$35.51
-0.46 (-1.29%)
Market Cap
$74.8M
Shares Outstanding
1,967,767
Institutional Holders
30
Total Inst. Value
$22.4M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
8
Closed Positions
4
Increased
9
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OxenFree Capital LLCNew | $7.8M | 299,868 |
| 2 | FINANCIAL MANAGEMENT NETWORK INC | $2.9M | 113,983 |
| 3 | WealthPLAN Partners, LLC | $2.5M | 86,764 |
| 4 | UPTICK PARTNERS, LLCNew | $2.4M | 83,322 |
| 5 | Advyzon Investment Management, LLCNew | $1.4M | 49,391 |
| 6 | PARAGON CAPITAL MANAGEMENT INCNew | $751K | 26,167 |
| 7 | Chicago Partners Investment Group LLC | $657K | 23,387 |
| 8 | PDS Planning, Inc | $461K | 16,061 |
| 9 | Essex Financial Services, Inc. | $443K | 15,422 |
| 10 | PFG Investments, LLC | $410K | 14,296 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OxenFree Capital LLCNew | +300K | $7.8M |
| FINANCIAL MANAGEMENT NETWORK INC | +4K | $2.9M |
| WealthPLAN Partners, LLC | +9K | $2.5M |
| UPTICK PARTNERS, LLCNew | +83K | $2.4M |
| Advyzon Investment Management, LLCNew | +49K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| StoneX Group Inc. | -14K | $1K |
| World Investment Advisors | -5K | $395K |
| OSAIC HOLDINGS, INC. | -1K | $181K |
| Chicago Partners Investment Group LLC | -325 | $657K |
| Creative Planning | -259 | $295K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold STXK?
As of Q1 2025, 30 institutional investors report holding STXK (Strive Small-Cap ETF) in their 13F filings.
Which hedge fund owns the most STXK?
The largest institutional holder of STXK is OxenFree Capital LLC with $7.8M in shares.
Are institutions buying or selling STXK?
This quarter, 8 institutions opened new positions in STXK 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.