Strive EM Markets Ex-China (STXE)

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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Chicago Partners Investment Group LLC

INCREASED

Shares351,975 from 337,596

Change+14,379 (+4%)

Value$16.0M (-$184.4K)

Filed 2026-10-27

OxenFree Capital LLC

INCREASED

Shares179,908 from 168,519

Change+11,389 (+7%)

Value$9.1M (+$789.2K)

Filed 2026-10-07

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares110,601 from 116,788

Change-6,187 (-5%)

Value$5.5M (-$674.0K)

Filed 2026-11-02

Parallel Advisors, LLC

INCREASED

Shares39,398 from 37,276

Change+2,122 (+6%)

Value$1.9M (-$12.7K)

Filed 2026-11-03

WealthPlan Investment Management, LLC

DECREASED

Shares29,686 from 29,761

Change-75 (0%)

Value$1.5M (-$97.5K)

Filed 2026-10-15

Financial Management Network Inc

INCREASED

Shares28,661 from 28,177

Change+484 (+2%)

Value$1.5M (+$131.2K)

Filed 2026-10-09

Concurrent Investment Advisors, LLC

INCREASED

Shares28,535 from 28,233

Change+302 (+1%)

Value$1.4M (-$74.1K)

Filed 2026-10-16

Hegarty Advisors, LLC

INCREASED

Shares15,621 from 15,194

Change+427 (+3%)

Value$771.7K (-$26.8K)

Filed 2026-10-20

Paragon Capital Management Inc

INCREASED

Shares12,953 from 12,591

Change+362 (+3%)

Value$639.9K (-$21.8K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares12,820 from 12,693

Change+127 (+1%)

Value$633.3K (-$35.8K)

Filed 2026-11-02

PDS Planning, Inc

INCREASED

Shares9,660 from 9,632

Change+28 (+0%)

Value$477.2K (-$29.0K)

Filed 2026-11-03

Creative Planning

DECREASED

Shares8,849 from 8,880

Change-31 (0%)

Value$437.2K (-$29.5K)

Filed 2026-11-02

Avantax Planning Partners, Inc.

UNCHANGED

Shares4,333 from 4,333

Change0 (0%)

Value$214.1K (-$13.7K)

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares3,736 from 3,736

Change0 (0%)

Value$184.6K (-$11.8K)

Filed 2026-10-08

Balance Wealth Partners LLC

NEW

Shares2,516

Change+2,516

Value$124.3K

Filed 2026-10-27

Washington Trust Advisors, Inc.

DECREASED

Shares1,383 from 1,843

Change-460 (-25%)

Value$68.3K (-$28.6K)

Filed 2026-10-22

Jnba Financial Advisors

DECREASED

Shares891 from 1,043

Change-152 (-15%)

Value$44.0K (-$10.8K)

Filed 2026-11-03

Abound Wealth Management

UNCHANGED

Shares80 from 80

Change0 (0%)

Value$4.0K (-$252)

Filed 2026-10-26

UBS Group AG

N/A

Shares— from 70,762

Change-70,762 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 69,505

Change-69,505 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 68,069

Change-68,069 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 42,138

Change-42,138 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 29,600

Change-29,600 (-100%)

Value—

Secured Retirement Advisors, LLC

N/A

Shares— from 24,059

Change-24,059 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 22,280

Change-22,280 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 14,252

Change-14,252 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 14,100

Change-14,100 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 12,456

Change-12,456 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 12,348

Change-12,348 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 12,049

Change-12,049 (-100%)

Value—

Betterment LLC

N/A

Shares— from 9,685

Change-9,685 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,149

Change-9,149 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,988

Change-8,988 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 5,658

Change-5,658 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 5,404

Change-5,404 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 750

Change-750 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 436

Change-436 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 200

Change-200 (-100%)

