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Strive 500 ETF

128 hedge funds and large institutions have $366M invested in Strive 500 ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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

Top Buyers

1 +$5.9M
2 +$3.76M
3 +$3.6M
4
HP
Holistic Planning
Texas
+$2.67M
5
Goldman Sachs
Goldman Sachs
New York
+$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
51
Everhart Financial Group
Ohio
$1.09M
SCA
52
Snowden Capital Advisors
New York
$1.09M
CW
53
CreativeOne Wealth
Kansas
$1.08M
CFP
54
Curran Financial Partners
South Carolina
$1.04M
ITIM
55
Indiana Trust & Investment Management
Indiana
$994K
WCAMG
56
Woodard & Company Asset Management Group
North Carolina
$883K
BW
57
Balance Wealth
Ohio
$877K
GFG
58
Grantvest Financial Group
New Jersey
$832K
AIM
59
Advyzon Investment Management
Illinois
$809K
EWP
60
Equity Wealth Partners
Missouri
$806K
PP
61
PDS Planning
Ohio
$805K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$776K
FFWM
63
Future Financial Wealth Management
Ohio
$701K
CPIG
64
Chicago Partners Investment Group
Illinois
$671K
ASN
65
Advisory Services Network
Georgia
$663K
Morgan Stanley
66
Morgan Stanley
New York
$637K
GB
67
Goepper Burkhardt
South Carolina
$623K
PI
68
PFG Investments
New York
$553K
GC
69
Gibson Capital
Pennsylvania
$549K
TC
70
Trilogy Capital
California
$529K
FB
71
Fulton Bank
Pennsylvania
$518K
OFS
72
OneAscent Financial Services
Alabama
$506K
PA
73
Parallel Advisors
California
$490K
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$480K
1W
75
1776 Wealth
Georgia
$469K