STXK Institutional Ownership
Strive Small-Cap ETF
1W: -0.1%
1M: -4.1%
3M: -5.6%
YTD: +8.6%
1Y: +10.5%
3Y: +50.6%
$36.47
+0.30 (+0.83%)
Weekly Expected Move ±1.7%
$35
$36
$36
$37
$38
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — STXK
35
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
1
New Positions
11
Increased
15
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OxenFree Capital LLC | 405,330 | $15M | +33,877 | +9.1% | 11Q | SEC ↗ |
| 2 | Foundations Investment Advisors, LLC | 180,200 | $7M | +10,648 | +6.3% | 2Q | SEC ↗ |
| 3 | Summit Financial, LLC | 126,522 | $5M | -2,120 | -1.6% | 4Q | SEC ↗ |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | 107,108 | $4M | -4,892 | -4.4% | 15Q | SEC ↗ |
| 5 | WealthPlan Investment Management, LLC | 94,033 | $3M | +1,104 | +1.2% | 2Q | SEC ↗ |
| 6 | UPTICK PARTNERS, LLC | 46,043 | $2M | -4,262 | -8.5% | 11Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 40,361 | $1M | -2,085 | -4.9% | 3Q | SEC ↗ |
| 8 | PARAGON CAPITAL MANAGEMENT INC | 32,422 | $1M | +1,227 | +3.9% | 10Q | SEC ↗ |
| 9 | Chicago Partners Investment Group LLC | 22,167 | $808K | -130 | -0.6% | 9Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC | 18,232 | $665K | +2,034 | +12.6% | 3Q | SEC ↗ |
| 11 | PDS Planning, Inc | 17,077 | $623K | +51 | +0.3% | 12Q | SEC ↗ |
| 12 | PFG Investments, LLC | 15,686 | $572K | +736 | +4.9% | 9Q | SEC ↗ |
| 13 | LPL Financial LLC | 12,560 | $458K | -1,159 | -8.4% | 8Q | SEC ↗ |
| 14 | Advyzon Investment Management, LLC | 12,311 | $449K | -6,311 | -33.9% | 7Q | SEC ↗ |
| 15 | Everhart Financial Group, Inc. | 12,004 | $438K | -226 | -1.8% | 13Q | SEC ↗ |
| 16 | Avantax Planning Partners, Inc. | 11,955 | $436K | — | +0.0% | 3Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC | 10,914 | $398K | -2,852 | -20.7% | 2Q | SEC ↗ |
| 18 | Merit Financial Group, LLC | 10,071 | $367K | +4 | +0.0% | 2Q | SEC ↗ |
| 19 | CENTAURUS FINANCIAL, INC. | 9,609 | $350K | +9 | +0.1% | 4Q | SEC ↗ |
| 20 | Creative Planning | 9,121 | $333K | — | +0.0% | 13Q | SEC ↗ |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 7,746 | $282K | -250 | -3.1% | 5Q | SEC ↗ |
| 22 | Essex Financial Services, Inc. | 7,196 | $262K | -4,121 | -36.4% | 11Q | SEC ↗ |
| 23 | World Investment Advisors | 7,000 | $255K | — | +0.0% | 10Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 6,289 | $229K | +4 | +0.1% | 15Q | SEC ↗ |
| 25 | Betterment LLC NEW | 5,966 | $218K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Parallel Advisors, LLC | 1,650 | $60K | — | +0.0% | 13Q | SEC ↗ |
| 27 | Aptus Capital Advisors, LLC | 1,064 | $39K | +3 | +0.3% | 3Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 609 | $22K | — | +0.0% | 3Q | SEC ↗ |
| 29 | N.E.W. Advisory Services LLC | 378 | $14K | — | +0.0% | 6Q | SEC ↗ |
| 30 | AE Wealth Management LLC | 350 | $13K | — | +0.0% | 7Q | SEC ↗ |
| 31 | IFG Advisory, LLC | 50 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 32 | CWM, LLC NEW | 7 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MORGAN STANLEY | 1 | $0K | -1 | -50.0% | 10Q | SEC ↗ |
| 34 | GTS SECURITIES LLC | 0 | $0K | -13,961 | -100.0% | 4Q | SEC ↗ |
| 35 | SPWM Advisors LLC | 0 | $0K | -24,583 | -100.0% | 1Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 0 | $0K | -1,275 | -100.0% | 1Q | SEC ↗ |
| 37 | WELLS FARGO & COMPANY/MN | 0 | $0K | -1 | -100.0% | 7Q | SEC ↗ |
| 38 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | $0K | -1,061 | -100.0% | 1Q | SEC ↗ |
| 39 | UBS Group AG | 0 | $0K | -487 | -100.0% | 5Q | SEC ↗ |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -6,068 | -100.0% | 1Q | SEC ↗ |
| 41 | WealthPLAN Partners, LLC | 0 | $0K | -90,510 | -100.0% | 12Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Betterment LLC | 5,966 | $218K |
| CWM, LLC | 7 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WealthPLAN Partners, LLC | 90,510 | $3M |
| SPWM Advisors LLC | 24,583 | $897K |
| GTS SECURITIES LLC | 13,961 | $509K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,068 | $221K |
| ROYAL BANK OF CANADA | 1,275 | $46K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,061 | $39K |
| UBS Group AG | 487 | $18K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OxenFree Capital LLC | +33,877 | +9.1% | 405,330 |
| Foundations Investment Advisors, LL | +10,648 | +6.3% | 180,200 |
| Kestra Advisory Services, LLC | +2,034 | +12.6% | 18,232 |
| PARAGON CAPITAL MANAGEMENT INC | +1,227 | +3.9% | 32,422 |
| WealthPlan Investment Management, L | +1,104 | +1.2% | 94,033 |
| PFG Investments, LLC | +736 | +4.9% | 15,686 |
| PDS Planning, Inc | +51 | +0.3% | 17,077 |
| CENTAURUS FINANCIAL, INC. | +9 | +0.1% | 9,609 |
| OSAIC HOLDINGS, INC. | +4 | +0.1% | 6,289 |
| Merit Financial Group, LLC | +4 | +0.0% | 10,071 |
| Aptus Capital Advisors, LLC | +3 | +0.3% | 1,064 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Advyzon Investment Management, LLC | -6,311 | -33.9% | 12,311 |
| FINANCIAL MANAGEMENT NETWORK INC | -4,892 | -4.4% | 107,108 |
| UPTICK PARTNERS, LLC | -4,262 | -8.5% | 46,043 |
| Essex Financial Services, Inc. | -4,121 | -36.4% | 7,196 |
| CITADEL ADVISORS LLC | -2,852 | -20.7% | 10,914 |
| Summit Financial, LLC | -2,120 | -1.6% | 126,522 |
| Cambridge Investment Research Advis | -2,085 | -4.9% | 40,361 |
| LPL Financial LLC | -1,159 | -8.4% | 12,560 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -250 | -3.1% | 7,746 |
| Everhart Financial Group, Inc. | -226 | -1.8% | 12,004 |
| Chicago Partners Investment Group L | -130 | -0.6% | 22,167 |
| MORGAN STANLEY | -1 | -50.0% | 1 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |