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Strive 500 ETF

136 hedge funds and large institutions have $363M invested in Strive 500 ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$424K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$42.1M
Raymond James Financial
2
Raymond James Financial
Florida
$25.7M
HP
3
Holistic Planning
Texas
$20.4M
Truist Financial
4
Truist Financial
North Carolina
$18.8M
Stifel Financial
5
Stifel Financial
Missouri
$16.5M
UAG
6
United Advisor Group
Ohio
$15.9M
WCM
7
Weaver Capital Management
Georgia
$11.7M
KAS
8
Kestra Advisory Services
Texas
$11.2M
LPL Financial
9
LPL Financial
California
$11.1M
Jones Financial Companies
10
Jones Financial Companies
Missouri
$10.3M
EFG
11
Ethos Financial Group
Pennsylvania
$9.39M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$9.38M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.63M
SRA
14
Secured Retirement Advisors
Minnesota
$7.81M
FIA
15
Foundations Investment Advisors
Arizona
$6.95M
HA
16
Hegarty Advisors
New York
$6.37M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.33M
EFS
18
Essex Financial Services
Connecticut
$6.23M
SCM
19
Sage Capital Management
New Jersey
$5.98M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.79M
UBS Group
21
UBS Group
Switzerland
$5.2M
Bank of America
22
Bank of America
North Carolina
$4.78M
FG
23
Fairman Group
Pennsylvania
$4.52M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.39M
VWA
25
Visionary Wealth Advisors
Illinois
$3.7M