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EA Series Trust Strive Small-Cap ETF

31 hedge funds and large institutions have $28.6M invested in EA Series Trust Strive Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $23.7M → $28.6M (+$4.85M)

3% more funds holding

Funds holding: 3031 (+1)

1.9% more ownership

Funds ownership: 44.96%46.86% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
16
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$9.83M +$685K +23,959 +8%
FMN
2
Financial Management Network
California
$3.6M +$29.8K +1,042 +0.9%
WP
3
WealthPLAN Partners
Nebraska
$2.71M +$70.6K +2,467 +3%
HP
4
Holistic Planning
Texas
$2.61M +$77.7K +2,717 +3%
GS
5
GTS Securities
New York
$1.74M +$1.64M +57,260 New
AIM
6
Advyzon Investment Management
Illinois
$1.61M +$104K +3,621 +7%
PCMU
7
Paragon Capital Management (Utah)
Utah
$837K +$40.2K +1,404 +5%
UBS Group
8
UBS Group
Switzerland
$718K +$400K +13,998 +145%
CPIG
9
Chicago Partners Investment Group
Illinois
$707K -$34.8K -1,216 -5%
PP
10
PDS Planning
Ohio
$490K +$2.83K +99 +0.6%
PI
11
PFG Investments
New York
$432K -$1.8K -63 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$414K +$62.3K +2,177 +19%
EFG
13
Everhart Financial Group
Ohio
$390K +$16.8K +587 +5%
EFS
14
Essex Financial Services
Connecticut
$333K -$128K -4,459 -29%
Raymond James Financial
15
Raymond James Financial
Florida
$305K +$3.26K +114 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$291K +$274K +9,594 New
LPL Financial
17
LPL Financial
California
$281K -$5.09K -178 -2%
Creative Planning
18
Creative Planning
Kansas
$277K -$32.7K -1,143 -11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$250K +$229K +7,996 New
MFG
20
Merit Financial Group
Georgia
$249K +$234K +8,191 New
WIA
21
World Investment Advisors
California
$212K -$193K -6,750 -49%
Osaic Holdings
22
Osaic Holdings
Arizona
$194K +$1.89K +66 +1%
PA
23
Parallel Advisors
California
$31.9K
AG
24
AmeriFlex Group
Nevada
$31.5K +$19.7K +690 +201%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$28K

STXK Hedge Fund Activity: Q2 2025 in Review

31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q2 2025, worth a combined $28.6M — up 20% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new STXK positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.64M. The largest seller was StoneX Group, exiting entirely with an estimated $1.19M sold.

  • 31 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $28.6M of EA Series Trust Strive Small-Cap ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 4 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest EA Series Trust Strive Small-Cap ETF buyer in Q2 2025 was GTS Securities, an estimated $1.64M added.
  • The largest EA Series Trust Strive Small-Cap ETF seller in Q2 2025 was StoneX Group, an estimated $1.19M sold.

Based on aggregated 13F filings for Q2 2025.