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-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 STXK is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 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
STXK’s largest tracked holder by dollar value, OxenFree Capital LLC, sizes it at 7.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.1pp 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 2026-Q1 and 2026-Q2, across 30 tracked filers holding STXK, 10 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 STXK 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
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- OxenFree Capital LLC$2M
- Foundations Investment Advisors, LLC$1M
- Summit Financial, LLC$618K
- WealthPlan Investment Management, LLC$549K
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 | 405,330 | $16M | 29.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 180,200 | $7M | 13.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 126,522 | $5M | 9.4% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 107,108 | $4M | 7.8% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 94,033 | $4M | 7.0% | 2026-Q2 |
| UPTICK PARTNERS, LLC trimmed | 46,043 | $2M | 3.4% | 2026-Q2 |
| PARAGON CAPITAL MANAGEMENT INC added | 32,422 | $1M | 2.4% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 22,167 | $843K | 1.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 18,232 | $708K | 1.4% | 2026-Q2 |
| PDS Planning, Inc added | 17,077 | $663K | 1.3% | 2026-Q2 |
| PFG Investments, LLC added | 15,686 | $609K | 1.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 12,560 | $487K | 0.9% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 12,311 | $478K | 0.9% | 2026-Q2 |
| Everhart Financial Group, Inc. trimmed | 12,004 | $466K | 0.9% | 2026-Q2 |
| Avantax Planning Partners, Inc. | 11,955 | $464K | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,914 | $424K | 0.8% | 2026-Q2 |
| Merit Financial Group, LLC added | 10,071 | $391K | 0.7% | 2026-Q2 |
| Creative Planning | 9,121 | $354K | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,746 | $297K | 0.6% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 7,196 | $279K | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,289 | $244K | 0.5% | 2026-Q2 |
| World Investment Advisors | 7,000 | $234K | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC | 1,650 | $64K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,064 | $41K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 609 | $24K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 378 | $15K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 350 | $14K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 50 | $2K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $57 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $14 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 42,446 | $1M | 2.7% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 13,961 | $466K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. added | 9,600 | $320K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC new | 1,061 | $35K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 7 | $241 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WealthPLAN Partners, LLC added | 90,510 | $3M | 5.7% | 2025-Q4 stale (2 quarters behind) |
| SPWM Advisors LLC new | 24,583 | $818K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 6,068 | $202K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 1,275 | $42K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 487 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,284 | $241K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 18 | $596 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,628 | $414K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| AMERIFLEX GROUP, INC. added | 1,033 | $31K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HARBOUR INVESTMENTS, INC. added | 174 | $5K | 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.