IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Strive 1000 Dividend Growth (STXD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
OxenFree Capital LLC
INCREASED
Shares298,468 from 284,199
Change+14,269 (+5%)
Value$11.8M (+$574.2K)
Filed 2026-10-07
StoneX Group Inc.
INCREASED
Shares63,170 from 49,791
Change+13,379 (+27%)
Value$2.4M (+$458.9K)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares29,514 from 29,576
Change-62 (0%)
Value$1.1M (-$36.7K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares15,409 from 15,367
Change+42 (+0%)
Value$595.1K (-$16.2K)
Filed 2026-11-02
Venture Visionary Partners LLC
UNCHANGED
Shares12,489 from 12,489
Change0 (0%)
Value$482.4K (-$14.5K)
Filed 2026-10-07
PDS Planning, Inc
INCREASED
Shares11,880 from 11,852
Change+28 (+0%)
Value$458.9K (-$12.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares7,126 from 7,605
Change-479 (-6%)
Value$275.0K (-$28.0K)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$154.5K (-$4.7K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$20.0K (-$24.0K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$22.7K (-$684)
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$3.4K (-$101)
Filed 2026-10-30
Foundations Investment Advisors, LLC
N/A
Shares— from 294,832
Change-294,832 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 59,362
Change-59,362 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 30,668
Change-30,668 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,646
Change-13,646 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 740
Change-740 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
OxenFree Capital LLC
INCREASED298,468284,199+14,269+5%$11.2M$11.8M+$574.2K2026-10-07
StoneX Group Inc.
INCREASED63,17049,791+13,379+27%$2.0M$2.4M+$458.9K2026-11-03
Uptick Partners, LLC
DECREASED29,51429,576-620%$1.2M$1.1M-$36.7K2026-11-04
Kestra Advisory Services, LLC
INCREASED15,40915,367+42+0%$611.4K$595.1K-$16.2K2026-11-02
Venture Visionary Partners LLC
UNCHANGED12,48912,48900%$496.9K$482.4K-$14.5K2026-10-07
PDS Planning, Inc
INCREASED11,88011,852+28+0%$471.5K$458.9K-$12.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED7,1267,605-479-6%$303.0K$275.0K-$28.0K2026-11-02
Parallel Advisors, LLC
UNCHANGED4,0004,00000%$159.1K$154.5K-$4.7K2026-11-03
Hazlett, Burt & Watson, Inc.
UNCHANGED1,6151,61500%$44.0K$20.0K-$24.0K2026-11-04
Jnba Financial Advisors
UNCHANGED58858800%$23.4K$22.7K-$6842026-11-03
Compass Financial Management LLC
UNCHANGED878700%$3.5K$3.4K-$1012026-10-30
Foundations Investment Advisors, LLC
N/A—294,832-294,832-100%$11.7M———
Citadel Advisors LLC
N/A—59,362-59,362-100%$2.4M———
GTS Securities LLC
N/A—30,668-30,668-100%$1.2M———
GWN Securities Inc.
N/A—13,646-13,646-100%$542.9K———
Harbour Investments, Inc.
N/A—11,025-11,025-100%$438.6K———
Captrust Financial Advisors
N/A—8,446-8,446-100%$336.0K———
Betterment LLC
N/A—7,950-7,950-100%$316.0K———
Advyzon Investment Management, LLC
N/A—7,798-7,798-100%$310.3K———
World Investment Advisors
N/A—7,000-7,000-100%$248.5K———
Osaic Holdings, Inc.
N/A—6,989-6,989-100%$278.1K———
Cetera Investment Advisers
N/A—5,540-5,540-100%$220.4K———
Jones Financial Companies Lllp
N/A—2,897-2,897-100%$113.6K———
Wells Fargo & Company
N/A—1,947-1,947-100%$77.5K———
Aptus Capital Advisors, LLC
N/A—1,355-1,355-100%$53.9K———
Colonial Trust Advisors
N/A—740-740-100%$29.4K———
Geneos Wealth Management Inc.
N/A—300-300-100%$11.9K———
Morgan Stanley
N/A—1-1-100%$64———
Showing 28 of 28 institutions