Strive 1000 Dividend GrowthSTXDETF

13F holders, Q1 2025 (March 31)
29holders +3
4new positions
2sold out
$31.23avg. 13F price*

At the end of Q1 2025, 29 institutions reported holding Strive 1000 Dividend Growth (STXD) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were OxenFree Capital LLC ($8.9M), World Investment Advisors ($2.6M) and GTS Securities LLC ($1.5M).

Company
Strive 1000 Dividend Growth
Filed as
EA SERIES TRUST (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$1.1M
Exits2$23K

All 13F filers, Q4 2024 → Q1 2025: 108,897 shares bought and 54,854 shares sold, net +54,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

OxenFree Capital LLC 6.78% Add +10.4% 298,611 $8.9M
World Investment Advisors 0.07% Reduce -40.4% 79,381 $2.6M
GTS Securities LLC 0.07% Add +75.7% 47,712 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +45.9% 45,350 $1.5M
Uptick Partners, LLC 0.38% Add +6.5% 34,373 $1.1M
StoneX Group Inc. 0.05% Add +9.0% 26,790 $868K
GWN Securities Inc. 0.04% New 24,415 $791K
Advyzon Investment Management, LLC 0.15% Reduce -0.6% 13,096 $424K
Venture Visionary Partners LLC 0.02% Add +42.6% 12,489 $405K
Kestra Advisory Services, LLC 0.00% Add +2.0% 10,827 $351K
Susquehanna International Group, LLP 0.00% New 8,861 $287K
PDS Planning, Inc 0.02% Add +0.2% 8,706 $282K
Captrust Financial Advisors 0.00% Add +13.4% 8,446 $274K
Harbour Investments, Inc. 0.01% Add +0.8% 8,406 $272K
Osaic Holdings, Inc. 0.00% Add +42.1% 6,516 $211K
Cwm, LLC 0.00% No change 6,443 $209K
Parallel Advisors, LLC 0.00% No change 4,000 $130K
WealthTrak Capital Management LLC 0.05% No change 1,865 $60K
Guardian Wealth Advisors, LLC / NC 0.00% No change 1,355 $44K
Aptus Capital Advisors, LLC 0.00% No change 1,355 $44K
Ameriflex Group, Inc. 0.02% New 1,313 $43K
Colonial Trust Advisors 0.00% No change 740 $24K
JNBA Financial Advisors 0.00% Reduce -26.2% 588 $19K
Allworth Financial LP 0.00% No change 364 $11K
Geneos Wealth Management Inc. 0.00% No change 300 $10K
Friedenthal Financial 0.00% Add +1.4% 75 $2K
FMR LLC 0.00% New 10 $324
Morgan Stanley 0.00% Reduce -50.0% 1 $36
Wells Fargo & Company 0.00% Add +0.0% 1 $28

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