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EA Series Trust Strive Small-Cap ETF

30 hedge funds and large institutions have $23.7M invested in EA Series Trust Strive Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more funds holding

Funds holding: 3030 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.85% less ownership

Funds ownership: 45.81%44.96% (-0.85%)

11% less capital invested

Capital invested by funds: $26.8M → $23.7M (-$3.08M)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$7.82M +$983K +31,893 +12%
FMN
2
Financial Management Network
California
$2.91M +$127K +4,121 +4%
WP
3
WealthPLAN Partners
Nebraska
$2.49M +$271K +8,795 +11%
HP
4
Holistic Planning
Texas
$2.39M +$336K +10,907 +15%
AIM
5
Advyzon Investment Management
Illinois
$1.42M +$339K +10,985 +29%
SG
6
StoneX Group
New York
$1.19M -$430K -13,949 -25%
PCMU
7
Paragon Capital Management (Utah)
Utah
$751K -$3.48K -113 -0.4%
CPIG
8
Chicago Partners Investment Group
Illinois
$657K -$10K -325 -1%
PP
9
PDS Planning
Ohio
$461K -$31 -1 -0%
EFS
10
Essex Financial Services
Connecticut
$443K +$3.42K +111 +0.7%
PI
11
PFG Investments
New York
$410K -$7.18K -233 -2%
WIA
12
World Investment Advisors
California
$395K -$150K -4,865 -26%
EFG
13
Everhart Financial Group
Ohio
$352K +$8.82K +286 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$329K +$88.6K +2,872 +33%
Creative Planning
15
Creative Planning
Kansas
$295K -$7.99K -259 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$285K +$46.3K +1,502 +18%
UBS Group
17
UBS Group
Switzerland
$277K +$259K +8,413 +675%
LPL Financial
18
LPL Financial
California
$271K +$48.2K +1,562 +20%
SF
19
Safeguard Financial
Wisconsin
$234K -$41.4K -1,344 -14%
Osaic Holdings
20
Osaic Holdings
Arizona
$181K -$50.2K -1,629 -21%
KAS
21
Kestra Advisory Services
Texas
$94.5K +$101K +3,291 New
PA
22
Parallel Advisors
California
$30.1K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$26K
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$10.9K +$11.7K +378 New
AWM
25
AE Wealth Management
Kansas
$10K

STXK Hedge Fund Activity: Q1 2025 in Review

30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q1 2025, worth a combined $23.7M — down 11% from $26.8M a quarter earlier.

Fund positioning in STXK was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was OxenFree Capital, adding an estimated $983K. The largest seller was GTS Securities, exiting entirely with an estimated $976K sold.

  • 30 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $23.7M of EA Series Trust Strive Small-Cap ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 3 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q1 2025 and 3 closed out, a net change of 0 holders.
  • The largest EA Series Trust Strive Small-Cap ETF buyer in Q1 2025 was OxenFree Capital, an estimated $983K added.
  • The largest EA Series Trust Strive Small-Cap ETF seller in Q1 2025 was GTS Securities, an estimated $976K sold.

Based on aggregated 13F filings for Q1 2025.