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Strive 500 ETF

133 hedge funds and large institutions have $374M invested in Strive 500 ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
CWS
101
Confluence Wealth Services
Pennsylvania
$248K
OFS
102
OneAscent Financial Services
Alabama
$226K
AF
103
Advisornet Financial
Minnesota
$224K
CFGSD
104
Compass Financial Group (South Dakota)
South Dakota
$215K
PPWM
105
Premier Private Wealth Management
Florida
$212K
MGIA
106
Moneta Group Investment Advisors
Missouri
$205K
KCFA
107
Key Client Fiduciary Advisors
New Jersey
$203K
Bessemer Group
108
Bessemer Group
New Jersey
$182K
MA
109
MCF Advisors
Kentucky
$178K
S
110
SignatureFD
Georgia
$176K
CTA
111
Colonial Trust Advisors
South Carolina
$174K
ACA
112
Aptus Capital Advisors
Alabama
$111K
HBW
113
Hazlett, Burt & Watson
West Virginia
$45K
JFA
114
JNBA Financial Advisors
Minnesota
$42.5K
BCWM
115
Bartlett & Co Wealth Management
Ohio
$42.1K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$41.7K
ME
117
McIlrath & Eck
Washington
$36.9K
NS
118
NBC Securities
Alabama
$36.2K
EWA
119
EverSource Wealth Advisors
Alabama
$30.2K
William Blair & Company
120
William Blair & Company
Illinois
$23.1K
Wells Fargo
121
Wells Fargo
California
$22.8K
CA
122
Clearstead Advisors
Ohio
$20.3K
IA
123
IFP Advisors
Florida
$20.3K
Simplex Trading
124
Simplex Trading
Illinois
$19.3K
HFS
125
Hughes Financial Services
Virginia
$17.2K