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STXF

Strive 500 ETF

137 hedge funds and large institutions have $365M invested in Strive 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 36

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 134137 (+3)

0.77% more ownership

Funds ownership: 36.79%37.56% (+0.77%)

3% less capital invested

Capital invested by funds: $374M → $365M (-$9.74M)

Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
1.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
17
Increased
58
Reduced
36
Closed
13
Calls
$424K
Puts
Net Calls
+$424K
Net Calls Change
+$424K
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
26
WealthPlan Investment Management
Nebraska
$3.61M +$3.77M +85,958 New
Betterment LLC
27
Betterment LLC
New York
$3.47M +$895K +20,416 +33%
SA
28
Sanctuary Advisors
Indiana
$3.42M
SFO
29
Stenger Family Office
Illinois
$3.35M +$70.2K +1,600 +2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.29M +$967K +22,039 +39%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$3.15M +$326K +7,428 +11%
SAM
32
S.A. Mason
Michigan
$3.11M +$49.8K +1,135 +2%
FMN
33
Financial Management Network
California
$3.08M +$49.5K +1,129 +2%
Creative Planning
34
Creative Planning
Kansas
$3.07M +$16.6K +379 +0.5%
TIA
35
Traphagen Investment Advisors
New Jersey
$2.29M -$1.62K -37 -0.1%
CW
36
CreativeOne Wealth
Kansas
$2.15M +$780K +17,788 +53%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.12M -$2.24K -51 -0.1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.09M +$166K +3,784 +8%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$1.83M +$176K +4,012 +10%
CFP
40
Curran Financial Partners
South Carolina
$1.67M +$307K +6,998 +21%
GWM
41
Geneos Wealth Management
Colorado
$1.6M +$41.9K +956 +3%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.52M -$80.5K -1,836 -5%
WIA
43
World Investment Advisors
California
$1.51M -$1.34M -30,561 -46%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.37M +$10.2K +232 +0.7%
P
45
&Partners
Tennessee
$1.34M -$704K -16,042 -33%
BAM
46
Belpointe Asset Management
Nevada
$1.27M +$32.1K +733 +2%
SHFP
47
Second Half Financial Partners
Florida
$1.25M +$109K +2,493 +9%
PCMU
48
Paragon Capital Management (Utah)
Utah
$1.18M +$30.4K +694 +3%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.1M
SCA
50
Snowden Capital Advisors
New York
$1.06M +$3.25K +74 +0.3%

STXF Hedge Fund Activity: Q1 2026 in Review

137 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q1 2026, worth a combined $365M — down 2.6% from $374M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STXF positions and 13 closed out — a net gain of 4 holders — while 58 added to existing stakes and 36 trimmed.

The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $7.27M. The largest seller was Goldman Sachs, cutting an estimated $4.56M.

  • 137 institutional investors held Strive 500 ETF (STXF) as of Q1 2026, up from 134 in Q4 2025.
  • Funds reported $365M of Strive 500 ETF stock for Q1 2026, down 2.6% quarter-over-quarter.
  • 17 funds opened new Strive 500 ETF positions in Q1 2026 and 13 closed out, a net change of +4 holders.
  • The largest Strive 500 ETF buyer in Q1 2026 was Foundations Investment Advisors, an estimated $7.27M added.
  • The largest Strive 500 ETF seller in Q1 2026 was Goldman Sachs, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2026.