STXK Institutional Ownership & Shareholders
STRIVE SMALL-CAP ETF (STXK) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.34M 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 STXK tracked by InsiderSet, reporting ownership valued at approximately $15.69M 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 $15.81M, representing an estimated gain of +0.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
34
Total Reported Value
$45.34M
Largest Holder
Oxenfree Capital Llc
Largest Position
$15.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
42
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 6.78% | 429,005 | $15,694,630 | $15,808,534 | +$113,904 | +0.73% | |
| Foundations Investment Advisors, Llc | 0.07% | 180,200 | $6,992,798 | $6,640,244 | -$352,554 | -5.04% | |
| Summit Financial, Llc | 0.05% | 126,522 | $4,909,782 | $4,662,247 | -$247,535 | -5.04% | |
| Financial Management Network Inc | 0.55% | 104,671 | $3,816,267 | $3,857,053 | +$40,786 | +1.07% | |
| Wealthplan Investment Management, Llc | 0.16% | 92,935 | $3,341,236 | $3,424,590 | +$83,354 | +2.49% | |
| Uptick Partners, Llc | 0.28% | 46,043 | $1,786,727 | $1,696,652 | -$90,075 | -5.04% | |
| Paragon Capital Management Inc | 0.92% | 33,767 | $1,214,000 | $1,244,290 | +$30,290 | +2.50% | |
| Chicago Partners Investment Group Llc | 0.01% | 22,168 | $806,563 | $816,875 | +$10,312 | +1.28% | |
| Kestra Advisory Services, Llc | 0.00% | 19,261 | $692,474 | $709,754 | +$17,280 | +2.50% | |
| Pds Planning, Inc | 0.04% | 17,077 | $662,681 | $629,275 | -$33,406 | -5.04% | |
| Pfg Investments, Llc | 0.02% | 15,686 | $608,706 | $578,018 | -$30,688 | -5.04% | |
| Lpl Financial Llc | 0.00% | 12,560 | $487,399 | $462,827 | -$24,572 | -5.04% | |
| Advyzon Investment Management, Llc | 0.03% | 12,311 | $477,734 | $453,652 | -$24,082 | -5.04% | |
| Avantax Planning Partners, Inc. | 0.01% | 11,955 | $463,922 | $440,533 | -$23,389 | -5.04% | |
| Citadel Advisors Llc | 0.00% | 10,914 | $423,525 | $402,173 | -$21,352 | -5.04% | |
| Merit Financial Group, Llc | 0.00% | 10,071 | $390,825 | $371,109 | -$19,716 | -5.04% | |
| Everhart Financial Group, Inc. | 0.02% | 10,549 | $379,276 | $388,723 | +$9,447 | +2.49% | |
| Centaurus Financial, Inc. | 0.01% | 9,609 | $373,000 | $354,085 | -$18,915 | -5.07% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,124 | $293,508 | $299,364 | +$5,856 | +2.00% | |
| Creative Planning | 0.00% | 7,978 | $286,828 | $293,984 | +$7,156 | +2.49% | |
| Essex Financial Services, Inc. | 0.01% | 7,196 | $279,246 | $265,168 | -$14,078 | -5.04% | |
| Osaic Holdings, Inc. | 0.00% | 6,289 | $244,102 | $231,745 | -$12,357 | -5.06% | |
| World Investment Advisors | 0.00% | 7,000 | $233,520 | $257,945 | +$24,425 | +10.46% | |
| Betterment Llc | 0.00% | 5,966 | $232,000 | $219,843 | -$12,157 | -5.24% | |
| Balance Wealth, Llc | 0.03% | 2,982 | $107,228 | $109,885 | +$2,657 | +2.48% | |
| Parallel Advisors, Llc | 0.00% | 1,650 | $64,029 | $60,801 | -$3,228 | -5.04% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,064 | $41,289 | $39,208 | -$2,081 | -5.04% | |
| Farther Finance Advisors, Llc | 0.00% | 609 | $21,895 | $22,441 | +$546 | +2.49% | |
| N.E.W. Advisory Services Llc | 0.00% | 378 | $14,669 | $13,929 | -$740 | -5.04% | |
| Ifg Advisory, Llc | 0.00% | 50 | $1,940 | $1,842 | -$98 | -5.03% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 33,707 | $1,212 | $1,242,079 | +$1,240,867 | +102381.79% | |
| Cwm, Llc | 0.00% | 7 | $241 | $258 | +$17 | +7.03% | |
| Morgan Stanley | 0.00% | 1 | $57 | $37 | -$20 | -35.35% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $14 | — | — | — |
Frequently asked questions about STXK
Who are the largest institutional holders of STXK?
The largest institutional holders of STXK reported in the latest SEC Form 13F filings include Oxenfree Capital Llc, Foundations Investment Advisors, Llc, Summit Financial, Llc, Financial Management Network Inc, and Wealthplan Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported STXK position.
What is STXK institutional ownership?
This page tracks STXK positions reported by institutional investment managers through SEC Form 13F. STRIVE SMALL-CAP ETF (STXK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STXK?
InsiderSet currently tracks 34 institutional managers reporting STXK 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 STXK shareholders.
How much STXK stock do institutions own?
Institutional investment managers disclosed approximately $45.34M in STXK holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STXK institutional ownership last updated?
The latest STXK 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 STXK 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 STXK position after the reporting date.
Are institutions buying or selling STXK?
Institutional buying and selling can be analyzed by comparing STXK positions across consecutive 13F reporting periods. InsiderSet's STXK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STXK ownership changes.
How has STXK institutional ownership changed over time?
InsiderSet tracks STXK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.