Strive Mid-Cap ETFSTXMETF
13F holders, Q3 2024 (September 30)5holders +3
3new positions
0sold out
$25.99avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Strive Mid-Cap ETF (STXM) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were Uptick Partners, LLC ($4.3M), OxenFree Capital LLC ($2.9M) and WealthPLAN Partners, LLC ($1.4M).
- Company
- Strive Mid-Cap ETF
- Filed as
- EA SERIES TRUST (Q3 2024)
- CUSIP
- 02072L250
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 187,015 shares bought, net +187,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Uptick Partners, LLC | 1.81% | New | 164,651 | $4.3M |
| OxenFree Capital LLC | 2.27% | Add +11.5% | 111,196 | $2.9M |
| WealthPLAN Partners, LLC | 0.19% | No change | 53,586 | $1.4M |
| GTS Securities LLC | 0.01% | New | 10,470 | $272K |
| Lanark Financial, Inc. | 0.00% | New | 415 | $10K |
"% of holder's portfolio" is STXM's weight in each manager's 13F, not the share of Strive Mid-Cap ETF the manager owns.