Strive Mid-Cap ETFSTXMETF

13F holders, Q3 2025 (September 30)
9holders +1
2new positions
1sold out
$28.35avg. 13F price*

At the end of Q3 2025, 9 institutions reported holding Strive Mid-Cap ETF (STXM) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Uptick Partners, LLC ($5.3M), OxenFree Capital LLC ($4.5M) and Advyzon Investment Management, LLC ($3.8M).

Company
Strive Mid-Cap ETF
Filed as
EA SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$59K
Exits1$41K

All 13F filers, Q2 2025 → Q3 2025: 12,880 shares bought and 32,165 shares sold, net −19,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Uptick Partners, LLC 1.38% Reduce -2.6% 186,737 $5.3M
OxenFree Capital LLC 2.48% Add +6.6% 157,291 $4.5M
Advyzon Investment Management, LLC 0.65% Add +0.8% 134,798 $3.8M
WealthPLAN Partners, LLC 0.18% Reduce -8.4% 43,585 $1.2M
Grantvest Financial Group LLC 0.24% Reduce -1.7% 12,491 $353K
GTS Securities LLC 0.01% Reduce -70.2% 9,031 $255K
Cwm, LLC 0.00% New 1,933 $55K
Lanark Financial, Inc. 0.00% No change 415 $12K
JPMorgan Chase & Co. 0.00% New 137 $4K

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