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Strive 500 ETF

136 hedge funds and large institutions have $363M invested in Strive 500 ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
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
$424K
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
$229K
A
103
Argentarii
Ohio
$216K
Goldman Sachs
104
Goldman Sachs
New York
$205K
CFGSD
105
Compass Financial Group (South Dakota)
South Dakota
$205K
Bessemer Group
106
Bessemer Group
New Jersey
$173K
MA
107
MCF Advisors
Kentucky
$172K
S
108
SignatureFD
Georgia
$168K
CTA
109
Colonial Trust Advisors
South Carolina
$166K
ACA
110
Aptus Capital Advisors
Alabama
$110K
GWANC
111
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.1K
IAAG
112
Innovative Asset Advisors Group
Connecticut
$62.1K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$54.1K
BCWM
114
Bartlett & Co Wealth Management
Ohio
$44.2K
ME
115
McIlrath & Eck
Washington
$42.6K
HBW
116
Hazlett, Burt & Watson
West Virginia
$42K
JFA
117
JNBA Financial Advisors
Minnesota
$39.2K
NS
118
NBC Securities
Alabama
$34.5K
EWA
119
EverSource Wealth Advisors
Alabama
$28.7K
FLP
120
Financial Life Planners
Arizona
$23.7K
William Blair & Company
121
William Blair & Company
Illinois
$22K
IA
122
IFP Advisors
Florida
$21.4K
CA
123
Clearstead Advisors
Ohio
$19.4K
LFA
124
Longview Financial Advisors
Alabama
$18.9K
HFS
125
Hughes Financial Services
Virginia
$16.4K