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STXK EA SERIES TRUST

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STRIVE SML CAP (fund)

35 managers (35 13F filers) reported a position in STXK shares at 2026-03-31, 1,219,801 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
10
Reduced
9
Sold out
5
Shares held by filers
1,219,801

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
OxenFree Capital LLC371,453$13.2M6.39%+42,62713F-HRTimeline
Foundations Investment Advisors, LLC169,552$5.66M0.07%new13F-HRTimeline
Summit Financial, LLC128,642$4.29M0.05%-1,30713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC112,000$3.92M0.6%-1,28113F-HRTimeline
WealthPlan Investment Management, LLC92,929$3.1M0.17%new13F-HRTimeline
UPTICK PARTNERS, LLC50,305$1.68M0.33%-7,92513F-HRTimeline
Cambridge Investment Research Advisors,…42,446$1.42M<0.01%-3,84913F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC31,195$1.04M0.88%+1,51513F-HRTimeline
Chicago Partners Investment Group LLC22,297$808K0.02%+3313F-HRTimeline
Advyzon Investment Management, LLC18,622$621K0.06%-8,79113F-HRTimeline
PDS Planning, Inc17,026$568K0.04%-14213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,198$540K<0.01%+48713F-HRTimelineGroup
PFG Investments, LLC14,950$499K0.02%+69713F-HRTimeline
GTS SECURITIES LLC13,961$466K0.02%-27,74513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,766$459K<0.01%new13F-HRTimelineGroup
LPL Financial LLC13,719$458K<0.01%+41013F-HRTimeline
Everhart Financial Group, Inc.12,230$408K0.03%-1,36213F-HRTimeline
Avantax Planning Partners, Inc.11,955$399K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,317$378K0.02%+62613F-HRTimelineGroup
Merit Financial Group, LLC10,067$336K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.9,600$320K0.02%+18013F-HRTimeline
Creative Planningin group Creative Planning9,121$304K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,996$269K<0.01%013F-HRTimeline
World Investment Advisors7,000$234K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,285$210K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,650$55K<0.01%013F-HR/ATimeline
Aptus Capital Advisors, LLC1,061$35.4K<0.01%+313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,061$35.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC609$20.4K<0.01%-1613F-HRTimeline
N.E.W. Advisory Services LLC378$12.6K<0.01%013F-HRTimeline
AE Wealth Management LLC350$11.7K<0.01%013F-HRTimeline
IFG Advisory, LLC50$1.67K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC7$241<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2$74<0.01%+113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$26<0.01%013F-HR/ATimelineGroup