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 25 institutions that hold shares in the stock, with a total of 1.69 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
582,384
shares
|
$0
6.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
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.
|
Apr 22, 2025 Q1 2025 |
202,665
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
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 |
Apr 22, 2025 Q1 2025 |
133,445
shares
|
$0
2.84% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
43,282
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
24,544
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
21,244
shares
|
$0
0.52% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
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.
|
Apr 25, 2025 Q1 2025 |
15,891
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
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%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,376
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 81.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
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%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
379
shares
|
$0
0.0% of portfolio
|
Q1 2025
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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|