Strive MidCap
STXM • NYSE
Strive MidCap is an exchange-traded fund on NYSE. As of Q3 2025, 9 institutional investors hold shares in this ETF, with total holdings valued at $15.5M. Holistic Planning, LLC is the largest holder with a position valued at $5.3M.
Overview
Overview of institutional ownership in STXM as of Q3 2025
All Institutions
- Institutions
- 9
- Value Held
- $15.5M
- Shares Held
- 546.4K
- Avg Position
- $1.7M
- Median Position
- $352.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in STXM as of Q3 2025
| Institution | Position Value |
|---|---|
H Holistic Planning, LLC Institution | $5.3M 1.40% of portfolio |
O OxenFree Capital LLC RIA/Wealth | $4.5M 2.48% of portfolio |
 Advyzon Investment Management, LLC RIA/Wealth | $3.8M 0.66% of portfolio |
 Feltz Wealth PLAN Inc. RIA/Wealth | $1.2M 0.19% of portfolio |
 Grantvest Financial Group LLC RIA/Wealth | $352.8K 0.26% of portfolio |
G GTS SECURITIES LLC Institution | $255.1K 0.01% of portfolio |
 CWM, LLC RIA/Wealth | $54.6K 0.00% of portfolio |
 NBC SECURITIES, INC. RIA/Wealth | $11.7K 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $3.9K 0.00% of portfolio |
 UBS Group AG Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for STXM in Q3 2025
- Traded
- −$538.3K
- Buyers
- 4
- Sellers
- 5
- Total Bought
- +$367.3K
- Total Sold
- −$905.6K
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
O OxenFree Capital LLC RIA/Wealth | +$279.6K +9.8K shares |
CWM, LLC RIA/Wealth | +$54.6K +1.9K shares |
Advyzon Investment Management, LLC RIA/Wealth | +$29.3K +1.0K shares |
JPMORGAN CHASE & CO Institution | +$3.9K +137.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
G GTS SECURITIES LLC Institution | −$601.2K −21.3K shares |
H Holistic Planning, LLC Institution | −$143.8K −5.1K shares |
Feltz Wealth PLAN Inc. RIA/Wealth | −$112.9K −4.0K shares |
UBS Group AG Institution | −$41.5K −1.6K shares |
Grantvest Financial Group LLC RIA/Wealth | −$6.2K −218.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited STXM in Q3 2025
- New Positions
- 2
- New Value
- $58.5K
- Exited Positions
- 1
- Exited Value
- $41.5K
New Positions
| Institution | Position Value |
|---|---|
CWM, LLC RIA/Wealth | $54.6K 1.9K shares |
JPMORGAN CHASE & CO Institution | $3.9K 137.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
UBS Group AG Institution | $41.5K 1.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in STXM 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 STXM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OxenFree Capital LLC RIA/Wealth | 2.48% $4.5M |
H Holistic Planning, LLC Institution | 1.40% $5.3M |
Advyzon Investment Management, LLC RIA/Wealth | 0.66% $3.8M |
Grantvest Financial Group LLC RIA/Wealth | 0.26% $352.8K |
Feltz Wealth PLAN Inc. RIA/Wealth | 0.19% $1.2M |
G GTS SECURITIES LLC Institution | 0.01% $255.1K |
NBC SECURITIES, INC. RIA/Wealth | 0.00% $11.7K |
CWM, LLC RIA/Wealth | 0.00% $54.6K |
JPMORGAN CHASE & CO Institution | 0.00% $3.9K |
UBS Group AG Institution | 0.00% - |