Strive EM Markets Ex-China (STXE)

CUSIP: 02072L698 | NYSE | 69 institutional holders

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

Institutional Holders — Q3 2026

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Chicago Partners Investment Group LLC351,975

0.3% of portfolio$16.0M

OxenFree Capital LLC179,908

3.9% of portfolio$9.1M

Cambridge Investment Research Advisors, Inc.110,601

0.0% of portfolio$5.5M

Parallel Advisors, LLC39,398

0.0% of portfolio$1.9M

WealthPlan Investment Management, LLC29,686

0.1% of portfolio$1.5M

Financial Management Network Inc28,661

0.2% of portfolio$1.5M

Concurrent Investment Advisors, LLC28,535

0.0% of portfolio$1.4M

Hegarty Advisors, LLC15,621

0.5% of portfolio$771.7K

Paragon Capital Management Inc12,953

0.5% of portfolio$639.9K

Kestra Advisory Services, LLC12,820

0.0% of portfolio$633.3K

PDS Planning, Inc9,660

0.0% of portfolio$477.2K

Creative Planning8,849

0.0% of portfolio$437.2K

Avantax Planning Partners, Inc.4,333

0.0% of portfolio$214.1K

Farther Finance Advisors, LLC3,736

0.0% of portfolio$184.6K

Balance Wealth Partners LLC2,516

0.0% of portfolio$124.3K

Washington Trust Advisors, Inc.1,383

0.0% of portfolio$68.3K

Jnba Financial Advisors891

0.0% of portfolio$44.0K

Abound Wealth Management80

0.0% of portfolio$4.0K

				Style	Turnover	Location	Filed
Chicago Partners Investment Group LLC	351,975	$16.0M	0.3%	GARP	Low	Chicago, IL	2026-10-27
OxenFree Capital LLC	179,908	$9.1M	3.9%	N/A	Low	Melbourne, FL	2026-10-07
Cambridge Investment Research Advisors, Inc.	110,601	$5.5M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Parallel Advisors, LLC	39,398	$1.9M	0.0%	Index	Low	San Francisco, CA	2026-11-03
WealthPlan Investment Management, LLC	29,686	$1.5M	0.1%	Growth	Medium	Omaha, NE	2026-10-15
Financial Management Network Inc	28,661	$1.5M	0.2%	ETF	Low	Mission Viejo, CA	2026-10-09
Concurrent Investment Advisors, LLC	28,535	$1.4M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Hegarty Advisors, LLC	15,621	$771.7K	0.5%	ETF	Very Low	Garden City, NY	2026-10-20
Paragon Capital Management Inc	12,953	$639.9K	0.5%	Core	Medium	Provo, UT	2026-10-15
Kestra Advisory Services, LLC	12,820	$633.3K	0.0%	Core	Low	Austin, TX	2026-11-02
PDS Planning, Inc	9,660	$477.2K	0.0%	Index	Very Low	Dublin, OH	2026-11-03
Creative Planning	8,849	$437.2K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Avantax Planning Partners, Inc.	4,333	$214.1K	0.0%	ETF	Low	Dubuque, IA	2026-11-03
Farther Finance Advisors, LLC	3,736	$184.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Balance Wealth Partners LLC	2,516	$124.3K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Washington Trust Advisors, Inc.	1,383	$68.3K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Jnba Financial Advisors	891	$44.0K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Abound Wealth Management	80	$4.0K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26