$36.18
+0.06 (+0.16%)
Market Cap
$75.7M
Shares Outstanding
2,054,012
Institutional Holders
26
Total Inst. Value
$53.5M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
12
Closed Positions
3
Increased
8
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UPTICK PARTNERS, LLCNew | $17.8M | 582,384 |
| 2 | Advyzon Investment Management, LLCNew | $12.1M | 396,435 |
| 3 | Cambridge Investment Research Advisors, Inc. | $6.2M | 202,665 |
| 4 | WealthPLAN Partners, LLC | $5.3M | 172,166 |
| 5 | OxenFree Capital LLCNew | $3.7M | 133,445 |
| 6 | GTS SECURITIES LLCNew | $1.5M | 49,987 |
| 7 | Everhart Financial Group, Inc. | $1.3M | 43,282 |
| 8 | Rockefeller Capital Management L.P.New | $970K | 31,807 |
| 9 | Safeguard Financial, LLCNew | $749K | 24,544 |
| 10 | PARAGON CAPITAL MANAGEMENT INCNew | $648K | 21,244 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UPTICK PARTNERS, LLCNew | +582K | $17.8M |
| Advyzon Investment Management, LLCNew | +396K | $12.1M |
| Cambridge Investment Research Advisors, Inc. | +5K | $6.2M |
| WealthPLAN Partners, LLC | +6K | $5.3M |
| OxenFree Capital LLCNew | +133K | $3.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -2K | $209 |
| McIlrath & Eck, LLC | -202 | $64K |
| MORGAN STANLEY | -1 | $0 |
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Frequently Asked Questions
How many institutional investors hold STXV?
As of Q1 2025, 26 institutional investors report holding STXV (Strive 1000 Value ETF) in their 13F filings.
Which hedge fund owns the most STXV?
The largest institutional holder of STXV is UPTICK PARTNERS, LLC with $17.8M in shares.
Are institutions buying or selling STXV?
This quarter, 12 institutions opened new positions in STXV and 3 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.