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Disclosery

STXF EA SERIES TRUST

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STRIVE 500 ETF (fund)

117 managers (117 13F filers) reported a position in STXF shares at 2025-03-31, 7,260,838 shares in all. 9 filers opened a position and 10 filers sold out during the quarter.

Managers
117
13F filers
117
New
9
Added
54
Reduced
25
Sold out
10
Shares held by filers
7,260,838

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OxenFree Capital LLC819,520$27.2M20.69%+82,71213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC560,348$20.2M0.01%-11,82613F-HRTimelineGroup
UBS Group AGin group UBS Group AG407,917$14.7M<0.01%+42,92213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP390,936$14.1M0.02%+3,41913F-HRTimelineGroup
Ethos Financial Group, LLC376,141$13.6M1.3%-50,95313F-HRTimeline
Weaver Capital Management LLC290,001$10.5M2.79%-2,45613F-HRTimeline
United Advisor Group, LLC289,117$10.4M2.14%+27,41713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC241,497$8.71M0.01%+153,60413F-HRTimeline
UPTICK PARTNERS, LLC241,361$8.7M2.95%+26,73813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC238,368$8.6M5.54%+112,98313F-HRTimeline
Strive Asset Management, LLC221,475$7.99M5.55%+208,28013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA178,433$6.43M<0.01%-124,64613F-HR/ATimelineGroup
LPL Financial LLC175,662$6.33M<0.01%+22,64313F-HRTimeline
Cambridge Investment Research Advisors,…148,775$5.37M0.02%+11,19713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.140,449$5.06M0.36%+3,92113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP129,700$4.64M<0.01%+54,95513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,057$4.55M<0.01%-4,02013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…116,977$4.22M<0.01%+4,17313F-HRTimelineGroup
Sage Capital Management, LLC114,227$4.12M2.24%+16,27213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…109,633$3.95M0.01%+81,64213F-HRTimelineGroup
Creative Planningin group Creative Planning90,574$3.27M<0.01%-5,19013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,823$3.17M<0.01%+6,01113F-HRTimelineGroup
Sanctuary Advisors, LLC87,598$3.16M0.02%+11113F-HRTimeline
Visionary Wealth Advisors85,373$3.08M0.18%-11,97813F-HRTimeline
World Investment Advisors71,716$2.59M0.07%-7,22013F-HRTimeline
WealthPLAN Partners, LLC64,749$2.33M0.33%+7,82613F-HRTimeline
S.A. Mason LLC59,834$2.16M1.14%+2,28013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC63,102$2.05M0.46%+3,62013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,691$2.04M0.01%+58413F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC56,164$2.03M0.21%+16,34013F-HRTimeline
Cetera Investment Advisers54,496$1.97M<0.01%+8,13513F-HRTimeline
Janney Montgomery Scott LLC52,108$1.88M0.01%-40,13413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,633$1.83M<0.01%+11,96713F-HRTimeline
Betterment LLC48,210$1.74M<0.01%+5,44513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,752$1.61M<0.01%+20,03313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC32,868$1.19M<0.01%+7,14813F-HRTimeline
Belpointe Asset Management LLC32,837$1.18M0.06%+6,66013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,270$1.16M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,008$1.15M<0.01%-9,66013F-HRTimelineGroup
Orion Porfolio Solutions, LLC31,756$1.15M0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC31,756$1.15M0.01%new13F-HR/ATimeline
Second Half Financial Partners, LLC29,750$1.07M0.53%+46013F-HRTimeline
Advyzon Investment Management, LLC28,902$1.04M0.37%+5,14713F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC27,517$992K0.8%-98113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,020$974K<0.01%-7,98013F-HRTimeline
Everhart Financial Group, Inc.26,786$966K0.13%+1913F-HRTimeline
CWM, LLCin group CWM, LLC26,305$949K<0.01%-27513F-HRTimelineGroup
Snowden Capital Advisors LLC25,109$905K0.03%013F-HRTimeline
Fairman Group, LLC77,087$840K0.77%+54,86213F-HRTimeline
Indiana Trust & Investment Management Co23,000$829K0.3%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC19,834$808K0.62%+2,29413F-HRTimeline
