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EA Series Trust Strive Small-Cap ETF

29 hedge funds and large institutions have $33.2M invested in EA Series Trust Strive Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

16% more capital invested

Capital invested by funds: $28.6M → $33.2M (+$4.58M)

4.48% more ownership

Funds ownership: 46.86%51.33% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3129 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
13
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$10.7M -$155K -4,826 -1%
FMN
2
Financial Management Network
California
$3.96M +$94.5K +2,947 +3%
SF
3
Summit Financial
New Jersey
$3.78M +$3.66M +114,072 New
WP
4
WealthPLAN Partners
Nebraska
$2.96M +$2.98K +93 +0.1%
HP
5
Holistic Planning
Texas
$2.58M -$261K -8,149 -9%
AIM
6
Advyzon Investment Management
Illinois
$1.8M +$40.7K +1,269 +2%
UBS Group
7
UBS Group
Switzerland
$1.08M +$284K +8,849 +37%
PCMU
8
Paragon Capital Management (Utah)
Utah
$950K +$35.3K +1,101 +4%
CPIG
9
Chicago Partners Investment Group
Illinois
$748K +$1.25K +39 +0.2%
GS
10
GTS Securities
New York
$621K -$1.23M -38,523 -67%
PP
11
PDS Planning
Ohio
$570K +$33.6K +1,049 +6%
EFG
12
Everhart Financial Group
Ohio
$473K +$45.9K +1,432 +11%
PI
13
PFG Investments
New York
$466K -$5.64K -176 -1%
EFS
14
Essex Financial Services
Connecticut
$365K +$1.76K +55 +0.5%
LPL Financial
15
LPL Financial
California
$307K +$192 +6 +0.1%
Creative Planning
16
Creative Planning
Kansas
$302K
Citadel Advisors
17
Citadel Advisors
Florida
$275K -$41.8K -1,304 -14%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$266K
Raymond James Financial
19
Raymond James Financial
Florida
$241K -$88.4K -2,759 -27%
WIA
20
World Investment Advisors
California
$232K
Osaic Holdings
21
Osaic Holdings
Arizona
$210K +$609 +19 +0.3%
CF
22
Centaurus Financial
California
$181K +$175K +5,467 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$56K +$24.7K +772 +84%
PA
24
Parallel Advisors
California
$44.7K +$9.62K +300 +29%
NEWAS
25
N.E.W. Advisory Services
Wisconsin
$12.5K

STXK Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in EA Series Trust Strive Small-Cap ETF (STXK) for Q3 2025, worth a combined $33.2M — up 16% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of STXK and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was Summit Financial, opening a new position worth an estimated $3.66M. The largest seller was GTS Securities, cutting an estimated $1.23M.

  • 29 institutional investors held EA Series Trust Strive Small-Cap ETF (STXK) as of Q3 2025, down from 31 in Q2 2025.
  • Funds reported $33.2M of EA Series Trust Strive Small-Cap ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 2 funds opened new EA Series Trust Strive Small-Cap ETF positions in Q3 2025 and 4 closed out, a net change of -2 holders.
  • The largest EA Series Trust Strive Small-Cap ETF buyer in Q3 2025 was Summit Financial, an estimated $3.66M added.
  • The largest EA Series Trust Strive Small-Cap ETF seller in Q3 2025 was GTS Securities, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2025.