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Strive 1000 Value ETF (STXV)

CUSIP: 02072L599 | NYSE | 56 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Uptick Partners, LLC388,279
2.0% of portfolio›$14.6M
WealthPlan Investment Management, LLC192,064
0.3% of portfolio›$7.2M
OxenFree Capital LLC186,287
3.1% of portfolio›$7.1M
Cambridge Investment Research Advisors, Inc.47,803
0.0% of portfolio›$1.8M
StoneX Group Inc.43,565
0.1% of portfolio›$1.6M
Everhart Financial Group, Inc.27,696
0.1% of portfolio›$1.0M
Paragon Capital Management Inc25,995
0.7% of portfolio›$977.1K
Venture Visionary Partners LLC14,334
0.0% of portfolio›$538.8K
Kestra Advisory Services, LLC7,888
0.0% of portfolio›$296.5K
Farther Finance Advisors, LLC7,110
0.0% of portfolio›$267.3K
Chicago Partners Investment Group LLC5,859
0.0% of portfolio›$231.6K
Key Client Fiduciary Advisors, LLC5,707
0.1% of portfolio›$214.5K
Balance Wealth Partners LLC4,328
0.0% of portfolio›$162.7K
StyleTurnoverLocationFiled
Uptick Partners, LLC
388,279$14.6M2.0%ETFLowNacogdoches, TX2026-11-04
WealthPlan Investment Management, LLC
192,064$7.2M0.3%GrowthMediumOmaha, NE2026-10-15
OxenFree Capital LLC
186,287$7.1M3.1%N/ALowMelbourne, FL2026-10-07
Cambridge Investment Research Advisors, Inc.
47,803$1.8M0.0%ETFLowFairfield, IA2026-11-02
StoneX Group Inc.
43,565$1.6M0.1%ETFMediumNew York, NY2026-11-03
Everhart Financial Group, Inc.
27,696$1.0M0.1%ETFLowDublin, OH2026-10-08
Paragon Capital Management Inc
25,995$977.1K0.7%CoreMediumProvo, UT2026-10-15
Venture Visionary Partners LLC
14,334$538.8K0.0%CoreLowSylvania, OH2026-10-07
Kestra Advisory Services, LLC
7,888$296.5K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
7,110$267.3K0.0%IndexLowSan Francisco, CA2026-10-08
Chicago Partners Investment Group LLC
5,859$231.6K0.0%GARPLowChicago, IL2026-10-27
Key Client Fiduciary Advisors, LLC
5,707$214.5K0.1%ValueMediumFairfield, NJ2026-10-19
Balance Wealth Partners LLC
4,328$162.7K0.0%ETFMediumWorthington, OH2026-10-27