Who Owns EA SER TR (BUXX)? -- Institutional Holders (2026-06-30)

76 institutions reported holding $241.6M of EA SER TR (BUXX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Rockport Wealth LLC ($75.9M), UPTICK PARTNERS, LLC ($23.3M), STIFEL FINANCIAL CORP ($23.1M), JONES FINANCIAL COMPANIES LLLP ($11.9M), Copia Wealth Management ($10.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Rockport Wealth LLC$75.9M3.8MAdded
2UPTICK PARTNERS, LLC$23.3M1.2MAdded
3STIFEL FINANCIAL CORP$23.1M1.1MTrimmed
4JONES FINANCIAL COMPANIES LLLP$11.9M584,617Added
5Copia Wealth Management$10.5M517,622Added
6OxenFree Capital LLC$8.1M401,157Added
7MML INVESTORS SERVICES, LLC$7.7M380,302Added
8WMG Financial Advisors, LLC$6.1M302,685Added
9Grantvest Financial Group LLC$4.8M237,766Added
10Haven Private, LLC$4.1M202,803Added
11Farther Finance Advisors, LLC$4.0M196,132Trimmed
12OSAIC HOLDINGS, INC.$3.6M179,985Added
13Hobbs Group Advisors, LLC$3.0M149,229New
14NWAM LLC$2.9M141,275New
15Tidal Investments LLC$2.8M138,724Added
16Cambridge Investment Research Advisors, Inc.$2.6M127,334Trimmed
17Integrated Advisors Network LLC$2.6M126,816Added
18ENVESTNET ASSET MANAGEMENT INC$2.5M124,760Trimmed
19Advyzon Investment Management, LLC$2.5M123,440Trimmed
20J.W. COLE ADVISORS, INC.$2.3M113,401Added
21TCP Asset Management, LLC$2.2M109,249Trimmed
22Foundations Investment Advisors, LLC$2.1M104,020New
23COMMONWEALTH EQUITY SERVICES, LLC$1.9M94,903Added
24NewEdge Advisors, LLC$1.9M91,735Trimmed
25B. Riley Wealth Advisors, Inc.$1.8M88,727Added

Source: SEC Form 13F filings · as of 2026-06-30