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Strive 1000 Value ETF

32 hedge funds and large institutions have $48M invested in Strive 1000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

14% more funds holding

Funds holding: 2832 (+4)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

4% less capital invested

Capital invested by funds: $49.9M → $48M (-$1.88M)

7.8% less ownership

Funds ownership: 72.43%64.63% (-7.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
1
Holistic Planning
Texas
$18.2M -$1.17M -33,113 -6%
WIM
2
WealthPlan Investment Management
Nebraska
$6.67M +$6.73M +189,820 New
OC
3
OxenFree Capital
Florida
$6.07M +$149K +4,193 +3%
AIM
4
Advyzon Investment Management
Illinois
$5.12M -$2.75M -77,478 -35%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.75M +$17.7K +499 +1%
EFG
6
Everhart Financial Group
Ohio
$1.17M -$189K -5,314 -14%
SG
7
StoneX Group
New York
$1.01M +$89.2K +2,513 +10%
PCMU
8
Paragon Capital Management (Utah)
Utah
$860K +$45.9K +1,294 +6%
GS
9
GTS Securities
New York
$814K +$232K +6,531 +39%
SF
10
Summit Financial
New Jersey
$774K -$2.09K -59 -0.3%
MFG
11
Merit Financial Group
Georgia
$616K +$2.63K +74 +0.4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$600K -$21.8K -615 -3%
EFS
13
Essex Financial Services
Connecticut
$560K
VVP
14
Venture Visionary Partners
Ohio
$504K
HI
15
Harbour Investments
Wisconsin
$422K +$42.4K +1,194 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$375K +$379K +10,676 New
Osaic Holdings
17
Osaic Holdings
Arizona
$364K
MML Investors Services
18
MML Investors Services
Massachusetts
$328K -$131K -3,703 -28%
Betterment LLC
19
Betterment LLC
New York
$298K +$301K +8,479 New
KAS
20
Kestra Advisory Services
Texas
$277K
FFA
21
Farther Finance Advisors
California
$250K -$4.79K -135 -2%
KCFA
22
Key Client Fiduciary Advisors
New Jersey
$249K
LPL Financial
23
LPL Financial
California
$242K +$244K +6,890 New
CPIG
24
Chicago Partners Investment Group
Illinois
$211K
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$128K +$390 +11 +0.3%

STXV Hedge Fund Activity: Q1 2026 in Review

32 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Strive 1000 Value ETF (STXV) for Q1 2026, worth a combined $48M — down 3.8% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STXV positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $6.73M. The largest seller was WealthPLAN Partners, exiting entirely with an estimated $6.49M sold.

  • 32 institutional investors held Strive 1000 Value ETF (STXV) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $48M of Strive 1000 Value ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
  • 7 funds opened new Strive 1000 Value ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
  • The largest Strive 1000 Value ETF buyer in Q1 2026 was WealthPlan Investment Management, an estimated $6.73M added.
  • The largest Strive 1000 Value ETF seller in Q1 2026 was WealthPLAN Partners, an estimated $6.49M sold.

Based on aggregated 13F filings for Q1 2026.