Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns STXT (STXT)


Which tracked institutional funds hold STXT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXT company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

27
Institutional holders
5,450,570
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened STXT while 4 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

STXT’s largest tracked holder by dollar value, McIlrath & Eck, LLC, sizes it at 5.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in STXT 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 27 tracked filers holding STXT, 13 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 STXT 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$2M
  • FLOW TRADERS U.S. LLC$692K

Full exits 1

  • WealthPLAN Partners, LLC$2M

Largest adds

  • Ethos Financial Group, LLC$2M
  • McIlrath & Eck, LLC$1M
  • OxenFree Capital LLC$990K

Largest trims

  • StoneX Group Inc.$2M
  • UPTICK PARTNERS, LLC$393K
  • Advyzon Investment Management, LLC$344K

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).

FundSharesReported value% of valueQuarter
McIlrath & Eck, LLC added3,590,574$72M62.8%2026-Q1
OxenFree Capital LLC added936,122$19M16.5%2026-Q1
Ethos Financial Group, LLC added234,508$5M4.1%2026-Q1
StoneX Group Inc. trimmed155,769$3M2.7%2026-Q1
WealthPlan Investment Management, LLC new118,825$2M2.1%2026-Q1
UPTICK PARTNERS, LLC trimmed103,751$2M1.8%2026-Q1
Advyzon Investment Management, LLC trimmed39,836$793K0.7%2026-Q1
GTS SECURITIES LLC added34,761$692K0.6%2026-Q1
FLOW TRADERS U.S. LLC added34,728$692K0.6%2026-Q1
CITADEL ADVISORS LLC trimmed25,957$517K0.5%2026-Q1
Kestra Advisory Services, LLC added22,096$440K0.4%2026-Q1
LPL Financial LLC added21,997$438K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed19,868$396K0.3%2026-Q1
Trilogy Capital Inc. added15,368$306K0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added14,218$281K0.2%2026-Q1
Balance Wealth, LLC trimmed12,517$249K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed10,748$214K0.2%2026-Q1
TCP Asset Management, LLC trimmed10,712$213K0.2%2026-Q1
GWN SECURITIES INC. added10,380$207K0.2%2026-Q1
CWM, LLC9,597$191K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed6,049$120K0.1%2026-Q1
Allworth Financial LP trimmed5,904$118K0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed5,853$117K0.1%2026-Q1
Advisory Services Network, LLC3,500$70K0.1%2026-Q1
GUARDIAN WEALTH ADVISORS, LLC / NC added3,446$69K0.1%2026-Q1
Aptus Capital Advisors, LLC3,446$69K0.1%2026-Q1
UBS Group AG trimmed40$7970.0%2026-Q1
WealthPLAN Partners, LLC trimmed112,936$2M2.0%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP new50,822$1M0.9%2025-Q3 stale
Authentikos Wealth Advisory, LLC trimmed24,508$497K0.4%2025-Q3 stale
Orion Portfolio Solutions, LLC added19,569$394K0.3%2025-Q1 stale
Orion Porfolio Solutions, LLC trimmed18,706$377K0.3%2025-Q2 stale
SPWM Advisors LLC new13,363$269K0.2%2025-Q4 stale
Grantvest Financial Group LLC trimmed11,715$235K0.2%2025-Q4 stale
AMERIFLEX GROUP, INC. added5,914$120K0.1%2025-Q2 stale
WELLS FARGO & COMPANY/MN trimmed325$7K0.0%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added121$7830.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership