Strive Mid-Cap ETFSTXMETF
13F holders, Q2 2025 (June 30)8holders −1
1new positions
2sold out
$26.40avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Strive Mid-Cap ETF (STXM) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Uptick Partners, LLC ($5.1M), OxenFree Capital LLC ($3.9M) and Advyzon Investment Management, LLC ($3.5M).
- Company
- Strive Mid-Cap ETF
- Filed as
- EA SERIES TRUST (Q2 2025)
- CUSIP
- 02072L250
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $800K |
| Exits | 2 | $223K |
All 13F filers, Q1 2025 → Q2 2025: 54,249 shares bought and 12,471 shares sold, net +41,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Uptick Partners, LLC | 1.45% | Add +2.8% | 191,830 | $5.1M |
| OxenFree Capital LLC | 2.40% | Add +8.7% | 147,517 | $3.9M |
| Advyzon Investment Management, LLC | 0.78% | Add +5.0% | 133,762 | $3.5M |
| WealthPLAN Partners, LLC | 0.20% | Reduce -5.6% | 47,583 | $1.3M |
| GTS Securities LLC | 0.04% | New | 30,316 | $800K |
| Grantvest Financial Group LLC | 0.25% | Reduce -4.2% | 12,709 | $336K |
| UBS Group AG | 0.00% | Add +53.1% | 1,571 | $41K |
| Lanark Financial, Inc. | 0.00% | No change | 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.