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Strive 1000 Growth ETF (STXG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
OxenFree Capital LLC
INCREASED
Shares528,465 from 511,102
Change+17,363 (+3%)
Value$30.6M (+$2.5M)
Filed 2026-10-07
Uptick Partners, LLC
DECREASED
Shares257,428 from 304,649
Change-47,221 (-15%)
Value$14.6M (-$2.3M)
Filed 2026-11-04
WealthPlan Investment Management, LLC
INCREASED
Shares144,227 from 143,562
Change+665 (+0%)
Value$8.2M (+$225.6K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares74,523 from 49,616
Change+24,907 (+50%)
Value$4.2M (+$1.5M)
Filed 2026-11-03
Demars Financial Group, LLC
INCREASED
Shares70,383 from 69,970
Change+413 (+1%)
Value$4.0M (+$115.0K)
Filed 2026-10-22
Everhart Financial Group, Inc.
DECREASED
Shares20,844 from 24,605
Change-3,761 (-15%)
Value$1.2M (-$180.6K)
Filed 2026-10-08
Worthington Financial Partners, LLC
DECREASED
Shares17,724 from 17,777
Change-53 (0%)
Value$1.0M (+$20.3K)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares12,009 from 11,718
Change+291 (+2%)
Value$679.4K (+$31.8K)
Filed 2026-10-15
Kestra Advisory Services, LLC
DECREASED
Shares9,538 from 9,820
Change-282 (-3%)
Value$539.6K (-$3.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,310 from 9,579
Change-269 (-3%)
Value$527.0K (-$2.0K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares8,604 from 8,588
Change+16 (+0%)
Value$486.7K (+$12.2K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares6,122 from 6,080
Change+42 (+1%)
Value$346.3K (+$10.4K)
Filed 2026-10-13
Venture Visionary Partners LLC
UNCHANGED
Shares6,096 from 6,096
Change0 (0%)
Value$344.9K (+$8.0K)
Filed 2026-10-07
Farther Finance Advisors, LLC
UNCHANGED
Shares5,749 from 5,749
Change0 (0%)
Value$325.2K (+$7.5K)
Filed 2026-10-08
Key Client Fiduciary Advisors, LLC
INCREASED
Shares5,006 from 5,000
Change+6 (+0%)
Value$283.2K (+$6.9K)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares4,380 from 4,390
Change-10 (0%)
Value$247.8K (+$5.2K)
Filed 2026-10-14
Balance Wealth Partners LLC
DECREASED
Shares4,035 from 4,062
Change-27 (-1%)
Value$228.3K (+$3.8K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares3,961 from 3,789
Change+172 (+5%)
Value$224.1K (+$14.7K)
Filed 2026-11-02
Advyzon Investment Management, LLC
N/A
Shares— from 69,129
Change-69,129 (-100%)
Value—
UBS Group AG
N/A
Shares— from 45,656
Change-45,656 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,680
Change-22,680 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,859
Change-19,859 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,895
Change-16,895 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 15,233
Change-15,233 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,675
Change-14,675 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 13,781
Change-13,781 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,061
Change-12,061 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,111
Change-9,111 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,724
Change-7,724 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 6,021
Change-6,021 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 562
Change-562 (-100%)
Value—
Blair William & Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
FMR LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
OxenFree Capital LLC
INCREASED528,465511,102+17,363+3%$28.1M$30.6M+$2.5M2026-10-07
Uptick Partners, LLC
DECREASED257,428304,649-47,221-15%$16.8M$14.6M-$2.3M2026-11-04
WealthPlan Investment Management, LLC
INCREASED144,227143,562+665+0%$7.9M$8.2M+$225.6K2026-10-15
StoneX Group Inc.
INCREASED74,52349,616+24,907+50%$2.7M$4.2M+$1.5M2026-11-03
Demars Financial Group, LLC
INCREASED70,38369,970+413+1%$3.9M$4.0M+$115.0K2026-10-22
Everhart Financial Group, Inc.
