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Strive 500 ETF

137 hedge funds and large institutions have $365M invested in Strive 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
Citadel Advisors
101
Citadel Advisors
Florida
$258K
RFW
102
Redwood Family Wealth
Texas
$256K
HW
103
HORAN Wealth
Ohio
$252K
CWS
104
Confluence Wealth Services
Pennsylvania
$229K
A
105
Argentarii
Ohio
$216K
Goldman Sachs
106
Goldman Sachs
New York
$205K
CFGSD
107
Compass Financial Group (South Dakota)
South Dakota
$205K
Bessemer Group
108
Bessemer Group
New Jersey
$173K
MA
109
MCF Advisors
Kentucky
$172K
S
110
SignatureFD
Georgia
$168K
CTA
111
Colonial Trust Advisors
South Carolina
$166K
ACA
112
Aptus Capital Advisors
Alabama
$110K
GWANC
113
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.1K
IAAG
114
Innovative Asset Advisors Group
Connecticut
$62.1K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$54.1K
BCWM
116
Bartlett & Co Wealth Management
Ohio
$44.2K
ME
117
McIlrath & Eck
Washington
$42.6K
HBW
118
Hazlett, Burt & Watson
West Virginia
$42K
JFA
119
JNBA Financial Advisors
Minnesota
$39.2K
NS
120
NBC Securities
Alabama
$34.5K
EWA
121
EverSource Wealth Advisors
Alabama
$28.7K
FLP
122
Financial Life Planners
Arizona
$23.7K
William Blair & Company
123
William Blair & Company
Illinois
$22K
IA
124
IFP Advisors
Florida
$21.4K
CA
125
Clearstead Advisors
Ohio
$19.4K