Strive Mid-Cap ETFSTXMETF
13F holders, Q4 2024 (December 31)6holders +1
1new positions
1sold out
$26.01avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Strive Mid-Cap ETF (STXM) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Uptick Partners, LLC ($4.5M), OxenFree Capital LLC ($3.1M) and Advyzon Investment Management, LLC ($3.0M).
- Company
- Strive Mid-Cap ETF
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L250
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $272K |
All 13F filers, Q3 2024 → Q4 2024: 16,077 shares bought and 17,164 shares sold, net −1,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Uptick Partners, LLC | 1.64% | Add +5.5% | 173,624 | $4.5M |
| OxenFree Capital LLC | 2.31% | Add +6.3% | 118,201 | $3.1M |
| Advyzon Investment Management, LLC | 1.14% | — | 113,689 | $3.0M |
| WealthPLAN Partners, LLC | 0.17% | Reduce -12.5% | 46,892 | $1.2M |
| Grantvest Financial Group LLC | 0.29% | — | 10,021 | $261K |
| UBS Group AG | 0.00% | New | 99 | $3K |
"% of holder's portfolio" is STXM's weight in each manager's 13F, not the share of Strive Mid-Cap ETF the manager owns.