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Strive 500 ETF

113 hedge funds and large institutions have $313M invested in Strive 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
60
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
1
OxenFree Capital
Florida
$35.2M 879,669 +60,149 +7%
SAM
2
Strive Asset Management
Ohio
$23.4M 583,942 +362,467 +164%
Raymond James Financial
3
Raymond James Financial
Florida
$23.2M 578,422 +18,074 +3%
Truist Financial
4
Truist Financial
North Carolina
$17.3M 432,853 +41,917 +11%
EFG
5
Ethos Financial Group
Pennsylvania
$13.7M 341,742 -34,399 -9%
UAG
6
United Advisor Group
Ohio
$12.9M 321,115 +31,998 +11%
WCM
7
Weaver Capital Management
Georgia
$11.2M 280,539 -9,462 -3%
HP
8
Holistic Planning
Texas
$10.5M 262,950 +21,589 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.99M 249,345 +7,848 +3%
SRA
10
Secured Retirement Advisors
Minnesota
$9.44M 235,707 -2,661 -1%
Stifel Financial
11
Stifel Financial
Missouri
$8.85M 220,989 +176,237 +394%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.19M 204,523 +87,546 +75%
LPL Financial
13
LPL Financial
California
$7.71M 192,513 +16,851 +10%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.06M 152,053 +22,353 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.84M 145,664 -32,769 -18%
EFS
16
Essex Financial Services
Connecticut
$5.68M 141,686 +1,237 +0.9%
UBS Group
17
UBS Group
Switzerland
$5.51M 137,535 -270,382 -66%
Bank of America
18
Bank of America
North Carolina
$5.05M 126,113 +56 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.81M 120,032 -28,743 -19%
SCM
20
Sage Capital Management
New Jersey
$4.64M 115,721 +1,494 +1%
FG
21
Fairman Group
Pennsylvania
$4.28M 106,842 +29,755 +39%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.62M 90,378 +2,555 +3%
VWA
23
Visionary Wealth Advisors
Illinois
$3.49M 87,113 +1,740 +2%
Creative Planning
24
Creative Planning
Kansas
$3.19M 79,541 -11,033 -12%
WIA
25
World Investment Advisors
California
$2.9M 72,443 +727 +1%