Strive 1000 Value ETF (STXV)

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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Uptick Partners, LLC

DECREASED

Shares388,279 from 461,106

Change-72,827 (-16%)

Value$14.6M (-$2.9M)

Filed 2026-11-04

WealthPlan Investment Management, LLC

INCREASED

Shares192,064 from 191,968

Change+96 (+0%)

Value$7.2M (-$57.9K)

Filed 2026-10-15

OxenFree Capital LLC

INCREASED

Shares186,287 from 177,386

Change+8,901 (+5%)

Value$7.1M (+$275.2K)

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares47,803 from 49,463

Change-1,660 (-3%)

Value$1.8M (-$78.0K)

Filed 2026-11-02

StoneX Group Inc.

INCREASED

Shares43,565 from 29,145

Change+14,420 (+49%)

Value$1.6M (+$533.5K)

Filed 2026-11-03

Everhart Financial Group, Inc.

DECREASED

Shares27,696 from 32,880

Change-5,184 (-16%)

Value$1.0M (-$205.4K)

Filed 2026-10-08

Paragon Capital Management Inc

INCREASED

Shares25,995 from 25,155

Change+840 (+3%)

Value$977.1K (+$23.5K)

Filed 2026-10-15

Venture Visionary Partners LLC

UNCHANGED

Shares14,334 from 14,334

Change0 (0%)

Value$538.8K (-$4.6K)

Filed 2026-10-07

Kestra Advisory Services, LLC

INCREASED

Shares7,888 from 7,884

Change+4 (+0%)

Value$296.5K (-$2.4K)

Filed 2026-11-02

Merit Financial Group, LLC

DECREASED

Shares7,366 from 17,573

Change-10,207 (-58%)

Value$276.9K (-$389.3K)

Filed 2026-11-06

Farther Finance Advisors, LLC

UNCHANGED

Shares7,110 from 7,110

Change0 (0%)

Value$267.3K (-$2.3K)

Filed 2026-10-08

Chicago Partners Investment Group LLC

UNCHANGED

Shares5,859 from 5,859

Change0 (0%)

Value$231.6K (+$6.1K)

Filed 2026-10-27

Key Client Fiduciary Advisors, LLC

DECREASED

Shares5,707 from 6,223

Change-516 (-8%)

Value$214.5K (-$21.4K)

Filed 2026-10-19

Balance Wealth Partners LLC

NEW

Shares4,328

Change+4,328

Value$162.7K

Filed 2026-10-27

Advyzon Investment Management, LLC

N/A

Shares— from 102,047

Change-102,047 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 19,874

Change-19,874 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 19,321

Change-19,321 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,561

Change-18,561 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 15,964

Change-15,964 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,337

Change-15,337 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 11,837

Change-11,837 (-100%)

Value—

Betterment LLC

N/A

Shares— from 11,141

Change-11,141 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,360

Change-10,360 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 10,329

Change-10,329 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,261

Change-8,261 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,516

Change-5,516 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,539

Change-3,539 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 534

Change-534 (-100%)

Value—

Blair William & Co

N/A

Shares— from 513

Change-513 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 379

Change-379 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 375

Change-375 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 267

Change-267 (-100%)

Value—

UBS Group AG

N/A

Shares— from 13

Change-13 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Uptick Partners, LLC	DECREASED	388,279	461,106	-72,827	-16%	$17.5M	$14.6M	-$2.9M	2026-11-04
WealthPlan Investment Management, LLC	INCREASED	192,064	191,968	+96	+0%	$7.3M	$7.2M	-$57.9K	2026-10-15
OxenFree Capital LLC	INCREASED	186,287	177,386	+8,901	+5%	$6.8M	$7.1M	+$275.2K	2026-10-07
Cambridge Investment Research Advisors, Inc.	DECREASED	47,803	49,463	-1,660	-3%	$1.9M	$1.8M	-$78.0K	2026-11-02
StoneX Group Inc.	INCREASED	43,565	29,145	+14,420	+49%	$1.1M	$1.6M	+$533.5K	2026-11-03
Everhart Financial Group, Inc.	DECREASED	27,696	32,880	-5,184	-16%	$1.2M	$1.0M	-$205.4K	2026-10-08
Paragon Capital Management Inc	INCREASED	25,995	25,155	+840	+3%	$953.6K	$977.1K	+$23.5K	2026-10-15
Venture Visionary Partners LLC	UNCHANGED	14,334	14,334	0	0%	$543.4K	$538.8K	-$4.6K	2026-10-07
Kestra Advisory Services, LLC	INCREASED	7,888	7,884	+4	+0%	$298.9K	$296.5K	-$2.4K	2026-11-02
Merit Financial Group, LLC	DECREASED	7,366	17,573	-10,207	-58%	$666.2K	$276.9K	-$389.3K	2026-11-06
Farther Finance Advisors, LLC	UNCHANGED	7,110	7,110	0	0%	$269.5K	$267.3K	-$2.3K	2026-10-08
Chicago Partners Investment Group LLC	UNCHANGED	5,859	5,859	0	0%	$225.6K	$231.6K	+$6.1K	2026-10-27
Key Client Fiduciary Advisors, LLC	DECREASED	5,707	6,223	-516	-8%	$235.9K	$214.5K	-$21.4K	2026-10-19
Balance Wealth Partners LLC	NEW	4,328	—	+4,328	—	—	$162.7K	—	2026-10-27
Advyzon Investment Management, LLC	N/A	—	102,047	-102,047	-100%	$3.9M	—	—	—
Summit Financial, LLC	N/A	—	19,874	-19,874	-100%	$753.4K	—	—	—
GTS Securities LLC	N/A	—	19,321	-19,321	-100%	$732.5K	—	—	—
MML Investors Services, LLC	N/A	—	18,561	-18,561	-100%	$703.7K	—	—	—
Essex Financial Services, Inc.	N/A	—	15,964	-15,964	-100%	$605.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	15,337	-15,337	-100%	$581.4K	—	—	—
Harbour Investments, Inc.	N/A	—	11,837	-11,837	-100%	$448.7K	—	—	—
Betterment LLC	N/A	—	11,141	-11,141	-100%	$422.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,360	-10,360	-100%	$392.8K	—	—	—
Flow Traders U.S. LLC	N/A	—	10,329	-10,329	-100%	$392.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,261	-8,261	-100%	$313.2K	—	—	—
Cetera Investment Advisers	N/A	—	5,516	-5,516	-100%	$209.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,539	-3,539	-100%	$134.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,000	-1,000	-100%	$37.9K	—	—	—
BFC Planning, Inc.	N/A	—	534	-534	-100%	$20.2K	—	—	—
Blair William & Co	N/A	—	513	-513	-100%	$19.4K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	379	-379	-100%	$14.4K	—	—	—
Wells Fargo & Company	N/A	—	375	-375	-100%	$14.2K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	267	-267	-100%	$10.1K	—	—	—
UBS Group AG	N/A	—	13	-13	-100%	$493	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$61	—	—	—

Showing 35 of 35 institutions