Strive Em Markets Ex-ChinaSTXEETF

13F holders, Q4 2024 (December 31)
35holders +5
6new positions
1sold out
$27.64avg. 13F price*

At the end of Q4 2024, 35 institutions reported holding Strive Em Markets Ex-China (STXE) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 1 sold out. The largest holders were McIlrath & Eck, LLC ($24.5M), Chicago Partners Investment Group LLC ($10.0M) and Cambridge Investment Research Advisors, Inc. ($4.0M).

Company
Strive Em Markets Ex-China
Filed as
EA SERIES TRUST (Q4 2024)
CUSIP
02072L698
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 32Q1 2024Q2 2024: 33Q2 2024Q3 2024: 30Q3 2024Q4 2024: 35Q4 2024Q1 2025: 37Q1 2025Q2 2025: 34Q2 2025Q3 2025: 35Q3 2025Q4 2025: 36Q4 2025Q1 2026: 37Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$4.9M
Exits1$3K

All 13F filers, Q3 2024 → Q4 2024: 322,830 shares bought and 222,360 shares sold, net +100,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

McIlrath & Eck, LLC 3.12% Add +3.4% 888,261 $24.5M
Chicago Partners Investment Group LLC 0.33% Reduce -21.5% 358,142 $10.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.1% 145,976 $4.0M
OxenFree Capital LLC 2.56% Add +7.7% 123,509 $3.4M
GTS Securities LLC 0.12% Add +371.0% 90,392 $2.5M
Goldman Sachs Group Inc. 0.00% New 80,968 $2.2M
Concurrent Investment Advisors, LLC 0.06% Reduce -1.9% 79,043 $2.2M
Jane Street Group, LLC 0.00% New 77,140 $2.1M
Secured Retirement Advisors, LLC 1.07% Add +3.2% 67,543 $1.9M
Stifel Financial Corp. 0.00% Add +28.6% 65,404 $1.8M
Financial Management Network Inc. 0.31% Reduce -23.7% 53,961 $1.5M
UBS Group AG 0.00% Reduce -1.7% 51,057 $1.4M
Raymond James Financial Inc. 0.00% — 50,552 $1.4M
Old Mission Capital LLC 0.02% Add +27.3% 36,529 $1.0M
Parallel Advisors, LLC 0.02% Add +0.0% 36,312 $1.0M
Visionary Wealth Advisors 0.06% Reduce -33.5% 34,361 $947K
Stratos Wealth Advisors, LLC 0.04% Reduce -2.8% 33,348 $919K
WealthPLAN Partners, LLC 0.11% Add +4.1% 26,969 $744K
LPL Financial LLC 0.00% Add +30.4% 23,221 $640K
Osaic Holdings, Inc. 0.00% Add +13.1% 19,125 $528K
Paragon Capital Management Inc. 0.34% Reduce -83.9% 15,773 $435K
PDS Planning, Inc 0.03% Add +3.1% 12,974 $358K
Belpointe Asset Management LLC 0.02% Reduce -24.0% 9,411 $287K
Kestra Advisory Services, LLC 0.00% New 9,768 $269K
Cetera Investment Advisers 0.00% Add +3.9% 9,373 $258K
Advisory Services Network, LLC 0.00% New 9,124 $252K
Creative Planning 0.00% Add +1.4% 9,119 $251K
WT Wealth Management 0.07% Add +10.2% 7,549 $208K
Jones Financial Companies LLLP 0.00% Add +45.0% 4,012 $111K
JNBA Financial Advisors 0.00% Reduce -5.3% 1,271 $35K
FMR LLC 0.00% New 495 $14K
Harbour Investments, Inc. 0.00% No change 281 $8K
Friedenthal Financial 0.00% Add +1.5% 200 $6K
Geneos Wealth Management Inc. 0.00% New 200 $6K
Morgan Stanley 0.00% No change 1 $51

"% of holder's portfolio" is STXE's weight in each manager's 13F, not the share of Strive Em Markets Ex-China the manager owns.