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STXD EA SERIES TRUST

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STRIVE 1000 DIV (fund)

28 managers (28 13F filers) reported a position in STXD shares at 2024-12-31, 598,346 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
28
13F filers
28
New
2
Added
9
Reduced
6
Sold out
0
Shares held by filers
598,346

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OxenFree Capital LLC270,420$8.84M6.64%+16,16613F-HRTimeline
World Investment Advisors133,250$4.35M0.12%+31413F-HRTimeline
UPTICK PARTNERS, LLC32,278$1.05M0.38%+70613F-HRTimeline
Cambridge Investment Research Advisors,…31,084$1.02M<0.01%+1,44213F-HRTimeline
GTS SECURITIES LLC27,155$887K0.04%-7,33213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,569$803K0.04%-16,35013F-HR/ATimelineGroup
Advyzon Investment Management, LLC13,175$430K0.17%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,617$347K<0.01%+1,66513F-HRTimelineGroup
Venture Visionary Partners LLC8,755$286K0.01%-11513F-HR/ATimeline
PDS Planning, Inc8,686$284K0.03%-11013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,336$272K0.01%+2,25113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,446$243K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,443$211K<0.01%-75013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,584$150K<0.01%+81313F-HR/ATimelineGroup
Parallel Advisors, LLC4,000$131K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC1,865$60.9K0.05%13F-HRTimeline
Aptus Capital Advisors, LLC1,355$44.3K<0.01%+52613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,355$44.3K<0.01%+52613F-HRTimeline
JNBA Financial Advisors797$26K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors740$24.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG588$19.2K<0.01%-2,73313F-HRTimelineGroup
Allworth Financial LP364$12.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.300$9.8K<0.01%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.108$3.53K<0.01%013F-HRTimeline
Friedenthal Financial74$2.43K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$69<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$16<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.