Rockefeller Capital Management
STXV icon

Rockefeller Capital Management’s Strive 1000 Value ETF STXV Stock Holding History

Rockefeller Capital Management’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Buy
3,629
+11
+0.3% +$390 ﹤0.01% 2735
2025
Q4 		$121K Sell
3,618
-1,833
-34% -$60K ﹤0.01% 2623
2025
Q3 		$176K Buy
+5,451
New +$172K ﹤0.01% 2293
2025
Q2 		– Sell
-31,807
Closed -$970K – 1779
2025
Q1 		$970K Buy
+31,807
New +$972K ﹤0.01% 1274

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

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

Rockefeller Capital Management increased its Strive 1000 Value ETF (STXV) stake by 0.3% in Q1 2026, buying an estimated $390 and bringing the position to 3,629 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Rockefeller Capital Management first reported a position in STXV in Q1 2025 and has held it in 4 quarters since. The position peaked at $970K in Q1 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Rockefeller Capital Management held 3,629 shares of Strive 1000 Value ETF worth $128K as of Q1 2026.
  • Rockefeller Capital Management bought 11 Strive 1000 Value ETF shares in Q1 2026, an estimated $390.
  • Strive 1000 Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2735 holding.
  • Rockefeller Capital Management first reported a position in Strive 1000 Value ETF in Q1 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Strive 1000 Value ETF position peaked at $970K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

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