Value—

FMR LLC

N/A

Shares— from 144

Change-144 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Chicago Partners Investment Group LLC	INCREASED	351,975	337,596	+14,379	+4%	$16.2M	$16.0M	-$184.4K	2026-10-27
OxenFree Capital LLC	INCREASED	179,908	168,519	+11,389	+7%	$8.4M	$9.1M	+$789.2K	2026-10-07
Cambridge Investment Research Advisors, Inc.	DECREASED	110,601	116,788	-6,187	-5%	$6.1M	$5.5M	-$674.0K	2026-11-02
Parallel Advisors, LLC	INCREASED	39,398	37,276	+2,122	+6%	$2.0M	$1.9M	-$12.7K	2026-11-03
WealthPlan Investment Management, LLC	DECREASED	29,686	29,761	-75	0%	$1.6M	$1.5M	-$97.5K	2026-10-15
Financial Management Network Inc	INCREASED	28,661	28,177	+484	+2%	$1.3M	$1.5M	+$131.2K	2026-10-09
Concurrent Investment Advisors, LLC	INCREASED	28,535	28,233	+302	+1%	$1.5M	$1.4M	-$74.1K	2026-10-16
Hegarty Advisors, LLC	INCREASED	15,621	15,194	+427	+3%	$798.5K	$771.7K	-$26.8K	2026-10-20
Paragon Capital Management Inc	INCREASED	12,953	12,591	+362	+3%	$661.7K	$639.9K	-$21.8K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	12,820	12,693	+127	+1%	$669.2K	$633.3K	-$35.8K	2026-11-02
PDS Planning, Inc	INCREASED	9,660	9,632	+28	+0%	$506.2K	$477.2K	-$29.0K	2026-11-03
Creative Planning	DECREASED	8,849	8,880	-31	0%	$466.7K	$437.2K	-$29.5K	2026-11-02
Avantax Planning Partners, Inc.	UNCHANGED	4,333	4,333	0	0%	$227.7K	$214.1K	-$13.7K	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	3,736	3,736	0	0%	$196.3K	$184.6K	-$11.8K	2026-10-08
Balance Wealth Partners LLC	NEW	2,516	—	+2,516	—	—	$124.3K	—	2026-10-27
Washington Trust Advisors, Inc.	DECREASED	1,383	1,843	-460	-25%	$96.9K	$68.3K	-$28.6K	2026-10-22
Jnba Financial Advisors	DECREASED	891	1,043	-152	-15%	$54.8K	$44.0K	-$10.8K	2026-11-03
Abound Wealth Management	UNCHANGED	80	80	0	0%	$4.2K	$4.0K	-$252	2026-10-26
UBS Group AG	N/A	—	70,762	-70,762	-100%	$3.7M	—	—	—
Old Mission Capital LLC	N/A	—	69,505	-69,505	-100%	$3.7M	—	—	—
Stifel Financial Corp	N/A	—	68,069	-68,069	-100%	$3.6M	—	—	—
Jones Financial Companies Lllp	N/A	—	42,138	-42,138	-100%	$2.2M	—	—	—
LPL Financial LLC	N/A	—	29,600	-29,600	-100%	$1.6M	—	—	—
Secured Retirement Advisors, LLC	N/A	—	24,059	-24,059	-100%	$1.3M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	22,280	-22,280	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	14,252	-14,252	-100%	$749.0K	—	—	—
Raymond James Financial Inc	N/A	—	14,100	-14,100	-100%	$741.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	12,456	-12,456	-100%	$655.0K	—	—	—
GWN Securities Inc.	N/A	—	12,348	-12,348	-100%	$648.9K	—	—	—
Summit Financial, LLC	N/A	—	12,049	-12,049	-100%	$633.3K	—	—	—
Betterment LLC	N/A	—	9,685	-9,685	-100%	$509.0K	—	—	—
Cetera Investment Advisers	N/A	—	9,149	-9,149	-100%	$480.8K	—	—	—
Jane Street Group, LLC	N/A	—	8,988	-8,988	-100%	$472.3K	—	—	—
PFG Investments, LLC	N/A	—	5,658	-5,658	-100%	$297.3K	—	—	—
Belpointe Asset Management LLC	N/A	—	5,404	-5,404	-100%	$284.0K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	750	-750	-100%	$39.4K	—	—	—
IFG Advisory, LLC	N/A	—	436	-436	-100%	$22.9K	—	—	—
Geneos Wealth Management Inc.	N/A	—	200	-200	-100%	$10.5K	—	—	—
FMR LLC	N/A	—	144	-144	-100%	$7.6K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$98	—	—	—

Showing 40 of 40 institutions