STXF Institutional Ownership
Strive 500 ETF
1W: -0.2%
1M: +0.6%
3M: +2.4%
YTD: +3.0%
$49.77
+0.36 (+0.73%)
Weekly Expected Move ±1.5%
$48
$49
$50
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — STXF
151
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
429M
Total Invested
14
New Positions
65
Increased
44
Reduced
7
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (160 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OxenFree Capital LLC | 941,766 | $47M | +9,481 | +1.0% | 11Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 641,933 | $32M | +29,766 | +4.9% | 7Q | SEC ↗ |
| 3 | UPTICK PARTNERS, LLC | 585,228 | $29M | +99,595 | +20.5% | 11Q | SEC ↗ |
| 4 | TRUIST FINANCIAL CORP | 490,861 | $24M | +42,931 | +9.6% | 13Q | SEC ↗ |
| 5 | United Advisor Group, LLC | 391,287 | $19M | +11,795 | +3.1% | 10Q | SEC ↗ |
| 6 | STIFEL FINANCIAL CORP | 380,950 | $19M | -11,124 | -2.8% | 14Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 306,494 | $15M | +38,692 | +14.4% | 13Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 292,430 | $15M | +40,186 | +15.9% | 9Q | SEC ↗ |
| 9 | LPL Financial LLC | 278,725 | $14M | +13,593 | +5.1% | 11Q | SEC ↗ |
| 10 | Weaver Capital Management LLC | 277,643 | $14M | — | +0.0% | 10Q | SEC ↗ |
| 11 | Ethos Financial Group, LLC | 233,512 | $12M | +2,637 | +1.1% | 7Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 210,916 | $10M | +5,192 | +2.5% | 15Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 186,785 | $9M | -36,780 | -16.5% | 11Q | SEC ↗ |
| 14 | Ascent Advisors, LLC NEW | 179,376 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 15 | SECURED RETIREMENT ADVISORS, LLC | 179,003 | $9M | -7,026 | -3.8% | 11Q | SEC ↗ |
| 16 | Foundations Investment Advisors, LLC | 178,599 | $9M | +12,919 | +7.8% | 2Q | SEC ↗ |
| 17 | Sage Capital Management, LLC | 155,447 | $8M | +13,022 | +9.1% | 11Q | SEC ↗ |
| 18 | Hegarty Advisors, LLC | 151,992 | $8M | +258 | +0.2% | 3Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 148,444 | $7M | -2,376 | -1.6% | 16Q | SEC ↗ |
| 20 | Essex Financial Services, Inc. | 148,241 | $7M | -293 | -0.2% | 11Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 138,770 | $7M | +34,104 | +32.6% | 13Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 134,598 | $7M | -3,290 | -2.4% | 11Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 117,920 | $6M | +3,983 | +3.5% | 14Q | SEC ↗ |
| 24 | UBS Group AG | 109,811 | $5M | -14,023 | -11.3% | 15Q | SEC ↗ |
| 25 | Fairman Group, LLC | 108,020 | $5M | +276 | +0.3% | 11Q | SEC ↗ |
| 26 | CAPTRUST FINANCIAL ADVISORS | 95,666 | $5M | +17,255 | +22.0% | 10Q | SEC ↗ |
| 27 | Betterment LLC | 91,263 | $5M | +8,652 | +10.5% | 8Q | SEC ↗ |
| 28 | WealthPlan Investment Management, LLC | 85,488 | $4M | -470 | -0.5% | 2Q | SEC ↗ |
| 29 | Sanctuary Advisors, LLC | 81,714 | $4M | +227 | +0.3% | 9Q | SEC ↗ |
| 30 | Visionary Wealth Advisors | 77,013 | $4M | -11,150 | -12.6% | 15Q | SEC ↗ |
| 31 | S.A. Mason LLC | 75,856 | $4M | +1,712 | +2.3% | 12Q | SEC ↗ |
| 32 | FINANCIAL MANAGEMENT NETWORK INC | 75,618 | $4M | +5,255 | +7.5% | 15Q | SEC ↗ |
| 33 | Creative Planning | 73,163 | $4M | +27 | +0.0% | 15Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 72,785 | $4M | -2,207 | -2.9% | 7Q | SEC ↗ |
| 35 | Stenger Family Office, LLC | 67,634 | $3M | -12,087 | -15.2% | 4Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 55,615 | $3M | +5,157 | +10.2% | 13Q | SEC ↗ |
| 37 | TRAPHAGEN INVESTMENT ADVISORS LLC | 54,819 | $3M | +223 | +0.4% | 7Q | SEC ↗ |
