Who owns STXG
Which tracked institutional funds hold STXG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXG 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
6 tracked funds added or opened STXG while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
STXG’s largest tracked holder by dollar value, OxenFree Capital LLC, sizes it at 12.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STXG 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 43 tracked filers holding STXG, 19 increased or opened the position and 22 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 STXG 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 2
- WealthPlan Investment Management, LLC$7M
- RAYMOND JAMES FINANCIAL INC$999K
Full exits 4
- WealthPLAN Partners, LLC$7M
- GOLDMAN SACHS GROUP INC$1M
- SPWM Advisors LLC$997K
- Orion Porfolio Solutions, LLC$914K
Largest adds
- OxenFree Capital LLC$1M
- GTS SECURITIES LLC$1M
- Demars Financial Group, LLC$526K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$472K
Largest trims
- Cambridge Investment Research Advisors, Inc.$3M
- Advyzon Investment Management, LLC$3M
- UPTICK PARTNERS, LLC$2M
- StoneX Group Inc.$952K
- UBS Group AG$607K
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 | 506,640 | $26M | 29.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 333,587 | $16M | 17.6% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 140,954 | $7M | 7.4% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 98,427 | $5M | 5.2% | 2026-Q1 |
| Demars Financial Group, LLC added | 68,670 | $3M | 3.6% | 2026-Q1 |
| UBS Group AG trimmed | 44,427 | $2M | 2.3% | 2026-Q1 |
| StoneX Group Inc. trimmed | 43,314 | $2M | 2.3% | 2026-Q1 |
| GTS SECURITIES LLC added | 39,845 | $2M | 2.1% | 2026-Q1 |
| Everhart Financial Group, Inc. trimmed | 25,194 | $1M | 1.3% | 2026-Q1 |
| Summit Financial, LLC added | 23,473 | $1M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 21,290 | $999K | 1.1% | 2026-Q1 |
| Worthington Financial Partners, LLC trimmed | 17,358 | $814K | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,792 | $741K | 0.8% | 2026-Q1 |
| GWN SECURITIES INC. | 15,206 | $713K | 0.8% | 2026-Q1 |
| LPL Financial LLC added | 13,285 | $623K | 0.7% | 2026-Q1 |
| Essex Financial Services, Inc. | 12,322 | $578K | 0.6% | 2026-Q1 |
| Whitener Capital Management, Inc. added | 11,426 | $536K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 9,723 | $456K | 0.5% | 2026-Q1 |
| Trilogy Capital Inc. added | 8,570 | $402K | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 8,351 | $392K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,687 | $361K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 7,446 | $349K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 6,545 | $307K | 0.3% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC | 6,500 | $305K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 6,479 | $304K | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC new | 6,104 | $286K | 0.3% | 2026-Q1 |
| Venture Visionary Partners LLC added | 6,096 | $286K | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 5,986 | $281K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,749 | $273K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,573 | $261K | 0.3% | 2026-Q1 |
| Hilltop Holdings Inc. | 5,500 | $258K | 0.3% | 2026-Q1 |
| Betterment LLC new | 4,384 | $206K | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 4,373 | $205K | 0.2% | 2026-Q1 |
| CWM, LLC | 3,419 | $160K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,748 | $125K | 0.1% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 1,279 | $60K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,117 | $52K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 600 | $28K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 561 | $26K | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 500 | $23K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 130 | $6K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 11 | $525 | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 2 | $103 | 0.0% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 137,908 | $7M | 7.9% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 39,149 | $2M | 1.8% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC trimmed | 19,728 | $1M | 1.1% | 2025-Q4 stale |
| SPWM Advisors LLC new | 19,591 | $997K | 1.1% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC trimmed | 17,971 | $914K | 1.0% | 2025-Q4 stale |
| Safeguard Financial, LLC trimmed | 21,450 | $859K | 1.0% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,464 | $482K | 0.5% | 2025-Q2 stale |
| JANE STREET GROUP, LLC new | 6,578 | $303K | 0.3% | 2025-Q2 stale |
| McKinley Carter Wealth Services, Inc. | 5,858 | $292K | 0.3% | 2025-Q3 stale |
| Nikulski Financial, Inc. added | 5,653 | $282K | 0.3% | 2025-Q3 stale |
| VICTORY FINANCIAL GROUP, LLC added | 5,376 | $274K | 0.3% | 2025-Q4 stale |
| Balance Wealth, LLC new | 4,004 | $204K | 0.2% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. added | 994 | $45K | 0.1% | 2025-Q2 stale |
| Friedenthal Financial added | 193 | $8K | 0.0% | 2025-Q1 stale |
| PRINCIPAL SECURITIES, INC. | 113 | $6K | 0.0% | 2025-Q3 stale |
| ASSETMARK, INC trimmed | 51 | $3K | 0.0% | 2025-Q4 stale |
| CITIGROUP INC new | 1 | $50 | 0.0% | 2025-Q3 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.