Strive 1000 Growth ETFSTXGETF

13F holders, Q4 2024 (December 31)
35holders +5
8new positions
4sold out
1famous investor
$43.42avg. 13F price*

At the end of Q4 2024, 35 institutions reported holding Strive 1000 Growth ETF (STXG) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were OxenFree Capital LLC ($17.1M), Uptick Partners, LLC ($13.6M) and Advyzon Investment Management, LLC ($8.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Strive 1000 Growth ETF
Filed as
EA SERIES TRUST (Q4 2024)
CUSIP
02072L615
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 31Q2 2024Q3 2024: 30Q3 2024Q4 2024: 35Q4 2024Q1 2025: 43Q1 2025Q2 2025: 41Q2 2025Q3 2025: 43Q3 2025Q4 2025: 45Q4 2025Q1 2026: 43Q1 2026Q2 2026: 47Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions8$8.1M
Exits4$3.0M

All 13F filers, Q3 2024 → Q4 2024: 268,391 shares bought and 77,488 shares sold, net +190,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

OxenFree Capital LLC 12.82% Add +4.8% 393,009 $17.1M
Uptick Partners, LLC 4.91% Add +6.0% 312,150 $13.6M
Advyzon Investment Management, LLC 3.30% — 197,070 $8.6M
WealthPLAN Partners, LLC 0.73% Add +6.5% 118,692 $5.2M
Orion Porfolio Solutions, LLC 0.03% New 80,451 $3.5M
Orion Portfolio Solutions, LLC 0.03% New 80,451 $3.5M
StoneX Group Inc. 0.13% Add +140.0% 56,129 $2.4M
Janney Montgomery Scott LLC 0.01% Add +6.6% 49,732 $2.2M
Demars Financial Group, LLC 0.87% Reduce -10.7% 45,687 $2.0M
Everhart Financial Group, Inc. 0.28% Reduce -0.5% 31,737 $1.4M
Safeguard Financial, LLC 0.21% Add +1.8% 22,313 $969K
Susquehanna International Group, LLP 0.00% New 14,818 $643K
LPL Financial LLC 0.00% Add +4.5% 12,559 $545K
Essex Financial Services, Inc. 0.04% No change 12,238 $531K
Commonwealth Equity Services, LLC 0.00% Reduce -3.6% 9,695 $421K
Osaic Holdings, Inc. 0.00% Add +2.1% 9,439 $410K
Trilogy Capital Inc. 0.02% Reduce -0.4% 9,181 $399K
Whitener Capital Management, Inc. 0.11% No change 8,985 $390K
Kestra Advisory Services, LLC 0.00% Add +30.3% 7,947 $345K
McKinley Carter Wealth Services, Inc. 0.02% No change 5,730 $249K
Victory Financial Group, LLC 0.06% — 5,346 $232K
Stifel Financial Corp. 0.00% New 5,271 $229K
Hilltop Holdings Inc. 0.01% No change 5,200 $226K
Citadel Advisors 0.00% New 4,851 $211K
Cwm, LLC 0.00% No change 3,419 $148K
McIlrath & Eck, LLC 0.01% Add +33.2% 1,472 $64K
Royal Bank of Canada 0.00% No change 1,117 $48K
Castleview Partners, LLC 0.01% No change 641 $28K
Geneos Wealth Management Inc. 0.00% New 300 $13K
Jones Financial Companies LLLP 0.00% New 236 $10K
Friedenthal Financial 0.00% No change 133 $6K
Harbour Investments, Inc. 0.00% No change 130 $6K
Principal Securities, Inc. 0.00% Add +3.2% 97 $4K
Morgan Stanley 0.00% Reduce -50.0% 1 $52
Wells Fargo & Company 0.00% New 1 $24

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