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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 2025-03-31, 867,713 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
12
Reduced
9
Sold out
3
Shares held by filers
867,713

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 LLC299,868$7.82M5.95%+31,89313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC113,983$2.91M0.65%+4,12113F-HRTimeline
WealthPLAN Partners, LLC86,764$2.49M0.35%+8,79513F-HRTimeline
UPTICK PARTNERS, LLC83,322$2.39M0.81%+10,90713F-HRTimeline
Advyzon Investment Management, LLC49,391$1.42M0.5%+10,98513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.41,331$1.19M0.07%-13,94913F-HR/ATimelineGroup
PARAGON CAPITAL MANAGEMENT INC26,167$751K0.61%-11313F-HRTimeline
Chicago Partners Investment Group LLC23,387$657K0.02%-32513F-HRTimeline
PDS Planning, Inc16,061$461K0.04%-113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,422$443K0.03%+11113F-HRTimelineGroup
PFG Investments, LLC14,296$410K0.03%-23313F-HRTimeline
World Investment Advisors13,750$395K0.01%-4,86513F-HRTimeline
Everhart Financial Group, Inc.12,249$352K0.05%+28613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,451$329K<0.01%+2,87213F-HRTimeline
Creative Planningin group Creative Planning10,264$295K<0.01%-25913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,929$285K<0.01%+1,50213F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,659$277K<0.01%+8,41313F-HRTimelineGroup
LPL Financial LLC9,450$271K<0.01%+1,56213F-HRTimeline
Safeguard Financial, LLC8,155$234K0.05%-1,34413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,316$181K<0.01%-1,62913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,291$94.5K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,050$30.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC920$26K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC378$10.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC350$10K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.343$9.85K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.151$4.33K<0.01%+2413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13$407<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$52<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$42<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.