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 28 institutions that hold shares in the stock, with a total of 1.8 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 |
Apr 23, 2025 Q1 2025 |
582,384
shares
|
$0
6.02% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
396,435
shares
|
$0
4.28% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
202,665
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
172,166
shares
|
$0
0.74% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
133,445
shares
|
$0
2.84% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
49,987
shares
|
$0
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
43,282
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
31,807
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
25,561
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 36.61%
|
|
|
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 |
Apr 24, 2025 Q1 2025 |
21,244
shares
|
$0
0.52% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
15,891
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
14,536
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 50.43%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 39.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
11,034
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,482
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,615
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,376
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 81.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
7,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,854
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 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%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,301
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
379
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|