Institutional Ownership — BUXX

Ownership Trends

Top Institutional Holders (87 total)

Recent Activity

Sign in to InsiderStreet