BUXX — Institutional owners (13F)

71 filers · $280.5M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Rockport Wealth LLC $75,904,561 3,750,225 27.06% Shares
McIlrath & Eck, LLC $36,885,192 1,821,941 13.15% Shares
UPTICK PARTNERS, LLC $23,333,846 1,152,858 8.32% Shares
STIFEL FINANCIAL CORP $23,087,996 1,140,711 8.23% Shares
JONES FINANCIAL COMPANIES LLLP $11,856,028 584,617 4.23% Shares
Copia Wealth Management $10,476,669 517,622 3.73% Shares
OxenFree Capital LLC $8,107,389 401,157 2.89% Shares
MML INVESTORS SERVICES, LLC $7,697,314 380,302 2.74% Shares
WMG Financial Advisors, LLC $6,126,344 302,685 2.18% Shares
Grantvest Financial Group LLC $4,812,377 237,766 1.72% Shares
TCFG WEALTH MANAGEMENT, LLC $4,274,914 211,159 1.52% Shares
Haven Private, LLC $4,104,730 202,803 1.46% Shares
Farther Finance Advisors, LLC $3,969,718 196,132 1.42% Shares
OSAIC HOLDINGS, INC. $3,643,861 179,985 1.30% Shares
Hobbs Group Advisors, LLC $3,020,402 149,229 1.08% Shares
NWAM LLC $2,859,412 141,275 1.02% Shares
Integrated Advisors Network LLC $2,566,750 126,816 0.92% Shares
ENVESTNET ASSET MANAGEMENT INC $2,525,133 124,760 0.90% Shares
Advyzon Investment Management, LLC $2,498,426 123,440 0.89% Shares
J.W. COLE ADVISORS, INC. $2,295,233 113,401 0.82% Shares
TCP Asset Management, LLC $2,211,195 109,249 0.79% Shares
Foundations Investment Advisors, LLC $2,105,365 104,020 0.75% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,920,840 94,903 0.68% Shares
NewEdge Advisors, LLC $1,856,717 91,735 0.66% Shares
B. Riley Wealth Advisors, Inc. $1,794,058 88,727 0.64% Shares
Orion Portfolio Solutions, LLC $1,741,095 85,726 0.62% Shares
Prostatis Group LLC $1,693,991 83,695 0.60% Shares
Essex Financial Services, Inc. $1,621,756 80,126 0.58% Shares
THRYVE WEALTH MANAGEMENT LLC $1,585,630 78,341 0.57% Shares
Ergawealth Advisors, Inc. $1,553,645 76,761 0.55% Shares
Strive Asset Management, LLC $1,302,767 64,239 0.46% Shares
PRIMORIS WEALTH ADVISORS, LLC $1,281,215 63,301 0.46% Shares
Ethos Financial Group, LLC $1,214,022 59,981 0.43% Shares
Fiscal Wisdom Wealth Management, LLC $1,094,805 54,091 0.39% Shares
Realta Investment Advisors $1,091,958 53,951 0.39% Shares
Allworth Financial LP $1,016,668 50,231 0.36% Shares
Ascent Advisors, LLC $1,005,745 49,814 0.36% Shares
Synergy Asset Management, LLC $984,878 48,660 0.35% Shares
Summit Financial, LLC $891,583 44,051 0.32% Shares
HighTower Advisors, LLC $867,691 42,870 0.31% Shares
TCFG Investment Advisors, LLC $864,945 42,734 0.31% Shares
Brookwood Investment Group LLC $847,459 41,870 0.30% Shares
Authentikos Wealth Advisory, LLC $739,778 36,550 0.26% Shares
Stratos Wealth Advisors, LLC $702,033 34,685 0.25% Shares
Meridian Wealth Management, LLC $692,127 34,196 0.25% Shares
Convergence Financial, LLC $609,447 30,111 0.22% Shares
HICKS CAPITAL MANAGEMENT LLC $512,416 25,317 0.18% Shares
CLG LLC $508,532 25,125 0.18% Shares
Simplicity Wealth,LLC $499,928 24,700 0.18% Shares
Atria Wealth Solutions, Inc. $477,520 23,500 0.17% Shares
Independent Wealth Network Inc. $475,660 23,501 0.17% Shares
CITADEL ADVISORS LLC $441,090 21,793 0.16% Shares
Kovack Advisors, Inc. $424,116 20,989 0.15% Shares
Compound Planning, Inc. $387,883 19,164 0.14% Shares
CAPTRUST FINANCIAL ADVISORS $381,443 18,846 0.14% Shares
Estate Planners Group, LLC $339,467 16,772 0.12% Shares
Balboa Wealth Partners $331,835 16,395 0.12% Shares
Belpointe Asset Management LLC $327,909 16,201 0.12% Shares
Trilogy Capital Inc. $302,709 14,956 0.11% Shares
INTEGRITY ALLIANCE, LLC. $295,686 14,609 0.11% Shares
GWN SECURITIES INC. $288,005 14,229 0.10% Shares
Cannon Advisors, Inc. $280,036 13,843 0.10% Shares
TECTONIC ADVISORS LLC $263,120 13,000 0.09% Shares
Steward Partners Investment Advisory, LLC $214,524 10,599 0.08% Shares
Corus Family Wealth Advisors $202,168 9,989 0.07% Shares
HIGHLINE WEALTH PARTNERS LLC $135,608 6,700 0.05% Shares
CWM, LLC $74,785 3,694 0.03% Shares
UBS Group AG $10,120 500 0.00% Shares
Cambridge Investment Research Advisors, Inc. $2,577 127,334 0.00% Shares
AE Wealth Management LLC $2,024 100 0.00% Shares
FLOW TRADERS U.S. LLC $421 20,787 0.00% Shares