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STXE Institutional Ownership

Strive Emerging Markets Ex-China ETF
1W: +0.3% 1M: +1.4% 3M: -1.3% YTD: +37.4% 1Y: +53.7% 3Y: +116.3%
$50.77
+1.17 (+2.35%)
 
Weekly Expected Move ±4.3%
$46 $49 $51 $53 $55
ETF NYSE · AUM $173.0M

Institutional Ownership — STXE

42
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
6
New Positions
15
Increased
15
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 McIlrath & Eck, LLC 824,998 $42M -60,225 -6.8% 13Q SEC ↗
2 Chicago Partners Investment Group LLC 337,596 $17M +4,215 +1.3% 14Q SEC ↗
3 OxenFree Capital LLC 168,519 $9M -5,057 -2.9% 11Q SEC ↗
4 Cambridge Investment Research Advisors 116,788 $6M -1,651 -1.4% 13Q SEC ↗
5 UBS Group AG 70,762 $4M -7,148 -9.2% 13Q SEC ↗
6 OLD MISSION CAPITAL LLC 69,505 $4M -32,467 -31.8% 10Q SEC ↗
7 STIFEL FINANCIAL CORP 68,069 $3M +421 +0.6% 13Q SEC ↗
8 JONES FINANCIAL COMPANIES LLLP 42,138 $2M +9,720 +30.0% 9Q SEC ↗
9 Parallel Advisors, LLC 37,276 $2M +3,420 +10.1% 13Q SEC ↗
10 WealthPlan Investment Management, LLC 29,761 $2M +1,393 +4.9% 2Q SEC ↗
11 LPL Financial LLC 29,600 $2M +4,483 +17.8% 11Q SEC ↗
12 Concurrent Investment Advisors, LLC 28,233 $1M +303 +1.1% 9Q SEC ↗
13 FINANCIAL MANAGEMENT NETWORK INC 28,177 $1M +2,773 +10.9% 14Q SEC ↗
14 SECURED RETIREMENT ADVISORS, LLC 24,059 $1M -9,875 -29.1% 11Q SEC ↗
15 Stratos Wealth Advisors, LLC 22,280 $1M +216 +1.0% 13Q SEC ↗
16 Hegarty Advisors, LLC 15,194 $771K -1,409 -8.5% 3Q SEC ↗
17 Quantinno Capital Management LP NEW 14,252 $724K — +0.0% 1Q SEC ↗
18 RAYMOND JAMES FINANCIAL INC 14,100 $716K +1,728 +14.0% 7Q SEC ↗
19 Kestra Advisory Services, LLC 12,693 $644K -29 -0.2% 7Q SEC ↗
20 PARAGON CAPITAL MANAGEMENT INC 12,591 $639K -694 -5.2% 10Q SEC ↗
21 OSAIC HOLDINGS, INC. 12,456 $632K +285 +2.3% 13Q SEC ↗
22 GWN SECURITIES INC. 12,348 $627K +44 +0.4% 6Q SEC ↗
23 Summit Financial, LLC NEW 12,049 $612K — +0.0% 1Q SEC ↗
24 Betterment LLC 9,685 $492K +990 +11.4% 5Q SEC ↗
25 PDS Planning, Inc 9,632 $489K — +0.0% 12Q SEC ↗
26 Cetera Investment Advisers 9,149 $465K +2,001 +28.0% 10Q SEC ↗
27 JANE STREET GROUP, LLC 8,988 $456K -1,432 -13.7% 7Q SEC ↗
28 Creative Planning 8,880 $451K +50 +0.6% 14Q SEC ↗
29 PFG Investments, LLC NEW 5,658 $287K — +0.0% 1Q SEC ↗
30 Belpointe Asset Management LLC 5,404 $274K -6,057 -52.8% 11Q SEC ↗
31 Avantax Planning Partners, Inc. NEW 4,333 $220K — +0.0% 1Q SEC ↗
32 Farther Finance Advisors, LLC 3,736 $190K — +0.0% 3Q SEC ↗
33 Washington Trust Advisors, Inc. 1,843 $94K -411 -18.2% 4Q SEC ↗
34 JNBA Financial Advisors 1,043 $53K — +0.0% 13Q SEC ↗
35 MCGUIRE CAPITAL ADVISORS INC 750 $38K — +0.0% 2Q SEC ↗
36 IFG Advisory, LLC NEW 436 $22K — +0.0% 1Q SEC ↗
37 Geneos Wealth Management Inc. 200 $10K — +0.0% 7Q SEC ↗
38 FMR LLC 144 $7K -32 -18.2% 7Q SEC ↗
39 Abound Wealth Management NEW 80 $4K — +0.0% 1Q SEC ↗
40 MORGAN STANLEY 1 $0K — +0.0% 9Q SEC ↗
41 WealthPLAN Partners, LLC 0 $0K -26,460 -100.0% 12Q SEC ↗
42 Advisory Services Network, LLC 0 $0K -875 -100.0% 1Q SEC ↗
43 GOLDMAN SACHS GROUP INC 0 $0K -8,014 -100.0% 6Q SEC ↗
44 GTS SECURITIES LLC 0 $0K -81,444 -100.0% 3Q SEC ↗
45 SPWM Advisors LLC 0 $0K -9,160 -100.0% 1Q SEC ↗

