STRIVE SMALL-CAP ETF (STXK) Institutional Ownership Changes & 13F Activity
STRIVE SMALL-CAP ETF (STXK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Oxenfree Capital Llc, Gts Securities Llc, Foundations Investment Advisors, Llc, Creative Planning, and Advyzon Investment Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -2,852 | -20.7% | 10,914 | $423.52K | Q2 2026 | Sep 02, 2026 |
| Centaurus Financial, Inc. | Buy | +9 | +0.1% | 9,609 | $373.00K | Q2 2026 | Aug 17, 2026 |
| Foundations Investment Advisors, Llc | Buy | +10,648 | +6.3% | 180,200 | $6.99M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Sell | -6,311 | -33.9% | 12,311 | $477.73K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +5,966 | — | 5,966 | $232.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4 | +0.1% | 6,289 | $244.10K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -100.0% | 0 | $14.00 | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1 | -50.0% | 1 | $57.00 | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Sell | -2,120 | -1.6% | 126,522 | $4.91M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +3 | +0.3% | 1,064 | $41.29K | Q2 2026 | Aug 12, 2026 |
| Uptick Partners, Llc | Sell | -4,262 | -8.5% | 46,043 | $1.79M | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | Sell | -4,121 | -36.4% | 7,196 | $279.25K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -1,159 | -8.4% | 12,560 | $487.40K | Q2 2026 | Aug 07, 2026 |
| Financial Management Network Inc | Sell | -4,892 | -4.4% | 107,108 | $4.11M | Q2 2026 | Aug 06, 2026 |
| Pds Planning, Inc | Buy | +51 | +0.3% | 17,077 | $662.68K | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -2,085 | -4.9% | 40,361 | $1.57K | Q2 2026 | Jul 30, 2026 |
| Chicago Partners Investment Group Llc | Sell | -130 | -0.6% | 22,167 | $842.72K | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,034 | +12.6% | 18,232 | $707.50K | Q2 2026 | Jul 28, 2026 |
| Wealthplan Investment Management, Llc | Buy | +1,104 | +1.2% | 94,033 | $3.65M | Q2 2026 | Jul 28, 2026 |
| Pfg Investments, Llc | Buy | +736 | +4.9% | 15,686 | $608.71K | Q2 2026 | Jul 23, 2026 |
| Paragon Capital Management Inc | Buy | +1,227 | +3.9% | 32,422 | $1.26M | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, Llc | Buy | +4 | +0.0% | 10,071 | $390.82K | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -250 | -3.1% | 7,746 | $296.94K | Q2 2026 | Jul 15, 2026 |
| Everhart Financial Group, Inc. | Sell | -226 | -1.8% | 12,004 | $465.81K | Q2 2026 | Jul 09, 2026 |
| Oxenfree Capital Llc | Buy | +33,877 | +9.1% | 405,330 | $15.57M | Q2 2026 | Jul 08, 2026 |
| Gts Securities Llc | Sell | -13,961 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Sell | -1,061 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -7 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -350 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Creative Planning | Sell | -9,121 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about STXK activity
Which institutional owners are buying STXK?
Institutional owners buying STXK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in STXK activity?
"Buy" means an investor increased their reported position in STXK compared to the prior reporting period. This reflects growing exposure to STRIVE SMALL-CAP ETF (STXK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in STXK increasing?
Institutional interest in STXK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.