STRIVE 500 ETF STXF
$48.23
-0.0% 52w: $38.03 – $49.11
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data38.0343.5749.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
139
+4 QoQ
13F value
$364.6M
-2.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$424K calls / — puts
Institutional value by quarter
Number of holders
Who owns STXF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OxenFree Capital LLC | Wealth advisor | 932.3K | $42.1M | 20.4% | -6.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 612.2K | $25.7M | 0.0% | -6.0% |
| UPTICK PARTNERS, LLC | Wealth advisor | 485.6K | $20.4M | 4.1% | +17.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 447.9K | $18.8M | 0.0% | +2.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 392.1K | $16.5M | 0.0% | -4.5% |
| United Advisor Group, LLC | Wealth advisor | 379.5K | $15.9M | 2.0% | +3.7% |
| Weaver Capital Management LLC | Other | 277.6K | $11.7M | 2.5% | -24.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 267.8K | $11.2M | 0.0% | +59.4% |
| LPL Financial LLC | Bank broker | 265.1K | $11.1M | 0.0% | +4.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 252.2K | $10.3M | 0.0% | +15.2% |
| Ethos Financial Group, LLC | Wealth advisor | 230.9K | $9.4M | 0.7% | +2.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 223.6K | $9.4M | 0.0% | +11.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 205.7K | $8.6M | 0.0% | +2.5% |
| SECURED RETIREMENT ADVISORS, LLC | Other | 186.0K | $7.8M | 4.4% | -5.1% |
| Foundations Investment Advisors, LLC | Wealth advisor | 165.7K | $7.0M | 0.1% | New |
| Hegarty Advisors, LLC | Wealth advisor | 151.7K | $6.4M | 5.0% | -1.3% |
| ROYAL BANK OF CANADA | Bank broker | 150.8K | $6.3M | 0.0% | +4.0% |
| Essex Financial Services, Inc. | Wealth advisor | 148.5K | $6.2M | 0.3% | -2.4% |
| Sage Capital Management, LLC | Wealth advisor | 142.4K | $6.0M | 2.8% | +5.8% |
| Cetera Investment Advisers | Wealth advisor | 137.9K | $5.8M | 0.0% | +1.9% |
| UBS Group AG | Bank broker | 123.8K | $5.2M | 0.0% | -6.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 113.9K | $4.8M | 0.0% | -9.3% |
| Fairman Group, LLC | Wealth advisor | 107.7K | $4.5M | 3.9% | +0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 104.7K | $4.4M | 0.0% | +2.9% |
| Visionary Wealth Advisors | Wealth advisor | 88.2K | $3.7M | 0.2% | -0.3% |
| WealthPlan Investment Management, LLC | Wealth advisor | 86.0K | $3.6M | 0.2% | New |
| Betterment LLC | Wealth advisor | 82.6K | $3.5M | 0.0% | +32.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 81.5K | $3.4M | 0.0% | Held |
| Stenger Family Office, LLC | Other | 79.7K | $3.3M | 0.6% | +2.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 78.4K | $3.3M | 0.0% | +39.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 75.0K | $3.1M | 0.0% | +11.0% |
| S.A. Mason LLC | Other | 74.1K | $3.1M | 1.2% | +1.6% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 70.4K | $3.1M | 0.5% | +1.6% |
| Creative Planning | Wealth advisor | 73.1K | $3.1M | 0.0% | +0.5% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Wealth advisor | 54.6K | $2.3M | 0.2% | -0.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 51.2K | $2.1M | 0.0% | +53.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 50.5K | $2.1M | 0.0% | -0.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 49.9K | $2.1M | 0.0% | +8.2% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 43.6K | $1.8M | 0.0% | +10.1% |
| Curran Financial Partners, LLC | Wealth advisor | 39.7K | $1.7M | 0.3% | +21.4% |
| Geneos Wealth Management Inc. | Wealth advisor | 38.1K | $1.6M | 0.0% | +2.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 36.2K | $1.5M | 0.0% | -4.8% |
| World Investment Advisors | Wealth advisor | 35.9K | $1.5M | 0.0% | -46.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 32.7K | $1.4M | 0.0% | +0.7% |
| &PARTNERS | Diversified mechanical | 31.9K | $1.3M | 0.0% | -33.4% |
| Belpointe Asset Management LLC | Wealth advisor | 30.3K | $1.3M | 0.0% | +2.5% |
| Second Half Financial Partners, LLC | Wealth advisor | 29.9K | $1.3M | 0.6% | +9.1% |
| PARAGON CAPITAL MANAGEMENT INC | Wealth advisor | 28.0K | $1.2M | 1.0% | +2.5% |
| CWM, LLC | Wealth advisor | 26.1K | $1.1M | 0.0% | Held |
| Snowden Capital Advisors LLC | Diversified mechanical | 25.3K | $1.1M | 0.0% | +0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.