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-Q1 13F filings (latest filed 2026-05-19). 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 2025-Q4 and 2026-Q1: 10 added or opened and 2 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 2025-Q4 and 2026-Q1, across 37 tracked filers holding STXE, 16 increased or opened the position and 19 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 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 1
- WealthPlan Investment Management, LLC$1M
Full exits 1
- WealthPLAN Partners, LLC$950K
Largest adds
- OxenFree Capital LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Chicago Partners Investment Group LLC$1M
- GTS SECURITIES LLC$1M
- McIlrath & Eck, LLC$445K
- STIFEL FINANCIAL CORP$394K
Largest trims
- Hegarty Advisors, LLC$291K
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 |
|---|---|---|---|---|
| McIlrath & Eck, LLC trimmed | 824,998 | $32M | 35.7% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 333,381 | $15M | 16.6% | 2026-Q1 |
| OxenFree Capital LLC added | 173,576 | $8M | 8.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 118,439 | $5M | 5.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 101,972 | $4M | 4.4% | 2026-Q1 |
| GTS SECURITIES LLC added | 81,444 | $3M | 3.5% | 2026-Q1 |
| UBS Group AG added | 77,910 | $3M | 3.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 67,648 | $3M | 2.9% | 2026-Q1 |
| SECURED RETIREMENT ADVISORS, LLC trimmed | 33,934 | $1M | 1.5% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 33,856 | $1M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 32,418 | $1M | 1.4% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 28,368 | $1M | 1.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 27,930 | $1M | 1.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 25,404 | $1M | 1.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 25,117 | $982K | 1.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 22,064 | $862K | 1.0% | 2026-Q1 |
| Hegarty Advisors, LLC trimmed | 16,603 | $649K | 0.7% | 2026-Q1 |
| PARAGON CAPITAL MANAGEMENT INC added | 13,285 | $519K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 12,722 | $497K | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,372 | $483K | 0.5% | 2026-Q1 |
| GWN SECURITIES INC. | 12,304 | $481K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 12,171 | $476K | 0.5% | 2026-Q1 |
| Belpointe Asset Management LLC added | 11,461 | $448K | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 10,420 | $407K | 0.5% | 2026-Q1 |
| PDS Planning, Inc trimmed | 9,632 | $376K | 0.4% | 2026-Q1 |
| Creative Planning trimmed | 8,830 | $345K | 0.4% | 2026-Q1 |
| Betterment LLC added | 8,695 | $340K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 8,014 | $313K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 7,148 | $279K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 3,736 | $149K | 0.2% | 2026-Q1 |
| Washington Trust Advisors, Inc. added | 2,254 | $88K | 0.1% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 1,043 | $41K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 875 | $34K | 0.0% | 2026-Q1 |
| MCGUIRE CAPITAL ADVISORS INC new | 750 | $29K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 200 | $8K | 0.0% | 2026-Q1 |
| FMR LLC | 176 | $7K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $73 | 0.0% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 26,460 | $950K | 1.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 25,132 | $779K | 0.9% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 12,042 | $329K | 0.4% | 2025-Q1 stale |
| SPWM Advisors LLC new | 9,160 | $329K | 0.4% | 2025-Q4 stale |
| Visionary Wealth Advisors trimmed | 10,531 | $288K | 0.3% | 2025-Q1 stale |
| WT Wealth Management trimmed | 6,519 | $202K | 0.2% | 2025-Q2 stale |
| AMERIFLEX GROUP, INC. added | 802 | $25K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN new | 263 | $9K | 0.0% | 2025-Q3 stale |
| HARBOUR INVESTMENTS, INC. | 281 | $8K | 0.0% | 2025-Q1 stale |
| Friedenthal Financial trimmed | 65 | $2K | 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.