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Disclosery

STXE EA SERIES TRUST

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STRIVE EMERGING (fund)

37 managers (37 13F filers) reported a position in STXE shares at 2026-03-31, 2,161,151 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
3
Added
13
Reduced
17
Sold out
2
Shares held by filers
2,161,151

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC824,998$32.2M2.39%-60,22513F-HRTimeline
Chicago Partners Investment Group LLC333,381$14.9M0.33%-10,02113F-HRTimeline
OxenFree Capital LLC173,576$7.65M3.71%+8,71713F-HRTimeline
Cambridge Investment Research Advisors,…118,439$4.63M0.01%-2,64813F-HRTimeline
OLD MISSION CAPITAL LLC101,972$3.99M0.09%+35,31013F-HRTimeline
GTS SECURITIES LLC81,444$3.18M0.11%+27,53513F-HRTimeline
UBS Group AGin group UBS Group AG77,910$3.04M<0.01%+1,50713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,648$2.64M<0.01%+5,01513F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC33,934$1.33M0.75%-1,94313F-HRTimeline
Parallel Advisors, LLC33,856$1.32M0.02%-15113F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,418$1.24M<0.01%+7,66513F-HRTimelineGroup
WealthPlan Investment Management, LLC28,368$1.11M0.06%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,930$1.09M0.01%+1,25913F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC25,404$1.08M0.17%+29813F-HRTimeline
LPL Financial LLC25,117$982K<0.01%-40613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.22,064$862K0.05%-42313F-HRTimelineGroup
Hegarty Advisors, LLC16,603$649K0.51%-9,56413F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC13,285$519K0.44%+25913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,722$497K<0.01%+80013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,372$483K<0.01%-49613F-HRTimelineGroup
GWN SECURITIES INC.12,304$481K0.09%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,171$476K<0.01%-1,07513F-HRTimelineGroup
Belpointe Asset Management LLC11,461$448K0.02%+27013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,420$407K<0.01%-67013F-HRTimelineGroup
PDS Planning, Inc9,632$376K0.02%-2,48113F-HRTimeline
Creative Planningin group Creative Planning8,830$345K<0.01%-13513F-HRTimelineGroup
Betterment LLC8,695$340K<0.01%+15013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,014$313K<0.01%-3,65413F-HRTimelineGroup
Cetera Investment Advisers7,148$279K<0.01%-4,12613F-HRTimeline
Farther Finance Advisors, LLC3,736$149K<0.01%-4213F-HRTimeline
Washington Trust Advisors, Inc.2,254$88.1K0.01%+813F-HRTimeline
JNBA Financial Advisors1,043$40.8K<0.01%-13313F-HRTimeline
Advisory Services Network, LLC875$34.2K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC750$29.3K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.200$7.82K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC176$6.86K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$73<0.01%013F-HRTimelineGroup