Strive Mid-Cap ETFSTXMETF

13F holders, Q4 2025 (December 31)
10holders +1
3new positions
2sold out
$28.51avg. 13F price*

At the end of Q4 2025, 10 institutions reported holding Strive Mid-Cap ETF (STXM) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were OxenFree Capital LLC ($4.6M), Uptick Partners, LLC ($4.2M) and Advyzon Investment Management, LLC ($2.0M).

Company
Strive Mid-Cap ETF
Filed as
EA SERIES TRUST (Q4 2025)
CUSIP
02072L250
Latest filing quarter
Q4 2025

History

Number of 13F holders

0246810 Q2 2024: 2Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 9Q1 2025Q2 2025: 8Q2 2025Q3 2025: 9Q3 2025Q4 2025: 10Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$1.3M
Exits2$59K

All 13F filers, Q3 2025 → Q4 2025: 63,867 shares bought and 107,930 shares sold, net −44,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

OxenFree Capital LLC 2.43% Add +3.0% 161,931 $4.6M
Uptick Partners, LLC 0.90% Reduce -20.4% 148,677 $4.2M
Advyzon Investment Management, LLC 0.23% Reduce -48.0% 70,082 $2.0M
WealthPLAN Partners, LLC 0.17% Reduce -7.1% 40,501 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% New 31,842 $908K
GTS Securities LLC 0.02% Add +130.4% 20,809 $593K
Avantax Planning Partners, Inc. 0.01% New 13,980 $399K
Grantvest Financial Group LLC 0.24% Add +4.2% 13,011 $371K
Kestra Advisory Services, LLC 0.00% New 1,107 $32K
Lanark Financial, Inc. 0.00% No change 415 $12K

"% of holder's portfolio" is STXM's weight in each manager's 13F, not the share of Strive Mid-Cap ETF the manager owns.