Strive Mid-Cap ETFSTXMETF
13F holders, Q1 2025 (March 31)9holders +3
2new positions
0sold out
1famous investor
$24.03avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Strive Mid-Cap ETF (STXM) in their 13F filings, up 3 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Uptick Partners, LLC ($4.6M), Advyzon Investment Management, LLC ($3.1M) and OxenFree Capital LLC ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Strive Mid-Cap ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L250
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $223K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 60,984 shares bought, net +60,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Uptick Partners, LLC | 1.55% | Add +7.5% | 186,670 | $4.6M |
| Advyzon Investment Management, LLC | 1.11% | Add +12.0% | 127,365 | $3.1M |
| OxenFree Capital LLC | 2.32% | Add +14.8% | 135,686 | $3.1M |
| WealthPLAN Partners, LLC | 0.17% | Add +7.5% | 50,425 | $1.2M |
| Grantvest Financial Group LLC | 0.26% | Add +32.4% | 13,269 | $326K |
| Citadel Advisors | 0.00% | New | 8,879 | $218K |
| UBS Group AG | 0.00% | Add +936.4% | 1,026 | $25K |
| Lanark Financial, Inc. | 0.00% | — | 415 | $10K |
| Kestra Advisory Services, LLC | 0.00% | New | 190 | $5K |
"% of holder's portfolio" is STXM's weight in each manager's 13F, not the share of Strive Mid-Cap ETF the manager owns.