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Strive 500 ETF

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
Holders Change %
% of All Funds
Holding in Top 10
6
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
OC
1
OxenFree Capital
Florida
$27.2M
Raymond James Financial
2
Raymond James Financial
Florida
$20.2M
UBS Group
3
UBS Group
Switzerland
$14.7M
Truist Financial
4
Truist Financial
North Carolina
$14.1M
EFG
5
Ethos Financial Group
Pennsylvania
$13.6M
WCM
6
Weaver Capital Management
Georgia
$10.5M
UAG
7
United Advisor Group
Ohio
$10.4M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.71M
HP
9
Holistic Planning
Texas
$8.7M
SRA
10
Secured Retirement Advisors
Minnesota
$8.6M
SAM
11
Strive Asset Management
Ohio
$7.99M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.43M
LPL Financial
13
LPL Financial
California
$6.33M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.37M
EFS
15
Essex Financial Services
Connecticut
$5.06M
Jones Financial Companies
16
Jones Financial Companies
Missouri
$4.64M
Bank of America
17
Bank of America
North Carolina
$4.55M
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.22M
SCM
19
Sage Capital Management
New Jersey
$4.12M
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.95M
Creative Planning
21
Creative Planning
Kansas
$3.27M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.17M
VWA
23
Visionary Wealth Advisors
Illinois
$3.08M
WIA
24
World Investment Advisors
California
$2.59M
WP
25
WealthPLAN Partners
Nebraska
$2.33M