STXV

Strive 1000 Value ETF

-$1.9M

Net Activity

Institutions Holding

33

Popularity Rank

#7002

Avg Weight

0.26%

Total Value

$48.0M

Ownership Trend

33 institutions currently hold STXV, with 15 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

UP
Uptick Partners, LLC
$18.2M
WI
WealthPlan Investment Management, LLC
$6.7M
OC
OxenFree Capital LLC
$6.1M
AI
Advyzon Investment Management, LLC
$5.1M
CI
Cambridge Investment Research Advisors, Inc.
$1.7M

Top 5 by Conviction

UP
Uptick Partners, LLC
3.62%
OC
OxenFree Capital LLC
2.94%
PC
Paragon Capital Management INC
0.73%
AI
Advyzon Investment Management, LLC
0.46%
WI
WealthPlan Investment Management, LLC
0.37%
View all 33 holding institutions

Quarterly Activity

Recent Activity

+$19.4M

Total Buy Value

$37.4M

Total Sell Value

New buy7
Trim8
Add8
Sold out3

15

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STRIVE 1000 VALUE ETF (STXV)?
Major stakeholders currently include Uptick Partners, LLC ($18.2M), WealthPlan Investment Management, LLC ($6.7M), OxenFree Capital LLC ($6.1M). Based on the latest 13F filings, there are a total of 33 tracked investment funds and institutions maintaining positions in STXV.
What is the overall institutional sentiment toward STXV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.9M, driven by 15 managers accumulating shares while 11 reduced their exposure.
Which institutions have been selling or reducing their STXV positions?
In the latest period, 8 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $37.4M.
Are there any notable investors adding STXV to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $19.4M.

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