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STXV EA SERIES TRUST

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STRI 1000 VA ETF (fund)

33 managers (33 13F filers) reported a position in STXV shares at 2026-03-31, 1,363,735 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
7
Added
8
Reduced
8
Sold out
3
Shares held by filers
1,363,735

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
UPTICK PARTNERS, LLC517,058$18.2M3.62%-33,11313F-HRTimeline
WealthPlan Investment Management, LLC189,820$6.67M0.37%new13F-HRTimeline
OxenFree Capital LLC169,012$6.07M2.94%+4,19313F-HRTimeline
Advyzon Investment Management, LLC145,588$5.12M0.46%-77,47813F-HRTimeline
Cambridge Investment Research Advisors,…49,726$1.75M<0.01%+49913F-HRTimeline
Everhart Financial Group, Inc.33,367$1.17M0.1%-5,31413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,853$1.01M0.05%+2,51313F-HRTimelineGroup
PARAGON CAPITAL MANAGEMENT INC24,471$860K0.73%+1,29413F-HRTimeline
GTS SECURITIES LLC23,158$814K0.03%+6,53113F-HRTimeline
Summit Financial, LLC22,025$774K0.01%-5913F-HRTimeline
Merit Financial Group, LLC17,540$616K<0.01%+7413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,084$600K<0.01%-61513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,951$560K0.03%013F-HRTimelineGroup
Venture Visionary Partners LLC14,334$504K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,014$422K0.01%+1,19413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,676$375K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,350$364K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,326$328K<0.01%-3,70313F-HRTimeline
Betterment LLC8,479$298K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,882$277K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC7,110$250K<0.01%-13513F-HRTimeline
Key Client Fiduciary Advisors, LLC7,100$249K0.09%013F-HRTimeline
LPL Financial LLC6,890$242K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC5,859$211K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,629$128K<0.01%+1113F-HRTimelineGroup
Longview Financial Advisors, Inc.2,230$78.4K0.05%new13F-HRTimeline
McIlrath & Eck, LLC1,891$66.4K<0.01%-16313F-HRTimeline
Geneos Wealth Management Inc.1,000$35.1K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL513$18K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO419$14.5K<0.01%new13F-HR/ATimelineGroup
N.E.W. Advisory Services LLC379$13.3K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$45<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.