Who owns STXE
Which tracked institutional funds hold STXE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXE 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 STXE is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 4 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
STXE’s largest tracked holder by dollar value, McIlrath & Eck, LLC, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STXE 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 37 tracked filers holding STXE, 20 increased or opened the position and 17 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 STXE 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
- Quantinno Capital Management LP$749K
- Summit Financial, LLC$633K
Full exits 3
- McIlrath & Eck, LLC$32M
- Cambridge Investment Research Advisors, Inc.$5M
- GTS SECURITIES LLC$3M
Largest adds
- Chicago Partners Investment Group LLC$1M
- JONES FINANCIAL COMPANIES LLLP$953K
- STIFEL FINANCIAL CORP$934K
- OxenFree Capital LLC$704K
- UBS Group AG$674K
- Parallel Advisors, LLC$636K
Largest trims
- OLD MISSION CAPITAL LLC$332K
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 |
|---|---|---|---|---|
| Chicago Partners Investment Group LLC added | 337,596 | $16M | 16.2% | 2026-Q2 |
| OxenFree Capital LLC trimmed | 168,519 | $8M | 8.4% | 2026-Q2 |
| UBS Group AG trimmed | 70,762 | $4M | 3.7% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 69,505 | $4M | 3.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 68,069 | $4M | 3.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 42,138 | $2M | 2.2% | 2026-Q2 |
| Parallel Advisors, LLC added | 37,276 | $2M | 2.0% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 29,761 | $2M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 29,600 | $2M | 1.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 28,233 | $1M | 1.5% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 28,177 | $1M | 1.3% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 24,059 | $1M | 1.3% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 22,280 | $1M | 1.2% | 2026-Q2 |
| Hegarty Advisors, LLC trimmed | 15,194 | $798K | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP new | 14,252 | $749K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,100 | $741K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 12,693 | $669K | 0.7% | 2026-Q2 |
| PARAGON CAPITAL MANAGEMENT INC trimmed | 12,591 | $662K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 12,456 | $655K | 0.7% | 2026-Q2 |
| GWN SECURITIES INC. added | 12,348 | $649K | 0.7% | 2026-Q2 |
| Summit Financial, LLC new | 12,049 | $633K | 0.6% | 2026-Q2 |
| PDS Planning, Inc | 9,632 | $506K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 9,149 | $481K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,988 | $472K | 0.5% | 2026-Q2 |
| Creative Planning added | 8,880 | $467K | 0.5% | 2026-Q2 |
| PFG Investments, LLC new | 5,658 | $297K | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 5,404 | $284K | 0.3% | 2026-Q2 |
| Avantax Planning Partners, Inc. new | 4,333 | $228K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,736 | $196K | 0.2% | 2026-Q2 |
| Washington Trust Advisors, Inc. trimmed | 1,843 | $97K | 0.1% | 2026-Q2 |
| JNBA Financial Advisors | 1,043 | $55K | 0.1% | 2026-Q2 |
| MCGUIRE CAPITAL ADVISORS INC | 750 | $39K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 436 | $23K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 200 | $11K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 144 | $8K | 0.0% | 2026-Q2 |
| Abound Wealth Management new | 80 | $4K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $98 | 0.0% | 2026-Q2 |
| McIlrath & Eck, LLC trimmed | 824,998 | $32M | 32.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 118,439 | $5M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 81,444 | $3M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 8,695 | $340K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 8,014 | $313K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 875 | $34K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WealthPLAN Partners, LLC trimmed | 26,460 | $950K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| SPWM Advisors LLC new | 9,160 | $329K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 263 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC added | 25,132 | $779K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| WT Wealth Management trimmed | 6,519 | $202K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 802 | $25K | 0.0% | 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.