STRV icon

Strive 500 ETF

49 hedge funds and large institutions have $70.5M invested in Strive 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
26
WealthPLAN Partners
Nebraska
$420K 15,332 +1,974 +15%
MML Investors Services
27
MML Investors Services
Massachusetts
$391K 14,287 +14,287 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$339K 12,358 +6,729 +120%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$332K 12,100 +100 +0.8%
Goldman Sachs
30
Goldman Sachs
New York
$330K 12,061 +12,061 New
PP
31
PDS Planning
Ohio
$291K 10,614 +10,614 New
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$285K 10,413
NA
33
NewEdge Advisors
Louisiana
$265K 9,689 +9,689 New
C1AG
34
Client 1st Advisory Group
Florida
$264K 9,622
SPIA
35
Steward Partners Investment Advisory
New York
$134K 4,906 +406 +9%
Bessemer Group
36
Bessemer Group
New Jersey
$113K 4,118
S
37
SignatureFD
Georgia
$110K 4,002
MA
38
MCF Advisors
Kentucky
$107K 3,901 +54 +1%
AF
39
Allworth Financial
California
$70.6K 2,576 -133 -5%
ME
40
McIlrath & Eck
Washington
$48.3K 1,763
CSWM
41
Cassady Schiller Wealth Management
Ohio
$29.7K 1,084
HI
42
Harbour Investments
Wisconsin
$28K 1,022 +661 +183%
AA
43
AlphaMark Advisors
Kentucky
$27K 1,000
CA
44
Clearstead Advisors
Ohio
$25.2K 918 +459 +100%
PFA
45
Pathway Financial Advisers
Indiana
$12K 438 +438 New
JFA
46
JNBA Financial Advisors
Minnesota
$10.8K 395
AAG
47
Armstrong Advisory Group
Massachusetts
$4.23K 154
Legacy Financial Group (Iowa)
48
Legacy Financial Group (Iowa)
Iowa
$3.62K 132 +132 New
AAP
49
Arax Advisory Partners
Colorado
$1.73K 63
GS
50
GTS Securities
New York
-45,501 Closed