Strive 1000 Growth

STXG • NYSE

Strive 1000 Growth is an exchange-traded fund on NYSE. As of Q3 2025, 43 institutional investors hold shares in this ETF, with total holdings valued at $89.1M. OxenFree Capital LLC is the largest holder with a position valued at $24.1M.

Overview

Overview of institutional ownership in STXG as of Q3 2025

All Institutions

Institutions: 43
Value Held: $89.1M
Shares Held: 1.8M
Avg Position: $2.1M
Median Position: $445.2K

Hedge Funds

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

Biggest Investors

Institutions with the largest positions in STXG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
O OxenFree Capital LLC RIA/Wealth	James Phillips President	$24.1M 13.31% of portfolio	476.4K shares	Q4 2023 Held for 1y 11m	$181.3M
H Holistic Planning, LLC Institution	-	$20.5M 5.42% of portfolio	409.9K shares	Q4 2023 Held for 1y 11m	$377.2M
Advyzon Investment Management, LLC RIA/Wealth	Lee C Andreatta CEO	$14.0M 2.43% of portfolio	280.7K shares	Q4 2024 Held for 11 months	$577.7M
Feltz Wealth PLAN Inc. RIA/Wealth	Sarah Faye Kennelly COO	$6.7M 1.01% of portfolio	133.7K shares	Q4 2022 Held for 2y 11m	$663.6M
Demars Financial Group, LLC RIA/Wealth	David Theodore Demars Managing Partner	$2.5M 0.87% of portfolio	50.3K shares	Q1 2024 Held for 1y 8m	$288.6M
INTL FCSTONE INC. Institution	Philip Smith CEO	$2.4M 0.10% of portfolio	47.1K shares	Q3 2023 Held for 2y 2m	$2.2B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$2.0M 0.00% of portfolio	39.2K shares	Q1 2025 Held for 8 months	$691.34B
UBS Group AG Institution	Sergio P. Ermotti CEO	$1.9M 0.00% of portfolio	38.0K shares	Q3 2023 Held for 2y 2m	$511.54B
Everhart Financial Group, Inc. RIA/Wealth	Richard Scott Everhart President	$1.5M 0.15% of portfolio	30.2K shares	Q2 2023 Held for 2y 5m	$998.1M
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$1.5M 0.00% of portfolio	29.7K shares	Q2 2025 Held for 5 months	$33.5B

Net Capital Flow

Institutional buying and selling activity for STXG in Q3 2025

Traded: +$2.6M
Buyers: 23
Sellers: 15
Total Bought: +$5.9M
Total Sold: −$3.3M
Avg Position: $1.9M

Biggest Buyers

Institution	Net Bought	Current Position
H Holistic Planning, LLC Institution	+$1.2M +24.6K shares	$20.5M 409.9K shares
O OxenFree Capital LLC RIA/Wealth	+$1.2M +23.0K shares	$24.1M 476.4K shares
Summit Financial, LLC RIA/Wealth	+$1.1M +21.4K shares	$1.1M 21.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$736.3K +14.7K shares	$736.3K 14.7K shares
INTL FCSTONE INC. Institution	+$514.5K +10.3K shares	$2.4M 47.1K shares
Feltz Wealth PLAN Inc. RIA/Wealth	+$363.2K +7.3K shares	$6.7M 133.7K shares
Advyzon Investment Management, LLC RIA/Wealth	+$245.3K +4.9K shares	$14.0M 280.7K shares
Cetera Investment Advisers RIA/Wealth	+$149.1K +3.0K shares	$445.2K 8.9K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$90.4K +1.8K shares	$1.5M 29.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$75.0K +1.5K shares	$448.4K 9.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CLS Investments, LLC Institution	−$1.1M −21.3K shares	$1.3M 25.2K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$481.6K −10.5K shares	Sold Off 0 shares
Merit Financial Group, LLC RIA/Wealth	−$462.9K −9.3K shares	$499.2K 10.0K shares
G GTS SECURITIES LLC Institution	−$459.7K −9.2K shares	$959.9K 19.2K shares
Everhart Financial Group, Inc. RIA/Wealth	−$316.9K −6.3K shares	$1.5M 30.2K shares
J JANE STREET GROUP, LLC Institution	−$302.7K −6.6K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$46.0K −1.0K shares	Sold Off 0 shares
A AMERIFLEX GROUP, INC. Institution	−$45.2K −994.0 shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$44.0K −912.0 shares	$403.9K 8.4K shares
GWN SECURITIES INC. RIA/Wealth	−$38.7K −775.0 shares	$759.5K 15.2K shares

Entry and Exit Activity

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

New Positions: 3
New Value: $1.1M
Exited Positions: 4
Exited Value: $875.6K

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$1.1M 21.4K shares
B BLAIR WILLIAM & CO/IL Institution	$25.0K 500.0 shares
CITIGROUP INC Institution	$50.0 1.0 shares

Exited Positions

Institution	Previous Position
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$481.6K 10.5K shares
J JANE STREET GROUP, LLC Institution	$302.7K 6.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$46.0K 1.0K shares
A AMERIFLEX GROUP, INC. Institution	$45.2K 994.0 shares

Options Activity

Institutions with the largest Call and Put options positions in STXG 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 STXG 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	13.31% $24.1M	476.4K shares	Q4 2023 Held for 1y 11m	$181.3M
H Holistic Planning, LLC Institution	-	5.42% $20.5M	409.9K shares	Q4 2023 Held for 1y 11m	$377.2M
Advyzon Investment Management, LLC RIA/Wealth	Lee C Andreatta CEO	2.43% $14.0M	280.7K shares	Q4 2024 Held for 11 months	$577.7M
Feltz Wealth PLAN Inc. RIA/Wealth	Sarah Faye Kennelly COO	1.01% $6.7M	133.7K shares	Q4 2022 Held for 2y 11m	$663.6M
Demars Financial Group, LLC RIA/Wealth	David Theodore Demars Managing Partner	0.87% $2.5M	50.3K shares	Q1 2024 Held for 1y 8m	$288.6M
GWN SECURITIES INC. RIA/Wealth	Denis Stephen Walsh CEO	0.18% $759.5K	15.2K shares	Q1 2025 Held for 8 months	$425.9M
Everhart Financial Group, Inc. RIA/Wealth	Richard Scott Everhart President	0.15% $1.5M	30.2K shares	Q2 2023 Held for 2y 5m	$998.1M
WHITENER CAPITAL MANAGEMENT, INC. RIA/Wealth	Angela Rhodes Hill President	0.12% $494.1K	9.9K shares	Q3 2023 Held for 2y 2m	$417.7M
Key Client Fiduciary Advisors, LLC RIA/Wealth	Richard Anthony Flora Member	0.11% $324.5K	6.5K shares	Q2 2025 Held for 5 months	$294.6M
INTL FCSTONE INC. Institution	Philip Smith CEO	0.10% $2.4M	47.1K shares	Q3 2023 Held for 2y 2m	$2.2B