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Strive 500 ETF

115 hedge funds and large institutions have $316M invested in Strive 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HR
101
Howe & Rusling
New York
$82.3K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$63.7K
MAWAG
103
Mid-American Wealth Advisory Group
Missouri
$56K
ME
104
McIlrath & Eck
Washington
$40.4K
BCWM
105
Bartlett & Co Wealth Management
Ohio
$38.3K
JFA
106
JNBA Financial Advisors
Minnesota
$37.5K
NS
107
NBC Securities
Alabama
$32K
CA
108
Clearstead Advisors
Ohio
$18.4K
IA
109
IFP Advisors
Florida
$18.2K
AAS
110
Ameritas Advisory Services
Nebraska
$17.1K
CIAS
111
Capital Investment Advisory Services
North Carolina
$16K
HFS
112
Hughes Financial Services
Virginia
$16K
CA
113
CoreCap Advisors
Michigan
$8.01K
AAG
114
Armstrong Advisory Group
Massachusetts
$6.34K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$4.01K
AWM
116
Abound Wealth Management
Tennessee
$20
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
PCWA
119
Pacific Capital Wealth Advisors
California
HA
120
HFG Advisors
Ohio
EWA
121
EverSource Wealth Advisors
Alabama
SCA
122
Stuart Chaussee & Associates
California
PMFA
123
Plante Moran Financial Advisors
Michigan
BBHC
124
Brown Brothers Harriman & Co
New York
LFG
125
Larson Financial Group
Missouri