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STXD Institutional Ownership

Strive 1000 Dividend Growth ETF
1W: +0.1% 1M: -1.8% 3M: -1.8% YTD: +4.8% 1Y: +6.5% 3Y: +52.8%
$38.98
+0.21 (+0.53%)
 
Weekly Expected Move ±1.6%
$38 $38 $39 $40 $40
ETF NYSE · AUM $65.8M

Institutional Ownership — STXD

33
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
5
New Positions
6
Increased
12
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (36 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Foundations Investment Advisors, LLC 294,832 $11M +18,840 +6.8% 3Q SEC ↗
2 OxenFree Capital LLC 284,199 $11M -57,816 -16.9% 11Q SEC ↗
3 CITADEL ADVISORS LLC NEW 59,362 $2M — +0.0% 1Q SEC ↗
4 StoneX Group Inc. 49,791 $2M +2,586 +5.5% 12Q SEC ↗
5 GTS SECURITIES LLC NEW 30,668 $1M — +0.0% 1Q SEC ↗
6 UPTICK PARTNERS, LLC 29,576 $1M -160 -0.5% 11Q SEC ↗
7 Kestra Advisory Services, LLC 15,367 $599K -717 -4.5% 11Q SEC ↗
8 GWN SECURITIES INC. 13,646 $532K +45 +0.3% 6Q SEC ↗
9 Venture Visionary Partners LLC 12,489 $487K — +0.0% 14Q SEC ↗
10 PDS Planning, Inc 11,852 $462K -39 -0.3% 9Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 11,025 $430K -38 -0.3% 13Q SEC ↗
12 CAPTRUST FINANCIAL ADVISORS 8,446 $329K — +0.0% 11Q SEC ↗
13 Betterment LLC 7,950 $310K +1,566 +24.5% 2Q SEC ↗
14 Advyzon Investment Management, LLC 7,798 $304K -78 -1.0% 7Q SEC ↗
15 Cambridge Investment Research Advisors 7,605 $296K -999 -11.6% 12Q SEC ↗
16 World Investment Advisors 7,000 $273K — +0.0% 14Q SEC ↗
17 OSAIC HOLDINGS, INC. 6,989 $272K +591 +9.2% 15Q SEC ↗
18 CWM, LLC 6,443 $251K — +0.0% 13Q SEC ↗
19 Cetera Investment Advisers NEW 5,540 $216K — +0.0% 1Q SEC ↗
20 Parallel Advisors, LLC 4,000 $156K — +0.0% 13Q SEC ↗
21 JONES FINANCIAL COMPANIES LLLP NEW 2,897 $113K — +0.0% 1Q SEC ↗
22 WELLS FARGO & COMPANY/MN 1,947 $76K +1,946 +194600.0% 7Q SEC ↗
23 HAZLETT, BURT & WATSON, INC. 1,615 $63K — +0.0% 5Q SEC ↗
24 Aptus Capital Advisors, LLC 1,355 $53K — +0.0% 9Q SEC ↗
25 Colonial Trust Advisors 740 $29K — +0.0% 15Q SEC ↗
26 JNBA Financial Advisors 588 $23K — +0.0% 13Q SEC ↗
27 Geneos Wealth Management Inc. 300 $12K — +0.0% 7Q SEC ↗
28 COMPASS FINANCIAL MANAGEMENT LLC NEW 87 $3K — +0.0% 1Q SEC ↗
29 MORGAN STANLEY 1 $0K — +0.0% 2Q SEC ↗
30 ATTICUS WEALTH MANAGEMENT, LLC 0 $0K -6,563 -100.0% 4Q SEC ↗
31 Virtu Financial LLC 0 $0K -8,237 -100.0% 1Q SEC ↗
32 GUARDIAN WEALTH ADVISORS, LLC / NC 0 $0K -1,355 -100.0% 1Q SEC ↗
33 ROYAL BANK OF CANADA 0 $0K -4,025 -100.0% 1Q SEC ↗
34 Advisory Services Network, LLC 0 $0K -150 -100.0% 1Q SEC ↗
35 UBS Group AG 0 $0K -839 -100.0% 2Q SEC ↗
36 Longview Financial Advisors, Inc. 0 $0K -2,284 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (7)
Biggest Increases (6)
HolderAddedChange %Total Shares
Foundations Investment Advisors, LL +18,840 +6.8% 294,832
StoneX Group Inc. +2,586 +5.5% 49,791
WELLS FARGO & COMPANY/MN +1,946 +194600.0% 1,947
Betterment LLC +1,566 +24.5% 7,950
OSAIC HOLDINGS, INC. +591 +9.2% 6,989
GWN SECURITIES INC. +45 +0.3% 13,646
Biggest Decreases (7)
HolderReducedChange %Total Shares
OxenFree Capital LLC -57,816 -16.9% 284,199
Cambridge Investment Research Advis -999 -11.6% 7,605
Kestra Advisory Services, LLC -717 -4.5% 15,367
UPTICK PARTNERS, LLC -160 -0.5% 29,576
Advyzon Investment Management, LLC -78 -1.0% 7,798
PDS Planning, Inc -39 -0.3% 11,852
HARBOUR INVESTMENTS, INC. -38 -0.3% 11,025

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms