STRIVE SMALL-CAP ETF (STXK) Top Institutional Shareholders
STRIVE SMALL-CAP ETF (STXK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $40.00M in STXK holdings during the latest filing period.
Oxenfree Capital Llc is currently the largest disclosed institutional shareholder of STXK tracked by InsiderSet, reporting ownership valued at approximately $13.18M 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 $13.81M, representing an estimated gain of +4.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed STXK value among the investors covered in this analysis. Major shareholders include Oxenfree Capital Llc, Foundations Investment Advisors, Llc, Summit Financial, Llc, and several other long-term asset managers with concentrated positions in STRIVE SMALL-CAP ETF (STXK).
This page ranks the largest institutional STXK 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
35
Total Reported Value
$40.00M
Largest Holder
Oxenfree Capital Llc
Largest Position
$13.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 6.39% | 371,453 | $13,181,257 | $13,813,446 | +$632,189 | +4.80% | |
| Foundations Investment Advisors, Llc | 0.07% | 169,552 | $5,656,254 | $6,305,232 | +$648,978 | +11.47% | |
| Summit Financial, Llc | 0.05% | 128,642 | $4,291,495 | $4,783,887 | +$492,392 | +11.47% | |
| Financial Management Network Inc | 0.60% | 112,000 | $3,918,056 | $4,165,011 | +$246,955 | +6.30% | |
| Wealthplan Investment Management, Llc | 0.17% | 92,929 | $3,100,111 | $3,455,806 | +$355,695 | +11.47% | |
| Uptick Partners, Llc | 0.33% | 50,305 | $1,678,183 | $1,870,722 | +$192,539 | +11.47% | |
| Paragon Capital Management Inc | 0.88% | 31,195 | $1,040,665 | $1,160,067 | +$119,402 | +11.47% | |
| Chicago Partners Investment Group Llc | 0.02% | 22,297 | $808,023 | $829,172 | +$21,149 | +2.62% | |
| Advyzon Investment Management, Llc | 0.06% | 18,622 | $621,230 | $692,507 | +$71,277 | +11.47% | |
| Pds Planning, Inc | 0.04% | 17,026 | $567,978 | $633,156 | +$65,178 | +11.48% | |
| Kestra Advisory Services, Llc | 0.00% | 16,198 | $540,363 | $602,365 | +$62,002 | +11.47% | |
| Pfg Investments, Llc | 0.02% | 14,950 | $498,727 | $555,955 | +$57,228 | +11.47% | |
| Gts Securities Llc | 0.02% | 13,961 | $465,739 | $519,176 | +$53,437 | +11.47% | |
| Citadel Advisors Llc | 0.00% | 13,766 | $459,234 | $511,925 | +$52,691 | +11.47% | |
| Lpl Financial Llc | 0.00% | 13,719 | $457,666 | $510,177 | +$52,511 | +11.47% | |
| Everhart Financial Group, Inc. | 0.03% | 12,230 | $407,992 | $454,804 | +$46,812 | +11.47% | |
| Avantax Planning Partners, Inc. | 0.01% | 11,955 | $398,819 | $444,578 | +$45,759 | +11.47% | |
| Essex Financial Services, Inc. | 0.02% | 11,317 | $377,528 | $420,852 | +$43,324 | +11.48% | |
| Merit Financial Group, Llc | 0.00% | 10,067 | $335,836 | $374,368 | +$38,532 | +11.47% | |
| Creative Planning | 0.00% | 9,121 | $304,277 | $339,188 | +$34,911 | +11.47% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 7,996 | $269,225 | $297,352 | +$28,127 | +10.45% | |
| World Investment Advisors | 0.00% | 7,000 | $233,520 | $260,313 | +$26,793 | +11.47% | |
| Osaic Holdings, Inc. | 0.00% | 6,285 | $209,691 | $233,724 | +$24,033 | +11.46% | |
| Parallel Advisors, Llc | 0.00% | 1,650 | $55,044 | $61,360 | +$6,316 | +11.47% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,061 | $35,395 | $39,456 | +$4,061 | +11.47% | |
| Guardian Wealth Advisors, Llc / Nc | 0.00% | 1,061 | $35,394 | $39,456 | +$4,062 | +11.48% | |
| Farther Finance Advisors, Llc | 0.00% | 609 | $20,424 | $22,647 | +$2,223 | +10.89% | |
| N.E.W. Advisory Services Llc | 0.00% | 378 | $12,610 | $14,057 | +$1,447 | +11.47% | |
| Ae Wealth Management Llc | 0.00% | 350 | $11,676 | $13,016 | +$1,340 | +11.47% | |
| Ifg Advisory, Llc | 0.00% | 50 | $1,668 | $1,859 | +$191 | +11.47% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 42,446 | $1,416 | $1,578,465 | +$1,577,049 | +111373.51% | |
| Centaurus Financial, Inc. | 0.02% | 9,600 | $320 | $357,001 | +$356,681 | +111462.80% | |
| Cwm, Llc | 0.00% | 7 | $241 | $260 | +$19 | +8.01% | |
| Morgan Stanley | 0.00% | 2 | $74 | $74 | +$0 | +0.51% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $26 | $37 | +$11 | +43.03% |
Frequently asked questions about STXK
Who owns the most STXK stock?
The largest holders of STXK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STRIVE SMALL-CAP ETF (STXK).
Is STXK widely held by superinvestors?
Many widely followed stocks like STXK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STXK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.