Institutional Ownership Ea Ser Tr Strive 1000 Divid Gr (STXD)
This table provides information about the institutional ownership of Ea Ser Tr Strive 1000 Divid Gr (STXD). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 609,540 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
270,420
shares
|
$0
6.64% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
133,250
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
32,278
shares
|
$0
0.38% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
31,084
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
27,155
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
24,569
shares
|
$0
0.05% of portfolio
|
Q4 2024
Reduced 39.96%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
13,175
shares
|
$0
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
12,007
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,617
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
8,755
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
8,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,336
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,446
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,443
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,771
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 160.97%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,865
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,355
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 63.45%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,355
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 63.45%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
797
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 48.69%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
740
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
588
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 82.29%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
364
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 26.76%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
108
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|