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Strive 500 ETF

49 hedge funds and large institutions have $70.5M invested in Strive 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11M 403,049 +74,304 +23%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.1M 295,447 -23,544 -7%
UBS Group
3
UBS Group
Switzerland
$7.9M 288,325 +164,986 +134%
Truist Financial
4
Truist Financial
North Carolina
$5.64M 205,944 +56,551 +38%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.03M 146,972 +11,657 +9%
AWM
6
AE Wealth Management
Kansas
$3.57M 130,312 -2,335 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.63M 96,134 +11,533 +14%
IA
8
IFP Advisors
Florida
$2.5M 91,172 +19,903 +28%
Creative Planning
9
Creative Planning
Kansas
$2.46M 89,879 +18,590 +26%
Stifel Financial
10
Stifel Financial
Missouri
$2.35M 85,648 +26,458 +45%
Bank of America
11
Bank of America
North Carolina
$2.1M 76,501 +20,361 +36%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.81M 66,194 +4,782 +8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.51M 55,250 +7,874 +17%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.28M 46,790 +31,949 +215%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.26M 45,892 +29,150 +174%
VWA
16
Visionary Wealth Advisors
Illinois
$1.2M 43,953 +3,569 +9%
SAM
17
S.A. Mason
Michigan
$1.1M 40,140 +40,140 New
CAN
18
Cetera Advisor Networks
California
$985K 35,965 +1,233 +4%
FMN
19
Financial Management Network
California
$931K 34,189 +694 +2%
PCMU
20
Paragon Capital Management (Utah)
Utah
$873K 31,870 +378 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$835K 30,489 -1,316 -4%
SCA
22
Snowden Capital Advisors
New York
$780K 28,482
KAS
23
Kestra Advisory Services
Texas
$759K 27,717 +15,828 +133%
ITIM
24
Indiana Trust & Investment Management
Indiana
$630K 23,000 +23,000 New
EFG
25
Everhart Financial Group
Ohio
$546K 19,915 -4,554 -19%