STRIVE 1000 VALUE ETF (STXV) Institutional Ownership Changes & 13F Activity
STRIVE 1000 VALUE ETF (STXV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Uptick Partners, Llc, Advyzon Investment Management, Llc, Wealthplan Partners, Llc, Oxenfree Capital Llc, and Cambridge Investment Research Advisors, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Spwm Advisors Llc | Buy | +46,932 | — | 46,932 | $1.57M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +17,699 | — | 17,699 | $592.17K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +10,350 | — | 10,350 | $346.34K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +3,618 | — | 3,618 | $121.05K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +2,750 | — | 2,750 | $92.00K | Q4 2025 | Feb 17, 2026 |
| Blair William & Co/Il | Buy | +513 | — | 513 | $17.16K | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, Llc | Buy | +223,066 | — | 223,066 | $7.46M | Q4 2025 | Feb 13, 2026 |
| Summit Financial, Llc | Buy | +22,084 | — | 22,084 | $738.88K | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +16,627 | — | 16,627 | $556.31K | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners Llc | Buy | +14,334 | — | 14,334 | $479.58K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +13,029 | — | 13,029 | $435.92K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +7,882 | — | 7,882 | $263.73K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $38.00 | Q4 2025 | Feb 13, 2026 |
| Wealthplan Partners, Llc | Buy | +193,855 | — | 193,855 | $6.49M | Q4 2025 | Feb 12, 2026 |
| Stonex Group Inc. | Buy | +26,340 | — | 26,340 | $881.28K | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | Buy | +15,951 | — | 15,951 | $533.68K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +10,820 | — | 10,820 | $362.01K | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +49,227 | — | 49,227 | $1.65M | Q4 2025 | Feb 05, 2026 |
| Mcilrath & Eck, Llc | Buy | +2,054 | — | 2,054 | $68.72K | Q4 2025 | Feb 03, 2026 |
| Uptick Partners, Llc | Buy | +550,171 | — | 550,171 | $18.41M | Q4 2025 | Feb 02, 2026 |
| Key Client Fiduciary Advisors, Llc | Buy | +7,100 | — | 7,100 | $237.55K | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group Llc | Buy | +5,859 | — | 5,859 | $204.93K | Q4 2025 | Jan 28, 2026 |
| N.E.W. Advisory Services Llc | Buy | +379 | — | 379 | $12.68K | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, Llc | Buy | +17,466 | — | 17,466 | $584.38K | Q4 2025 | Jan 26, 2026 |
| Paragon Capital Management Inc | Buy | +23,177 | — | 23,177 | $775.45K | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +7,245 | — | 7,245 | $242.40K | Q4 2025 | Jan 23, 2026 |
| Oxenfree Capital Llc | Buy | +164,819 | — | 164,819 | $5.51M | Q4 2025 | Jan 15, 2026 |
| Everhart Financial Group, Inc. | Buy | +38,681 | — | 38,681 | $1.29M | Q4 2025 | Jan 07, 2026 |
Frequently asked questions about STXV activity
Which institutional owners are buying STXV?
Institutional owners buying STXV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in STXV activity?
"Buy" means an investor increased their reported position in STXV compared to the prior reporting period. This reflects growing exposure to STRIVE 1000 VALUE ETF (STXV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in STXV increasing?
Institutional interest in STXV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.