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Strive 1000 Value ETF
STXV

Overview Fund Activity

26 hedge funds and large institutions have $54.5M invested in Strive 1000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
9
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
+$1.53M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$970K
3
MML Investors Services
MML Investors Services
Massachusetts
+$320K
4
OC
OxenFree Capital
Florida
+$290K
5
SG
StoneX Group
New York
+$209K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.02M
2
HP
Holistic Planning
Texas
-$366K
3
SF
Safeguard Financial
Wisconsin
-$113K
4
AIM
Advyzon Investment Management
Illinois
-$72.8K
5
PCWA
Pacific Capital Wealth Advisors
California
-$60.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
1
Holistic Planning
Texas
$17.8M -$366K -11,993 -2%
AIM
2
Advyzon Investment Management
Illinois
$12.1M -$72.8K -2,386 -0.6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.18M +$140K +4,588 +2%
WP
4
WealthPLAN Partners
Nebraska
$5.25M +$176K +5,767 +3%
OC
5
OxenFree Capital
Florida
$3.73M +$290K +10,370 +8%
GS
6
GTS Securities
New York
$1.53M +$1.53M +49,987 New
EFG
7
Everhart Financial Group
Ohio
$1.32M +$1.4K +46 +0.1%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$970K +$970K +31,807 New
SG
9
StoneX Group
New York
$780K +$209K +6,850 +37%
SF
10
Safeguard Financial
Wisconsin
$749K -$113K -3,713 -13%
PCMU
11
Paragon Capital Management (Utah)
Utah
$648K -$7.32K -240 -1%
EFS
12
Essex Financial Services
Connecticut
$485K +$549 +18 +0.1%
VVP
13
Venture Visionary Partners
Ohio
$443K +$149K +4,873 +50%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$426K – – –
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$378K – – –
Osaic Holdings
16
Osaic Holdings
Arizona
$337K +$38.6K +1,264 +13%
MML Investors Services
17
MML Investors Services
Massachusetts
$320K +$320K +10,482 New
HI
18
Harbour Investments
Wisconsin
$293K +$32.9K +1,079 +13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$225K -$1.02M -33,396 -82%
MCWS
20
McKinley Carter Wealth Services
West Virginia
$221K – – –
KAS
21
Kestra Advisory Services
Texas
$209K -$51.5K -1,687 -20%
ME
22
McIlrath & Eck
Washington
$64.6K -$6.16K -202 -9%
AG
23
AmeriFlex Group
Nevada
$39.7K +$39.7K +1,301 New
NEWAS
24
N.E.W. Advisory Services
Wisconsin
$11.6K +$11.6K +379 New
Morgan Stanley
25
Morgan Stanley
New York
$42 -$42 -1 -50%
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