Who Owns Strive 500 ETF (STRV)?Hedge Fund & Institutional Holders

$42.67-0.23 (-0.55%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$32.02$35.26$38.51$41.75$44.99Jul 24May 25Mar 26

STRV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UPTICK PARTNERS, LLCNew Position+413K+$18.2B
Weaver Capital Management LLCNew Position+367K+$16.2B
Ethos Financial Group, LLCNew Position+226K+$10.0B
JONES FINANCIAL COMPANIES LLLPNew Position+219K+$9.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+201K+$8.0B
Sage Capital Management, LLCNew Position+135K+$5.9B
Fairman Group, LLCNew Position+107K+$4.7B
FINANCIAL MANAGEMENT NETWORK INCNew Position+69K+$3.1B
STIFEL FINANCIAL CORPIncreased+53K+$2.6B
OxenFree Capital LLCIncreased+34K+$2.0B
Geneos Wealth Management Inc.New Position+37K+$1.6B
Curran Financial Partners, LLCNew Position+33K+$1.4B
RAYMOND JAMES FINANCIAL INCIncreased+59K+$1.4B
Belpointe Asset Management LLCNew Position+30K+$1.3B
Everhart Financial Group, Inc.New Position+24K+$1.0B

STRV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Strive Asset Management, LLCClosed Position-17-$26.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-135K-$8.7B
Creative PlanningDecreased-69-$3.1B
World Investment AdvisorsDecreased-4K-$3.0B
StoneX Group Inc.Decreased-5K-$2.3B
&PARTNERSDecreased-192-$2.1B
Orion Porfolio Solutions, LLCDecreased-16K-$1.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-12K-$775.9M
SECURED RETIREMENT ADVISORS, LLCDecreased-20K-$712.5M
Advisory Services Network, LLCDecreased-93-$663.4M
ROYAL BANK OF CANADADecreased-5K-$460.0M
CIBC Bancorp USA Inc.Closed Position-10K-$449.8M
NewEdge Advisors, LLCDecreased-18-$439.8M
HARBOUR INVESTMENTS, INC.Decreased-1K-$435.3M
GTS SECURITIES LLCClosed Position-9K-$386.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OxenFree Capital LLC995,826$43.9B23.08%Share
2RAYMOND JAMES FINANCIAL INC470,657$20.0B6.22%Share
3STIFEL FINANCIAL CORP410,734$18.0B16.19%Share
4UPTICK PARTNERS, LLC406,155$17.9B3.82%Share
5Weaver Capital Management LLC366,538$16.2B3.41%Share
6United Advisor Group, LLC365,911$16.1B2.01%Share
7Ethos Financial Group, LLC225,795$10.0B0.74%Share
8JONES FINANCIAL COMPANIES LLLP218,970$9.0B5.49%Share
9SECURED RETIREMENT ADVISORS, LLC195,954$8.6B4.82%Share
10COMMONWEALTH EQUITY SERVICES, LLC200,778$8.0B10.67%Share
11RAYMOND JAMES FINANCIAL INC180,741$7.0B2.18%Share
12Essex Financial Services, Inc.152,187$6.0B0.34%Share
13ROYAL BANK OF CANADA145,014$6.0B0.98%Share
14Sage Capital Management, LLC134,675$5.9B2.74%Share
15UBS Group AG130,780$5.8B0.93%Share
16BANK OF AMERICA CORP /DE/117,957$5.0B0.36%Share
17Fairman Group, LLC107,435$4.7B3.78%Share
18GOLDMAN SACHS GROUP INC108,873$4.0B0.49%Share
19Visionary Wealth Advisors88,395$3.9B0.18%Share
20S.A. Mason LLC73,009$3.2B1.27%Share
21FINANCIAL MANAGEMENT NETWORK INC69,234$3.1B0.48%Share
22TRAPHAGEN INVESTMENT ADVISORS LLC54,633$2.4B0.20%Share
23Geneos Wealth Management Inc.37,120$1.6B0.04%Share
24Curran Financial Partners, LLC32,683$1.4B0.27%Share
25Belpointe Asset Management LLC29,606$1.3B0.05%Share
26Second Half Financial Partners, LLC27,367$1.2B0.54%Share
27PARAGON CAPITAL MANAGEMENT INC27,317$1.2B0.93%Share
28Everhart Financial Group, Inc.23,505$1.0B0.10%Share
29Indiana Trust & Investment Management Co23,000$1.0B0.30%Share
30Snowden Capital Advisors LLC25,247$1.0B0.03%Share
31CreativeOne Wealth, LLC33,379$1.0B0.02%Share
32OSAIC HOLDINGS, INC.32,427$1.0B1.46%Share
33Rockefeller Capital Management L.P.25,921$1.0B1.80%Share
34Rockefeller Capital Management L.P.41,643$1.0B1.80%Share
35Orion Porfolio Solutions, LLC41,062$1.0B7.33%Share
36Balance Wealth, LLC20,957$923.0M0.30%Share
37Grantvest Financial Group LLC20,751$914.0M0.59%Share
38PDS Planning, Inc19,231$847.0M0.06%Share
39Advyzon Investment Management, LLC18,028$794.0M0.09%Share
40Goepper Burkhardt LLC16,942$746.0M0.24%Share
41Future Financial Wealth Managment LLC16,069$702.0M0.47%Share
42PFG Investments, LLC13,538$596.0M0.03%Share
43Trilogy Capital Inc.12,277$541.0M0.02%Share
44FULTON BANK, N.A.12,000$529.0M0.02%Share
451776 Wealth LLC10,858$478.0M0.18%Share
46TCP Asset Management, LLC9,672$426.0M0.07%Share
47CLIENT 1ST ADVISORY GROUP, LLC9,622$424.0M0.13%Share
48GWN SECURITIES INC.8,823$388.0M0.08%Share
49CPR Investments Inc.7,550$332.0M0.22%Share
50Lauterbach Financial Advisors, LLC7,412$326.0M0.16%Share

STRV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025129$250.9B+51
Q3 202578$224.4B-28
Q2 2025106$276.6B-6
Q1 2025112$229.6B+9
Q4 2024103$223.2B+37
Q3 202466$10.2T-3
Q2 202469$2.6T+15
Q1 202454$2.5T—

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As of Q4 2025, 50 institutional investors hold STRV (Strive 500 ETF). The largest holder is OxenFree Capital LLC with $43.9B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own STRV?

As of Q4 2025, 50 institutional investors report holding STRV (Strive 500 ETF) in their 13F filings.

Who is the largest institutional holder of STRV?

The largest institutional holder of STRV is OxenFree Capital LLC with $43.9B in shares.

Is institutional ownership of STRV increasing or decreasing?

This quarter, 12 institutions opened new positions in STRV and 3 closed their positions.