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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
OC
1
OxenFree Capital
Florida
$42.1M -$2.79M -63,541 -6%
Raymond James Financial
2
Raymond James Financial
Florida
$25.7M -$1.72M -39,231 -6%
HP
3
Holistic Planning
Texas
$20.4M +$3.2M +72,967 +18%
Truist Financial
4
Truist Financial
North Carolina
$18.8M +$382K +8,721 +2%
Stifel Financial
5
Stifel Financial
Missouri
$16.5M -$818K -18,660 -5%
UAG
6
United Advisor Group
Ohio
$15.9M +$596K +13,581 +4%
WCM
7
Weaver Capital Management
Georgia
$11.7M -$3.9M -88,895 -24%
KAS
8
Kestra Advisory Services
Texas
$11.2M +$4.38M +99,805 +59%
LPL Financial
9
LPL Financial
California
$11.1M +$500K +11,403 +4%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$10.3M +$1.46M +33,274 +15%
EFG
11
Ethos Financial Group
Pennsylvania
$9.39M +$223K +5,080 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$9.38M +$1M +22,827 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.63M +$217K +4,946 +2%
SRA
14
Secured Retirement Advisors
Minnesota
$7.81M -$435K -9,925 -5%
FIA
15
Foundations Investment Advisors
Arizona
$6.95M +$7.27M +165,680 New
HA
16
Hegarty Advisors
New York
$6.37M -$85.1K -1,941 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.33M +$255K +5,806 +4%
EFS
18
Essex Financial Services
Connecticut
$6.23M -$160K -3,653 -2%
SCM
19
Sage Capital Management
New Jersey
$5.98M +$340K +7,750 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.79M +$111K +2,541 +2%
UBS Group
21
UBS Group
Switzerland
$5.2M -$366K -8,353 -6%
Bank of America
22
Bank of America
North Carolina
$4.78M -$515K -11,742 -9%
FG
23
Fairman Group
Pennsylvania
$4.52M +$13.6K +309 +0.3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.39M +$128K +2,922 +3%
VWA
25
Visionary Wealth Advisors
Illinois
$3.7M -$10.2K -232 -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.