Rockefeller Capital Management
STXF

Rockefeller Capital Management’s Strive 500 ETF STXF Stock Holding History

Rockefeller Capital Management’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 		$3.15M Buy
74,992
+7,428
+11% +$326K 0.01% 1101
2025
Q4 		$2.98M Buy
67,564
+614
+0.9% +$26.9K 0.01% 1080
2025
Q3 		$2.89M Buy
66,950
+27,458
+70% +$1.14M 0.01% 1017
2025
Q2 		$2.77M Sell
39,492
-70,141
-64% -$2.59M 0.01% 991
2025
Q1 		$3.95M Buy
109,633
+81,642
+292% +$3.1M 0.01% 814
2024
Q4 		$1.06M Buy
+27,991
New +$1.06M ﹤0.01% 1228

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 $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rockefeller Capital Management's STXF Position: Q1 2026 in Review

Rockefeller Capital Management increased its Strive 500 ETF (STXF) stake by 11% in Q1 2026, buying an estimated $326K and bringing the position to 74,992 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1101.

Rockefeller Capital Management first reported a position in STXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.95M in Q1 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Rockefeller Capital Management held 74,992 shares of Strive 500 ETF worth $3.15M as of Q1 2026.
  • Rockefeller Capital Management bought 7,428 Strive 500 ETF shares in Q1 2026, an estimated $326K.
  • Strive 500 ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1101 holding.
  • Rockefeller Capital Management first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Rockefeller Capital Management's Strive 500 ETF position peaked at $3.95M in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.