STXG Institutional Ownership & Shareholders
STRIVE 1000 GROWTH ETF (STXG) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.00M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Oxenfree Capital Llc is currently the largest disclosed institutional shareholder of STXG tracked by InsiderSet, reporting ownership valued at approximately $30.61M 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 $28.02M, representing an estimated loss of -8.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed STXG value among the investors covered in this analysis. Major shareholders include Oxenfree Capital Llc, Uptick Partners, Llc, Wealthplan Investment Management, Llc, and several other long-term asset managers with concentrated positions in STRIVE 1000 GROWTH ETF (STXG).
This page ranks the largest institutional STXG 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
47
Total Reported Value
$85.00M
Largest Holder
Oxenfree Capital Llc
Largest Position
$30.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 13.23% | 528,465 | $30,612,863 | $28,019,214 | -$2,593,649 | -8.47% | |
| Uptick Partners, Llc | 2.62% | 304,649 | $16,835,077 | $16,152,490 | -$682,587 | -4.05% | |
| Wealthplan Investment Management, Llc | 0.40% | 144,227 | $8,158,936 | $7,646,916 | -$512,020 | -6.28% | |
| Demars Financial Group, Llc | 1.04% | 70,383 | $3,981,573 | $3,731,707 | -$249,866 | -6.28% | |
| Advyzon Investment Management, Llc | 0.28% | 69,129 | $3,820,094 | $3,665,220 | -$154,874 | -4.05% | |
| Stonex Group Inc. | 0.11% | 49,616 | $2,738,135 | $2,630,640 | -$107,495 | -3.93% | |
| Ubs Group Ag | 0.00% | 45,656 | $2,522,996 | $2,420,681 | -$102,315 | -4.06% | |
| Summit Financial, Llc | 0.01% | 22,680 | $1,253,307 | $1,202,494 | -$50,813 | -4.05% | |
| Everhart Financial Group, Inc. | 0.07% | 20,844 | $1,179,128 | $1,105,149 | -$73,979 | -6.27% | |
| Susquehanna International Group, Llp | 0.00% | 19,859 | $1,097,420 | $1,052,924 | -$44,496 | -4.05% | |
| Worthington Financial Partners, Llc | 0.85% | 17,724 | $1,002,649 | $939,726 | -$62,923 | -6.28% | |
| Osaic Holdings, Inc. | 0.00% | 16,895 | $933,691 | $895,773 | -$37,918 | -4.06% | |
| Gwn Securities Inc. | 0.14% | 15,233 | $841,770 | $807,654 | -$34,116 | -4.05% | |
| Mml Investors Services, Llc | 0.00% | 14,675 | $810,956 | $778,069 | -$32,888 | -4.06% | |
| Lpl Financial Llc | 0.00% | 13,781 | $761,546 | $730,669 | -$30,877 | -4.05% | |
| Essex Financial Services, Inc. | 0.04% | 12,822 | $708,572 | $679,822 | -$28,750 | -4.06% | |
| Whitener Capital Management, Inc. | 0.14% | 12,009 | $679,380 | $636,717 | -$42,663 | -6.28% | |
| Raymond James Financial Inc | 0.00% | 12,061 | $666,498 | $639,474 | -$27,024 | -4.05% | |
| Kestra Advisory Services, Llc | 0.00% | 9,820 | $542,667 | $520,656 | -$22,011 | -4.06% | |
| Stifel Financial Corp | 0.00% | 9,111 | $503,484 | $483,065 | -$20,419 | -4.06% | |
| Trilogy Capital Inc. | 0.02% | 8,604 | $486,729 | $456,184 | -$30,545 | -6.28% | |
| Merit Financial Group, Llc | 0.00% | 8,361 | $462,018 | $443,300 | -$18,718 | -4.05% | |
| Cetera Investment Advisers | 0.00% | 8,094 | $447,307 | $429,144 | -$18,163 | -4.06% | |
| Envestnet Asset Management Inc | 0.00% | 7,724 | $426,847 | $409,526 | -$17,321 | -4.06% | |
| Citadel Advisors Llc | 0.00% | 7,326 | $404,839 | $388,425 | -$16,414 | -4.05% | |
| Dynamic Advisor Solutions Llc | 0.01% | 6,122 | $346,332 | $324,588 | -$21,744 | -6.28% | |
