Institutional Ownership Ea Ser Tr Strive 1000 Value Et (STXV)
This table provides information about the institutional ownership of Ea Ser Tr Strive 1000 Value Et (STXV). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.34 Million 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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
569,268
shares
|
$0
7.3% of portfolio
|
Q3 2024
Added 211.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
194,856
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
158,463
shares
|
$0
0.65% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
116,129
shares
|
$0
2.77% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
50,451
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
43,300
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
37,294
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
31,937
shares
|
$0
0.09% of portfolio
|
Q3 2024
Reduced 30.22%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
28,078
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,151
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
21,895
shares
|
$0
0.49% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
16,037
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
9,663
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 11.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
9,048
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 56.38%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
7,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
6,654
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,678
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 68.32%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,318
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
2,050
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
551
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
260
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|