65 tracked 13F filers disclose a position in BUXX as of the latest SEC 13F filings, a combined $285.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rockport Wealth LLC | $75.9M | 3.8M | ▲+1.8% Added · +66K sh | Q2 2026 | |
| 2 | McIlrath & Eck, LLC | $36.9M | 1.8M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $25.8M | 1.3M | ▲+99% Added · +634K sh | Q1 2026 | |
| 4 | UPTICK PARTNERS, LLC | $23.3M | 1.2M | ▲+9.7% Added · +102K sh | Q2 2026 | |
| 5 | Copia Wealth Management | $10.5M | 518K | ▲+8.8% Added · +42K sh | Q2 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $10.3M | 509K | ▲+13% Added · +59K sh | Q1 2026 | |
| 7 | Farther Finance Advisors, LLC | $9.0M | 443K | ▲+279% Added · +326K sh | Q1 2026 | |
| 8 | OxenFree Capital LLC | $8.1M | 401K | ▲+73% Added · +170K sh | Q2 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $7.7M | 380K | ▲+142% Added · +223K sh | Q2 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $6.4M | 318K | ▲+54% Added · +111K sh | Q1 2026 | |
| 11 | WMG Financial Advisors, LLC | $6.1M | 303K | ▲+95% Added · +147K sh | Q2 2026 | |
| 12 | Grantvest Financial Group LLC | $4.8M | 238K | ▲+0.2% Added · +493 sh | Q2 2026 | |
| 13 | Haven Private, LLC | $4.1M | 203K | ▲+51% Added · +69K sh | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 190K | ▲+729% Added · +167K sh | Q1 2026 | |
| 15 | Hobbs Group Advisors, LLC | $3.0M | 149K | ▲New +149K sh | Q2 2026 | |
| 16 | NWAM LLC | $2.9M | 141K | ▲New +141K sh | Q2 2026 | |
| 17 | Tidal Investments LLC | $2.8M | 139K | ▲+21% Added · +24K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.7M | 132K | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 19 | Integrated Advisors Network LLC | $2.6M | 127K | ▲+42% Added · +38K sh | Q2 2026 | |
| 20 | Advyzon Investment Management, LLC | $2.5M | 123K | ▼−25% Reduced · −40K sh | Q2 2026 | |
| 21 | J.W. COLE ADVISORS, INC. | $2.3M | 113K | ▲+68% Added · +46K sh | Q2 2026 | |
| 22 | TCP Asset Management, LLC | $2.2M | 109K | ▼−11% Reduced · −14K sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | $1.9M | 92K | ▼−5.9% Reduced · −6K sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 91K | ▼−33% Reduced · −45K sh | Q1 2026 | |
| 25 | B. Riley Wealth Advisors, Inc. | $1.8M | 89K | ▲+46% Added · +28K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in BUXX and 18 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 35 funds | $17.7B |
| MICROSOFT CORPMSFT | 35 funds | $11.6B |
| ISHARES CORE S&P 500 ETFIVV | 35 funds | $5.0B |
| NVIDIA CORPNVDA | 34 funds | $20.2B |
| AMAZON.COM INCAMZN | 34 funds | $9.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 34 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $5.3B |
| TESLA INCTSLA | 33 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 32 funds | $12.7B |
| BROADCOM INCAVGO | 32 funds | $6.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $1.2B |
Ranked by how many of BUXX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 345 funds | $1.9B |
| FRDMmc | 285 funds | $2.2B |
| STRVmc | 125 funds | $378.9M |
| BSVOFUND | 122 funds | $2.1B |
| DRLLmc | 93 funds | $35.9M |
| QMOMmc | 66 funds | $191.8M |
| BUXXthis pageSTRIVE ENHANCED | 65 funds | $285.2M |
| BBLUmc | 65 funds | $136.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BUXX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BUXX/capital-change-brief"
Use Arkolith's capital_change_brief for BUXX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BUXX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.