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 28 institutions that hold shares in the stock, with a total of 1.73 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 |
Nov 04, 2025 Q3 2025 |
627,712
shares
|
$0
5.33% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
417,010
shares
|
$0
2.32% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
186,580
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
157,771
shares
|
$0
2.82% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
49,678
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
40,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
30,734
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
24,892
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
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 |
Oct 15, 2025 Q3 2025 |
22,299
shares
|
$0
0.54% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
21,666
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
17,403
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.6%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
15,921
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
14,334
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,320
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
13,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
10,808
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,712
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,878
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
7,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,451
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,116
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
513
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
379
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|