STRV icon

Strive 500 ETF

131 hedge funds and large institutions have $370M invested in Strive 500 ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
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
AF
101
Advisornet Financial
Minnesota
$224K
CFGSD
102
Compass Financial Group (South Dakota)
South Dakota
$215K
PPWM
103
Premier Private Wealth Management
Florida
$212K
MGIA
104
Moneta Group Investment Advisors
Missouri
$205K
KCFA
105
Key Client Fiduciary Advisors
New Jersey
$203K
Bessemer Group
106
Bessemer Group
New Jersey
$182K
MA
107
MCF Advisors
Kentucky
$178K
S
108
SignatureFD
Georgia
$176K
CTA
109
Colonial Trust Advisors
South Carolina
$174K
ACA
110
Aptus Capital Advisors
Alabama
$111K
HBW
111
Hazlett, Burt & Watson
West Virginia
$45K
JFA
112
JNBA Financial Advisors
Minnesota
$42.5K
BCWM
113
Bartlett & Co Wealth Management
Ohio
$42.1K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$41.7K
ME
115
McIlrath & Eck
Washington
$36.9K
NS
116
NBC Securities
Alabama
$36.2K
EWA
117
EverSource Wealth Advisors
Alabama
$30.2K
William Blair & Company
118
William Blair & Company
Illinois
$23.1K
Wells Fargo
119
Wells Fargo
California
$22.8K
CA
120
Clearstead Advisors
Ohio
$20.3K
IA
121
IFP Advisors
Florida
$20.3K
Simplex Trading
122
Simplex Trading
Illinois
$19.3K
HFS
123
Hughes Financial Services
Virginia
$17.2K
UBS AM
124
UBS AM
Illinois
$14K
CIAS
125
Capital Investment Advisory Services
North Carolina
$10.1K