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Strive 500 ETF

136 hedge funds and large institutions have $363M invested in Strive 500 ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
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
$424K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
26
WealthPlan Investment Management
Nebraska
$3.61M
Betterment LLC
27
Betterment LLC
New York
$3.47M
SA
28
Sanctuary Advisors
Indiana
$3.42M
SFO
29
Stenger Family Office
Illinois
$3.35M
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.29M
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.15M
SAM
32
S.A. Mason
Michigan
$3.11M
FMN
33
Financial Management Network
California
$3.08M
Creative Planning
34
Creative Planning
Kansas
$3.07M
TIA
35
Traphagen Investment Advisors
New Jersey
$2.29M
CW
36
CreativeOne Wealth
Kansas
$2.15M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.12M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.09M
Natixis Advisors
39
Natixis Advisors
Massachusetts
$1.83M
CFP
40
Curran Financial Partners
South Carolina
$1.67M
GWM
41
Geneos Wealth Management
Colorado
$1.6M
MML Investors Services
42
MML Investors Services
Massachusetts
$1.52M
WIA
43
World Investment Advisors
California
$1.51M
Osaic Holdings
44
Osaic Holdings
Arizona
$1.37M
P
45
&Partners
Tennessee
$1.34M
BAM
46
Belpointe Asset Management
Nevada
$1.27M
SHFP
47
Second Half Financial Partners
Florida
$1.25M
PCMU
48
Paragon Capital Management (Utah)
Utah
$1.18M
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.1M
SCA
50
Snowden Capital Advisors
New York
$1.06M