Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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
The tracked-fund tape on STRV is one-sided between 2026-Q1 and 2026-Q2: 39 added or opened and 10 trimmed or exited — on balance accumulating.
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 20.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 20.8pp 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 2026-Q1 and 2026-Q2, across 134 tracked filers holding STRV, 74 increased or opened the position and 53 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 2026-Q1 and 2026-Q2 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 2
- Ascent Advisors, LLC$9M
- CPR Investments Inc.$1M
Full exits 8
- Betterment LLC$3M
- Janney Montgomery Scott LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- NATIXIS ADVISORS, LLC$2M
- CWM, LLC$1M
- Independent Advisor Alliance$818K
Largest adds
- UPTICK PARTNERS, LLC$8M
- RAYMOND JAMES FINANCIAL INC$5M
- TRUIST FINANCIAL CORP$5M
- Kestra Advisory Services, LLC$4M
- JONES FINANCIAL COMPANIES LLLP$4M
- OxenFree Capital LLC$3M
Largest trims
- Belpointe Asset Management LLC$600K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$361K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OxenFree Capital LLC added | 941,766 | $46M | 10.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 641,933 | $31M | 7.3% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 585,228 | $28M | 6.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 490,861 | $24M | 5.6% | 2026-Q2 |
| United Advisor Group, LLC added | 391,287 | $19M | 4.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 380,950 | $18M | 4.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 306,494 | $15M | 3.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 292,430 | $14M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 278,725 | $13M | 3.2% | 2026-Q2 |
| Weaver Capital Management LLC | 277,643 | $12M | 2.8% | 2026-Q2 |
| Ethos Financial Group, LLC added | 233,512 | $11M | 2.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 210,916 | $10M | 2.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 186,785 | $9M | 2.1% | 2026-Q2 |
| Ascent Advisors, LLC new | 179,376 | $9M | 2.0% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 179,003 | $9M | 2.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 178,599 | $9M | 2.0% | 2026-Q2 |
| Sage Capital Management, LLC added | 155,447 | $8M | 1.8% | 2026-Q2 |
| Hegarty Advisors, LLC added | 151,992 | $7M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 148,444 | $7M | 1.7% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 148,241 | $7M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 138,770 | $7M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 134,598 | $7M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 117,920 | $6M | 1.3% | 2026-Q2 |
| UBS Group AG trimmed | 109,811 | $5M | 1.3% | 2026-Q2 |
| Fairman Group, LLC added | 108,020 | $5M | 1.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 95,666 | $5M | 1.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 85,488 | $4M | 1.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 81,714 | $4M | 0.9% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 77,013 | $4M | 0.9% | 2026-Q2 |
| S.A. Mason LLC added | 75,856 | $4M | 0.9% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 75,618 | $4M | 0.9% | 2026-Q2 |
| Creative Planning added | 73,163 | $4M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 72,785 | $4M | 0.8% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 67,634 | $3M | 0.8% | 2026-Q2 |
| TRAPHAGEN INVESTMENT ADVISORS LLC added | 54,819 | $3M | 0.6% | 2026-Q2 |
| Curran Financial Partners, LLC added | 54,303 | $3M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 46,209 | $2M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 45,734 | $2M | 0.5% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 38,579 | $2M | 0.4% | 2026-Q2 |
| World Investment Advisors | 35,898 | $2M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,366 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 33,427 | $2M | 0.4% | 2026-Q2 |
| &PARTNERS trimmed | 29,793 | $1M | 0.3% | 2026-Q2 |
| Second Half Financial Partners, LLC trimmed | 29,659 | $1M | 0.3% | 2026-Q2 |
| PARAGON CAPITAL MANAGEMENT INC added | 28,382 | $1M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 25,386 | $1M | 0.3% | 2026-Q2 |
| THRYVE WEALTH MANAGEMENT LLC trimmed | 22,834 | $1M | 0.3% | 2026-Q2 |
| CPR Investments Inc. added | 22,726 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 22,451 | $1M | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC added | 22,206 | $1M | 0.3% | 2026-Q2 |
| Equity Wealth Partners, LLC trimmed | 22,121 | $1M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 21,486 | $1M | 0.2% | 2026-Q2 |
| Indiana Trust & Investment Management Co trimmed | 21,145 | $1M | 0.2% | 2026-Q2 |
| Balance Wealth Partners LLC added | 20,890 | $1M | 0.2% | 2026-Q2 |
| Everhart Financial Group, Inc. trimmed | 20,403 | $985K | 0.2% | 2026-Q2 |
| PDS Planning, Inc added | 19,575 | $945K | 0.2% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 19,374 | $936K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 18,677 | $902K | 0.2% | 2026-Q2 |
| Immaculate Wealth Management LLC added | 18,496 | $893K | 0.2% | 2026-Q2 |
| Goepper Burkhardt LLC added | 18,008 | $870K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 17,052 | $824K | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 16,484 | $796K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 15,112 | $730K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 15,003 | $716K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 13,950 | $674K | 0.2% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 13,876 | $662K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 13,080 | $632K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 12,314 | $595K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 12,005 | $580K | 0.1% | 2026-Q2 |
| Fulton Bank, N.A. | 12,000 | $580K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 11,565 | $559K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,347 | $548K | 0.1% | 2026-Q2 |
| 1776 Wealth LLC | 10,858 | $524K | 0.1% | 2026-Q2 |
| Gibson Capital, LLC trimmed | 10,745 | $519K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 10,413 | $503K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 10,119 | $489K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 10,084 | $487K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 9,848 | $473K | 0.1% | 2026-Q2 |
| TCP Asset Management, LLC added | 9,647 | $466K | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC | 9,622 | $465K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,307 | $454K | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC | 8,690 | $420K | 0.1% | 2026-Q2 |
| Lauterbach Financial Advisors, LLC added | 8,643 | $417K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 8,566 | $414K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 8,523 | $412K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 8,423 | $407K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 8,213 | $397K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 8,131 | $393K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC | 7,627 | $368K | 0.1% | 2026-Q2 |
| Redwood Family Wealth LLC added | 7,072 | $342K | 0.1% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 6,745 | $326K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 6,676 | $322K | 0.1% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 6,527 | $315K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 6,126 | $296K | 0.1% | 2026-Q2 |
| Pacific Asset Management, LLC trimmed | 5,468 | $264K | 0.1% | 2026-Q2 |
| Argentarii, LLC added | 5,376 | $268K | 0.1% | 2026-Q2 |
| HORAN Wealth, LLC trimmed | 5,314 | $257K | 0.1% | 2026-Q2 |
| Confluence Wealth Services, Inc. trimmed | 5,015 | $242K | 0.1% | 2026-Q2 |
| Compass Financial Group, INC/SD added | 4,879 | $236K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 4,674 | $226K | 0.1% | 2026-Q2 |
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.