Who owns STXK
Which tracked institutional funds hold STXK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
3 tracked funds added or opened STXK while 5 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
STXK’s largest tracked holder by dollar value, OxenFree Capital LLC, sizes it at 6.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STXK 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 35 tracked filers holding STXK, 16 increased or opened the position and 14 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 STXK 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
- Foundations Investment Advisors, LLC$6M
- WealthPlan Investment Management, LLC$3M
Full exits 2
- WealthPLAN Partners, LLC$3M
- SPWM Advisors LLC$818K
Largest adds
- OxenFree Capital LLC$2M
Largest trims
- GTS SECURITIES LLC$922K
- Advyzon Investment Management, LLC$291K
- UPTICK PARTNERS, LLC$259K
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 | 371,453 | $13M | 27.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 169,552 | $6M | 11.8% | 2026-Q1 |
| Summit Financial, LLC trimmed | 128,642 | $4M | 9.0% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 112,000 | $4M | 8.2% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 92,929 | $3M | 6.5% | 2026-Q1 |
| UPTICK PARTNERS, LLC trimmed | 50,305 | $2M | 3.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 42,446 | $1M | 3.0% | 2026-Q1 |
| PARAGON CAPITAL MANAGEMENT INC added | 31,195 | $1M | 2.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 22,297 | $808K | 1.7% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 18,622 | $621K | 1.3% | 2026-Q1 |
| PDS Planning, Inc trimmed | 17,026 | $568K | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 16,198 | $540K | 1.1% | 2026-Q1 |
| PFG Investments, LLC added | 14,950 | $499K | 1.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 13,961 | $466K | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 13,766 | $459K | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 13,719 | $458K | 1.0% | 2026-Q1 |
| Everhart Financial Group, Inc. trimmed | 12,230 | $408K | 0.9% | 2026-Q1 |
| Avantax Planning Partners, Inc. | 11,955 | $399K | 0.8% | 2026-Q1 |
| Essex Financial Services, Inc. added | 11,317 | $378K | 0.8% | 2026-Q1 |
| Merit Financial Group, LLC added | 10,067 | $336K | 0.7% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 9,600 | $320K | 0.7% | 2026-Q1 |
| Creative Planning | 9,121 | $304K | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,996 | $269K | 0.6% | 2026-Q1 |
| World Investment Advisors | 7,000 | $234K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 6,285 | $210K | 0.4% | 2026-Q1 |
| Parallel Advisors, LLC | 1,650 | $55K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,061 | $35K | 0.1% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 1,061 | $35K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 609 | $20K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC | 378 | $13K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 350 | $12K | 0.0% | 2026-Q1 |
| IFG Advisory, LLC new | 50 | $2K | 0.0% | 2026-Q1 |
| CWM, LLC | 7 | $241 | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 2 | $74 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $26 | 0.0% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 90,510 | $3M | 6.3% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 41,331 | $1M | 2.5% | 2025-Q1 stale |
| SPWM Advisors LLC new | 24,583 | $818K | 1.7% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,628 | $414K | 0.9% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,284 | $241K | 0.5% | 2025-Q3 stale |
| Safeguard Financial, LLC trimmed | 8,155 | $234K | 0.5% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,068 | $202K | 0.4% | 2025-Q4 stale |
| ROYAL BANK OF CANADA added | 1,275 | $42K | 0.1% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. added | 1,033 | $31K | 0.1% | 2025-Q2 stale |
| UBS Group AG trimmed | 487 | $16K | 0.0% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. added | 174 | $5K | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. | 18 | $596 | 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.