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-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 STXG is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 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
STXG’s largest tracked holder by dollar value, OxenFree Capital LLC, sizes it at 12.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.9pp 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 2026-Q1 and 2026-Q2, across 44 tracked filers holding STXG, 29 increased or opened the position and 13 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 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.
Full exits 1
- GTS SECURITIES LLC$2M
Largest adds
- OxenFree Capital LLC$2M
- WealthPlan Investment Management, LLC$1M
- UPTICK PARTNERS, LLC$1M
- StoneX Group Inc.$706K
- Demars Financial Group, LLC$646K
- OSAIC HOLDINGS, INC.$573K
Largest trims
- Advyzon Investment Management, LLC$797K
- RAYMOND JAMES FINANCIAL INC$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 |
|---|---|---|---|---|
| OxenFree Capital LLC added | 511,102 | $28M | 29.5% | 2026-Q2 |
| UPTICK PARTNERS, LLC trimmed | 304,649 | $17M | 17.7% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 143,562 | $8M | 8.3% | 2026-Q2 |
| Demars Financial Group, LLC added | 69,970 | $4M | 4.1% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 69,129 | $4M | 4.0% | 2026-Q2 |
| StoneX Group Inc. added | 49,616 | $3M | 2.9% | 2026-Q2 |
| UBS Group AG added | 45,656 | $3M | 2.6% | 2026-Q2 |
| Everhart Financial Group, Inc. trimmed | 24,605 | $1M | 1.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 22,680 | $1M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,859 | $1M | 1.2% | 2026-Q2 |
| Worthington Financial Partners, LLC added | 17,777 | $982K | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,895 | $934K | 1.0% | 2026-Q2 |
| GWN SECURITIES INC. added | 15,233 | $842K | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 14,675 | $811K | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 13,781 | $762K | 0.8% | 2026-Q2 |
| Essex Financial Services, Inc. added | 12,822 | $709K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,061 | $666K | 0.7% | 2026-Q2 |
| Whitener Capital Management, Inc. added | 11,718 | $648K | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,820 | $543K | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 9,111 | $503K | 0.5% | 2026-Q2 |
| Trilogy Capital Inc. added | 8,588 | $475K | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 8,361 | $462K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 8,094 | $447K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 7,724 | $427K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 7,326 | $405K | 0.4% | 2026-Q2 |
| Venture Visionary Partners LLC | 6,096 | $337K | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 6,080 | $336K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC | 5,749 | $318K | 0.3% | 2026-Q2 |
| Hilltop Holdings Inc. | 5,500 | $304K | 0.3% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC trimmed | 5,000 | $276K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,906 | $264K | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 4,390 | $243K | 0.3% | 2026-Q2 |
| Balance Wealth Partners LLC added | 4,062 | $224K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,958 | $219K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,789 | $209K | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP new | 3,635 | $201K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,594 | $88K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1,117 | $62K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 600 | $33K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 562 | $31K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 500 | $28K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 130 | $7K | 0.0% | 2026-Q2 |
| FMR LLC new | 10 | $553 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 2 | $116 | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC added | 39,845 | $2M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 5,986 | $281K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,573 | $261K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC new | 4,384 | $206K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 3,419 | $160K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC trimmed | 1,279 | $60K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WealthPLAN Partners, LLC added | 137,908 | $7M | 7.4% | 2025-Q4 stale (2 quarters behind) |
| SPWM Advisors LLC new | 19,591 | $997K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 17,971 | $914K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| VICTORY FINANCIAL GROUP, LLC added | 5,376 | $274K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC trimmed | 51 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| McKinley Carter Wealth Services, Inc. | 5,858 | $292K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Nikulski Financial, Inc. added | 5,653 | $282K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 113 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC new | 1 | $50 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC new | 6,578 | $303K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 994 | $45K | 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.