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Strive 500 ETF

131 hedge funds and large institutions have $370M invested in Strive 500 ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
SA
26
Sanctuary Advisors
Indiana
$3.59M
WP
27
WealthPLAN Partners
Nebraska
$3.57M
SAM
28
S.A. Mason
Michigan
$3.22M
Creative Planning
29
Creative Planning
Kansas
$3.21M
FMN
30
Financial Management Network
California
$3.06M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.98M
WIA
32
World Investment Advisors
California
$2.93M
Betterment LLC
33
Betterment LLC
New York
$2.74M
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.49M
TIA
35
Traphagen Investment Advisors
New Jersey
$2.41M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$2.23M
SG
37
StoneX Group
New York
$2.14M
P
38
&Partners
Tennessee
$2.12M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.03M
BCI
40
Brinker Capital Investments
Pennsylvania
$1.81M
Natixis Advisors
41
Natixis Advisors
Massachusetts
$1.74M
MML Investors Services
42
MML Investors Services
Massachusetts
$1.68M
GWM
43
Geneos Wealth Management
Colorado
$1.64M
CW
44
CreativeOne Wealth
Kansas
$1.47M
CFP
45
Curran Financial Partners
South Carolina
$1.44M
Osaic Holdings
46
Osaic Holdings
Arizona
$1.43M
BAM
47
Belpointe Asset Management
Nevada
$1.31M
SHFP
48
Second Half Financial Partners
Florida
$1.21M
PCMU
49
Paragon Capital Management (Utah)
Utah
$1.2M
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.15M