Strive 1000 Value ETF (STXV)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 33 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.36x

51th percentile

15 buying11 selling

+7

New

-3

Closed

-128,294

Net shares

Ownership Concentration

Top 5: 87.9%Top 10: 98.8%

UPTICK PARTNERS,42.5%

WealthPlan Investment Management,15.6%

OxenFree Capital13.9%

Advyzon Investment Management,11.9%

Cambridge Investment Research Advisors,4.1%

Others (27)12.1%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.24%Avg weight: 0.83%Max: 3.62%High conviction (>1%): 2

UPTICK PARTNERS,

WealthPlan Investment Management,

OxenFree Capital

Advyzon Investment Management,

Cambridge Investment Research Advisors,

Everhart Financial Group,

StoneX Group

PARAGON CAPITAL MANAGEMENT

GTS SECURITIES

Summit Financial,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.36x

51th percentile

15 buying11 selling

+7

New

-3

Closed

-128,294

Net shares

Ownership Concentration

Top 5: 87.9%Top 10: 98.8%

UPTICK PARTNERS,42.5%

WealthPlan Investment Management,15.6%

OxenFree Capital13.9%

Advyzon Investment Management,11.9%

Cambridge Investment Research Advisors,4.1%

Others (27)12.1%

Crowding AnalysisCrowded

Holders32of 5,944

Avg: 68

Uncrowded79th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.36x

51th percentile

15 buying11 selling

+7

New

-3

Closed

-128,294

Net shares

Ownership Concentration

Top 5: 87.9%Top 10: 98.8%

UPTICK PARTNERS,42.5%

WealthPlan Investment Management,15.6%

OxenFree Capital13.9%

Advyzon Investment Management,11.9%

Cambridge Investment Research Advisors,4.1%

Others (27)12.1%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2022-12

$16,491

STXV · +65%

$20,422

S&P 500 · +104%

−$3,931

behind the index

Total return (5Y)

+65%

S&P 500

+104%

vs. market

-39%

underperformed

Annualized

15.4%

mkt 22.6%

Volatility

9%

annualized

Beta

0.29

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

STXVS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

STXV (solid)S&P 500 (outline)Green = positive year, red = negative. Number = STXV's return.

Beat the market

1 / 4 yrs

25% win rate

Best year

+16%

2025

Worst year

+9%

2023

Worst drawdown

-2%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -2%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 33 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 33 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position