Security Details
| Security Name: | STRIVE 1000 VALUE ETF |
|---|---|
| Ticker: | STXV |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 02072L599 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.03B | - | 25 | - |
| 2024-09-30 | $0.04B | +57.3% | 25 | 0.0% |
| 2024-12-31 | $0.04B | +9.0% | 18 | -28.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| HOLISTIC PLANNING, LLC | $17.5M | 594K | 6.4% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | $11.8M | 398K | 4.5% |
| WEALTHPLAN PARTNERS, LLC | $4.9M | 166K | 0.7% |
| PARAGON CAPITAL MANAGEMENT INC | $0.6M | 21K | 0.5% |
| EVERHART FINANCIAL GROUP, INC. | $1.3M | 43K | 0.3% |
| STONEX GROUP INC. | $0.6M | 18K | 0.0% |
| ESSEX FINANCIAL SERVICES, INC. | $0.5M | 15K | 0.0% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | $5.8M | 198K | 0.0% |
| MCILRATH & ECK, LLC | $0.1M | 2K | 0.0% |
| HARBOUR INVESTMENTS, INC. | $0.3M | 8K | 0.0% |
| VENTURE VISIONARY PARTNERS LLC | $0.3M | 9K | 0.0% |
| KESTRA ADVISORY SERVICES, LLC | $0.3M | 8K | 0.0% |
| OSAIC HOLDINGS, INC. | $0.3M | 9K | 0.0% |
| WELLS FARGO & COMPANY/MN | $0.0M | 0K | 0.0% |
| UBS GROUP AG | $0.0M | 0K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | $0.4M | 12K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| STXG | US | STRIVE 1000 GROWTH ETF | 0.071 | 2 | 28 |
| BUXX | US | STRIVE ENHANCED INCOME SHORT | 0.059 | 2 | 34 |
| FTSM | US | FIRST TRUST ENH SHORT MAT FD | 0.006 | 2 | 326 |
| USFR | US | WISDOMTREE FLOATING RATE TRE | 0.005 | 2 | 402 |
| VO | US | VANGUARD MID-CAP ETF | 0.001 | 2 | 1470 |
| VTV | US | VANGUARD VALUE ETF | 0.001 | 2 | 1616 |
| VOO | US | VANGUARD S&P 500 ETF | 0.001 | 2 | 2296 |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 0.001 | 2 | 2323 |
| IVV | US | ISHARES CORE S&P 500 ETF | 0.001 | 2 | 2481 |
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