Who Owns STXM?

Strive Mid-Cap ETF — Institutional Ownership & 13F Holdings

$29.36

+0.00 (+0.00%)

Market Cap

$22.0M

Shares Outstanding

741,415

Institutional Holders

9

Total Inst. Value

$12.6M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1UPTICK PARTNERS, LLC$4.6M186,670
2Advyzon Investment Management, LLC$3.1M127,365
3OxenFree Capital LLC$3.1M135,686
4WealthPLAN Partners, LLC$1.2M50,425
5Grantvest Financial Group LLC$326K13,269
6CITADEL ADVISORS LLC$218K8,879
7UBS Group AG$25K1,026
8NBC SECURITIES, INC.$10K415
9Kestra Advisory Services, LLC$4190

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
WealthPLAN Partners, LLC+4K$1.2M
Grantvest Financial Group LLC+3K$326K
UBS Group AG+927$25K

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold STXM?

As of Q1 2025, 9 institutional investors report holding STXM (Strive Mid-Cap ETF) in their 13F filings.

Which hedge fund owns the most STXM?

The largest institutional holder of STXM is UPTICK PARTNERS, LLC with $4.6M in shares.

Are institutions buying or selling STXM?

This quarter, 6 institutions opened new positions in STXM and 2 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.