Strive Small-Cap ETF (STXK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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OxenFree Capital LLC

INCREASED

Shares429,005 from 405,330

Change+23,675 (+6%)

Value$15.7M (+$120.9K)

Filed 2026-10-07

Financial Management Network Inc

DECREASED

Shares104,671 from 107,108

Change-2,437 (-2%)

Value$3.8M (-$293.1K)

Filed 2026-10-09

WealthPlan Investment Management, LLC

DECREASED

Shares92,935 from 94,033

Change-1,098 (-1%)

Value$3.3M (-$307.8K)

Filed 2026-10-15

Uptick Partners, LLC

DECREASED

Shares42,909 from 46,043

Change-3,134 (-7%)

Value$1.5M (-$244.1K)

Filed 2026-11-04

Paragon Capital Management Inc

INCREASED

Shares33,767 from 32,422

Change+1,345 (+4%)

Value$1.2M (-$44.2K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares33,707 from 40,361

Change-6,654 (-16%)

Value$1.2M (-$354.0K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

INCREASED

Shares22,168 from 22,167

Change+1 (0%)

Value$806.6K (-$36.2K)

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares19,261 from 18,232

Change+1,029 (+6%)

Value$692.5K (-$15.0K)

Filed 2026-11-02

PDS Planning, Inc

INCREASED

Shares17,123 from 17,077

Change+46 (+0%)

Value$615.6K (-$47.1K)

Filed 2026-11-03

Avantax Planning Partners, Inc.

UNCHANGED

Shares11,955 from 11,955

Change0 (0%)

Value$429.8K (-$34.1K)

Filed 2026-11-03

Everhart Financial Group, Inc.

DECREASED

Shares10,549 from 12,004

Change-1,455 (-12%)

Value$379.3K (-$86.5K)

Filed 2026-10-08

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares8,124 from 7,746

Change+378 (+5%)

Value$293.5K (-$3.4K)

Filed 2026-10-13

Creative Planning

DECREASED

Shares7,978 from 9,121

Change-1,143 (-13%)

Value$286.8K (-$67.1K)

Filed 2026-11-02

Balance Wealth Partners LLC

NEW

Shares2,982

Change+2,982

Value$107.2K

Filed 2026-10-27

Parallel Advisors, LLC

UNCHANGED

Shares1,650 from 1,650

Change0 (0%)

Value$59.3K (-$4.7K)

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares609 from 609

Change0 (0%)

Value$21.9K (-$1.7K)

Filed 2026-10-08

Foundations Investment Advisors, LLC

N/A

Shares— from 180,200

Change-180,200 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 126,522

Change-126,522 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 15,686

Change-15,686 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 12,560

Change-12,560 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 12,311

Change-12,311 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 10,914

Change-10,914 (-100%)

Value—

Merit Financial Group, LLC

N/A

Shares— from 10,071

Change-10,071 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 9,609

Change-9,609 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 7,196

Change-7,196 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 7,000

Change-7,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,289

Change-6,289 (-100%)

Value—

Betterment LLC

N/A

Shares— from 5,966

Change-5,966 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,064

Change-1,064 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 378

Change-378 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 350

Change-350 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
OxenFree Capital LLC	INCREASED	429,005	405,330	+23,675	+6%	$15.6M	$15.7M	+$120.9K	2026-10-07
Financial Management Network Inc	DECREASED	104,671	107,108	-2,437	-2%	$4.1M	$3.8M	-$293.1K	2026-10-09
WealthPlan Investment Management, LLC	DECREASED	92,935	94,033	-1,098	-1%	$3.6M	$3.3M	-$307.8K	2026-10-15
Uptick Partners, LLC	DECREASED	42,909	46,043	-3,134	-7%	$1.8M	$1.5M	-$244.1K	2026-11-04
Paragon Capital Management Inc	INCREASED	33,767	32,422	+1,345	+4%	$1.3M	$1.2M	-$44.2K	2026-10-15
Cambridge Investment Research Advisors, Inc.	DECREASED	33,707	40,361	-6,654	-16%	$1.6M	$1.2M	-$354.0K	2026-11-02
Chicago Partners Investment Group LLC	INCREASED	22,168	22,167	+1	0%	$842.7K	$806.6K	-$36.2K	2026-10-27
Kestra Advisory Services, LLC	INCREASED	19,261	18,232	+1,029	+6%	$707.5K	$692.5K	-$15.0K	2026-11-02
PDS Planning, Inc	INCREASED	17,123	17,077	+46	+0%	$662.7K	$615.6K	-$47.1K	2026-11-03
Avantax Planning Partners, Inc.	UNCHANGED	11,955	11,955	0	0%	$463.9K	$429.8K	-$34.1K	2026-11-03
Everhart Financial Group, Inc.	DECREASED	10,549	12,004	-1,455	-12%	$465.8K	$379.3K	-$86.5K	2026-10-08
Wealth Enhancement Advisory Services, LLC	INCREASED	8,124	7,746	+378	+5%	$296.9K	$293.5K	-$3.4K	2026-10-13
Creative Planning	DECREASED	7,978	9,121	-1,143	-13%	$353.9K	$286.8K	-$67.1K	2026-11-02
Balance Wealth Partners LLC	NEW	2,982	—	+2,982	—	—	$107.2K	—	2026-10-27
Parallel Advisors, LLC	UNCHANGED	1,650	1,650	0	0%	$64.0K	$59.3K	-$4.7K	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	609	609	0	0%	$23.6K	$21.9K	-$1.7K	2026-10-08
Foundations Investment Advisors, LLC	N/A	—	180,200	-180,200	-100%	$7.0M	—	—	—
Summit Financial, LLC	N/A	—	126,522	-126,522	-100%	$4.9M	—	—	—
PFG Investments, LLC	N/A	—	15,686	-15,686	-100%	$608.7K	—	—	—
LPL Financial LLC	N/A	—	12,560	-12,560	-100%	$487.4K	—	—	—
Advyzon Investment Management, LLC	N/A	—	12,311	-12,311	-100%	$477.7K	—	—	—
Citadel Advisors LLC	N/A	—	10,914	-10,914	-100%	$423.5K	—	—	—
Merit Financial Group, LLC	N/A	—	10,071	-10,071	-100%	$390.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	9,609	-9,609	-100%	$373.0K	—	—	—
Essex Financial Services, Inc.	N/A	—	7,196	-7,196	-100%	$279.2K	—	—	—
World Investment Advisors	N/A	—	7,000	-7,000	-100%	$233.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	6,289	-6,289	-100%	$244.1K	—	—	—
Betterment LLC	N/A	—	5,966	-5,966	-100%	$232.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,064	-1,064	-100%	$41.3K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	378	-378	-100%	$14.7K	—	—	—
AE Wealth Management LLC	N/A	—	350	-350	-100%	$13.6K	—	—	—
IFG Advisory, LLC	N/A	—	50	-50	-100%	$1.9K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$57	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$14	—	—	—

Showing 34 of 34 institutions