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 26 institutions that hold shares in the stock, with a total of 1.65 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 |
Jul 28, 2025 Q2 2025 |
587,680
shares
|
$0
5.19% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
410,476
shares
|
$0
2.8% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
178,397
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
144,171
shares
|
$0
2.74% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
52,405
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 74.14%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
44,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
34,311
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
25,493
shares
|
$0
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
24,719
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
24,544
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Aug 06, 2025 Q2 2025 |
21,733
shares
|
$0
0.51% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
15,901
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
14,536
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 33.52%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,600
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,268
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,576
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,892
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,876
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
7,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,999
shares
|
$0
0.06% of portfolio
|
Q2 2025
Added 207.38%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,116
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
379
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|