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Strive Total Return Bond ETF

27 hedge funds and large institutions have $109M invested in Strive Total Return Bond ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $107M → $109M (+$2.09M)

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.16% less ownership

Funds ownership: 88.09%86.93% (-1.2%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
1
McIlrath & Eck
Washington
$71.5M +$1.99M +98,913 +3%
OC
2
OxenFree Capital
Florida
$18.8M +$1.02M +50,835 +6%
EFG
3
Ethos Financial Group
Pennsylvania
$4.67M +$2.14M +106,345 +83%
SG
4
StoneX Group
New York
$3.1M -$1.77M -88,074 -36%
WIM
5
WealthPlan Investment Management
Nebraska
$2.37M +$2.39M +118,825 New
HP
6
Holistic Planning
Texas
$2.07M -$374K -18,604 -15%
AIM
7
Advyzon Investment Management
Illinois
$793K -$337K -16,732 -30%
GS
8
GTS Securities
New York
$692K +$3.64K +181 +0.5%
FTUS
9
Flow Traders U.S.
New York
$692K +$699K +34,728 New
Citadel Advisors
10
Citadel Advisors
Florida
$517K -$9.6K -477 -2%
KAS
11
Kestra Advisory Services
Texas
$440K +$71.6K +3,557 +19%
LPL Financial
12
LPL Financial
California
$438K +$49.2K +2,447 +13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$396K -$65.2K -3,238 -14%
TC
14
Trilogy Capital
California
$306K +$43.3K +2,154 +16%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$281K +$158K +7,858 +124%
BW
16
Balance Wealth
Ohio
$249K -$66.1K -3,286 -21%
Jane Street
17
Jane Street
New York
$214K -$121K -5,991 -36%
TAM
18
TCP Asset Management
Ohio
$213K -$86.9K -4,318 -29%
GS
19
GWN Securities
Florida
$207K +$2.48K +123 +1%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$191K
HI
21
Harbour Investments
Wisconsin
$120K -$89.7K -4,455 -42%
AF
22
Allworth Financial
California
$118K -$27.4K -1,360 -19%
Osaic Holdings
23
Osaic Holdings
Arizona
$117K -$10K -498 -8%
ASN
24
Advisory Services Network
Georgia
$69.7K +$70.4K +3,500 New
ACA
25
Aptus Capital Advisors
Alabama
$68.6K

STXT Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Strive Total Return Bond ETF (STXT) for Q1 2026, worth a combined $109M — up 2% from $107M a quarter earlier.

Fund positioning in STXT was balanced in Q1 2026: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $2.39M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $2.27M sold.

  • 27 institutional investors held Strive Total Return Bond ETF (STXT) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $109M of Strive Total Return Bond ETF stock for Q1 2026, up 2% quarter-over-quarter.
  • 4 funds opened new Strive Total Return Bond ETF positions in Q1 2026 and 4 closed out, a net change of 0 holders.
  • The largest Strive Total Return Bond ETF buyer in Q1 2026 was WealthPlan Investment Management, an estimated $2.39M added.
  • The largest Strive Total Return Bond ETF seller in Q1 2026 was WealthPLAN Partners, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2026.