Strive 1000 Dividend GrowthSTXDETF

13F holders, Q4 2024 (December 31)
26holders +3
2new positions
0sold out
$32.68avg. 13F price*

At the end of Q4 2024, 26 institutions reported holding Strive 1000 Dividend Growth (STXD) in their 13F filings, up 3 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were OxenFree Capital LLC ($8.8M), World Investment Advisors ($4.4M) and Uptick Partners, LLC ($1.1M).

Company
Strive 1000 Dividend Growth
Filed as
EA SERIES TRUST (Q4 2024)
CUSIP
02072L581
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 18Q1 2024Q2 2024: 21Q2 2024Q3 2024: 23Q3 2024Q4 2024: 26Q4 2024Q1 2025: 29Q1 2025Q2 2025: 31Q2 2025Q3 2025: 29Q3 2025Q4 2025: 24Q4 2025Q1 2026: 29Q1 2026Q2 2026: 28Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$10K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 24,709 shares bought and 27,390 shares sold, net −2,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

OxenFree Capital LLC 6.64% Add +6.4% 270,420 $8.8M
World Investment Advisors 0.12% Add +0.2% 133,250 $4.4M
Uptick Partners, LLC 0.38% Add +2.2% 32,278 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.9% 31,084 $1.0M
GTS Securities LLC 0.04% Reduce -21.3% 27,155 $887K
StoneX Group Inc. 0.04% Reduce -40.0% 24,569 $803K
Advyzon Investment Management, LLC 0.17% — 13,175 $430K
Kestra Advisory Services, LLC 0.00% Add +18.6% 10,617 $347K
Venture Visionary Partners LLC 0.01% Reduce -1.3% 8,755 $286K
PDS Planning, Inc 0.03% Reduce -1.3% 8,686 $284K
Harbour Investments, Inc. 0.01% Add +37.0% 8,336 $272K
Captrust Financial Advisors 0.00% No change 7,446 $243K
Cwm, LLC 0.00% Reduce -10.4% 6,443 $211K
Osaic Holdings, Inc. 0.00% Add +21.6% 4,584 $150K
Parallel Advisors, LLC 0.00% No change 4,000 $131K
WealthTrak Capital Management LLC 0.05% — 1,865 $61K
Guardian Wealth Advisors, LLC / NC 0.00% Add +63.5% 1,355 $44K
Aptus Capital Advisors, LLC 0.00% Add +63.5% 1,355 $44K
JNBA Financial Advisors 0.00% No change 797 $26K
Colonial Trust Advisors 0.00% No change 740 $24K
UBS Group AG 0.00% Reduce -82.3% 588 $19K
Allworth Financial LP 0.00% No change 364 $12K
Geneos Wealth Management Inc. 0.00% New 300 $10K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 108 $4K
Friedenthal Financial 0.00% No change 74 $2K
Morgan Stanley 0.00% No change 2 $69

"% of holder's portfolio" is STXD's weight in each manager's 13F, not the share of Strive 1000 Dividend Growth the manager owns.