Future Financial Wealth Managment LLC22,071$796K0.58%+3,85913F-HRTimeline
Balance Wealth Partners LLC20,773$749K0.49%13F-HRTimeline
Chicago Partners Investment Group LLC19,828$720K0.02%-1,42613F-HRTimeline
&PARTNERS18,713$670K0.01%-2,11313F-HRTimeline
PDS Planning, Inc18,401$664K0.06%+4413F-HRTimeline
Geneos Wealth Management Inc.17,976$648K0.01%+12,48413F-HRTimeline
Gibson Capital, LLC17,411$628K0.13%-11013F-HR/ATimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…17,277$623K0.13%-8,54113F-HRTimeline
Grantvest Financial Group LLC16,930$611K0.5%+42413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,427$556K0.02%+6,14713F-HRTimelineGroup
Advisory Services Network, LLC14,982$540K0.01%+1,98213F-HRTimeline
Trilogy Capital Inc.12,210$440K0.02%-55513F-HRTimeline
Fulton Bank, N.A.12,000$433K0.02%013F-HRTimeline
PFG Investments, LLC11,779$425K0.03%-11813F-HRTimeline
1776 Wealth LLC10,858$392K0.18%013F-HRTimeline
Curran Financial Partners, LLC10,598$382K0.09%+5,30613F-HRTimeline
NewEdge Advisors, LLC10,198$368K<0.01%+9113F-HRTimeline
TCP Asset Management, LLC9,655$348K0.08%-9,31013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,622$347K0.14%013F-HRTimeline
Parallel Advisors, LLC9,300$335K0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.9,258$334K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,413$333K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,963$323K0.01%+4,58213F-HRTimeline
Goepper Burkhardt LLC8,616$311K0.12%+95813F-HRTimeline
Pacific Asset Management, LLC8,290$299K0.27%+2013F-HRTimeline
Beacon Pointe Advisors, LLC7,858$283K<0.01%013F-HRTimeline
HFG Advisors, Inc.7,803$281K0.24%+1313F-HRTimeline
CPR Investments Inc.7,364$266K0.24%-13,86613F-HRTimeline
N.E.W. Advisory Services LLC6,858$247K0.02%013F-HRTimeline
Cypress Wealth Services, LLC6,763$244K0.05%+1913F-HRTimeline
Lauterbach Financial Advisors, LLC6,491$234K0.15%+70513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,143$222K0.01%013F-HRTimeline
Nikulski Financial, Inc.5,980$216K0.07%new13F-HRTimeline
Allworth Financial LP5,926$209K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,673$205K<0.01%+48913F-HRTimeline
Horan Securities, Inc.5,647$204K0.08%+1713F-HRTimeline
DAVENPORT & Co LLC5,610$202K<0.01%+5513F-HRTimeline
AE Wealth Management LLC4,328$156K<0.01%+12813F-HRTimeline
MCF Advisors LLC4,223$152K0.01%+4613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors4,199$151K0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,118$149K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC4,002$144K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,464$125K<0.01%-2613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,098$112K0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,361$85.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,361$85.1K0.01%013F-HRTimeline
HOWE & RUSLING INC1,846$66.6K0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.1,800$64.9K0.02%013F-HRTimeline
Abound Wealth Management1,309$47.2K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC1,146$41.3K<0.01%+37813F-HRTimelineGroup
JNBA Financial Advisors1,009$36.4K<0.01%-48113F-HRTimeline
McIlrath & Eck, LLC981$35.4K<0.01%-39313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC955$34.4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC855$30.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.821$29K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC459$16.6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO402$14.5K<0.01%-2,03713F-HRTimelineGroup
Capital Investment Advisory Services, L…400$14.4K<0.01%013F-HRTimeline
Larson Financial Group LLC400$14.4K<0.01%013F-HRTimeline
IFP Advisors, Inc365$13.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC335$12.1K<0.01%new13F-HRTimeline
Friedenthal Financial257$9.25K0.01%+5113F-HRTimeline
CoreCap Advisors, LLC200$7.21K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC157$5.95K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$3.61K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.