Among active 13F managers last quarter, 8 added and 7 reduced; the largest holder to move was Uptick Partners, LLC (−11%).
28 tracked 13F filers disclose a position in STXV as of the latest SEC 13F filings, a combined $45.7M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Uptick Partners, LLC | 461K | $17.5M | ▼−11% Reduced · −56K sh | Q2 2026 | |
| 2 | WealthPlan Investment Management, LLC | 192K | $7.3M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 3 | OxenFree Capital LLC | 177K | $6.8M | ▲+5.0% Added · +8K sh | Q2 2026 | |
| 4 | Advyzon Investment Management, LLC | 102K | $3.9M | ▼−30% Reduced · −44K sh | Q2 2026 | |
| 5 | Everhart Financial Group, Inc. | 33K | $1.2M | ▼−1.4% Reduced · −487 sh | Q2 2026 | |
| 6 | StoneX Group Inc. | 29K | $1.1M | ▲+1.0% Added · +292 sh | Q2 2026 | |
| 7 | Paragon Capital Management Inc | 25K | $954K | ▲+2.8% Added · +684 sh | Q2 2026 | |
| 8 | GTS Securities LLC | 23K | $814K | ▲+39% Added · +7K sh | Q1 2026 | |
| 9 | Summit Financial, LLC | 20K | $753K | ▼−9.8% Reduced · −2K sh | Q2 2026 | |
| 10 | MML Investors Services, LLC | 19K | $704K | ▲+99% Added · +9K sh | Q2 2026 | |
| 11 | Merit Financial Group, LLC | 18K | $666K | ▲+0.2% Added · +33 sh | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 17K | $600K | ▼−3.5% Reduced · −615 sh | Q1 2026 | |
| 13 | Essex Financial Services, Inc. | 16K | $605K | ▲+0.1% Added · +13 sh | Q2 2026 | |
| 14 | Venture Visionary Partners LLC | 14K | $543K | —Held | Q2 2026 | |
| 15 | Harbour Investments, Inc. | 12K | $422K | ▲+11% Added · +1K sh | Q1 2026 | |
| 16 | Osaic Holdings, Inc. | 10K | $364K | —Held | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | 8K | $299K | ▲~0% Added · +2 sh | Q2 2026 | |
| 18 | Farther Finance Advisors, LLC | 7K | $250K | ▼−1.9% Reduced · −135 sh | Q1 2026 | |
| 19 | LPL Financial LLC | 7K | $242K | ▼−72% Reduced · −18K sh | Q1 2026 | |
| 20 | Key Client Fiduciary Advisors, LLC | 6K | $236K | ▼−12% Reduced · −877 sh | Q2 2026 | |
| 21 | Chicago Partners Investment Group LLC | 6K | $226K | —Held | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | 4K | $128K | ▲+0.3% Added · +11 sh | Q1 2026 | |
| 23 | McIlrath & Eck, LLC | 2K | $66K | ▼−7.9% Reduced · −163 sh | Q1 2026 | |
| 24 | Geneos Wealth Management Inc. | 1K | $38K | —Held | Q2 2026 | |
| 25 | Blair William & Co | 513 | $19K | —Held | Q2 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.
Last quarter, 8 funds added to an existing position in STXV, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $1.2B |
| Microsoft CorpMSFT | 18 funds | $850.5M |
| Micron Technology IncMU | 18 funds | $218.7M |
| Apple IncAAPL | 17 funds | $1.6B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $975.8M |
| Amazon.com IncAMZN | 17 funds | $658.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $657.7M |
| Vanguard Ftse Developed ETFVEA | 17 funds | $434.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $423.5M |
| Broadcom IncAVGO | 17 funds | $401.1M |
| Meta Platforms Inc-Class AMETA | 17 funds | $332.4M |
| Tesla IncTSLA | 17 funds | $242.9M |
Ranked by how many of STXV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STXV.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 289 funds | $2.2B |
| BSVOFUND | 123 funds | $2.1B |
| STRVmc | 123 funds | $381.3M |
| DRLLmc | 91 funds | $35.5M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 64 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for STXV
This ETF 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/STXV/capital-change-brief"
Use Arkolith's capital_change_brief for STXV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for STXV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.