DECREASED20,84424,605-3,761-15%$1.4M$1.2M-$180.6K2026-10-08
Worthington Financial Partners, LLC
DECREASED17,72417,777-530%$982.4K$1.0M+$20.3K2026-10-13
Whitener Capital Management, Inc.
INCREASED12,00911,718+291+2%$647.6K$679.4K+$31.8K2026-10-15
Kestra Advisory Services, LLC
DECREASED9,5389,820-282-3%$542.7K$539.6K-$3.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED9,3109,579-269-3%$529.0K$527.0K-$2.0K2026-11-02
Trilogy Capital Inc.
INCREASED8,6048,588+16+0%$474.6K$486.7K+$12.2K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED6,1226,080+42+1%$336.0K$346.3K+$10.4K2026-10-13
Venture Visionary Partners LLC
UNCHANGED6,0966,09600%$336.9K$344.9K+$8.0K2026-10-07
Farther Finance Advisors, LLC
UNCHANGED5,7495,74900%$317.7K$325.2K+$7.5K2026-10-08
Key Client Fiduciary Advisors, LLC
INCREASED5,0065,000+6+0%$276.3K$283.2K+$6.9K2026-10-19
Davenport & Co LLC
DECREASED4,3804,390-100%$242.6K$247.8K+$5.2K2026-10-14
Balance Wealth Partners LLC
DECREASED4,0354,062-27-1%$224.5K$228.3K+$3.8K2026-10-27
Commonwealth Equity Services, LLC
INCREASED3,9613,789+172+5%$209.4K$224.1K+$14.7K2026-11-02
Advyzon Investment Management, LLC
N/A—69,129-69,129-100%$3.8M———
UBS Group AG
N/A—45,656-45,656-100%$2.5M———
Summit Financial, LLC
N/A—22,680-22,680-100%$1.3M———
Susquehanna International Group, LLP
N/A—19,859-19,859-100%$1.1M———
Osaic Holdings, Inc.
N/A—16,895-16,895-100%$933.7K———
GWN Securities Inc.
N/A—15,233-15,233-100%$841.8K———
MML Investors Services, LLC
N/A—14,675-14,675-100%$811.0K———
LPL Financial LLC
N/A—13,781-13,781-100%$761.5K———
Essex Financial Services, Inc.
N/A—12,822-12,822-100%$708.6K———
Raymond James Financial Inc
N/A—12,061-12,061-100%$666.5K———
Stifel Financial Corp
N/A—9,111-9,111-100%$503.5K———
Merit Financial Group, LLC
N/A—8,361-8,361-100%$462.0K———
Cetera Investment Advisers
N/A—8,094-8,094-100%$447.3K———
Envestnet Asset Management Inc
N/A—7,724-7,724-100%$426.8K———
Citadel Advisors LLC
N/A—7,326-7,326-100%$404.8K———
Janney Montgomery Scott LLC
N/A—6,021-6,021-100%$333.0K———
Betterment LLC
N/A—5,993-5,993-100%$331.0K———
Hilltop Holdings Inc.
N/A—5,500-5,500-100%$303.9K———
Jones Financial Companies Lllp
N/A—4,906-4,906-100%$263.9K———
Goldman Sachs Group Inc
N/A—3,958-3,958-100%$218.7K———
Money Concepts Capital Corp
N/A—3,635-3,635-100%$200.9K———
Wells Fargo & Company
N/A—1,594-1,594-100%$88.1K———
Royal Bank of Canada
N/A—1,117-1,117-100%$62.0K———
Geneos Wealth Management Inc.
N/A—600-600-100%$33.2K———
Rockefeller Capital Management L.P.
N/A—562-562-100%$31.1K———
Blair William & Co
N/A—500-500-100%$27.6K———
Harbour Investments, Inc.
N/A—130-130-100%$7.2K———
FMR LLC
N/A—10-10-100%$553———
Morgan Stanley
N/A—2-2-100%$116———
Showing 47 of 47 institutions