STXK institutional holders

Strive Small-Cap ETF · 34 reporting institutions · $45.4M reported value

Funds that can replace STXK · STXK return decomposition

Institutional holdings

Institutions reporting STXK, largest first
InstitutionReported positionAdvisors at firmReport period
Oxenfree Capital LLC$15.6M82026-06-30
Foundations Investment Advisors, LLC$7M3022026-06-30
Summit Financial, LLC$4.9M2292026-06-30
Financial Management Network Inc$4.1M212026-06-30
Wealthplan Investment Management, LLC$3.6M292026-06-30
Uptick Partners, LLC$1.8M172026-06-30
Paragon Capital Management Inc$1.3M32026-06-30
Chicago Partners Investment Group LLC$842.7K572026-06-30
Kestra Advisory Services, LLC$707.5K1,4792026-06-30
Pds Planning, Inc$662.7K102026-06-30
Pfg Investments, LLC$608.7K02026-06-30
Lpl Financial LLC$487.4K23,4582026-06-30
Advyzon Investment Management, LLC$477.7K22026-06-30
Everhart Financial Group, Inc.$465.8K362026-06-30
Avantax Planning Partners, Inc.$463.9K102026-06-30
Citadel Advisors LLC$423.5K02026-06-30
Merit Financial Group, LLC$390.8K2952026-06-30
Creative Planning$353.9K1,1712026-06-30
Wealth Enhancement Advisory Services, LLC$296.9K1,0262026-06-30
Essex Financial Services, Inc.$279.2K332026-06-30
Osaic Holdings, Inc.$244.1K02026-06-30
World Investment Advisors$233.5K3592026-06-30
Parallel Advisors, LLC$64K752026-06-30
Aptus Capital Advisors, LLC$41.3K212026-06-30
Farther Finance Advisors, LLC$23.6K3342026-06-30
New. Advisory Services, LLC$14.7K152026-06-30
Ae Wealth Management LLC$13.6K4712026-06-30
Ifg Advisory, LLC$1.9K1102026-06-30
Cambridge Investment Research Advisors, Inc.$1.4K3,9402026-03-31
Centaurus Financial, Inc.$3734312026-06-30
Cwm, LLC$2416672026-03-31
Betterment LLC$232282026-06-30
Morgan Stanley$5723,1852026-06-30
Wells Fargo & Company/mn$1402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30