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Strive 1000 Value ETF

23 hedge funds and large institutions have $49.9M invested in Strive 1000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
11
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HP
1
Holistic Planning
Texas
$18.1M +$163K +5,296 +0.9%
AIM
2
Advyzon Investment Management
Illinois
$12.7M +$433K +14,041 +4%
WP
3
WealthPLAN Partners
Nebraska
$5.5M +$192K +6,231 +4%
OC
4
OxenFree Capital
Florida
$4.44M +$331K +10,726 +8%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.62M -$4.63M -150,260 -74%
EFG
6
Everhart Financial Group
Ohio
$1.36M +$22.1K +718 +2%
GS
7
GTS Securities
New York
$1.06M -$483K -15,676 -31%
SG
8
StoneX Group
New York
$786K -$2.1K -68 -0.3%
MFG
9
Merit Financial Group
Georgia
$762K +$762K +24,719 New
PCMU
10
Paragon Capital Management (Utah)
Utah
$670K +$15.1K +489 +2%
EFS
11
Essex Financial Services
Connecticut
$490K +$308 +10 +0.1%
VVP
12
Venture Visionary Partners
Ohio
$448K
KCFA
13
Key Client Fiduciary Advisors
New Jersey
$419K -$11.6K -375 -3%
MML Investors Services
14
MML Investors Services
Massachusetts
$347K +$24.2K +786 +7%
HI
15
Harbour Investments
Wisconsin
$326K +$29.6K +961 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$292K -$33.7K -1,142 -10%
KAS
17
Kestra Advisory Services
Texas
$243K +$31.5K +1,022 +15%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$223K
AG
19
AmeriFlex Group
Nevada
$124K +$83.4K +2,698 +207%
ME
20
McIlrath & Eck
Washington
$65.2K
NEWAS
21
N.E.W. Advisory Services
Wisconsin
$11.7K
Wells Fargo
22
Wells Fargo
California
$40
Morgan Stanley
23
Morgan Stanley
New York
$32
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
-$970K -31,807 Closed
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
-$378K -12,400 Closed