STXD Institutional Ownership & Shareholders
STRIVE 1000 DIVIDEND GROWTH (STXD) is currently held by 28 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oxenfree Capital Llc is currently the largest disclosed institutional shareholder of STXD tracked by InsiderSet, reporting ownership valued at approximately $11.77M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.03M, representing an estimated gain of +2.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed STXD value among the investors covered in this analysis. Major shareholders include Oxenfree Capital Llc, Foundations Investment Advisors, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in STRIVE 1000 DIVIDEND GROWTH (STXD).
This page ranks the largest institutional STXD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
28
Total Reported Value
$35.22M
Largest Holder
Oxenfree Capital Llc
Largest Position
$11.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 5.08% | 298,468 | $11,766,641 | $12,025,335 | +$258,694 | +2.20% | |
| Foundations Investment Advisors, Llc | 0.12% | 294,832 | $11,730,166 | $11,878,840 | +$148,674 | +1.27% | |
| Citadel Advisors Llc | 0.00% | 59,362 | $2,361,777 | $2,391,707 | +$29,930 | +1.27% | |
| Stonex Group Inc. | 0.08% | 49,791 | $1,980,985 | $2,006,089 | +$25,104 | +1.27% | |
| Gts Securities Llc | 0.03% | 30,668 | $1,220,157 | $1,235,620 | +$15,463 | +1.27% | |
| Uptick Partners, Llc | 0.18% | 29,576 | $1,176,697 | $1,191,623 | +$14,926 | +1.27% | |
| Kestra Advisory Services, Llc | 0.00% | 15,367 | $611,378 | $619,140 | +$7,762 | +1.27% | |
| Gwn Securities Inc. | 0.09% | 13,646 | $542,933 | $549,800 | +$6,867 | +1.26% | |
| Venture Visionary Partners Llc | 0.01% | 12,489 | $482,368 | $503,184 | +$20,816 | +4.32% | |
| Pds Planning, Inc | 0.03% | 11,852 | $471,525 | $477,519 | +$5,994 | +1.27% | |
| Harbour Investments, Inc. | 0.01% | 11,025 | $438,630 | $444,199 | +$5,569 | +1.27% | |
| Captrust Financial Advisors | 0.00% | 8,446 | $336,033 | $340,291 | +$4,258 | +1.27% | |
| Betterment Llc | 0.00% | 7,950 | $316,000 | $320,307 | +$4,307 | +1.36% | |
| Advyzon Investment Management, Llc | 0.02% | 7,798 | $310,251 | $314,183 | +$3,932 | +1.27% | |
| Osaic Holdings, Inc. | 0.00% | 6,989 | $278,110 | $281,588 | +$3,478 | +1.25% | |
| World Investment Advisors | 0.00% | 7,000 | $248,471 | $282,031 | +$33,560 | +13.51% | |
| Cwm, Llc | 0.00% | 6,443 | $228,699 | $259,590 | +$30,891 | +13.51% | |
| Cetera Investment Advisers | 0.00% | 5,540 | $220,427 | $223,208 | +$2,781 | +1.26% | |
| Parallel Advisors, Llc | 0.00% | 4,000 | $159,144 | $161,161 | +$2,017 | +1.27% | |
| Jones Financial Companies Lllp | 0.00% | 2,897 | $113,554 | $116,721 | +$3,167 | +2.79% | |
| Wells Fargo & Company/Mn | 0.00% | 1,947 | $77,455 | $78,445 | +$990 | +1.28% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,355 | $53,910 | $54,593 | +$683 | +1.27% | |
| Hazlett, Burt & Watson, Inc. | 0.02% | 1,215 | $48,000 | $48,953 | +$953 | +1.98% | |
| Colonial Trust Advisors | 0.00% | 740 | $29,442 | $29,815 | +$373 | +1.27% | |
| Jnba Financial Advisors | 0.00% | 588 | $23,395 | $23,691 | +$296 | +1.26% | |
| Geneos Wealth Management Inc. | 0.00% | 300 | $11,937 | $12,087 | +$150 | +1.26% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,605 | $303 | $306,407 | +$306,104 | +101024.41% | |
| Morgan Stanley | 0.00% | 1 | $64 | $40 | -$24 | -37.05% |
Frequently asked questions about STXD
Who are the largest institutional holders of STXD?
The largest institutional holders of STXD reported in the latest SEC Form 13F filings include Oxenfree Capital Llc, Foundations Investment Advisors, Llc, Citadel Advisors Llc, Stonex Group Inc., and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported STXD position.
What is STXD institutional ownership?
This page tracks STXD positions reported by institutional investment managers through SEC Form 13F. STRIVE 1000 DIVIDEND GROWTH (STXD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STXD?
InsiderSet currently tracks 28 institutional managers reporting STXD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STXD shareholders.
How much STXD stock do institutions own?
Institutional investment managers disclosed approximately $35.22M in STXD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STXD institutional ownership last updated?
The latest STXD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional STXD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STXD position after the reporting date.
Are institutions buying or selling STXD?
Institutional buying and selling can be analyzed by comparing STXD positions across consecutive 13F reporting periods. InsiderSet's STXD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STXD ownership changes.
How has STXD institutional ownership changed over time?
InsiderSet tracks STXD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.