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Disclosery

STXE EA SERIES TRUST

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STRIVE EMERGING (fund)

36 managers (36 13F filers) reported a position in STXE shares at 2024-12-31, 2,431,364 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
16
Reduced
10
Sold out
1
Shares held by filers
2,431,364

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
McIlrath & Eck, LLC888,261$24.5M3.12%+29,08313F-HRTimeline
Chicago Partners Investment Group LLC358,142$9.99M0.33%-98,18613F-HRTimeline
Cambridge Investment Research Advisors,…145,976$4.03M0.01%-1,69113F-HRTimeline
OxenFree Capital LLC123,509$3.41M2.56%+8,85713F-HRTimeline
GTS SECURITIES LLC90,392$2.49M0.12%+71,20213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,968$2.23M<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…79,043$2.18M0.06%-1,49313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC77,140$2.13M<0.01%new13F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC67,543$1.86M1.07%+2,08313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP65,404$1.8M<0.01%+14,56713F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC53,961$1.51M0.31%-16,77313F-HRTimeline
UBS Group AGin group UBS Group AG51,057$1.41M<0.01%-87313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,552$1.39M<0.01%13F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC36,529$1.01M0.02%+7,84113F-HRTimeline
Parallel Advisors, LLC36,312$1M0.02%+613F-HRTimeline
Visionary Wealth Advisors34,361$947K0.06%-17,31613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.33,348$919K0.04%-94513F-HRTimelineGroup
WealthPLAN Partners, LLC26,969$744K0.11%+1,05513F-HRTimeline
LPL Financial LLC23,221$640K<0.01%+5,41713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,125$528K<0.01%+2,21113F-HR/ATimelineGroup
PARAGON CAPITAL MANAGEMENT INC15,773$435K0.34%-81,93513F-HRTimeline
PDS Planning, Inc12,974$358K0.03%+39213F-HRTimeline
Belpointe Asset Management LLC9,411$287K0.02%-2,96713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,768$269K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers9,373$258K<0.01%+35013F-HRTimeline
Advisory Services Network, LLC9,124$252K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning9,119$251K<0.01%+12513F-HRTimelineGroup
WT Wealth Management7,549$208K0.07%+69713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,012$111K<0.01%+1,24613F-HRTimelineGroup
JNBA Financial Advisors1,271$35K<0.01%-7113F-HRTimeline
FMR LLCin group FMR LLC495$13.7K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.281$7.74K<0.01%013F-HRTimeline
Friedenthal Financial200$5.52K<0.01%+313F-HRTimeline
Geneos Wealth Management Inc.200$5.51K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$51<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.