STRV icon

Strive 500 ETF

114 hedge funds and large institutions have $254M invested in Strive 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
SAM
26
S.A. Mason
Michigan
$2.16M
FMN
27
Financial Management Network
California
$2.05M
KAS
28
Kestra Advisory Services
Texas
$2.04M
TIA
29
Traphagen Investment Advisors
New Jersey
$2.03M
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.97M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.88M
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.83M
Betterment LLC
33
Betterment LLC
New York
$1.74M
Stifel Financial
34
Stifel Financial
Missouri
$1.61M
MML Investors Services
35
MML Investors Services
Massachusetts
$1.19M
BAM
36
Belpointe Asset Management
Nevada
$1.18M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.16M
Osaic Holdings
38
Osaic Holdings
Arizona
$1.15M
OPS
39
Orion Portfolio Solutions
Nebraska
$1.15M
BCI
40
Brinker Capital Investments
Pennsylvania
$1.15M
SHFP
41
Second Half Financial Partners
Florida
$1.07M
AIM
42
Advyzon Investment Management
Illinois
$1.04M
PCMU
43
Paragon Capital Management (Utah)
Utah
$992K
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$974K
EFG
45
Everhart Financial Group
Ohio
$966K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$949K
SCA
47
Snowden Capital Advisors
New York
$905K
FG
48
Fairman Group
Pennsylvania
$840K
ITIM
49
Indiana Trust & Investment Management
Indiana
$829K
POIA
50
Pin Oak Investment Advisors
Texas
$808K