Who owns STXD
Which tracked institutional funds hold STXD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 STXD is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 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
STXD’s largest tracked holder by dollar value, Foundations Investment Advisors, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STXD 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 25 tracked filers holding STXD, 10 increased or opened the position and 15 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 STXD 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
- CITADEL ADVISORS LLC$2M
- GTS SECURITIES LLC$1M
Largest adds
- Foundations Investment Advisors, LLC$2M
- StoneX Group Inc.$305K
Largest trims
- OxenFree Capital LLC$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 |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC added | 294,832 | $12M | 30.6% | 2026-Q2 |
| OxenFree Capital LLC trimmed | 284,199 | $11M | 29.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 59,362 | $2M | 6.2% | 2026-Q2 |
| StoneX Group Inc. added | 49,791 | $2M | 5.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 30,668 | $1M | 3.2% | 2026-Q2 |
| UPTICK PARTNERS, LLC trimmed | 29,576 | $1M | 3.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 15,367 | $611K | 1.6% | 2026-Q2 |
| GWN SECURITIES INC. added | 13,646 | $543K | 1.4% | 2026-Q2 |
| Venture Visionary Partners LLC | 12,489 | $497K | 1.3% | 2026-Q2 |
| PDS Planning, Inc trimmed | 11,852 | $472K | 1.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 11,025 | $439K | 1.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 8,446 | $336K | 0.9% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 7,798 | $310K | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,989 | $278K | 0.7% | 2026-Q2 |
| World Investment Advisors | 7,000 | $248K | 0.6% | 2026-Q2 |
| Cetera Investment Advisers new | 5,540 | $220K | 0.6% | 2026-Q2 |
| Parallel Advisors, LLC | 4,000 | $159K | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 2,897 | $114K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,947 | $77K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,355 | $54K | 0.1% | 2026-Q2 |
| Colonial Trust Advisors | 740 | $29K | 0.1% | 2026-Q2 |
| JNBA Financial Advisors | 588 | $23K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 300 | $12K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 87 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $64 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 8,604 | $305K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC new | 8,237 | $292K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 6,563 | $233K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 6,443 | $229K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC new | 6,384 | $227K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Longview Financial Advisors, Inc. new | 2,284 | $81K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. | 1,615 | $57K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,355 | $48K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 150 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 4,025 | $149K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 839 | $31K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Demars Financial Group, LLC trimmed | 6,079 | $222K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,632 | $206K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 1,358 | $50K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| NORTHERN TRUST CORP new | 53,150 | $2M | 4.8% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 4,014 | $139K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 3,331 | $116K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| WealthTrak Capital Management LLC | 1,865 | $65K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.