Who Owns Strive 1000 Value ETF (STXV)?Hedge Fund & Institutional Holders

$35.30+0.21 (+0.61%)Financial ServicesNYSE

Institutional Holders

31

as of Q4 2025

Total Institutional Value

$1.7613000746300055e+86T

% of Float Held

QoQ Change in Holders

+11 / -0

Price History

$26.93$29.39$31.85$34.30$36.76Aug 24Jun 25Mar 26

STXV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UPTICK PARTNERS, LLCNew Position+550K+$18.4B
Everhart Financial Group, Inc.New Position+39K+$1.3B
OxenFree Capital LLCIncreased+7K+$387.9M
Farther Finance Advisors, LLCNew Position+7K+$242.0M
PARAGON CAPITAL MANAGEMENT INCIncreased+878+$53.6M
N.E.W. Advisory Services LLCNew Position+379+$12.0M
WealthPLAN Partners, LLCNew Position+194K+$6.5M
SPWM Advisors LLCNew Position+47K+$1.0M
Merit Financial Group, LLCNew Position+17K+$584K
Chicago Partners Investment Group LLCNew Position+6K+$204K
McIlrath & Eck, LLCNew Position+2K+$68K
ROYAL BANK OF CANADANew Position+3K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+18K+$0
Kestra Advisory Services, LLCIncreased+4+$-254K
Summit Financial, LLCIncreased+418+$-700K

STXV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advyzon Investment Management, LLCDecreased-194K-$6.0B
GTS SECURITIES LLCDecreased-14K-$994.3M
MML INVESTORS SERVICES, LLCDecreased-1K-$463.3M
OSAIC HOLDINGS, INC.Decreased-458-$347.2M
Key Client Fiduciary Advisors, LLCDecreased-6K-$194.9M
Rockefeller Capital Management L.P.Decreased-2K-$176.4M
Cambridge Investment Research Advisors, Inc.Decreased-451-$607K
WELLS FARGO & COMPANY/MNDecreased-1-$39K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UPTICK PARTNERS, LLC526,426$17.6B3.75%Share
2Advyzon Investment Management, LLC223,066$7.5B0.87%Share
3OxenFree Capital LLC164,819$5.5B2.90%Share
4Everhart Financial Group, Inc.38,681$1.3B0.12%Share
5UPTICK PARTNERS, LLC23,745$794.0M0.17%Share
6PARAGON CAPITAL MANAGEMENT INC23,177$775.0M0.60%Share
7Farther Finance Advisors, LLC7,245$242.0M2.59%Share
8Key Client Fiduciary Advisors, LLC7,100$237.0M0.08%Share
9N.E.W. Advisory Services LLC379$12.0M0.00%Share
10WealthPLAN Partners, LLC193,855$6.5M0.97%Share
11SPWM Advisors LLC46,932$1.0M0.95%Share
12Cambridge Investment Research Advisors, Inc.49,227$1.0M0.00%Share
13Merit Financial Group, LLC17,466$584K0.00%Share
14HARBOUR INVESTMENTS, INC.10,820$362K0.01%Share
15Chicago Partners Investment Group LLC5,859$204K0.01%Share
16McIlrath & Eck, LLC2,054$68K0.01%Share
17MORGAN STANLEY1$00.00%Share
18Kestra Advisory Services, LLC7,882$00.00%Share
19Summit Financial, LLC22,084$00.00%Share
20GTS SECURITIES LLC16,627$00.00%Share
21Venture Visionary Partners LLC14,334$00.00%Share
22Rockefeller Capital Management L.P.3,618$00.00%Share
23OSAIC HOLDINGS, INC.122$00.00%Share
24OSAIC HOLDINGS, INC.10,228$00.00%Share
25WELLS FARGO & COMPANY/MN0$00.00%Share
26ROYAL BANK OF CANADA2,750$00.00%Share
27BLAIR WILLIAM & CO/IL513$00.00%Share
28Essex Financial Services, Inc.15,951$00.00%Share
29StoneX Group Inc.26,340$00.00%Share
30MML INVESTORS SERVICES, LLC13,029$00.00%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP17,699$00.00%Share

STXV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202529$34.0B+11
Q3 202518$23.9B-4
Q2 202522$42.2B-4
Q1 202526$41.8B+9
Q4 202417$216.7B+2
Q3 202415$1.8T+0
Q2 202415$1.8T-1
Q1 202416$689.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 31 institutional investors hold STXV (Strive 1000 Value ETF). The largest holder is UPTICK PARTNERS, LLC with $17.6B in shares. This quarter, 11 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own STXV?

As of Q4 2025, 31 institutional investors report holding STXV (Strive 1000 Value ETF) in their 13F filings.

Who is the largest institutional holder of STXV?

The largest institutional holder of STXV is UPTICK PARTNERS, LLC with $17.6B in shares.

Is institutional ownership of STXV increasing or decreasing?

This quarter, 11 institutions opened new positions in STXV and 0 closed their positions.