We are live on ! Find out more
STXK icon

EA Series Trust Strive Small-Cap ETF

35 hedge funds and large institutions have $41.7M invested in EA Series Trust Strive Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $35.4M → $41.7M (+$6.33M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

3.13% more ownership

Funds ownership: 54.14%57.27% (+3.1%)

3% more funds holding

Funds holding: 3435 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
10
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$13.2M +$1.48M +42,627 +13%
FIA
2
Foundations Investment Advisors
Arizona
$5.66M +$5.89M +169,552 New
SF
3
Summit Financial
New Jersey
$4.29M -$45.4K -1,307 -1%
FMN
4
Financial Management Network
California
$3.92M -$44.5K -1,281 -1%
WIM
5
WealthPlan Investment Management
Nebraska
$3.1M +$3.23M +92,929 New
HP
6
Holistic Planning
Texas
$1.68M -$275K -7,925 -14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.42M -$134K -3,849 -8%
PCMU
8
Paragon Capital Management (Utah)
Utah
$1.04M +$52.6K +1,515 +5%
CPIG
9
Chicago Partners Investment Group
Illinois
$808K +$1.15K +33 +0.1%
AIM
10
Advyzon Investment Management
Illinois
$621K -$305K -8,791 -32%
PP
11
PDS Planning
Ohio
$568K -$4.93K -142 -0.8%
KAS
12
Kestra Advisory Services
Texas
$540K +$16.9K +487 +3%
PI
13
PFG Investments
New York
$499K +$24.2K +697 +5%
GS
14
GTS Securities
New York
$466K -$963K -27,745 -67%
Citadel Advisors
15
Citadel Advisors
Florida
$459K +$478K +13,766 New
LPL Financial
16
LPL Financial
California
$458K +$14.2K +410 +3%
EFG
17
Everhart Financial Group
Ohio
$408K -$47.3K -1,362 -10%
APP
18
Avantax Planning Partners
Iowa
$399K
EFS
19
Essex Financial Services
Connecticut
$378K +$21.7K +626 +6%
MFG
20
Merit Financial Group
Georgia
$336K +$349K +10,067 New
CF
21
Centaurus Financial
California
$320K +$6.25K +180 +2%
Creative Planning
22
Creative Planning
Kansas
$304K
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$269K
WIA
24
World Investment Advisors
California
$234K
Osaic Holdings
25
Osaic Holdings
Arizona
$210K