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Strive 500 ETF

114 hedge funds and large institutions have $313M invested in Strive 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
60
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$1.03M +$412K +10,288 +67%
SCA
52
Snowden Capital Advisors
New York
$1.01M
ITIM
53
Indiana Trust & Investment Management
Indiana
$921K
BW
54
Balance Wealth
Ohio
$832K +$40 +1 +0%
POIA
55
Pin Oak Investment Advisors
Texas
$814K +$99K +2,747 +14%
WCAMG
56
Woodard & Company Asset Management Group
North Carolina
$811K +$119K +2,968 +17%
PP
57
PDS Planning
Ohio
$740K +$2.52K +63 +0.3%
GFG
58
Grantvest Financial Group
New Jersey
$730K +$51.5K +1,285 +8%
CPIG
59
Chicago Partners Investment Group
Illinois
$668K -$144K -3,525 -18%
FFWM
60
Future Financial Wealth Management
Ohio
$648K -$236K -5,901 -27%
ASN
61
Advisory Services Network
Georgia
$632K +$20.3K +498 +3%
Morgan Stanley
62
Morgan Stanley
New York
$594K +$455K +11,359 +328%
CFP
63
Curran Financial Partners
South Carolina
$591K +$166K +4,145 +39%
HI
64
Harbour Investments
Wisconsin
$544K +$185K +4,610 +51%
PI
65
PFG Investments
New York
$511K +$39.3K +980 +8%
GC
66
Gibson Capital
Pennsylvania
$509K -$189K -4,710 -27%
TC
67
Trilogy Capital
California
$490K +$841 +21 +0.2%
FB
68
Fulton Bank
Pennsylvania
$481K
GB
69
Goepper Burkhardt
South Carolina
$466K +$121K +3,009 +35%
PA
70
Parallel Advisors
California
$453K +$80.3K +2,005 +22%
1W
71
1776 Wealth
Georgia
$435K
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$430K +$430K +10,617 New
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$417K
CI
74
CPR Investments
Michigan
$411K +$116K +2,886 +39%
NA
75
NewEdge Advisors
Louisiana
$409K