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Strive 500 ETF
STRV

Overview Fund Activity

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
–

Top Buyers

1
SAM
Strive Asset Management
Ohio
$23.4M
2
Stifel Financial
Stifel Financial
Missouri
$8.85M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.19M
4
OC
OxenFree Capital
Florida
$35.2M
5
Goldman Sachs
Goldman Sachs
New York
$2.22M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.51M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.77M
3
EFG
Ethos Financial Group
Pennsylvania
$13.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.84M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
76
TCP Asset Management
Ohio
$387K +$681 +17 +0.2%
C1AG
77
Client 1st Advisory Group
Florida
$385K – – –
GS
78
GWN Securities
Florida
$370K +$370K +9,223 New
LW
79
Linscomb Wealth
Texas
$348K +$348K +8,690 New
PAM
80
Pacific Asset Management
Washington
$333K +$1.12K +28 +0.3%
Mariner
81
Mariner
Kansas
$321K +$321K +8,008 New
BPA
82
Beacon Pointe Advisors
California
$315K – – –
LFA
83
Lauterbach Financial Advisors
Texas
$295K +$35.3K +881 +14%
CWS
84
Cypress Wealth Services
California
$292K +$21.5K +537 +8%
NF
85
Nikulski Financial
Iowa
$290K +$50.1K +1,250 +21%
SPIA
86
Steward Partners Investment Advisory
New York
$275K +$47.7K +1,191 +21%
NEWAS
87
N.E.W. Advisory Services
Wisconsin
$275K – – –
AF
88
Allworth Financial
California
$231K -$6.17K -154 -3%
HS
89
Horan Securities
United States
$227K +$521 +13 +0.2%
CWS
90
Confluence Wealth Services
Pennsylvania
$226K +$226K +5,635 New
DC
91
Davenport & Co
Virginia
$225K – – –
AWM
92
AE Wealth Management
Kansas
$191K +$17.9K +448 +10%
CTA
93
Colonial Trust Advisors
South Carolina
$168K – – –
Bessemer Group
94
Bessemer Group
New Jersey
$165K – – –
MA
95
MCF Advisors
Kentucky
$163K -$6.41K -160 -4%
S
96
SignatureFD
Georgia
$160K – – –
CF
97
Centaurus Financial
California
$118K +$118K +2,941 New
ACA
98
Aptus Capital Advisors
Alabama
$103K +$8.01K +200 +8%
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$94.6K – – –
HR
100
Howe & Rusling
New York
$82.3K +$8.37K +209 +11%
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