Strive 1000 Dividend Growth

STXD • NYSE

Strive 1000 Dividend Growth is an exchange-traded fund on NYSE. As of Q3 2025, 29 institutional investors hold shares in this ETF, with total holdings valued at $20.3M. OxenFree Capital LLC is the largest holder with a position valued at $12.2M.

Overview

Overview of institutional ownership in STXD as of Q3 2025

All Institutions

Institutions: 29
Value Held: $20.3M
Shares Held: 553.4K
Avg Position: $701.3K
Median Position: $235.3K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in STXD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
O OxenFree Capital LLC RIA/Wealth	James Phillips President	$12.2M 6.73% of portfolio	330.7K shares	Q4 2023 Held for 1y 11m	$181.3M
H Holistic Planning, LLC Institution	-	$1.4M 0.38% of portfolio	39.3K shares	Q4 2023 Held for 1y 11m	$377.2M
INTL FCSTONE INC. Institution	Philip Smith CEO	$876.8K 0.04% of portfolio	24.0K shares	Q3 2023 Held for 2y 2m	$2.2B
G GTS SECURITIES LLC Institution	-	$698.9K 0.03% of portfolio	19.1K shares	Q1 2024 Held for 1y 8m	$2.5B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$584.7K 0.00% of portfolio	16.0K shares	Q4 2023 Held for 1y 11m	$21.7B
GWN SECURITIES INC. RIA/Wealth	Denis Stephen Walsh CEO	$493.8K 0.12% of portfolio	13.5K shares	Q1 2025 Held for 8 months	$425.9M
Advyzon Investment Management, LLC RIA/Wealth	Lee C Andreatta CEO	$480.9K 0.08% of portfolio	13.2K shares	Q4 2024 Held for 11 months	$577.7M
Venture Visionary Partners LLC RIA/Wealth	Craig Douglas Findley CEO	$456.2K 0.02% of portfolio	12.5K shares	Q1 2023 Held for 2y 8m	$2.9B
P PDS Planning, Inc RIA/Wealth	Jamie Paul Menges President	$340.4K 0.02% of portfolio	9.3K shares	Q2 2024 Held for 1y 5m	$1.4B
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	$330.0K 0.01% of portfolio	9.0K shares	Q2 2023 Held for 2y 5m	$4.3B

Net Capital Flow

Institutional buying and selling activity for STXD in Q3 2025

Traded: −$2.0M
Buyers: 12
Sellers: 14
Total Bought: +$1.0M
Total Sold: −$3.0M
Avg Position: $598.1K

Biggest Buyers

Institution	Net Bought	Current Position
O OxenFree Capital LLC RIA/Wealth	+$362.1K +9.8K shares	$12.2M 330.7K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$205.7K +5.6K shares	$205.7K 5.6K shares
H Holistic Planning, LLC Institution	+$166.8K +4.6K shares	$1.4M 39.3K shares
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth	+$146.8K +4.0K shares	$280.9K 7.7K shares
Advyzon Investment Management, LLC RIA/Wealth	+$36.3K +994.0 shares	$480.9K 13.2K shares
UBS Group AG Institution	+$25.9K +710.0 shares	$25.9K 710.0 shares
P PDS Planning, Inc RIA/Wealth	+$21.2K +581.0 shares	$340.4K 9.3K shares
PRINCIPAL SECURITIES, INC. RIA/Wealth	+$19.8K +543.0 shares	$49.6K 1.4K shares
Kestra Advisory Services, LLC RIA/Wealth	+$19.0K +520.0 shares	$584.7K 16.0K shares
H HAZLETT, BURT & WATSON, INC. Institution	+$18.5K +506.0 shares	$44.4K 1.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
NORTHERN TRUST CORP Institution	−$1.8M −53.2K shares	Sold Off 0 shares
Pensionmark Financial Group, LLC Pension/Endowment	−$332.4K −9.1K shares	$260.5K 7.1K shares
G GTS SECURITIES LLC Institution	−$236.7K −6.5K shares	$698.9K 19.1K shares
A AMERIFLEX GROUP, INC. Institution	−$138.6K −4.0K shares	Sold Off 0 shares
INTL FCSTONE INC. Institution	−$133.9K −3.7K shares	$876.8K 24.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$115.7K −3.3K shares	Sold Off 0 shares
W WealthTrak Capital Management LLC RIA/Wealth	−$64.8K −1.9K shares	Sold Off 0 shares
GWN SECURITIES INC. RIA/Wealth	−$60.4K −1.7K shares	$493.8K 13.5K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	−$47.1K −1.4K shares	Sold Off 0 shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$10.4K −286.0 shares	$306.8K 8.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited STXD in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 5
Exited Value: $2.2M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
NORTHERN TRUST CORP Institution	$1.8M 53.2K shares
A AMERIFLEX GROUP, INC. Institution	$138.6K 4.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$115.7K 3.3K shares
W WealthTrak Capital Management LLC RIA/Wealth	$64.8K 1.9K shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$47.1K 1.4K shares

Options Activity

Institutions with the largest Call and Put options positions in STXD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with STXD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
O OxenFree Capital LLC RIA/Wealth	James Phillips President	6.73% $12.2M	330.7K shares	Q4 2023 Held for 1y 11m	$181.3M
H Holistic Planning, LLC Institution	-	0.38% $1.4M	39.3K shares	Q4 2023 Held for 1y 11m	$377.2M
GWN SECURITIES INC. RIA/Wealth	Denis Stephen Walsh CEO	0.12% $493.8K	13.5K shares	Q1 2025 Held for 8 months	$425.9M
Advyzon Investment Management, LLC RIA/Wealth	Lee C Andreatta CEO	0.08% $480.9K	13.2K shares	Q4 2024 Held for 11 months	$577.7M
Demars Financial Group, LLC RIA/Wealth	David Theodore Demars Managing Partner	0.08% $222.1K	6.1K shares	Q2 2025 Held for 5 months	$288.6M
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth	Enoch Carter Morris CCO	0.07% $280.9K	7.7K shares	Q2 2025 Held for 5 months	$396.2M
INTL FCSTONE INC. Institution	Philip Smith CEO	0.04% $876.8K	24.0K shares	Q3 2023 Held for 2y 2m	$2.2B
G GTS SECURITIES LLC Institution	-	0.03% $698.9K	19.1K shares	Q1 2024 Held for 1y 8m	$2.5B
P PDS Planning, Inc RIA/Wealth	Jamie Paul Menges President	0.02% $340.4K	9.3K shares	Q2 2024 Held for 1y 5m	$1.4B
H HAZLETT, BURT & WATSON, INC. Institution	-	0.02% $44.4K	1.2K shares	Q2 2025 Held for 5 months	$269.1M