Institutional Ownership Ea Ser Tr Strive 1000 Divid Gr (STXD)
This table provides information about the institutional ownership of Ea Ser Tr Strive 1000 Divid Gr (STXD). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 652,379 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
298,611
shares
|
$0
6.78% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
79,381
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 40.43%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
47,712
shares
|
$0
0.07% of portfolio
|
Q1 2025
Added 75.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
45,350
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 45.89%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
34,373
shares
|
$0
0.38% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
26,790
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
24,415
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
13,096
shares
|
$0
0.15% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
12,489
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.65%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,827
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,861
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
8,706
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,446
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,406
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,516
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 72.79%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,443
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,000
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
1,865
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,355
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 63.45%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,355
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 63.45%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,313
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
740
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.25%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
588
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 26.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
364
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 26.76%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|