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-Q1 13F filings (latest filed 2026-05-19). 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 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
STXV’s largest tracked holder by dollar value, UPTICK PARTNERS, LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp 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 2025-Q4 and 2026-Q1, across 33 tracked filers holding STXV, 15 increased or opened the position and 11 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 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 1
- WealthPlan Investment Management, LLC$7M
Full exits 2
- WealthPLAN Partners, LLC$6M
- SPWM Advisors LLC$2M
Largest adds
- OxenFree Capital LLC$553K
- GTS SECURITIES LLC$257K
Largest trims
- Advyzon Investment Management, LLC$2M
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 | 517,058 | $18M | 31.4% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 189,820 | $7M | 11.5% | 2026-Q1 |
| OxenFree Capital LLC added | 169,012 | $6M | 10.5% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 145,588 | $5M | 8.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 49,726 | $2M | 3.0% | 2026-Q1 |
| Everhart Financial Group, Inc. trimmed | 33,367 | $1M | 2.0% | 2026-Q1 |
| StoneX Group Inc. added | 28,853 | $1M | 1.8% | 2026-Q1 |
| PARAGON CAPITAL MANAGEMENT INC added | 24,471 | $860K | 1.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 23,158 | $814K | 1.4% | 2026-Q1 |
| Summit Financial, LLC trimmed | 22,025 | $774K | 1.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 17,540 | $616K | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,084 | $600K | 1.0% | 2026-Q1 |
| Essex Financial Services, Inc. | 15,951 | $560K | 1.0% | 2026-Q1 |
| Venture Visionary Partners LLC | 14,334 | $504K | 0.9% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 12,014 | $422K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 10,676 | $375K | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 10,350 | $364K | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,326 | $328K | 0.6% | 2026-Q1 |
| Betterment LLC new | 8,479 | $298K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC | 7,882 | $277K | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 7,110 | $250K | 0.4% | 2026-Q1 |
| Key Client Fiduciary Advisors, LLC | 7,100 | $249K | 0.4% | 2026-Q1 |
| LPL Financial LLC new | 6,890 | $242K | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 5,859 | $211K | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 3,629 | $128K | 0.2% | 2026-Q1 |
| Longview Financial Advisors, Inc. new | 2,230 | $78K | 0.1% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 1,891 | $66K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 1,000 | $35K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 513 | $18K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 419 | $15K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC | 379 | $13K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $45 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $6 | 0.0% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 193,855 | $6M | 11.2% | 2025-Q4 stale |
| SPWM Advisors LLC new | 46,932 | $2M | 2.7% | 2025-Q4 stale |
| Safeguard Financial, LLC trimmed | 24,544 | $749K | 1.3% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV | 12,400 | $378K | 0.7% | 2025-Q1 stale |
| McKinley Carter Wealth Services, Inc. | 7,245 | $234K | 0.4% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 7,376 | $225K | 0.4% | 2025-Q1 stale |
| AMERIFLEX GROUP, INC. added | 3,999 | $124K | 0.2% | 2025-Q2 stale |
| ROYAL BANK OF CANADA new | 2,750 | $92K | 0.2% | 2025-Q4 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.