Public ownership evidence

Strive 1000 Growth ETF (STXG) Ownership Disclosures

Read STXG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Strive 1000 Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advyzon Investment Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
69,129
Value (USD)
$3,820,094
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001986152-26-000152
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read STXG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read STXG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advyzon Investment Management, LLC2026-06-302026-08-1569,129$3,820,094None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539$2,155None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,856$931,536None
Betterment LLC2026-06-302026-08-155,993$331,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,859$1,097,420None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-154,906$263,879None
ROYAL BANK OF CANADA2026-06-302026-08-151,117$62,000None
CITADEL ADVISORS LLC2026-06-302026-08-157,326$404,839None
GOLDMAN SACHS GROUP INC2026-06-302026-08-153,958$218,721None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15589$32,548None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1511,472$633,950None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$52None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,593$88,030None
Rockefeller Capital Management L.P.2026-06-302026-08-14562$31,072None
UBS Group AG2026-06-302026-08-14870$48,077None
UBS Group AG2026-06-302026-08-1444,786$2,474,919None
Hilltop Holdings Inc.2026-06-302026-08-145,500$303,933None
MORGAN STANLEY2026-06-302026-08-142$116None
FMR LLC2026-06-302026-08-1410$553None
Cetera Investment Advisers2026-06-302026-08-138,094$447,307None
Summit Financial, LLC2026-06-302026-08-1322,680$1,253,307None
StoneX Group Inc.2026-06-302026-08-1349,616$2,738,135None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13130$7,184None
STIFEL FINANCIAL CORP2026-06-302026-08-139,111$503,484None
BLAIR WILLIAM & CO/IL2026-06-302026-08-12500$27,630None
UPTICK PARTNERS, LLC2026-06-302026-08-11291,275$16,096,022None
UPTICK PARTNERS, LLC2026-06-302026-08-1113,374$739,055None
Essex Financial Services, Inc.2026-06-302026-08-1112,822$708,572None
LPL Financial LLC2026-06-302026-08-0813,781$761,546None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0814,675$810,956None
Geneos Wealth Management Inc.2026-06-302026-08-07600$33,156None
Janney Montgomery Scott LLC2026-06-302026-08-066,021$333,000None
GWN SECURITIES INC.2026-06-302026-08-0615,233$841,770None
MONEY CONCEPTS CAPITAL CORP2026-06-302026-08-053,635$200,872None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-047,724$426,847None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-319,579$529,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-303,789$209,360None
WealthPlan Investment Management, LLC2026-06-302026-07-29143,562$7,933,322None
Kestra Advisory Services, LLC2026-06-302026-07-299,820$542,667None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-289,579$529,000None
Venture Visionary Partners LLC2026-06-302026-07-286,096$336,869None
Balance Wealth Partners LLC2026-06-302026-07-234,062$224,476None
Worthington Financial Partners, LLC2026-06-302026-07-2217,777$982,383None
Demars Financial Group, LLC2026-06-302026-07-2269,970$3,866,584None
Merit Financial Group, LLC2026-06-302026-07-218,361$462,018None
Farther Finance Advisors, LLC2026-06-302026-07-185,749$317,693None
Merit Financial Group, LLC2026-06-302026-07-188,361$462,018None

90-day public filing window, up to 50 source positions.

Advyzon Investment Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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