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Strive US Energy ETF

92 hedge funds and large institutions have $52M invested in Strive US Energy ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $33.7M → $52M (+$18.3M)

8.84% more ownership

Funds ownership: 12.87%21.7% (+8.8%)

8% less funds holding

Funds holding: 10092 (-8)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
92
Holders Change
-8
Holders Change %
-8%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
16
Reduced
30
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1
Southeast Asset Advisors
Georgia
$22M +$22.1M +771,454 New
LPL Financial
2
LPL Financial
California
$2.48M +$42.8K +1,494 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$2M -$506K -17,669 -20%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.94M +$273K +9,532 +16%
Stifel Financial
5
Stifel Financial
Missouri
$1.85M -$260K -9,063 -12%
AWA
6
Argos Wealth Advisors
California
$1.38M +$1.38M +48,258 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.28M -$217K -7,560 -14%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.27M -$3.41K -119 -0.3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.16M -$590K -20,585 -34%
US Bancorp
10
US Bancorp
Minnesota
$1.11M
Bank of America
11
Bank of America
North Carolina
$957K -$219K -7,652 -19%
FMN
12
Financial Management Network
California
$935K -$500K -17,448 -35%
VWA
13
Visionary Wealth Advisors
Illinois
$839K -$46.8K -1,634 -5%
UBS Group
14
UBS Group
Switzerland
$808K -$162K -5,666 -17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$785K -$14.2K -496 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$768K -$43K -1,502 -5%
SF
17
Summit Financial
New Jersey
$720K
SG
18
StoneX Group
New York
$661K +$41.8K +1,461 +7%
IA
19
IFG Advisory
Georgia
$557K -$4.55K -159 -0.8%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$549K -$221K -7,733 -29%
EWA
21
EP Wealth Advisors
California
$544K +$547K +19,082 New
HP
22
Holistic Planning
Texas
$471K -$96.2K -3,358 -17%
Mariner
23
Mariner
Kansas
$459K +$47.1K +1,646 +11%
GWM
24
Geneos Wealth Management
Colorado
$404K -$9.65K -337 -2%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$403K

DRLL Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Strive US Energy ETF (DRLL) for Q4 2025, worth a combined $52M — up 54% from $33.7M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of DRLL and 12 opened new positions — a net loss of 8 holders — while 30 trimmed existing stakes and 16 added.

The largest buyer was Southeast Asset Advisors, opening a new position worth an estimated $22.1M. The largest seller was GTS Securities, cutting an estimated $1.3M.

  • 92 institutional investors held Strive US Energy ETF (DRLL) as of Q4 2025, down from 100 in Q3 2025.
  • Funds reported $52M of Strive US Energy ETF stock for Q4 2025, up 54% quarter-over-quarter.
  • 12 funds opened new Strive US Energy ETF positions in Q4 2025 and 20 closed out, a net change of -8 holders.
  • The largest Strive US Energy ETF buyer in Q4 2025 was Southeast Asset Advisors, an estimated $22.1M added.
  • The largest Strive US Energy ETF seller in Q4 2025 was GTS Securities, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2025.