$52.27
+0.23 (+0.44%)
Market Cap
$140.1M
Shares Outstanding
2,484,104
Institutional Holders
42
Total Inst. Value
$107.7M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
18
Closed Positions
4
Increased
9
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Demars Financial Group, LLC | $49.3M | 1,973,143 |
| 2 | OxenFree Capital LLCNew | $15.9M | 431,164 |
| 3 | UPTICK PARTNERS, LLCNew | $14.9M | 371,722 |
| 4 | Advyzon Investment Management, LLCNew | $10.5M | 261,015 |
| 5 | WealthPLAN Partners, LLC | $5.0M | 124,164 |
| 6 | GTS SECURITIES LLCNew | $1.8M | 44,886 |
| 7 | Rockefeller Capital Management L.P.New | $1.4M | 34,728 |
| 8 | Everhart Financial Group, Inc. | $1.3M | 31,546 |
| 9 | Safeguard Financial, LLCNew | $859K | 21,450 |
| 10 | UBS Group AGNew | $712K | 17,770 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OxenFree Capital LLCNew | +431K | $15.9M |
| UPTICK PARTNERS, LLCNew | +372K | $14.9M |
| Advyzon Investment Management, LLCNew | +261K | $10.5M |
| WealthPLAN Partners, LLC | +5K | $5.0M |
| GTS SECURITIES LLCNew | +45K | $1.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Demars Financial Group, LLC | -11K | $49.3M |
| StoneX Group Inc. | -4K | $2K |
| Kestra Advisory Services, LLC | -1K | $268 |
| Trilogy Capital Inc. | -665 | $341K |
| Everhart Financial Group, Inc. | -191 | $1.3M |
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Frequently Asked Questions
How many institutional investors hold STXG?
As of Q1 2025, 42 institutional investors report holding STXG (Strive 1000 Growth ETF) in their 13F filings.
Which hedge fund owns the most STXG?
The largest institutional holder of STXG is Demars Financial Group, LLC with $49.3M in shares.
Are institutions buying or selling STXG?
This quarter, 18 institutions opened new positions in STXG and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.