| 38 | Curran Financial Partners, LLC | 54,303 | $3M | +14,622 | +36.8% | 7Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 46,209 | $2M | +10,046 | +27.8% | 12Q | SEC ↗ |
| 40 | CreativeOne Wealth, LLC | 45,734 | $2M | -5,433 | -10.6% | 7Q | SEC ↗ |
| 41 | Cambridge Investment Research Advisors | 42,864 | $2M | -7,030 | -14.1% | 15Q | SEC ↗ |
| 42 | Geneos Wealth Management Inc. | 38,579 | $2M | +503 | +1.3% | 7Q | SEC ↗ |
| 43 | World Investment Advisors | 35,898 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,366 | $2M | +11,553 | +48.5% | 4Q | SEC ↗ |
| 45 | NATIXIS ADVISORS, LLC | 34,495 | $2M | -9,078 | -20.8% | 5Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. | 33,427 | $2M | +701 | +2.1% | 15Q | SEC ↗ |
| 47 | &PARTNERS | 29,793 | $1M | -2,157 | -6.8% | 9Q | SEC ↗ |
| 48 | Second Half Financial Partners, LLC | 29,659 | $1M | -201 | -0.7% | 8Q | SEC ↗ |
| 49 | PARAGON CAPITAL MANAGEMENT INC | 28,382 | $1M | +371 | +1.3% | 15Q | SEC ↗ |
| 50 | CWM, LLC | 26,116 | $1M | — | +0.0% | 14Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Ascent Advisors, LLC | 179,376 | $9M |
| CPR Investments Inc. | 22,726 | $1M |
| AQR CAPITAL MANAGEMENT LLC | 8,131 | $405K |
| MONETA GROUP INVESTMENT ADVISORS LL | 4,674 | $233K |
| Premier Private Wealth Management L | 4,581 | $228K |
| Key Client Fiduciary Advisors, LLC | 4,566 | $227K |
| Corient Private Wealth LP | 4,387 | $218K |
| SAGESPRING WEALTH PARTNERS, LLC | 4,329 | $215K |
| CDM FINANCIAL COUNSELING SERVICES, | 4,270 | $213K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,000 | $100K |
| IFG Advisory, LLC | 1,507 | $75K |
| Integrated Wealth Concepts LLC | 1,334 | $66K |
| FIDUCIARY FINANCIAL ADVISORS | 171 | $9K |
| SIMPLEX TRADING, LLC | 91 | $5K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WealthPLAN Partners, LLC | 81,021 | $4M |
| Orion Porfolio Solutions, LLC | 41,062 | $2M |
| Independent Advisor Alliance | 19,488 | $970K |
| JANE STREET GROUP, LLC | 14,371 | $715K |
| SPWM Advisors LLC | 13,154 | $655K |
| Exit Wealth Advisors, LLC. | 9,019 | $449K |
| Linscomb Wealth, Inc. | 8,690 | $433K |
| CITADEL ADVISORS LLC | 6,140 | $306K |
| OneAscent Financial Services LLC | 5,119 | $255K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 2,361 | $118K |
| Longview Financial Advisors, Inc. | 450 | $22K |
| HOWE & RUSLING INC | 371 | $18K |
| UBS AM, a distinct business unit of | 318 | $16K |
| Capital Investment Advisory Service | 230 | $11K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -36,780 | -16.5% | 186,785 |
| Belpointe Asset Management LLC | -16,389 | -54.0% | 13,950 |
| UBS Group AG | -14,023 | -11.3% | 109,811 |
| Stenger Family Office, LLC | -12,087 | -15.2% | 67,634 |
| Visionary Wealth Advisors | -11,150 | -12.6% | 77,013 |
| STIFEL FINANCIAL CORP | -11,124 | -2.8% | 380,950 |
| NATIXIS ADVISORS, LLC | -9,078 | -20.8% | 34,495 |
| Cambridge Investment Research Advis | -7,030 | -14.1% | 42,864 |
| SECURED RETIREMENT ADVISORS, LLC | -7,026 | -3.8% | 179,003 |
| CreativeOne Wealth, LLC | -5,433 | -10.6% | 45,734 |
| MCF Advisors LLC | -4,004 | -97.6% | 100 |
| Cetera Investment Advisers | -3,290 | -2.4% | 134,598 |
| StoneX Group Inc. | -3,287 | -25.0% | 9,848 |
| ROYAL BANK OF CANADA | -2,376 | -1.6% | 148,444 |
| Rockefeller Capital Management L.P. | -2,207 | -2.9% | 72,785 |
| &PARTNERS | -2,157 | -6.8% | 29,793 |
| Indiana Trust & Investment Manageme | -1,855 | -8.1% | 21,145 |
| Mariner, LLC | -1,296 | -17.5% | 6,126 |
| Pacific Asset Management, LLC | -1,050 | -16.1% | 5,468 |
| THRYVE WEALTH MANAGEMENT LLC | -989 | -4.2% | 22,834 |