Who owns STXV?
Strive 1000 Value ETF · Strive
32 institutions reported holding STXV, worth $50.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of STXV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Uptick Partners, LLC | Nacogdoches, TX | $17.5M | 461,106 | −55,952 shares |
| WealthPlan Investment Management, LLC | Omaha, NE | $7.3M | 191,968 | +2,148 shares |
| OxenFree Capital LLC | Melbourne, FL | $6.8M | 177,386 | +8,374 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $3.9M | 102,047 | −43,541 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $3.8M | 98,926 | +49,200 shares |
| Everhart Financial Group, Inc. | Dublin, OH | $1.2M | 32,880 | −487 shares |
| StoneX Group Inc. | New York, NY | $1.1M | 29,145 | +292 shares |
| Paragon Capital Management Inc. | Provo, UT | $954K | 25,155 | +684 shares |
| Summit Financial, LLC | Parsippany, NJ | $753K | 19,874 | −2,151 shares |
| GTS Securities LLC | New York, NY | $732K | 19,321 | −3,837 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns STXV?
32 institutional managers reported holding STXV in Form 13F filings for June 30, 2026, worth $50.5M in total. The largest reported position was held by Uptick Partners, LLC, at $17.5M.
Did institutions buy or sell STXV last quarter?
Reported 13F value rose 5.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is STXV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.