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Strive 500 ETF

114 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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$35.2M
SAM
2
Strive Asset Management
Ohio
$23.4M
Raymond James Financial
3
Raymond James Financial
Florida
$23.2M
Truist Financial
4
Truist Financial
North Carolina
$17.3M
EFG
5
Ethos Financial Group
Pennsylvania
$13.7M
UAG
6
United Advisor Group
Ohio
$12.9M
WCM
7
Weaver Capital Management
Georgia
$11.2M
HP
8
Holistic Planning
Texas
$10.5M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.99M
SRA
10
Secured Retirement Advisors
Minnesota
$9.44M
Stifel Financial
11
Stifel Financial
Missouri
$8.85M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.19M
LPL Financial
13
LPL Financial
California
$7.71M
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.06M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.83M
EFS
16
Essex Financial Services
Connecticut
$5.68M
UBS Group
17
UBS Group
Switzerland
$5.51M
Bank of America
18
Bank of America
North Carolina
$5.05M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.81M
SCM
20
Sage Capital Management
New Jersey
$4.64M
FG
21
Fairman Group
Pennsylvania
$4.28M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.62M
VWA
23
Visionary Wealth Advisors
Illinois
$3.49M
Creative Planning
24
Creative Planning
Kansas
$3.19M
WIA
25
World Investment Advisors
California
$2.9M