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STXF

Strive 500 ETF

134 hedge funds and large institutions have $374M invested in Strive 500 ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

4% more funds holding

Funds holding: 129134 (+5)

1.08% more ownership

Funds ownership: 35.71%36.79% (+1.1%)

2% more capital invested

Capital invested by funds: $366M → $374M (+$7.92M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
134
Holders Change
+5
Holders Change %
+3.88%
% of All Funds
1.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
14
Increased
59
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
1
OxenFree Capital
Florida
$43.9M +$1.47M +33,583 +3%
Raymond James Financial
2
Raymond James Financial
Florida
$28.7M +$2.58M +59,079 +10%
Truist Financial
3
Truist Financial
North Carolina
$19.4M +$241K +5,500 +1%
HP
4
Holistic Planning
Texas
$18.2M +$3.84M +87,802 +27%
Stifel Financial
5
Stifel Financial
Missouri
$18.1M +$2.33M +53,164 +15%
WCM
6
Weaver Capital Management
Georgia
$16.2M +$4.14M +94,609 +35%
UAG
7
United Advisor Group
Ohio
$16.1M +$478K +10,936 +3%
LPL Financial
8
LPL Financial
California
$11.2M +$1.19M +27,310 +12%
EFG
9
Ethos Financial Group
Pennsylvania
$9.95M -$2.71M -61,978 -22%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$9.65M +$1.27M +28,944 +15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.85M +$517K +11,817 +6%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$8.85M -$43.6K -997 -0.5%
SRA
13
Secured Retirement Advisors
Minnesota
$8.64M -$896K -20,492 -9%
KAS
14
Kestra Advisory Services
Texas
$7.41M +$4.81M +109,935 +189%
HA
15
Hegarty Advisors
New York
$6.77M +$6.72M +153,675 New
EFS
16
Essex Financial Services
Connecticut
$6.71M +$233K +5,332 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.39M -$198K -4,519 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$5.97M +$2.75M +62,824 +87%
SCM
19
Sage Capital Management
New Jersey
$5.94M +$245K +5,592 +4%
UBS Group
20
UBS Group
Switzerland
$5.83M -$193K -4,406 -3%
Bank of America
21
Bank of America
North Carolina
$5.54M -$57.4K -1,313 -1%
Goldman Sachs
22
Goldman Sachs
New York
$4.8M +$172K +3,927 +4%
FG
23
Fairman Group
Pennsylvania
$4.74M +$13.2K +302 +0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.49M +$154K +3,530 +4%
VWA
25
Visionary Wealth Advisors
Illinois
$3.9M +$115K +2,620 +3%

STXF Hedge Fund Activity: Q4 2025 in Review

134 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Strive 500 ETF (STXF) for Q4 2025, worth a combined $374M — up 2.2% from $366M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new STXF positions and 9 closed out — a net gain of 5 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.81M. The largest seller was Ethos Financial Group, cutting an estimated $2.71M.

  • 134 institutional investors held Strive 500 ETF (STXF) as of Q4 2025, up from 129 in Q3 2025.
  • Funds reported $374M of Strive 500 ETF stock for Q4 2025, up 2.2% quarter-over-quarter.
  • 14 funds opened new Strive 500 ETF positions in Q4 2025 and 9 closed out, a net change of +5 holders.
  • The largest Strive 500 ETF buyer in Q4 2025 was Kestra Advisory Services, an estimated $4.81M added.
  • The largest Strive 500 ETF seller in Q4 2025 was Ethos Financial Group, an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2025.