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Strive 500 ETF
STRV

Overview Fund Activity

113 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 10 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.52%
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
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.51M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$2.77M
3
EFG
3
Ethos Financial Group
Pennsylvania
$13.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.84M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.81M
Name Market Value Shares Shares
Change 		Shares
Change %
MAWAG
101
Mid-American Wealth Advisory Group
Missouri
$56K 1,398 +1,398 New
ME
102
McIlrath & Eck
Washington
$40.4K 1,009 +28 +3%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$38.3K 955 – –
JFA
104
JNBA Financial Advisors
Minnesota
$37.5K 936 -73 -7%
NS
105
NBC Securities
Alabama
$32K 821 – –
CA
106
Clearstead Advisors
Ohio
$18.4K 459 – –
IA
107
IFP Advisors
Florida
$18.2K 454 +89 +24%
AAS
108
Ameritas Advisory Services
Nebraska
$17.1K 427 +427 New
CIAS
109
Capital Investment Advisory Services
North Carolina
$16K 400 – –
HFS
110
Hughes Financial Services
Virginia
$16K 391 +56 +17%
CA
111
CoreCap Advisors
Michigan
$8.01K 200 – –
AAG
112
Armstrong Advisory Group
Massachusetts
$6.34K 158 +1 +0.6%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$4.01K 100 – –
AWM
114
Abound Wealth Management
Tennessee
– – -1,309 Closed
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
– – -27,020 Closed
PCWA
116
Pacific Capital Wealth Advisors
California
– – -9,258 Closed
HA
117
HFG Advisors
Ohio
– – -7,803 Closed
EWA
118
EverSource Wealth Advisors
Alabama
– – -3,098 Closed
SCA
119
Stuart Chaussee & Associates
California
– – -1,800 Closed
PMFA
120
Plante Moran Financial Advisors
Michigan
– – -855 Closed
BBHC
121
Brown Brothers Harriman & Co
New York
– – -402 Closed
LFG
122
Larson Financial Group
Missouri
– – -400 Closed
FF
123
Friedenthal Financial
New Jersey
– – -257 Closed
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