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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
+$14.5M
2
Stifel Financial
Stifel Financial
Missouri
+$7.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.51M
4
OC
OxenFree Capital
Florida
+$2.41M
5
Goldman Sachs
Goldman Sachs
New York
+$2.22M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$10.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.92M
3
EFG
Ethos Financial Group
Pennsylvania
-$1.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$63.7K +$17.8K +445 +39%
MAWAG
102
Mid-American Wealth Advisory Group
Missouri
$56K +$56K +1,398 New
ME
103
McIlrath & Eck
Washington
$40.4K +$1.12K +28 +3%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$38.3K – – –
JFA
105
JNBA Financial Advisors
Minnesota
$37.5K -$2.92K -73 -7%
NS
106
NBC Securities
Alabama
$32K – – –
CA
107
Clearstead Advisors
Ohio
$18.4K – – –
IA
108
IFP Advisors
Florida
$18.2K +$3.57K +89 +24%
AAS
109
Ameritas Advisory Services
Nebraska
$17.1K +$17.1K +427 New
CIAS
110
Capital Investment Advisory Services
North Carolina
$16K – – –
HFS
111
Hughes Financial Services
Virginia
$16K +$2.29K +56 +17%
CA
112
CoreCap Advisors
Michigan
$8.01K – – –
AAG
113
Armstrong Advisory Group
Massachusetts
$6.34K +$40 +1 +0.6%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$4.01K – – –
AWM
115
Abound Wealth Management
Tennessee
$20 -$47.2K -1,309 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– -$1.16M -32,270 Closed
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
– -$974K -27,020 Closed
PCWA
118
Pacific Capital Wealth Advisors
California
– -$334K -9,258 Closed
HA
119
HFG Advisors
Ohio
– -$281K -7,803 Closed
EWA
120
EverSource Wealth Advisors
Alabama
– -$112K -3,098 Closed
SCA
121
Stuart Chaussee & Associates
California
– -$64.9K -1,800 Closed
PMFA
122
Plante Moran Financial Advisors
Michigan
– -$30.8K -855 Closed
BBHC
123
Brown Brothers Harriman & Co
New York
– -$14.5K -402 Closed
LFG
124
Larson Financial Group
Missouri
– -$14.4K -400 Closed
FF
125
Friedenthal Financial
New Jersey
– -$9.25K -257 Closed
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