STXK icon

EA Series Trust Strive Small-Cap ETF

18 hedge funds and large institutions have $11.3M invested in EA Series Trust Strive Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
1
OxenFree Capital
Florida
$6.22M 214,245 +214,245 New
FMN
2
Financial Management Network
California
$1.65M 58,828 +18,391 +45%
WP
3
WealthPLAN Partners
Nebraska
$1.41M 48,684 +2,994 +7%
PP
4
PDS Planning
Ohio
$384K 13,228 -601 -4%
HP
5
Holistic Planning
Texas
$371K 12,759 +12,759 New
Creative Planning
6
Creative Planning
Kansas
$266K 9,164
SF
7
Safeguard Financial
Wisconsin
$248K 8,548 +456 +6%
EFG
8
Everhart Financial Group
Ohio
$239K 8,227 -36 -0.4%
EFS
9
Essex Financial Services
Connecticut
$209K 7,196 +7,196 New
Osaic Holdings
10
Osaic Holdings
Arizona
$176K 6,043 -12 -0.2%
PA
11
Parallel Advisors
California
$34.9K 1,200
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$26K 881 +356 +68%
IGWM
13
ICA Group Wealth Management
Colorado
$18K 620 +620 New
ITIM
14
Indiana Trust & Investment Management
Indiana
$4.36K 150
JFA
15
JNBA Financial Advisors
Minnesota
$3.46K 119
HI
16
Harbour Investments
Wisconsin
$1.23K 42 +42 New
Bank of America
17
Bank of America
North Carolina
$668 23 +23 New
UBS Group
18
UBS Group
Switzerland
$494 17 +4 +31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-22,501 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-16,452 Closed
IA
21
IFP Advisors
Florida
-4,476 Closed
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
-342 Closed
CFGS
23
Concourse Financial Group Securities
Alabama