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STXK EA SERIES TRUST

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STRIVE SML CAP (fund)

31 managers (31 13F filers) reported a position in STXK shares at 2024-12-31, 856,568 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
14
Reduced
8
Sold out
1
Shares held by filers
856,568

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 LLC267,975$8.38M6.29%+12,84913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC109,862$3.48M0.72%+2,52613F-HRTimeline
WealthPLAN Partners, LLC77,969$2.44M0.35%+10,77713F-HRTimeline
UPTICK PARTNERS, LLC72,415$2.26M0.82%+2,53113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.55,280$1.73M0.09%-90913F-HR/ATimelineGroup
Advyzon Investment Management, LLC38,406$1.2M0.46%13F-HRTimeline
GTS SECURITIES LLC31,214$976K0.05%-14,38813F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC26,280$822K0.64%-54113F-HRTimeline
Chicago Partners Investment Group LLC23,712$744K0.02%+2,86713F-HRTimeline
Cambridge Investment Research Advisors,…20,051$627K<0.01%-11,26013F-HRTimeline
World Investment Advisors18,615$582K0.02%+2,73013F-HRTimeline
PDS Planning, Inc16,062$502K0.04%-97513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,311$479K0.03%013F-HRTimelineGroup
PFG Investments, LLC14,529$454K0.03%+3,65713F-HRTimeline
Everhart Financial Group, Inc.11,963$374K0.08%-3713F-HRTimeline
Creative Planningin group Creative Planning10,523$329K<0.01%+2,87613F-HRTimelineGroup
Safeguard Financial, LLC9,499$297K0.06%+2,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,579$268K<0.01%+1,34013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,427$264K<0.01%13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,945$248K<0.01%+23413F-HR/ATimelineGroup
LPL Financial LLC7,888$247K<0.01%+1,49513F-HRTimeline
UBS Group AGin group UBS Group AG1,246$39K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,050$32.8K<0.01%+15013F-HRTimeline
CWM, LLCin group CWM, LLC920$29K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors355$11.1K<0.01%-6013F-HRTimeline
AE Wealth Management LLC350$10.9K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.127$3.97K<0.01%+1713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13$407<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$56<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$17<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.