STXE Institutional Ownership & Shareholders

STRIVE EM MARKETS EX-CHINA (STXE) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $89.60M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

Mcilrath & Eck, Llc is currently the largest disclosed institutional shareholder of STXE tracked by InsiderSet, reporting ownership valued at approximately $32.24M in its March 31, 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 $36.91M, representing an estimated gain of +14.47% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed STXE value among the investors covered in this analysis. Major shareholders include Mcilrath & Eck, Llc, Chicago Partners Investment Group Llc, Oxenfree Capital Llc, and several other long-term asset managers with concentrated positions in STRIVE EM MARKETS EX-CHINA (STXE).

This page ranks the largest institutional STXE 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

40

Total Reported Value

$89.60M

Largest Holder

Mcilrath & Eck, Llc

Largest Position

$32.24M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

46

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Mcilrath & Eck, Llc2.39%824,998$32,240,913$36,906,946+$4,666,033+14.47%
Chicago Partners Investment Group Llc0.29%351,975$15,990,233$15,745,883-$244,350-1.53%
Oxenfree Capital Llc3.95%179,908$9,139,316$8,048,328-$1,090,988-11.94%
Ubs Group Ag0.00%70,762$3,718,755$3,165,595-$553,160-14.87%
Old Mission Capital Llc0.09%69,505$3,652,710$3,109,362-$543,348-14.88%
Stifel Financial Corp0.00%68,069$3,577,244$3,045,121-$532,123-14.88%
Jones Financial Companies Lllp0.00%42,138$2,192,019$1,885,077-$306,942-14.00%
Parallel Advisors, Llc0.03%37,276$1,958,973$1,667,572-$291,401-14.88%
Lpl Financial Llc0.00%29,600$1,555,574$1,324,180-$231,394-14.88%
Wealthplan Investment Management, Llc0.07%29,686$1,466,530$1,328,027-$138,503-9.44%
Financial Management Network Inc0.21%28,661$1,452,669$1,282,173-$170,496-11.74%
Concurrent Investment Advisors, Llc0.01%28,535$1,409,664$1,276,536-$133,128-9.44%
Secured Retirement Advisors, Llc0.65%24,059$1,264,388$1,076,299-$188,089-14.88%
Stratos Wealth Advisors, Llc0.06%22,280$1,170,917$996,714-$174,203-14.88%
Hegarty Advisors, Llc0.48%15,621$771,709$698,818-$72,891-9.45%
Quantinno Capital Management Lp0.00%14,252$748,997$637,575-$111,422-14.88%
Raymond James Financial Inc0.00%14,100$741,000$630,775-$110,225-14.88%
Kestra Advisory Services, Llc0.00%12,693$669,170$567,832-$101,338-15.14%
Osaic Holdings, Inc.0.00%12,456$654,977$557,229-$97,748-14.92%
Gwn Securities Inc.0.11%12,348$648,919$552,398-$96,521-14.87%
Paragon Capital Management Inc0.49%12,953$639,887$579,463-$60,424-9.44%
Summit Financial, Llc0.01%12,049$633,254$539,022-$94,232-14.88%
Betterment Llc0.00%9,685$509,000$433,266-$75,734-14.88%
Pds Planning, Inc0.03%9,632$506,182$430,895-$75,287-14.87%
Cetera Investment Advisers0.00%9,149$480,809$409,288-$71,521-14.88%
Jane Street Group, Llc0.00%8,988$472,348$402,085-$70,263-14.88%
Pfg Investments, Llc0.01%5,658$297,347$253,115-$44,232-14.88%
Belpointe Asset Management Llc0.01%5,404$284,034$241,752-$42,282-14.89%
Avantax Planning Partners, Inc.0.01%4,333$227,713$193,840-$33,873-14.88%
Farther Finance Advisors, Llc0.00%3,736$184,564$167,133-$17,431-9.44%
Balance Wealth, Llc0.03%2,516$124,286$112,555-$11,731-9.44%
Washington Trust Advisors, Inc.0.00%1,383$68,307$61,870-$6,437-9.42%
Jnba Financial Advisors0.00%1,043$54,813$46,659-$8,154-14.88%
Mcguire Capital Advisors Inc0.02%750$39,415$33,552-$5,863-14.88%
Ifg Advisory, Llc0.00%436$22,913$19,505-$3,408-14.87%
Geneos Wealth Management Inc.0.00%200$10,510$8,947-$1,563-14.87%
Fmr Llc0.00%144$7,584$6,442-$1,142-15.06%
Cambridge Investment Research Advisors, Inc.0.01%116,788$6,138$5,224,605+$5,218,467+85019.01%
Abound Wealth Management0.00%80$3,953$3,579-$374-9.46%
Morgan Stanley0.00%1$98$45-$53-54.35%
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Frequently asked questions about STXE

  • Who are the largest institutional holders of STXE?

    The largest institutional holders of STXE reported in the latest SEC Form 13F filings include Mcilrath & Eck, Llc, Chicago Partners Investment Group Llc, Oxenfree Capital Llc, Ubs Group Ag, and Old Mission Capital Llc. InsiderSet ranks institutional holders by their latest reported STXE position.

  • What is STXE institutional ownership?

    This page tracks STXE positions reported by institutional investment managers through SEC Form 13F. STRIVE EM MARKETS EX-CHINA (STXE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own STXE?

    InsiderSet currently tracks 40 institutional managers reporting STXE 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 STXE shareholders.

  • How much STXE stock do institutions own?

    Institutional investment managers disclosed approximately $89.60M in STXE holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was STXE institutional ownership last updated?

    The latest STXE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 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 STXE 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 STXE position after the reporting date.

  • Are institutions buying or selling STXE?

    Institutional buying and selling can be analyzed by comparing STXE positions across consecutive 13F reporting periods. InsiderSet's STXE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STXE ownership changes.

  • How has STXE institutional ownership changed over time?

    InsiderSet tracks STXE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.