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STXG Institutional Ownership

Strive 1000 Growth ETF
1W: +0.0% 1M: +2.1% 3M: +3.0% YTD: +12.4% 1Y: +13.9% 3Y: +93.9%
$57.10
+0.50 (+0.88%)
 
Weekly Expected Move ±1.9%
$55 $56 $57 $58 $59
ETF NYSE · AUM $156.0M

Institutional Ownership — STXG

48
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
83M
Total Invested
7
New Positions
25
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (55 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OxenFree Capital LLC 511,102 $29M +4,462 +0.9% 11Q SEC ↗
2 UPTICK PARTNERS, LLC 304,649 $17M -28,938 -8.7% 11Q SEC ↗
3 WealthPlan Investment Management, LLC 143,562 $8M +2,608 +1.9% 2Q SEC ↗
4 Demars Financial Group, LLC 69,970 $4M +1,300 +1.9% 10Q SEC ↗
5 Advyzon Investment Management, LLC 69,129 $4M -29,298 -29.8% 7Q SEC ↗
6 StoneX Group Inc. 49,616 $3M +6,302 +14.5% 12Q SEC ↗
7 UBS Group AG 45,656 $3M +1,229 +2.8% 6Q SEC ↗
8 Everhart Financial Group, Inc. 24,605 $1M -589 -2.3% 13Q SEC ↗
9 Summit Financial, LLC 22,680 $1M -793 -3.4% 4Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,859 $1M +4,067 +25.8% 4Q SEC ↗
11 Worthington Financial Partners, LLC 17,777 $1M +419 +2.4% 3Q SEC ↗
12 OSAIC HOLDINGS, INC. 16,895 $965K +9,208 +119.8% 14Q SEC ↗
13 GWN SECURITIES INC. 15,233 $870K +27 +0.2% 6Q SEC ↗
14 MML INVESTORS SERVICES, LLC 14,675 $838K +8,130 +124.2% 6Q SEC ↗
15 LPL Financial LLC 13,781 $787K +496 +3.7% 10Q SEC ↗
16 Essex Financial Services, Inc. 12,822 $732K +500 +4.1% 10Q SEC ↗
17 RAYMOND JAMES FINANCIAL INC 12,061 $689K -9,229 -43.3% 2Q SEC ↗
18 Whitener Capital Management, Inc. 11,718 $669K +292 +2.6% 12Q SEC ↗
19 Kestra Advisory Services, LLC 9,820 $561K +97 +1.0% 10Q SEC ↗
20 Cambridge Investment Research Advisors 9,579 $547K +4,006 +71.9% 5Q SEC ↗
21 STIFEL FINANCIAL CORP 9,111 $520K +2,632 +40.6% 7Q SEC ↗
22 Trilogy Capital Inc. 8,588 $490K +18 +0.2% 9Q SEC ↗
23 Merit Financial Group, LLC 8,361 $477K +10 +0.1% 5Q SEC ↗
24 Cetera Investment Advisers 8,094 $462K +648 +8.7% 6Q SEC ↗
25 ENVESTNET ASSET MANAGEMENT INC NEW 7,724 $441K — +0.0% 1Q SEC ↗
26 CITADEL ADVISORS LLC NEW 7,326 $418K — +0.0% 1Q SEC ↗
27 Venture Visionary Partners LLC 6,096 $348K — +0.0% 6Q SEC ↗
28 Dynamic Advisor Solutions LLC 6,080 $347K -24 -0.4% 2Q SEC ↗
29 Janney Montgomery Scott LLC 6,021 $344K +35 +0.6% 9Q SEC ↗
30 Betterment LLC 5,993 $342K +1,609 +36.7% 2Q SEC ↗
31 Farther Finance Advisors, LLC 5,749 $328K — +0.0% 3Q SEC ↗
32 Hilltop Holdings Inc. 5,500 $314K — +0.0% 9Q SEC ↗
33 Key Client Fiduciary Advisors, LLC 5,000 $286K -1,500 -23.1% 5Q SEC ↗
34 JONES FINANCIAL COMPANIES LLLP 4,906 $280K +2,158 +78.5% 3Q SEC ↗
35 DAVENPORT & Co LLC 4,390 $251K +17 +0.4% 3Q SEC ↗
36 Balance Wealth Partners LLC NEW 4,062 $232K — +0.0% 1Q SEC ↗
37 GOLDMAN SACHS GROUP INC NEW 3,958 $226K — +0.0% 1Q SEC ↗
38 COMMONWEALTH EQUITY SERVICES, LLC NEW 3,789 $216K — +0.0% 1Q SEC ↗
39 MONEY CONCEPTS CAPITAL CORP NEW 3,635 $208K — +0.0% 1Q SEC ↗
40 CWM, LLC 3,419 $195K — +0.0% 12Q SEC ↗
41 WELLS FARGO & COMPANY/MN 1,594 $91K +1,583 +14390.9% 7Q SEC ↗
42 McIlrath & Eck, LLC 1,279 $73K -73 -5.4% 13Q SEC ↗
43 ROYAL BANK OF CANADA 1,117 $64K — +0.0% 13Q SEC ↗
44 Geneos Wealth Management Inc. 600 $34K — +0.0% 7Q SEC ↗
45 Rockefeller Capital Management L.P. 562 $32K +1 +0.2% 4Q SEC ↗
46 BLAIR WILLIAM & CO/IL 500 $29K — +0.0% 4Q SEC ↗
47 HARBOUR INVESTMENTS, INC. 130 $7K — +0.0% 8Q SEC ↗
48 FMR LLC NEW 10 $1K — +0.0% 1Q SEC ↗
49 MORGAN STANLEY 2 $0K — +0.0% 10Q SEC ↗
50 VICTORY FINANCIAL GROUP, LLC 0 $0K -5,376 -100.0% 5Q SEC ↗

