We are live on ! Find out more
STXV icon

Strive 1000 Value ETF

25 hedge funds and large institutions have $55M invested in Strive 1000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $50M → $55M (+$5.01M)

9% more funds holding

Funds holding: 2325 (+2)

0.26% more ownership

Funds ownership: 80.29%80.55% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
1
Holistic Planning
Texas
$20.3M +$1.26M +40,032 +7%
AIM
2
Advyzon Investment Management
Illinois
$13.5M +$206K +6,534 +2%
WP
3
WealthPLAN Partners
Nebraska
$6.04M +$258K +8,183 +5%
OC
4
OxenFree Capital
Florida
$5.13M +$429K +13,600 +9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.61M -$86.1K -2,727 -5%
EFG
6
Everhart Financial Group
Ohio
$1.32M -$101K -3,184 -7%
GS
7
GTS Securities
New York
$994K -$113K -3,577 -10%
SG
8
StoneX Group
New York
$805K -$19K -601 -2%
PCMU
9
Paragon Capital Management (Utah)
Utah
$721K +$17.9K +566 +3%
SF
10
Summit Financial
New Jersey
$701K +$684K +21,666 New
MFG
11
Merit Financial Group
Georgia
$563K -$231K -7,316 -30%
EFS
12
Essex Financial Services
Connecticut
$515K +$632 +20 +0.1%
VVP
13
Venture Visionary Partners
Ohio
$464K -$6.38K -202 -1%
MML Investors Services
14
MML Investors Services
Massachusetts
$463K +$96.4K +3,052 +27%
KCFA
15
Key Client Fiduciary Advisors
New Jersey
$432K -$7.89K -250 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$347K -$7.48K -237 -2%
HI
17
Harbour Investments
Wisconsin
$347K +$4.29K +136 +1%
KAS
18
Kestra Advisory Services
Texas
$255K +$63 +2 +0%
MCWS
19
McKinley Carter Wealth Services
West Virginia
$234K
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$176K +$172K +5,451 New
ME
21
McIlrath & Eck
Washington
$68.5K
William Blair & Company
22
William Blair & Company
Illinois
$16.6K +$16.2K +513 New
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$12.3K
Morgan Stanley
24
Morgan Stanley
New York
$46
Wells Fargo
25
Wells Fargo
California
$39

STXV Hedge Fund Activity: Q3 2025 in Review

25 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q3 2025, worth a combined $55M — up 10% from $50M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new STXV positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Holistic Planning, adding an estimated $1.26M. The largest seller was Merit Financial Group, cutting an estimated $231K.

  • 25 institutional investors held Strive 1000 Value ETF (STXV) as of Q3 2025, up from 23 in Q2 2025.
  • Funds reported $55M of Strive 1000 Value ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 3 funds opened new Strive 1000 Value ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest Strive 1000 Value ETF buyer in Q3 2025 was Holistic Planning, an estimated $1.26M added.
  • The largest Strive 1000 Value ETF seller in Q3 2025 was Merit Financial Group, an estimated $231K sold.

Based on aggregated 13F filings for Q3 2025.