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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
-4
Holders Change %
-3.39%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
53
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
26
S.A. Mason
Michigan
$2.16M +$82.2K +2,280 +4%
FMN
27
Financial Management Network
California
$2.05M +$118K +3,620 +6%
KAS
28
Kestra Advisory Services
Texas
$2.04M +$21.1K +584 +1%
TIA
29
Traphagen Investment Advisors
New Jersey
$2.03M +$589K +16,340 +41%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.97M +$293K +8,135 +18%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.88M -$1.45M -40,134 -44%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$1.83M +$432K +11,967 +31%
Betterment LLC
33
Betterment LLC
New York
$1.74M +$196K +5,445 +13%
Stifel Financial
34
Stifel Financial
Missouri
$1.61M +$722K +20,033 +81%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.19M +$258K +7,148 +28%
BAM
36
Belpointe Asset Management
Nevada
$1.18M +$240K +6,660 +25%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.16M +$1.16M +32,270 New
Osaic Holdings
38
Osaic Holdings
Arizona
$1.15M -$348K -9,660 -23%
BCI
39
Brinker Capital Investments
Pennsylvania
$1.15M +$1.15M +31,756 New
OPS
40
Orion Portfolio Solutions
Nebraska
$1.15M +$1.15M +31,756 New
SHFP
41
Second Half Financial Partners
Florida
$1.07M +$16.6K +460 +2%
AIM
42
Advyzon Investment Management
Illinois
$1.04M +$186K +5,147 +22%
PCMU
43
Paragon Capital Management (Utah)
Utah
$992K -$35.4K -981 -3%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$974K -$288K -7,980 -23%
EFG
45
Everhart Financial Group
Ohio
$966K +$685 +19 +0.1%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$949K -$9.92K -275 -1%
SCA
47
Snowden Capital Advisors
New York
$905K
FG
48
Fairman Group
Pennsylvania
$840K +$598K +54,862 +247%
ITIM
49
Indiana Trust & Investment Management
Indiana
$829K
POIA
50
Pin Oak Investment Advisors
Texas
$808K +$93.5K +2,294 +13%