EA Series Trust (BUXX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 66

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$20.24

-0.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of BUXX (all 13F filers)

Rockport Wealth3.8 MWealth adviser+66 K
Uptick Partners1.2 MType not verified+102 K
Stifel Financial1.1 MWealth adviser−134 K
Jones Financial Companies Lllp585 KWealth adviser+75 K
Copia Wealth Management518 KWealth adviser+42 K
OxenFree Capital401 KType not verified+170 K
MML Investors Services380 KWealth adviser+223 K
WMG Financial Advisors303 KType not verified+147 K
Grantvest Financial Group238 KType not verified+493
Haven Private203 KType not verified+69 K

Filer	Type
Rockport Wealth	Wealth adviser	3.8 M	+66 K	$75.9M
Uptick Partners	Type not verified	1.2 M	+102 K	$23.3M
Stifel Financial	Wealth adviser	1.1 M	−134 K	$23.1M
Jones Financial Companies Lllp	Wealth adviser	585 K	+75 K	$11.9M
Copia Wealth Management	Wealth adviser	518 K	+42 K	$10.5M
OxenFree Capital	Type not verified	401 K	+170 K	$8.1M
MML Investors Services	Wealth adviser	380 K	+223 K	$7.7M
WMG Financial Advisors	Type not verified	303 K	+147 K	$6.1M
Grantvest Financial Group	Type not verified	238 K	+493	$4.8M
Haven Private	Type not verified	203 K	+69 K	$4.1M

Rockport Wealth
Shares
3.8 M
Change
+66 K
See more
Type
Wealth adviser
Value
$75.9M
Uptick Partners
Shares
1.2 M
Change
+102 K
See more
Type
Type not verified
Value
$23.3M
Stifel Financial
Shares
1.1 M
Change
−134 K
See more
Type
Wealth adviser
Value
$23.1M
Jones Financial Companies Lllp
Shares
585 K
Change
+75 K
See more
Type
Wealth adviser
Value
$11.9M
Copia Wealth Management
Shares
518 K
Change
+42 K
See more
Type
Wealth adviser
Value
$10.5M
OxenFree Capital
Shares
401 K
Change
+170 K
See more
Type
Type not verified
Value
$8.1M
MML Investors Services
Shares
380 K
Change
+223 K
See more
Type
Wealth adviser
Value
$7.7M
WMG Financial Advisors
Shares
303 K
Change
+147 K
See more
Type
Type not verified
Value
$6.1M
Grantvest Financial Group
Shares
238 K
Change
+493
See more
Type
Type not verified
Value
$4.8M
Haven Private
Shares
203 K
Change
+69 K
See more
Type
Type not verified
Value
$4.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