Who owns STXV
Which tracked institutional funds hold STXV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STXV 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
3 tracked funds added or opened STXV while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
STXV’s largest tracked holder by dollar value, UPTICK PARTNERS, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STXV 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 29 tracked filers holding STXV, 13 increased or opened the position and 16 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 STXV 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.$2M
Largest adds
- OxenFree Capital LLC$740K
- WealthPlan Investment Management, LLC$608K
- MML INVESTORS SERVICES, LLC$376K
Largest trims
- Advyzon Investment Management, LLC$1M
- UPTICK PARTNERS, LLC$686K
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 |
|---|---|---|---|---|
| UPTICK PARTNERS, LLC trimmed | 461,106 | $17M | 34.4% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 191,968 | $7M | 14.3% | 2026-Q2 |
| OxenFree Capital LLC added | 177,386 | $7M | 13.4% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 102,047 | $4M | 7.6% | 2026-Q2 |
| Everhart Financial Group, Inc. trimmed | 32,880 | $1M | 2.5% | 2026-Q2 |
| StoneX Group Inc. added | 29,145 | $1M | 2.2% | 2026-Q2 |
| PARAGON CAPITAL MANAGEMENT INC added | 25,155 | $954K | 1.9% | 2026-Q2 |
| Summit Financial, LLC trimmed | 19,874 | $753K | 1.5% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 19,321 | $732K | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,561 | $704K | 1.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 17,573 | $666K | 1.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 15,964 | $605K | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,337 | $581K | 1.1% | 2026-Q2 |
| Venture Visionary Partners LLC | 14,334 | $543K | 1.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 11,837 | $449K | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,360 | $393K | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 8,261 | $313K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,884 | $299K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC | 7,110 | $270K | 0.5% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC trimmed | 6,223 | $236K | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 5,859 | $226K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers new | 5,516 | $209K | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 3,539 | $134K | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,000 | $38K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 513 | $19K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC | 379 | $14K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 375 | $14K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 13 | $493 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $61 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 49,726 | $2M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,676 | $375K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC new | 8,479 | $298K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| LPL Financial LLC new | 6,890 | $242K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Longview Financial Advisors, Inc. new | 2,230 | $78K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC trimmed | 1,891 | $66K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 419 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SPWM Advisors LLC new | 46,932 | $2M | 3.1% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA new | 2,750 | $92K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| McKinley Carter Wealth Services, Inc. | 7,245 | $234K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| AMERIFLEX GROUP, INC. added | 3,999 | $124K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: WealthPLAN Partners, LLC (last filed 2025-Q4, 193,855 shares) reconciles to its 1 current affiliate (191,968 shares) — 0.973% apart.
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.