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-Q1 13F filings (latest filed 2026-05-15). 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 2025-Q4 and 2026-Q1: 3 added or opened and 0 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, OxenFree Capital LLC, sizes it at 6.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.2pp 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 2025-Q4 and 2026-Q1, across 29 tracked filers holding STXD, 14 increased or opened the position and 7 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 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.
Largest adds
- Foundations Investment Advisors, LLC$9M
- StoneX Group Inc.$754K
- OxenFree Capital LLC$341K
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 added | 342,015 | $13M | 37.9% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 275,992 | $10M | 28.8% | 2026-Q1 |
| StoneX Group Inc. added | 47,205 | $2M | 4.9% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 29,736 | $1M | 3.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 16,084 | $571K | 1.7% | 2026-Q1 |
| GWN SECURITIES INC. | 13,601 | $483K | 1.4% | 2026-Q1 |
| Venture Visionary Partners LLC | 12,489 | $443K | 1.3% | 2026-Q1 |
| PDS Planning, Inc added | 11,891 | $422K | 1.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 11,063 | $393K | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 8,604 | $305K | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 8,446 | $300K | 0.9% | 2026-Q1 |
| Virtu Financial LLC new | 8,237 | $292K | 0.9% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 7,876 | $280K | 0.8% | 2026-Q1 |
| World Investment Advisors trimmed | 7,000 | $248K | 0.7% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 6,563 | $233K | 0.7% | 2026-Q1 |
| CWM, LLC | 6,443 | $229K | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 6,398 | $227K | 0.7% | 2026-Q1 |
| Betterment LLC new | 6,384 | $227K | 0.7% | 2026-Q1 |
| Parallel Advisors, LLC | 4,000 | $142K | 0.4% | 2026-Q1 |
| Longview Financial Advisors, Inc. new | 2,284 | $81K | 0.2% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. | 1,615 | $57K | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,355 | $48K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,355 | $48K | 0.1% | 2026-Q1 |
| Colonial Trust Advisors | 740 | $26K | 0.1% | 2026-Q1 |
| JNBA Financial Advisors | 588 | $21K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 300 | $11K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 150 | $5K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $38 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $25 | 0.0% | 2026-Q1 |
| NORTHERN TRUST CORP new | 53,150 | $2M | 5.4% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 19,135 | $699K | 2.1% | 2025-Q3 stale |
| Demars Financial Group, LLC trimmed | 6,079 | $222K | 0.7% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,632 | $206K | 0.6% | 2025-Q3 stale |
| ROYAL BANK OF CANADA new | 4,025 | $149K | 0.4% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. added | 4,014 | $139K | 0.4% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 3,331 | $116K | 0.3% | 2025-Q2 stale |
| WealthTrak Capital Management LLC | 1,865 | $65K | 0.2% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. added | 1,358 | $50K | 0.1% | 2025-Q3 stale |
| UBS Group AG added | 839 | $31K | 0.1% | 2025-Q4 stale |
| Allworth Financial LP | 364 | $11K | 0.0% | 2025-Q1 stale |
| Friedenthal Financial added | 75 | $2K | 0.0% | 2025-Q1 stale |
| FMR LLC new | 10 | $324 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.