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 773,055 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 |
May 01, 2024 Q1 2024 |
182,700
shares
|
$0
4.05% of portfolio
|
Q1 2024
Added 184.26%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
136,435
shares
|
$0
0.41% of portfolio
|
Q1 2024
Added 4.44%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2024 Q1 2024 |
131,845
shares
|
$0
3.49% of portfolio
|
Q1 2024
Added 6.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
104,373
shares
|
$0
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
35,050
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
32,903
shares
|
$0
0.1% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Safeguard Financial, LLC
|
Apr 09, 2024 Q1 2024 |
29,727
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Everhart Financial Group, Inc.
|
May 13, 2024 Q1 2024 |
29,668
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
23,759
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,262
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
9,663
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 11.67%
|
|
|
Essex Financial Services, Inc.
|
Apr 23, 2024 Q1 2024 |
8,940
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
8,147
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
7,939
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
7,245
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
3,885
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 93.67%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
May 15, 2024 Q1 2024 |
2,050
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,181
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,138
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 91.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
801
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 58.71%
|
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
551
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
532
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Apr 16, 2024 Q1 2024 |
260
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|