STXD

Strive 1000 Dividend Growth
UnclassifiedUSCUSIP 02072L581◍ Confluence graph
Tracked 13F Holders
22
-11 QoQ
13F Value (tracked)
$27.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)5 adding · 4 trimming
Insider net (180d)$0

Who owns STXD?

22 tracked 13F filers

22 tracked 13F filers disclose a position in STXD as of the latest SEC 13F filings, a combined $27.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1OxenFree Capital LLC
$11.2M
284K
−17%
Reduced · −58K sh
Q2 2026
2FOUNDATIONS INVESTMENT ADVISORS, LLC
$9.8M
276K
15×
Added · +257K sh
Q1 2026
3StoneX Group Inc.
$2.0M
50K
+5.5%
Added · +3K sh
Q2 2026
4UPTICK PARTNERS, LLC
$1.2M
30K
−0.5%
Reduced · −160 sh
Q2 2026
5Kestra Advisory Services, LLC
$611K
15K
−4.5%
Reduced · −717 sh
Q2 2026
6GWN SECURITIES INC.
$543K
14K
+0.3%
Added · +45 sh
Q2 2026
7Venture Visionary Partners LLC
$497K
12K
Held
Q2 2026
8PDS Planning, Inc
$472K
12K
−0.3%
Reduced · −39 sh
Q2 2026
9HARBOUR INVESTMENTS, INC.
$393K
11K
+10%
Added · +1K sh
Q1 2026
10Advyzon Investment Management, LLC
$310K
8K
−1.0%
Reduced · −78 sh
Q2 2026
11CWM, LLC
$229K
6K
Held
Q1 2026
12OSAIC HOLDINGS, INC.
$227K
6K
−2.7%
Reduced · −179 sh
Q1 2026
13Parallel Advisors, LLC
$142K
4K
Held
Q1 2026
14Aptus Capital Advisors, LLC
$54K
1K
Held
Q2 2026
15GUARDIAN WEALTH ADVISORS, LLC / NC
$48K
1K
New
+1K sh
Q1 2026
16Colonial Trust Advisors
$29K
740
Held
Q2 2026
17JNBA Financial Advisors
$23K
588
Held
Q2 2026
18Geneos Wealth Management Inc.
$12K
300
Held
Q2 2026
19Advisory Services Network, LLC
$5K
150
New
+150 sh
Q1 2026
20COMPASS FINANCIAL MANAGEMENT LLC
$3K
87
New
+87 sh
Q2 2026
21MORGAN STANLEY
$38
1
−100%
Reduced · −499 sh
Q1 2026
22WELLS FARGO & COMPANY/MN
$25
1
Added
Added · +1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is STXD being bought or sold by institutions?

Last quarter, 2 funds opened a new position in STXD and 3 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
3
funds
Reduced
4
funds
Exited
0
funds

Funds that own STXD also own

CompanyCo-held byCombined value
APPLE INCAAPL13 funds$1.4B
NVIDIA CORPNVDA13 funds$1.2B
MICROSOFT CORPMSFT13 funds$782.7M
AMAZON.COM INCAMZN13 funds$643.7M
INVESCO QQQ TRUST SERIES 1QQQ13 funds$582.7M
SS SPDR S&P 500 ETF TRUST-USSPY13 funds$535.7M
VANGUARD FTSE DEVELOPED ETFVEA13 funds$440.6M
BERKSHIRE HATHAWAY INC-CL BBRK/B13 funds$236.3M
TESLA INCTSLA13 funds$220.4M
COSTCO WHOLESALE CORPCOST13 funds$178.0M
MICRON TECHNOLOGY INCMU13 funds$140.0M
NEXTERA ENERGY INCNEE13 funds$83.5M

Ranked by how many of STXD's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

10 funds-7 since Q3 2024
01224Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $15.4M

Share classes

Class13F holdersValue held
BOXXmc343 funds$1.9B
FRDMmc285 funds$2.2B
STRVmc126 funds$379.2M
BSVOFUND122 funds$2.1B
DRLLmc93 funds$35.9M
QMOMmc66 funds$191.8M
BUXXSTRIVE ENHANCED65 funds$285.5M
BBLUmc65 funds$136.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in STXD

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/STXD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for STXD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STXD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.