Who owns Strive 500 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of STXF from SEC Form 13F filings across 142 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 142 institutions disclosed 9.1M shares of Strive 500 ETF worth $438.2M — about 39.4% of shares outstanding; the largest disclosed holder is OxenFree Capital LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
142
13F holders
$438.2M
value, 2026 filers
39.4%
of shares outstanding (9.1M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of STXF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | OxenFree Capital LLC | 941,766 | $45.5M | 20.9% | 4.1% | +1.0% |
| 2 | RAYMOND JAMES FINANCIAL INC | 641,933 | $31.0M | 0.0% | 2.8% | +4.9% |
| 3 | UPTICK PARTNERS, LLC | 585,228 | $28.3M | 4.4% | 2.5% | +20.5% |
| 4 | TRUIST FINANCIAL CORP | 490,861 | $23.7M | 0.0% | 2.1% | +9.6% |
| 5 | United Advisor Group, LLC | 391,287 | $18.9M | 2.0% | 1.7% | +3.1% |
| 6 | STIFEL FINANCIAL CORP | 380,950 | $18.4M | 0.0% | 1.6% | -2.8% |
| 7 | Kestra Advisory Services, LLC | 306,494 | $14.8M | 0.0% | 1.3% | +14.4% |
| 8 | JONES FINANCIAL COMPANIES LLLP | 292,430 | $13.8M | 0.0% | 1.3% | +15.9% |
| 9 | LPL Financial LLC | 278,725 | $13.5M | 0.0% | 1.2% | +5.1% |
| 10 | Weaver Capital Management LLC | 277,643 | $11.7M | 2.6% | 1.2% | 0.0% |
| 11 | Ethos Financial Group, LLC | 233,512 | $11.3M | 0.8% | 1% | +1.1% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 210,916 | $10.2M | 0.0% | 0.9% | +2.5% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 186,785 | $9.0M | 0.0% | 0.8% | -16.5% |
| 14 | Ascent Advisors, LLCNEW | 179,376 | $8.7M | 10.0% | 0.8% | new |
| 15 | SECURED RETIREMENT ADVISORS, LLC | 179,003 | $8.6M | 4.4% | 0.8% | -3.8% |
| 16 | Foundations Investment Advisors, LLC | 178,599 | $8.6M | 0.1% | 0.8% | +7.8% |
| 17 | Sage Capital Management, LLC | 155,447 | $7.5M | 2.9% | 0.7% | +9.1% |
| 18 | Hegarty Advisors, LLC | 151,992 | $7.3M | 5.1% | 0.7% | +0.2% |
| 19 | ROYAL BANK OF CANADA | 148,444 | $7.2M | 0.0% | 0.6% | -1.6% |
| 20 | Essex Financial Services, Inc. | 148,241 | $7.2M | 0.4% | 0.6% | -0.2% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 138,770 | $6.7M | 0.0% | 0.6% | +32.6% |
| 22 | Cetera Investment Advisers | 134,598 | $6.5M | 0.0% | 0.6% | -2.4% |
| 23 | BANK OF AMERICA CORP /DE/ | 117,920 | $5.7M | 0.0% | 0.5% | +3.5% |
| 24 | UBS Group AG | 109,811 | $5.3M | 0.0% | 0.5% | -11.3% |
| 25 | Fairman Group, LLC | 108,020 | $5.2M | 4.1% | 0.5% | +0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.