Recent Activity

New Positions (6)
Sold Out (5)
HolderPrev SharesPrev Value
GTS SECURITIES LLC 81,444 $4M
WealthPLAN Partners, LLC 26,460 $1M
SPWM Advisors LLC 9,160 $465K
GOLDMAN SACHS GROUP INC 8,014 $407K
Advisory Services Network, LLC 875 $44K
Biggest Increases (15)
HolderAddedChange %Total Shares
JONES FINANCIAL COMPANIES LLLP +9,720 +30.0% 42,138
LPL Financial LLC +4,483 +17.8% 29,600
Chicago Partners Investment Group L +4,215 +1.3% 337,596
Parallel Advisors, LLC +3,420 +10.1% 37,276
FINANCIAL MANAGEMENT NETWORK INC +2,773 +10.9% 28,177
Cetera Investment Advisers +2,001 +28.0% 9,149
RAYMOND JAMES FINANCIAL INC +1,728 +14.0% 14,100
WealthPlan Investment Management, L +1,393 +4.9% 29,761
Betterment LLC +990 +11.4% 9,685
STIFEL FINANCIAL CORP +421 +0.6% 68,069
Concurrent Investment Advisors, LLC +303 +1.1% 28,233
OSAIC HOLDINGS, INC. +285 +2.3% 12,456
Stratos Wealth Advisors, LLC +216 +1.0% 22,280
Creative Planning +50 +0.6% 8,880
GWN SECURITIES INC. +44 +0.4% 12,348
Biggest Decreases (13)
HolderReducedChange %Total Shares
McIlrath & Eck, LLC -60,225 -6.8% 824,998
OLD MISSION CAPITAL LLC -32,467 -31.8% 69,505
SECURED RETIREMENT ADVISORS, LLC -9,875 -29.1% 24,059
UBS Group AG -7,148 -9.2% 70,762
Belpointe Asset Management LLC -6,057 -52.8% 5,404
OxenFree Capital LLC -5,057 -2.9% 168,519
Cambridge Investment Research Advis -1,651 -1.4% 116,788
JANE STREET GROUP, LLC -1,432 -13.7% 8,988
Hegarty Advisors, LLC -1,409 -8.5% 15,194
PARAGON CAPITAL MANAGEMENT INC -694 -5.2% 12,591
Washington Trust Advisors, Inc. -411 -18.2% 1,843
FMR LLC -32 -18.2% 144
Kestra Advisory Services, LLC -29 -0.2% 12,693

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