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Strive 500 ETF
STRV

Overview Fund Activity

114 hedge funds and large institutions have $313M invested in Strive 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
12
Increased
60
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Strive Asset Management
Ohio
+$14.5M
2
Stifel Financial
Stifel Financial
Missouri
+$7.06M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.51M
4
OC
OxenFree Capital
Florida
+$2.41M
5
Goldman Sachs
Goldman Sachs
New York
+$2.22M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$10.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$4.92M
3
EFG
Ethos Financial Group
Pennsylvania
-$1.38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1
OxenFree Capital
Florida
$35.2M +$2.41M +60,149 +7%
SAM
2
Strive Asset Management
Ohio
$23.4M +$14.5M +362,467 +164%
Raymond James Financial
3
Raymond James Financial
Florida
$23.2M +$724K +18,074 +3%
Truist Financial
4
Truist Financial
North Carolina
$17.3M +$1.68M +41,917 +11%
EFG
5
Ethos Financial Group
Pennsylvania
$13.7M -$1.38M -34,399 -9%
UAG
6
United Advisor Group
Ohio
$12.9M +$1.28M +31,998 +11%
WCM
7
Weaver Capital Management
Georgia
$11.2M -$379K -9,462 -3%
HP
8
Holistic Planning
Texas
$10.5M +$865K +21,589 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.99M +$314K +7,848 +3%
SRA
10
Secured Retirement Advisors
Minnesota
$9.44M -$107K -2,661 -1%
Stifel Financial
11
Stifel Financial
Missouri
$8.85M +$7.06M +176,237 +394%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.19M +$3.51M +87,546 +75%
LPL Financial
13
LPL Financial
California
$7.71M +$675K +16,851 +10%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.06M +$891K +22,353 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.84M -$1.31M -32,769 -18%
EFS
16
Essex Financial Services
Connecticut
$5.68M +$49.6K +1,237 +0.9%
UBS Group
17
UBS Group
Switzerland
$5.51M -$10.8M -270,382 -66%
Bank of America
18
Bank of America
North Carolina
$5.05M +$2.24K +56 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.81M -$1.15M -28,743 -19%
SCM
20
Sage Capital Management
New Jersey
$4.64M +$59.8K +1,494 +1%
FG
21
Fairman Group
Pennsylvania
$4.28M +$1.19M +29,755 +39%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.62M +$102K +2,555 +3%
VWA
23
Visionary Wealth Advisors
Illinois
$3.49M +$69.7K +1,740 +2%
Creative Planning
24
Creative Planning
Kansas
$3.19M -$442K -11,033 -12%
WIA
25
World Investment Advisors
California
$2.9M +$29.1K +727 +1%
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