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Strive Mid-Cap ETF (STXM)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
OxenFree Capital LLC
INCREASED
Shares161,931 from 157,291
Change+4,640 (+3%)
Value$4.6M (+$117.4K)
Filed 2026-01-15
Uptick Partners, LLC
DECREASED
Shares148,677 from 186,737
Change-38,060 (-20%)
Value$4.2M (-$1.0M)
Filed 2026-02-02
Advyzon Investment Management, LLC
DECREASED
Shares70,082 from 134,798
Change-64,716 (-48%)
Value$2.0M (-$1.8M)
Filed 2026-02-13
WealthPLAN Partners, LLC
DECREASED
Shares40,501 from 43,585
Change-3,084 (-7%)
Value$1.2M (-$76.3K)
Filed 2026-02-12
Cambridge Investment Research Advisors, Inc.
NEW
Shares31,842
Change+31,842
Value$908
Filed 2026-02-05
GTS Securities LLC
INCREASED
Shares20,809 from 9,031
Change+11,778 (+130%)
Value$593.3K (+$338.2K)
Filed 2026-02-13
Avantax Planning Partners, Inc.
NEW
Shares13,980
Change+13,980
Value$398.6K
Filed 2026-02-05
Grantvest Financial Group LLC
INCREASED
Shares13,011 from 12,491
Change+520 (+4%)
Value$370.9K (+$18.1K)
Filed 2026-02-02
Kestra Advisory Services, LLC
NEW
Shares1,107
Change+1,107
Value$31.6K
Filed 2026-02-13
Lanark Financial, Inc.
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$11.8K (+$110)
Filed 2026-01-29
CWM, LLC
CLOSED
Shares0 from 1,933
Change-1,933 (-100%)
Value$0 (-$55)
Filed 2026-01-26
JPMorgan Chase & Co
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$3.9K)
Filed 2026-02-11
Status
OxenFree Capital LLC
INCREASED161,931157,291+4,640+3%$4.5M$4.6M+$117.4K2026-01-15
Uptick Partners, LLC
DECREASED148,677186,737-38,060-20%$5.3M$4.2M-$1.0M2026-02-02
Advyzon Investment Management, LLC
DECREASED70,082134,798-64,716-48%$3.8M$2.0M-$1.8M2026-02-13
WealthPLAN Partners, LLC
DECREASED40,50143,585-3,084-7%$1.2M$1.2M-$76.3K2026-02-12
Cambridge Investment Research Advisors, Inc.
NEW31,842—+31,842——$908—2026-02-05
GTS Securities LLC
INCREASED20,8099,031+11,778+130%$255.1K$593.3K+$338.2K2026-02-13
Avantax Planning Partners, Inc.
NEW13,980—+13,980——$398.6K—2026-02-05
Grantvest Financial Group LLC
INCREASED13,01112,491+520+4%$352.8K$370.9K+$18.1K2026-02-02
Kestra Advisory Services, LLC
NEW1,107—+1,107——$31.6K—2026-02-13
Lanark Financial, Inc.
UNCHANGED41541500%$11.7K$11.8K+$1102026-01-29
CWM, LLC
CLOSED01,933-1,933-100%$55$0-$552026-01-26
JPMorgan Chase & Co
CLOSED0137-137-100%$3.9K$0-$3.9K2026-02-11
Showing 12 of 12 institutions