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 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

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

LPL Financial's STXF Position: Q1 2026 in Review

LPL Financial increased its Strive 500 ETF (STXF) stake by 4.5% in Q1 2026, buying an estimated $500K and bringing the position to 265,132 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

LPL Financial first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

LPL Financial held 265,132 shares of Strive 500 ETF worth $11.1M as of Q1 2026.
LPL Financial bought 11,403 Strive 500 ETF shares in Q1 2026, an estimated $500K.
Strive 500 ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1902 holding.
LPL Financial first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
LPL Financial's Strive 500 ETF position peaked at $11.2M in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.