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Strive 500 ETF
STRV

Overview Fund Activity

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 %
0%
% of All Funds
1.53%
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
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Strive Asset Management
Ohio
$23.4M
2
Stifel Financial
Stifel Financial
Missouri
$8.85M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.19M
4
OC
OxenFree Capital
Florida
$35.2M
5
Goldman Sachs
Goldman Sachs
New York
$2.22M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.51M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.77M
3
EFG
Ethos Financial Group
Pennsylvania
$13.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$2.77M -$4.92M -70,141 -64%
WP
27
WealthPLAN Partners
Nebraska
$2.74M +$151K +3,768 +6%
FMN
28
Financial Management Network
California
$2.72M +$168K +4,150 +7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.57M +$389K +9,714 +18%
Betterment LLC
30
Betterment LLC
New York
$2.56M +$633K +15,788 +33%
SAM
31
S.A. Mason
Michigan
$2.5M +$99.8K +2,492 +4%
TIA
32
Traphagen Investment Advisors
New Jersey
$2.26M +$14.2K +355 +0.6%
KAS
33
Kestra Advisory Services
Texas
$2.26M -$14.3K -358 -0.6%
Goldman Sachs
34
Goldman Sachs
New York
$2.22M +$2.22M +55,489 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$2.05M -$41.2K -1,028 -2%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$1.78M +$1.78M +44,439 New
BCI
37
Brinker Capital Investments
Pennsylvania
$1.7M +$424K +10,579 +33%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.58M +$368K +9,727 +30%
P
39
&Partners
Tennessee
$1.54M +$792K +19,765 +106%
GWM
40
Geneos Wealth Management
Colorado
$1.47M +$746K +18,624 +104%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.41M -$623K -15,553 -31%
SG
42
StoneX Group
New York
$1.31M +$1.31M +32,799 New
MML Investors Services
43
MML Investors Services
Massachusetts
$1.3M -$14.2K -354 -1%
BAM
44
Belpointe Asset Management
Nevada
$1.24M -$77.2K -1,928 -6%
SHFP
45
Second Half Financial Partners
Florida
$1.16M -$29K -725 -2%
PCMU
46
Paragon Capital Management (Utah)
Utah
$1.11M +$8.25K +206 +0.7%
GS
47
GTS Securities
New York
$1.09M +$1.09M +27,284 New
EFG
48
Everhart Financial Group
Ohio
$1.09M +$12.5K +312 +1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.05M – – –
AIM
50
Advyzon Investment Management
Illinois
$1.04M -$113K -2,820 -10%
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