STXV Institutional Ownership & Shareholders
STRIVE 1000 VALUE ETF (STXV) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Uptick Partners, Llc is currently the largest disclosed institutional shareholder of STXV tracked by InsiderSet, reporting ownership valued at approximately $17.48M in its June 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 $18.48M, representing an estimated gain of +5.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed STXV value among the investors covered in this analysis. Major shareholders include Uptick Partners, Llc, Wealthplan Investment Management, Llc, Oxenfree Capital Llc, and several other long-term asset managers with concentrated positions in STRIVE 1000 VALUE ETF (STXV).
This page ranks the largest institutional STXV 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
$47.00M
Largest Holder
Uptick Partners, Llc
Largest Position
$17.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Uptick Partners, Llc | 2.72% | 461,106 | $17,480,517 | $18,476,517 | +$996,000 | +5.70% | |
| Wealthplan Investment Management, Llc | 0.35% | 192,064 | $7,219,571 | $7,696,004 | +$476,433 | +6.60% | |
| Oxenfree Capital Llc | 3.06% | 186,287 | $7,082,905 | $7,464,520 | +$381,615 | +5.39% | |
| Advyzon Investment Management, Llc | 0.28% | 102,047 | $3,868,602 | $4,089,023 | +$220,421 | +5.70% | |
| Stonex Group Inc. | 0.04% | 29,145 | $1,104,853 | $1,167,840 | +$62,987 | +5.70% | |
| Everhart Financial Group, Inc. | 0.06% | 27,696 | $1,041,063 | $1,109,779 | +$68,716 | +6.60% | |
| Paragon Capital Management Inc | 0.74% | 25,995 | $977,132 | $1,041,620 | +$64,488 | +6.60% | |
| Summit Financial, Llc | 0.01% | 19,874 | $753,417 | $796,351 | +$42,934 | +5.70% | |
| Gts Securities Llc | 0.02% | 19,321 | $732,459 | $774,192 | +$41,733 | +5.70% | |
| Mml Investors Services, Llc | 0.00% | 18,561 | $703,655 | $743,739 | +$40,084 | +5.70% | |
| Merit Financial Group, Llc | 0.00% | 17,573 | $666,196 | $704,150 | +$37,954 | +5.70% | |
| Essex Financial Services, Inc. | 0.03% | 15,964 | $605,182 | $639,677 | +$34,495 | +5.70% | |
| Susquehanna International Group, Llp | 0.00% | 15,337 | $581,426 | $614,554 | +$33,128 | +5.70% | |
| Venture Visionary Partners Llc | 0.01% | 14,334 | $538,806 | $574,363 | +$35,557 | +6.60% | |
| Harbour Investments, Inc. | 0.01% | 11,837 | $448,739 | $474,309 | +$25,570 | +5.70% | |
| Betterment Llc | 0.00% | 11,141 | $422,000 | $446,420 | +$24,420 | +5.79% | |
| Osaic Holdings, Inc. | 0.00% | 10,360 | $392,805 | $415,125 | +$22,320 | +5.68% | |
| Flow Traders U.S. Llc | 0.02% | 10,329 | $392,000 | $413,883 | +$21,883 | +5.58% | |
| Envestnet Asset Management Inc | 0.00% | 8,261 | $313,176 | $331,018 | +$17,842 | +5.70% | |
| Kestra Advisory Services, Llc | 0.00% | 7,884 | $298,883 | $315,912 | +$17,029 | +5.70% | |
| Farther Finance Advisors, Llc | 0.00% | 7,110 | $267,261 | $284,898 | +$17,637 | +6.60% | |
| Chicago Partners Investment Group Llc | 0.00% | 5,859 | $231,606 | $234,770 | +$3,164 | +1.37% | |
| Key Client Fiduciary Advisors, Llc | 0.06% | 5,707 | $214,524 | $228,679 | +$14,155 | +6.60% | |
| Cetera Investment Advisers | 0.00% | 5,516 | $209,111 | $221,026 | +$11,915 | +5.70% | |
| Balance Wealth, Llc | 0.04% | 4,328 | $162,669 | $173,423 | +$10,754 | +6.61% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,539 | $134,167 | $141,808 | +$7,641 | +5.69% | |
| Mcilrath & Eck, Llc | 0.00% | 1,891 | $66,441 | $75,772 | +$9,331 | +14.04% | |
| Geneos Wealth Management Inc. | 0.00% | 1,000 | $37,910 | $40,070 | +$2,160 | +5.70% | |
| Blair William & Co/Il | 0.00% | 513 | $19,448 | $20,556 | +$1,108 | +5.70% | |
| N.E.W. Advisory Services Llc | 0.00% | 379 | $14,368 | $15,187 | +$819 | +5.70% | |
| Wells Fargo & Company/Mn | 0.00% | 375 | $14,210 | $15,026 | +$816 | +5.74% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 49,463 | $1,875 | $1,981,982 | +$1,980,107 | +105605.73% | |
| Ubs Group Ag | 0.00% | 13 | $493 | $521 | +$28 | +5.66% | |
| Morgan Stanley | 0.00% | 1 | $61 | $40 | -$21 | -34.31% |
Frequently asked questions about STXV
Who are the largest institutional holders of STXV?
The largest institutional holders of STXV reported in the latest SEC Form 13F filings include Uptick Partners, Llc, Wealthplan Investment Management, Llc, Oxenfree Capital Llc, Advyzon Investment Management, Llc, and Stonex Group Inc.. InsiderSet ranks institutional holders by their latest reported STXV position.
What is STXV institutional ownership?
This page tracks STXV positions reported by institutional investment managers through SEC Form 13F. STRIVE 1000 VALUE ETF (STXV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STXV?
InsiderSet currently tracks 34 institutional managers reporting STXV 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 STXV shareholders.
How much STXV stock do institutions own?
Institutional investment managers disclosed approximately $47.00M in STXV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STXV institutional ownership last updated?
The latest STXV 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 STXV 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 STXV position after the reporting date.
Are institutions buying or selling STXV?
Institutional buying and selling can be analyzed by comparing STXV positions across consecutive 13F reporting periods. InsiderSet's STXV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STXV ownership changes.
How has STXV institutional ownership changed over time?
InsiderSet tracks STXV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.