STRIVE 1000 VALUE ETF (STXV) Institutional Shareholders
STRIVE 1000 VALUE ETF (STXV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $46.88M in STXV holdings during the latest filing period.
Uptick Partners, Llc is currently the largest disclosed institutional shareholder of STXV tracked by InsiderSet, reporting ownership valued at approximately $18.17M 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 $20.05M, representing an estimated gain of +10.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed STXV value among the investors covered in this analysis. Major shareholders include Uptick Partners, Llc, Oxenfree Capital Llc, Wealthplan Investment Management, 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
31
Total Reported Value
$46.88M
Largest Holder
Uptick Partners, Llc
Largest Position
$18.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Uptick Partners, Llc | 3.62% | 517,058 | $18,166,933 | $20,051,509 | +$1,884,576 | +10.37% | |
| Oxenfree Capital Llc | 3.12% | 177,386 | $6,807,737 | $6,879,029 | +$71,292 | +1.05% | |
| Wealthplan Investment Management, Llc | 0.37% | 189,820 | $6,669,364 | $7,361,220 | +$691,856 | +10.37% | |
| Advyzon Investment Management, Llc | 0.46% | 145,588 | $5,115,255 | $5,645,903 | +$530,648 | +10.37% | |
| Everhart Financial Group, Inc. | 0.08% | 32,880 | $1,246,493 | $1,275,086 | +$28,593 | +2.29% | |
| Stonex Group Inc. | 0.05% | 28,853 | $1,013,756 | $1,118,919 | +$105,163 | +10.37% | |
| Paragon Capital Management Inc | 0.71% | 25,155 | $953,626 | $975,511 | +$21,885 | +2.29% | |
| Gts Securities Llc | 0.03% | 23,158 | $813,656 | $898,067 | +$84,411 | +10.37% | |
| Summit Financial, Llc | 0.01% | 22,025 | $773,838 | $854,130 | +$80,292 | +10.38% | |
| Merit Financial Group, Llc | 0.00% | 17,573 | $666,196 | $681,481 | +$15,285 | +2.29% | |
| Susquehanna International Group, Llp | 0.00% | 17,084 | $600,250 | $662,518 | +$62,268 | +10.37% | |
| Essex Financial Services, Inc. | 0.03% | 15,951 | $560,438 | $618,580 | +$58,142 | +10.37% | |
| Venture Visionary Partners Llc | 0.02% | 14,334 | $503,628 | $555,873 | +$52,245 | +10.37% | |
| Harbour Investments, Inc. | 0.01% | 12,014 | $422,125 | $465,903 | +$43,778 | +10.37% | |
| Citadel Advisors Llc | 0.00% | 10,676 | $375,103 | $414,015 | +$38,912 | +10.37% | |
| Osaic Holdings, Inc. | 0.00% | 10,350 | $363,732 | $401,373 | +$37,641 | +10.35% | |
| Mml Investors Services, Llc | 0.00% | 9,326 | $327,673 | $361,662 | +$33,989 | +10.37% | |
| Kestra Advisory Services, Llc | 0.00% | 7,882 | $276,946 | $305,664 | +$28,718 | +10.37% | |
| Farther Finance Advisors, Llc | 0.00% | 7,110 | $269,540 | $275,726 | +$6,186 | +2.29% | |
| Lpl Financial Llc | 0.00% | 6,890 | $242,082 | $267,194 | +$25,112 | +10.37% | |
| Key Client Fiduciary Advisors, Llc | 0.07% | 6,223 | $235,921 | $241,328 | +$5,407 | +2.29% | |
| Chicago Partners Investment Group Llc | 0.00% | 5,859 | $211,363 | $227,212 | +$15,849 | +7.50% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,629 | $127,520 | $140,733 | +$13,213 | +10.36% | |
| Mcilrath & Eck, Llc | 0.00% | 1,891 | $66,441 | $73,333 | +$6,892 | +10.37% | |
| Geneos Wealth Management Inc. | 0.00% | 1,000 | $35,135 | $38,780 | +$3,645 | +10.37% | |
| Blair William & Co/Il | 0.00% | 513 | $18,024 | $19,894 | +$1,870 | +10.38% | |
| N.E.W. Advisory Services Llc | 0.00% | 379 | $13,316 | $14,698 | +$1,382 | +10.38% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 49,726 | $1,747 | $1,928,374 | +$1,926,627 | +110282.04% | |
| Betterment Llc | 0.00% | 8,479 | $298 | $328,816 | +$328,518 | +110240.81% | |
| Morgan Stanley | 0.00% | 1 | $45 | $39 | -$6 | -13.82% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $6 | — | — | — |
Frequently asked questions about STXV
Who owns the most STXV stock?
The largest holders of STXV 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 1000 VALUE ETF (STXV).
Is STXV widely held by superinvestors?
Many widely followed stocks like STXV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STXV 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.