LPL Financial
STXF

LPL Financial’s Strive 500 ETF STXF Stock Holding History

LPL Financial’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.5M Buy
278,725
+13,593
+5% +$636K ﹤0.01% 1878
2026
Q1 		$11.1M Buy
265,132
+11,403
+4% +$500K ﹤0.01% 1902
2025
Q4 		$11.2M Buy
253,729
+27,310
+12% +$1.19M ﹤0.01% 1838
2025
Q3 		$9.78M Buy
226,419
+33,906
+18% +$1.41M ﹤0.01% 1885
2025
Q2 		$7.71M Buy
192,513
+16,851
+10% +$622K ﹤0.01% 1958
2025
Q1 		$6.33M Buy
175,662
+22,643
+15% +$859K ﹤0.01% 1955
2024
Q4 		$5.78M Buy
153,019
+23,587
+18% +$895K ﹤0.01% 1960
2024
Q3 		$4.77M Buy
129,432
+36,535
+39% +$1.3M ﹤0.01% 2037
2024
Q2 		$3.25M Buy
92,897
+20,442
+28% +$688K ﹤0.01% 2190
2024
Q1 		$2.44M Buy
72,455
+51,135
+240% +$1.64M ﹤0.01% 2372
2023
Q4 		$652K Buy
+21,320
New +$610K ﹤0.01% 3440

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

LPL Financial's STXF Position: Q2 2026 in Review

LPL Financial increased its Strive 500 ETF (STXF) stake by 5.1% in Q2 2026, buying an estimated $636K and bringing the position to 278,725 shares worth $13.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

LPL Financial first reported a position in STXF in Q4 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • LPL Financial held 278,725 shares of Strive 500 ETF worth $13.5M as of Q2 2026.
  • LPL Financial bought 13,593 Strive 500 ETF shares in Q2 2026, an estimated $636K.
  • Strive 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1878 holding.
  • LPL Financial first reported a position in Strive 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.