Strive Small-Cap ETF (STXK)

CUSIP: 02072L573 | NYSE | 60 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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OxenFree Capital LLC429,005

6.8% of portfolio$15.7M

Financial Management Network Inc104,671

0.5% of portfolio$3.8M

WealthPlan Investment Management, LLC92,935

0.2% of portfolio$3.3M

Uptick Partners, LLC42,909

0.2% of portfolio$1.5M

Paragon Capital Management Inc33,767

0.9% of portfolio$1.2M

Cambridge Investment Research Advisors, Inc.33,707

0.0% of portfolio$1.2M

Chicago Partners Investment Group LLC22,168

0.0% of portfolio$806.6K

Kestra Advisory Services, LLC19,261

0.0% of portfolio$692.5K

PDS Planning, Inc17,123

0.0% of portfolio$615.6K

Avantax Planning Partners, Inc.11,955

0.0% of portfolio$429.8K

Everhart Financial Group, Inc.10,549

0.0% of portfolio$379.3K

Wealth Enhancement Advisory Services, LLC8,124

0.0% of portfolio$293.5K

Creative Planning7,978

0.0% of portfolio$286.8K

Balance Wealth Partners LLC2,982

0.0% of portfolio$107.2K

Parallel Advisors, LLC1,650

0.0% of portfolio$59.3K

Farther Finance Advisors, LLC609

0.0% of portfolio$21.9K

				Style	Turnover	Location	Filed
OxenFree Capital LLC	429,005	$15.7M	6.8%	N/A	Low	Melbourne, FL	2026-10-07
Financial Management Network Inc	104,671	$3.8M	0.5%	ETF	Low	Mission Viejo, CA	2026-10-09
WealthPlan Investment Management, LLC	92,935	$3.3M	0.2%	Growth	Medium	Omaha, NE	2026-10-15
Uptick Partners, LLC	42,909	$1.5M	0.2%	ETF	Low	Nacogdoches, TX	2026-11-04
Paragon Capital Management Inc	33,767	$1.2M	0.9%	Core	Medium	Provo, UT	2026-10-15
Cambridge Investment Research Advisors, Inc.	33,707	$1.2M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Chicago Partners Investment Group LLC	22,168	$806.6K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Kestra Advisory Services, LLC	19,261	$692.5K	0.0%	Core	Low	Austin, TX	2026-11-02
PDS Planning, Inc	17,123	$615.6K	0.0%	Index	Very Low	Dublin, OH	2026-11-03
Avantax Planning Partners, Inc.	11,955	$429.8K	0.0%	ETF	Low	Dubuque, IA	2026-11-03
Everhart Financial Group, Inc.	10,549	$379.3K	0.0%	ETF	Low	Dublin, OH	2026-10-08
Wealth Enhancement Advisory Services, LLC	8,124	$293.5K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Creative Planning	7,978	$286.8K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Balance Wealth Partners LLC	2,982	$107.2K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Parallel Advisors, LLC	1,650	$59.3K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Farther Finance Advisors, LLC	609	$21.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08