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Strive 500 ETF

134 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, 59 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
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
HW
101
HORAN Wealth
Ohio
$252K
CWS
102
Confluence Wealth Services
Pennsylvania
$248K
OFS
103
OneAscent Financial Services
Alabama
$226K
AF
104
Advisornet Financial
Minnesota
$224K
CFGSD
105
Compass Financial Group (South Dakota)
South Dakota
$215K
PPWM
106
Premier Private Wealth Management
Florida
$212K
MGIA
107
Moneta Group Investment Advisors
Missouri
$205K
KCFA
108
Key Client Fiduciary Advisors
New Jersey
$203K
Bessemer Group
109
Bessemer Group
New Jersey
$182K
MA
110
MCF Advisors
Kentucky
$178K
S
111
SignatureFD
Georgia
$176K
CTA
112
Colonial Trust Advisors
South Carolina
$174K
ACA
113
Aptus Capital Advisors
Alabama
$111K
HBW
114
Hazlett, Burt & Watson
West Virginia
$45K
JFA
115
JNBA Financial Advisors
Minnesota
$42.5K
BCWM
116
Bartlett & Co Wealth Management
Ohio
$42.1K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$41.7K
ME
118
McIlrath & Eck
Washington
$36.9K
NS
119
NBC Securities
Alabama
$36.2K
EWA
120
EverSource Wealth Advisors
Alabama
$30.2K
William Blair & Company
121
William Blair & Company
Illinois
$23.1K
Wells Fargo
122
Wells Fargo
California
$22.8K
CA
123
Clearstead Advisors
Ohio
$20.3K
IA
124
IFP Advisors
Florida
$20.3K
Simplex Trading
125
Simplex Trading
Illinois
$19.3K