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Strive 500 ETF

96 hedge funds and large institutions have $192M invested in Strive 500 ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
47
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
1
OxenFree Capital
Florida
$25.7M 697,570 +45,369 +7%
RJA
2
Raymond James & Associates
Florida
$16.1M 437,917 -2,770 -0.6%
Truist Financial
3
Truist Financial
North Carolina
$13.2M 357,274 +24,406 +7%
UBS Group
4
UBS Group
Switzerland
$13.1M 356,766 +303 +0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M 307,287 -40,895 -12%
WCM
6
Weaver Capital Management
Georgia
$10.8M 294,180 +503 +0.2%
UAG
7
United Advisor Group
Ohio
$6.84M 185,659 +20,315 +12%
EFS
8
Essex Financial Services
Connecticut
$4.94M 131,683 +7,914 +6%
LPL Financial
9
LPL Financial
California
$4.77M 129,432 +36,535 +39%
SRA
10
Secured Retirement Advisors
Minnesota
$4.65M 126,145 -3,335 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.64M 125,954 -68,537 -35%
Bank of America
12
Bank of America
North Carolina
$4.46M 121,124 +1,671 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$4.07M 110,398 +5,698 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.85M 104,581 +6,813 +7%
SCM
15
Sage Capital Management
New Jersey
$3.79M 102,910 +15,766 +18%
HP
16
Holistic Planning
Texas
$3.32M 90,034 +29,825 +50%
VWA
17
Visionary Wealth Advisors
Illinois
$3.28M 89,100 -10,276 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.26M 88,515 -6,142 -6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.2M 86,871 +13,445 +18%
Creative Planning
20
Creative Planning
Kansas
$3.2M 86,863 +989 +1%
WIA
21
World Investment Advisors
California
$2.8M 75,941 +75,941 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.27M 61,524 +7,839 +15%
FMN
23
Financial Management Network
California
$2.15M 58,398 +1,918 +3%
SAM
24
S.A. Mason
Michigan
$2M 54,410 +570 +1%
KAS
25
Kestra Advisory Services
Texas
$1.96M 53,095 +3,449 +7%