Institutional Ownership Ea Ser Tr Strive 1000 Value Et (STXV)
This table provides information about the institutional ownership of Ea Ser Tr Strive 1000 Value Et (STXV). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 1.72 Million 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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
594,377
shares
|
$0
6.36% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
398,821
shares
|
$0
4.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
198,077
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
166,399
shares
|
$0
0.7% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
123,075
shares
|
$0
2.73% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
43,236
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
40,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
28,257
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
21,484
shares
|
$0
0.5% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
18,711
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 41.41%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
15,873
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,663
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 11.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,048
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 56.38%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,541
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,536
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 218.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
7,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,318
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,050
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
551
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
47
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|