Recent Activity

New Positions (7)
Sold Out (6)
HolderPrev SharesPrev Value
WealthPLAN Partners, LLC 137,908 $8M
GTS SECURITIES LLC 39,845 $2M
SPWM Advisors LLC 19,591 $1M
Orion Porfolio Solutions, LLC 17,971 $1M
VICTORY FINANCIAL GROUP, LLC 5,376 $307K
ASSETMARK, INC 51 $3K
Biggest Increases (20)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +9,208 +119.8% 16,895
MML INVESTORS SERVICES, LLC +8,130 +124.2% 14,675
StoneX Group Inc. +6,302 +14.5% 49,616
OxenFree Capital LLC +4,462 +0.9% 511,102
SUSQUEHANNA INTERNATIONAL GROUP, LL +4,067 +25.8% 19,859
Cambridge Investment Research Advis +4,006 +71.9% 9,579
STIFEL FINANCIAL CORP +2,632 +40.6% 9,111
WealthPlan Investment Management, L +2,608 +1.9% 143,562
JONES FINANCIAL COMPANIES LLLP +2,158 +78.5% 4,906
Betterment LLC +1,609 +36.7% 5,993
WELLS FARGO & COMPANY/MN +1,583 +14390.9% 1,594
Demars Financial Group, LLC +1,300 +1.9% 69,970
UBS Group AG +1,229 +2.8% 45,656
Cetera Investment Advisers +648 +8.7% 8,094
Essex Financial Services, Inc. +500 +4.1% 12,822
LPL Financial LLC +496 +3.7% 13,781
Worthington Financial Partners, LLC +419 +2.4% 17,777
Whitener Capital Management, Inc. +292 +2.6% 11,718
Kestra Advisory Services, LLC +97 +1.0% 9,820
Janney Montgomery Scott LLC +35 +0.6% 6,021
Biggest Decreases (8)
HolderReducedChange %Total Shares
Advyzon Investment Management, LLC -29,298 -29.8% 69,129
UPTICK PARTNERS, LLC -28,938 -8.7% 304,649
RAYMOND JAMES FINANCIAL INC -9,229 -43.3% 12,061
Key Client Fiduciary Advisors, LLC -1,500 -23.1% 5,000
Summit Financial, LLC -793 -3.4% 22,680
Everhart Financial Group, Inc. -589 -2.3% 24,605
McIlrath & Eck, LLC -73 -5.4% 1,279
Dynamic Advisor Solutions LLC -24 -0.4% 6,080

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