| Venture Visionary Partners Llc | 0.01% | 6,096 | $344,851 | $323,210 | -$21,641 | -6.28% | |
| Janney Montgomery Scott Llc | 0.00% | 6,021 | $333,000 | $319,233 | -$13,767 | -4.13% | |
| Betterment Llc | 0.00% | 5,993 | $331,000 | $317,749 | -$13,251 | -4.00% | |
| Farther Finance Advisors, Llc | 0.00% | 5,749 | $325,222 | $304,812 | -$20,410 | -6.28% | |
| Hilltop Holdings Inc. | 0.02% | 5,500 | $303,933 | $291,610 | -$12,323 | -4.05% | |
| Key Client Fiduciary Advisors, Llc | 0.08% | 5,006 | $283,166 | $265,418 | -$17,748 | -6.27% | |
| Jones Financial Companies Lllp | 0.00% | 4,906 | $263,879 | $260,116 | -$3,763 | -1.43% | |
| Davenport & Co Llc | 0.00% | 4,380 | $247,777 | $232,228 | -$15,549 | -6.28% | |
| Balance Wealth, Llc | 0.05% | 4,035 | $228,262 | $213,936 | -$14,326 | -6.28% | |
| Goldman Sachs Group Inc | 0.00% | 3,958 | $218,721 | $209,853 | -$8,868 | -4.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,789 | $209,360 | $200,893 | -$8,467 | -4.04% | |
| Cwm, Llc | 0.00% | 3,419 | $160,368 | $181,275 | +$20,907 | +13.04% | |
| Wells Fargo & Company/Mn | 0.00% | 1,594 | $88,082 | $84,514 | -$3,568 | -4.05% | |
| Royal Bank Of Canada | 0.00% | 1,117 | $62,000 | $59,223 | -$2,777 | -4.48% | |
| Mcilrath & Eck, Llc | 0.00% | 1,279 | $59,992 | $67,813 | +$7,821 | +13.04% | |
| Geneos Wealth Management Inc. | 0.00% | 600 | $33,156 | $31,812 | -$1,344 | -4.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 562 | $31,072 | $29,797 | -$1,275 | -4.10% | |
| Blair William & Co/Il | 0.00% | 500 | $27,630 | $26,510 | -$1,120 | -4.05% | |
| Harbour Investments, Inc. | 0.00% | 130 | $7,184 | $6,893 | -$291 | -4.06% | |
| Fmr Llc | 0.00% | 10 | $553 | $530 | -$23 | -4.12% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,579 | $529 | $507,879 | +$507,350 | +95907.29% | |
| Morgan Stanley | 0.00% | 2 | $116 | $106 | -$10 | -8.59% |
Frequently asked questions about STXG
Who are the largest institutional holders of STXG?
The largest institutional holders of STXG reported in the latest SEC Form 13F filings include Oxenfree Capital Llc, Uptick Partners, Llc, Wealthplan Investment Management, Llc, Demars Financial Group, Llc, and Advyzon Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported STXG position.
What is STXG institutional ownership?
This page tracks STXG positions reported by institutional investment managers through SEC Form 13F. STRIVE 1000 GROWTH ETF (STXG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STXG?
InsiderSet currently tracks 47 institutional managers reporting STXG 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 STXG shareholders.
How much STXG stock do institutions own?
Institutional investment managers disclosed approximately $85.00M in STXG holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STXG institutional ownership last updated?
The latest STXG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 STXG 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 STXG position after the reporting date.
Are institutions buying or selling STXG?
Institutional buying and selling can be analyzed by comparing STXG positions across consecutive 13F reporting periods. InsiderSet's STXG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STXG ownership changes.
How has STXG institutional ownership changed over time?
InsiderSet tracks STXG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.