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Strive 500 ETF
STRV

Overview Fund Activity

114 hedge funds and large institutions have $254M invested in Strive 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
53
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Strive Asset Management
Ohio
+$7.51M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.54M
3
SRA
Secured Retirement Advisors
Minnesota
+$4.07M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.94M
5
OC
OxenFree Capital
Florida
+$2.75M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$16.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.49M
3
Two Sigma Investments
Two Sigma Investments
New York
-$3.59M
4
EFG
Ethos Financial Group
Pennsylvania
-$1.84M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1
OxenFree Capital
Florida
$27.2M +$2.75M +82,712 +11%
Raymond James Financial
2
Raymond James Financial
Florida
$20.2M -$426K -11,826 -2%
UBS Group
3
UBS Group
Switzerland
$14.7M +$1.55M +42,922 +12%
Truist Financial
4
Truist Financial
North Carolina
$14.1M +$123K +3,419 +0.9%
EFG
5
Ethos Financial Group
Pennsylvania
$13.6M -$1.84M -50,953 -12%
WCM
6
Weaver Capital Management
Georgia
$10.5M -$88.6K -2,456 -0.8%
UAG
7
United Advisor Group
Ohio
$10.4M +$989K +27,417 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.71M +$5.54M +153,604 +175%
HP
9
Holistic Planning
Texas
$8.7M +$964K +26,738 +12%
SRA
10
Secured Retirement Advisors
Minnesota
$8.6M +$4.07M +112,983 +90%
SAM
11
Strive Asset Management
Ohio
$7.99M +$7.51M +208,280 +1,578%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.43M -$4.49M -124,646 -41%
LPL Financial
13
LPL Financial
California
$6.33M +$817K +22,643 +15%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.37M +$404K +11,197 +8%
EFS
15
Essex Financial Services
Connecticut
$5.06M +$141K +3,921 +3%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$4.64M +$1.97M +54,955 +74%
Bank of America
17
Bank of America
North Carolina
$4.55M -$145K -4,020 -3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.22M +$150K +4,173 +4%
SCM
19
Sage Capital Management
New Jersey
$4.12M +$587K +16,272 +17%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.95M +$2.94M +81,642 +292%
Creative Planning
21
Creative Planning
Kansas
$3.27M -$187K -5,190 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.17M +$217K +6,011 +7%
VWA
23
Visionary Wealth Advisors
Illinois
$3.08M -$432K -11,978 -12%
WIA
24
World Investment Advisors
California
$2.59M -$260K -7,220 -9%
WP
25
WealthPLAN Partners
Nebraska
$2.33M +$282K +7,826 +14%
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