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Strive Mid-Cap ETF (STXM)

CUSIP: 02072L250 | NYSE | 15 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
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Institutional Holders — Q4 2025

OxenFree Capital LLC161,931
2.4% of portfolio›$4.6M
Uptick Partners, LLC148,677
0.9% of portfolio›$4.2M
Advyzon Investment Management, LLC70,082
0.2% of portfolio›$2.0M
WealthPLAN Partners, LLC40,501
0.2% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.31,842
0.0% of portfolio›$908
GTS Securities LLC20,809
0.0% of portfolio›$593.3K
Avantax Planning Partners, Inc.13,980
0.0% of portfolio›$398.6K
Grantvest Financial Group LLC13,011
0.2% of portfolio›$370.9K
Kestra Advisory Services, LLC1,107
0.0% of portfolio›$31.6K
Lanark Financial, Inc.415
0.0% of portfolio›$11.8K
StyleTurnoverLocationFiled
OxenFree Capital LLC
161,931$4.6M2.4%N/ALowMelbourne, FL2026-01-15
Uptick Partners, LLC
148,677$4.2M0.9%ETFLowNacogdoches, TX2026-02-02
Advyzon Investment Management, LLC
70,082$2.0M0.2%ETFMediumLisle, IL2026-02-13
WealthPLAN Partners, LLC
40,501$1.2M0.2%CoreMediumOmaha, NE2026-02-12
Cambridge Investment Research Advisors, Inc.
31,842$9080.0%ETFLowFairfield, IA2026-02-05
GTS Securities LLC
20,809$593.3K0.0%ETFVery HighNew York, NY2026-02-13
Avantax Planning Partners, Inc.
13,980$398.6K0.0%ETFLowDubuque, IA2026-02-05
Grantvest Financial Group LLC
13,011$370.9K0.2%ETFLowMatawan, NJ2026-02-02
Kestra Advisory Services, LLC
1,107$31.6K0.0%CoreLowAustin, TX2026-02-13
Lanark Financial, Inc.
415$11.8K0.0%CoreMediumBirmingham, AL2026-01-29