Who owns STRV (STRV)
Which tracked institutional funds hold STRV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STRV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
15 tracked funds added or opened STRV while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
STRV’s largest tracked holder by dollar value, OxenFree Capital LLC, sizes it at 20.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STRV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 139 tracked filers holding STRV, 76 increased or opened the position and 50 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in STRV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- Foundations Investment Advisors, LLC$7M
- WealthPlan Investment Management, LLC$4M
- Independent Advisor Alliance$818K
- Immaculate Wealth Management LLC$728K
- Merit Financial Group, LLC$715K
- JANE STREET GROUP, LLC$603K
Full exits 3
- WealthPLAN Partners, LLC$4M
- Orion Porfolio Solutions, LLC$2M
- SPWM Advisors LLC$580K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
- Kestra Advisory Services, LLC$4M
- UPTICK PARTNERS, LLC$2M
- CAPTRUST FINANCIAL ADVISORS$806K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$745K
- Betterment LLC$725K
Largest trims
- GOLDMAN SACHS GROUP INC$5M
- Weaver Capital Management LLC$5M
- RAYMOND JAMES FINANCIAL INC$3M
- OxenFree Capital LLC$2M
- STIFEL FINANCIAL CORP$2M
- StoneX Group Inc.$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OxenFree Capital LLC trimmed | 932,285 | $42M | 10.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 612,167 | $26M | 6.5% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 485,633 | $20M | 5.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 447,930 | $19M | 4.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 392,074 | $16M | 4.2% | 2026-Q1 |
| United Advisor Group, LLC added | 379,492 | $16M | 4.0% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 277,643 | $12M | 3.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 267,802 | $11M | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 265,132 | $11M | 2.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 252,244 | $10M | 2.6% | 2026-Q1 |
| Ethos Financial Group, LLC added | 230,875 | $9M | 2.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 223,565 | $9M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 205,724 | $9M | 2.2% | 2026-Q1 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 186,029 | $8M | 2.0% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 165,680 | $7M | 1.8% | 2026-Q1 |
| Hegarty Advisors, LLC trimmed | 151,734 | $6M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 150,820 | $6M | 1.6% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 148,534 | $6M | 1.6% | 2026-Q1 |
| Sage Capital Management, LLC added | 142,425 | $6M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 137,888 | $6M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 123,834 | $5M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 113,937 | $5M | 1.2% | 2026-Q1 |
| Fairman Group, LLC added | 107,744 | $5M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 104,666 | $4M | 1.1% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 88,163 | $4M | 0.9% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 85,958 | $4M | 0.9% | 2026-Q1 |
| Betterment LLC added | 82,611 | $3M | 0.9% | 2026-Q1 |
| Sanctuary Advisors, LLC | 81,487 | $3M | 0.9% | 2026-Q1 |
| Stenger Family Office, LLC added | 79,721 | $3M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 78,411 | $3M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 74,992 | $3M | 0.8% | 2026-Q1 |
| S.A. Mason LLC added | 74,144 | $3M | 0.8% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 70,363 | $3M | 0.8% | 2026-Q1 |
| Creative Planning added | 73,136 | $3M | 0.8% | 2026-Q1 |
| TRAPHAGEN INVESTMENT ADVISORS LLC trimmed | 54,596 | $2M | 0.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 51,167 | $2M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 50,458 | $2M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 49,894 | $2M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 43,573 | $2M | 0.5% | 2026-Q1 |
| Curran Financial Partners, LLC added | 39,681 | $2M | 0.4% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 38,076 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 36,163 | $2M | 0.4% | 2026-Q1 |
| World Investment Advisors trimmed | 35,898 | $2M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,726 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 31,950 | $1M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 30,339 | $1M | 0.3% | 2026-Q1 |
| Second Half Financial Partners, LLC added | 29,860 | $1M | 0.3% | 2026-Q1 |
| PARAGON CAPITAL MANAGEMENT INC added | 28,011 | $1M | 0.3% | 2026-Q1 |
| CWM, LLC | 26,116 | $1M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 25,321 | $1M | 0.3% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC added | 23,823 | $1,000K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,813 | $999K | 0.3% | 2026-Q1 |
| Indiana Trust & Investment Management Co | 23,000 | $965K | 0.2% | 2026-Q1 |
| Equity Wealth Partners, LLC trimmed | 22,898 | $961K | 0.2% | 2026-Q1 |
| Everhart Financial Group, Inc. trimmed | 20,837 | $875K | 0.2% | 2026-Q1 |
| Grantvest Financial Group LLC trimmed | 20,589 | $864K | 0.2% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 20,156 | $846K | 0.2% | 2026-Q1 |
| PDS Planning, Inc added | 19,525 | $819K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 19,488 | $818K | 0.2% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 19,160 | $804K | 0.2% | 2026-Q1 |
| PIN OAK INVESTMENT ADVISORS INC trimmed | 19,135 | $803K | 0.2% | 2026-Q1 |
| Goepper Burkhardt LLC added | 17,549 | $737K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 17,374 | $729K | 0.2% | 2026-Q1 |
| Immaculate Wealth Management LLC new | 17,347 | $728K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC new | 17,048 | $715K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 15,172 | $696K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 15,415 | $647K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 15,062 | $632K | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 13,899 | $628K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 14,371 | $603K | 0.2% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 13,235 | $555K | 0.1% | 2026-Q1 |
| StoneX Group Inc. trimmed | 13,135 | $551K | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. added | 12,290 | $516K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,004 | $504K | 0.1% | 2026-Q1 |
| Fulton Bank, N.A. | 12,000 | $504K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC | 11,408 | $479K | 0.1% | 2026-Q1 |
| Gibson Capital, LLC trimmed | 10,900 | $457K | 0.1% | 2026-Q1 |
| 1776 Wealth LLC | 10,858 | $456K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 10,413 | $437K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 10,093 | $424K | 0.1% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC | 9,622 | $404K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 9,355 | $393K | 0.1% | 2026-Q1 |
| TCP Asset Management, LLC trimmed | 8,872 | $372K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,704 | $365K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 8,693 | $365K | 0.1% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC new | 8,690 | $365K | 0.1% | 2026-Q1 |
| Lauterbach Financial Advisors, LLC added | 8,621 | $362K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 8,520 | $358K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 8,428 | $354K | 0.1% | 2026-Q1 |
| Strive Asset Management, LLC added | 615,113 | $27M | 6.7% | 2025-Q3 stale |
| WealthPLAN Partners, LLC added | 81,021 | $4M | 0.9% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC trimmed | 41,062 | $2M | 0.5% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC new | 31,756 | $1M | 0.3% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 27,020 | $974K | 0.2% | 2025-Q1 stale |
| SPWM Advisors LLC new | 13,154 | $580K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 10,413 | $459K | 0.1% | 2025-Q4 stale |
| Exit Wealth Advisors, LLC. added | 9,019 | $398K | 0.1% | 2025-Q4 stale |
| Linscomb Wealth, Inc. | 8,690 | $383K | 0.1% | 2025-Q4 stale |
| Pacific Capital Wealth Advisors, Inc. | 9,258 | $334K | 0.1% | 2025-Q1 stale |
| CPR Investments Inc. trimmed | 7,550 | $333K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.