Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free STRV Stock Alerts

Strive 500 ETF (STRV) Institutional Ownership

Strive 500 ETF logo
$46.69 +0.40 (+0.86%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Strive 500 ETF (NYSEARCA:STRV)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$11.74M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$9.83M
Get STRV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Strive 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

STRV Institutional Buying and Selling by Quarter

Strive 500 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Ethos Financial Group LLC230,875$9.39M0.7%+2.2%1.015%
4/17/2026 AdvisorNet Financial Inc7,738$325K0.0%+52.3%0.034%
4/17/2026 Gibson Capital LLC10,900$457K0.1%-13.4%0.048%
2/17/2026Captrust Financial Advisors56,372$2.49M0.0%+1.2%0.242%
2/13/2026Pin Oak Investment Advisors Inc.22,441$998K0.7%-13.6%0.096%
2/12/2026Colonial Trust Advisors3,949$174K0.0%-6.0%0.017%
2/11/2026 Janney Montgomery Scott LLC50,509$2.23M0.0%-0.7%0.217%
2/10/2026Natixis Advisors LLC39,561$1.74M0.0%-5.1%0.170%
2/6/2026EverSource Wealth Advisors LLC684$30K0.0%N/A0.003%
1/29/2026 S.A. Mason LLC73,009$3.22M1.3%+7.3%0.314%
1/20/2026Ethos Financial Group LLC225,795$9.95M0.7%-21.5%0.975%
11/19/2025Captrust Financial Advisors55,715$2.41M0.0%+58.8%0.239%
11/17/2025Strive Asset Management LLC615,113$26.57M14.4%+5.3%2.639%
11/17/2025Pin Oak Investment Advisors Inc.25,971$1.12M0.8%+15.0%0.111%
11/13/2025Natixis Advisors LLC41,672$1.80M0.0%-6.2%0.179%
11/5/2025HORAN Wealth LLC5,679$245K0.0%N/A0.024%
10/23/2025Ethos Financial Group LLC287,773$12.43M1.0%-15.8%1.239%
10/14/2025 S.A. Mason LLC68,019$2.94M1.3%+9.1%0.285%
10/9/2025 AdvisorNet Financial Inc850$37K0.0%N/A0.004%
8/15/2025Captrust Financial Advisors35,080$1.41M0.0%-30.7%0.150%
8/11/2025Pin Oak Investment Advisors Inc.22,581$905K0.7%+13.8%0.097%
8/6/2025Ethos Financial Group LLC341,742$13.69M1.2%-9.1%1.461%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV20,245$811K0.1%+17.2%0.087%
7/25/2025 Gibson Capital LLC12,701$509K0.1%-27.1%0.055%
7/22/2025Confluence Wealth Services Inc.5,635$226K0.0%N/A0.024%
7/21/2025 Future Financial Wealth Managment LLC16,170$648K0.4%-26.7%0.070%
7/17/2025 Janney Montgomery Scott LLC51,080$2.05M0.0%-2.0%0.220%
7/14/2025 S.A. Mason LLC62,326$2.50M1.2%+4.2%0.268%
7/8/2025Parallel Advisors LLC11,305$453K0.0%+21.6%0.049%
5/20/2025Strive Asset Management LLC221,475$7.99M5.5%+1,578.5%0.987%
5/13/2025Ethos Financial Group LLC376,141$13.56M1.3%-11.9%1.675%
5/7/2025Pin Oak Investment Advisors Inc.19,834$715K0.6%+13.1%0.089%
4/23/2025S.A. Mason LLC59,834$2.16M1.1%+4.0%0.269%
4/22/2025Cambridge Investment Research Advisors Inc.148,775$5.37M0.0%+8.1%0.668%
4/17/2025Janney Montgomery Scott LLC52,108$1.88M0.0%-43.5%0.241%
4/9/2025NBC Securities Inc.821$29K0.0%N/A0.004%
4/9/2025Future Financial Wealth Managment LLC22,071$796K0.6%+21.2%0.102%
2/17/2025Strive Asset Management LLC13,195$499K0.4%N/A0.087%
2/17/2025Stuart Chaussee & Associates Inc.1,800$68K0.0%N/A0.012%
2/17/2025Captrust Financial Advisors38,666$1.46M0.0%+2.2%0.256%
2/12/2025Brown Brothers Harriman & Co.2,439$92K0.0%N/A0.016%
2/6/2025Ethos Financial Group LLC427,094$16.14M2.1%N/A2.827%
1/27/2025Confluence Wealth Services Inc.5,550$219K0.0%N/A0.037%
1/24/2025S.A. Mason LLC57,554$2.18M1.1%+5.8%0.381%
1/17/2025Janney Montgomery Scott LLC92,242$3.49M0.0%+6.2%0.610%
1/13/2025Future Financial Wealth Managment LLC18,212$688K0.5%+6.7%0.121%
11/14/2024Captrust Financial Advisors37,831$1.39M0.0%+35.4%0.250%
11/14/2024Pin Oak Investment Advisors Inc.17,540$646K0.6%+25.9%0.116%
10/30/2024United Advisor Group LLC185,659$6.84M1.5%+12.3%1.229%
10/29/2024Janney Montgomery Scott LLC86,871$3.20M0.0%+18.3%0.575%
10/25/2024S.A. Mason LLC54,410$2.00M1.1%+1.1%0.360%
10/10/2024Gibson Capital LLC17,520$645K0.1%+12.1%0.116%
10/8/2024Future Financial Wealth Managment LLC17,075$629K0.4%+14.0%0.113%
8/8/2024Parallel Advisors LLC9,300$325K0.0%+12.0%0.062%
7/26/2024Cambridge Investment Research Advisors Inc.97,768$3.42M0.0%+42.3%0.647%
7/10/2024S.A. Mason LLC53,840$1.88M1.1%+24.2%0.356%
6/11/2024EverSource Wealth Advisors LLC3,098$100K0.0%N/A0.021%
5/1/2024Janney Montgomery Scott LLC92,386$3.11M0.0%+209.4%0.611%
4/25/2024Cambridge Investment Research Advisors Inc.68,687$2.31M0.0%+23.0%0.463%
4/24/2024Essex Financial Services Inc.93,430$3.15M0.3%+72.2%0.630%
4/15/2024S.A. Mason LLC43,365$1.46M0.9%+7.4%0.292%
4/15/2024Future Financial Wealth Managment LLC14,778$497K0.4%-10.1%0.100%
11/8/2023Janney Montgomery Scott LLC30,489$835K0.0%-4.1%0.355%
10/24/2023Cambridge Investment Research Advisors Inc.55,250$1.51M0.0%+16.6%0.642%
10/13/2023S.A. Mason LLC40,140$1.10M0.8%N/A0.467%
10/10/2023Indiana Trust & Investment Management CO23,000$630K0.3%N/A0.267%
7/31/2023WealthPLAN Partners LLC13,358$379K0.1%+9.6%0.234%
7/28/2023AlphaMark Advisors LLC1,000$28K0.0%+400.0%0.018%
7/26/2023Janney Montgomery Scott LLC31,805$901K0.0%N/A0.558%
7/13/2023Cambridge Investment Research Advisors Inc.47,376$1.34M0.0%+16.9%0.831%
5/10/2023WealthPLAN Partners LLC12,185$318K0.0%N/A0.220%
2/8/2023Cambridge Investment Research Advisors Inc.35,582$863K0.0%N/A0.818%


STRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STRV shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Strive 500 ETF. The most heavily invested institutionals were Strive Asset Management LLC ($26.57M), Ethos Financial Group LLC ($9.39M), United Advisor Group LLC ($6.84M), Cambridge Investment Research Advisors Inc. ($5.37M), S.A. Mason LLC ($3.22M), Captrust Financial Advisors ($2.49M), and Janney Montgomery Scott LLC ($2.23M).Learn more on Strive 500 ETF's institutional investors.

Which institutional investors have been buying Strive 500 ETF's stock?

Of the 19 institutional investors that purchased Strive 500 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($432.17K), Strive Asset Management LLC ($252.65K), Cambridge Investment Research Advisors Inc. ($40.28K), Captrust Financial Advisors ($32.03K), S.A. Mason LLC ($29.64K), United Advisor Group LLC ($20.32K), and Janney Montgomery Scott LLC ($18.82K).

How much institutional buying is happening at Strive 500 ETF?

Institutional investors have bought a total of 307,908 shares in the last 24 months. This purchase volume represents approximately $11.74M in transactions.

Which of Strive 500 ETF's major shareholders have been selling company stock?

The following institutional investors have sold Strive 500 ETF stock in the last 24 months: Ethos Financial Group LLC ($201.30K), Captrust Financial Advisors ($15.55K), Gibson Capital LLC ($6.40K), Future Financial Wealth Managment LLC ($5.90K), Natixis Advisors LLC ($4.88K), Pin Oak Investment Advisors Inc. ($3.53K), and Janney Montgomery Scott LLC ($1.40K).

How much institutional selling is happening at Strive 500 ETF?

Institutional investors have sold a total of 239,208 shares in the last 24 months. This volume of shares sold represents approximately $9.83M in transactions.


Related Companies

This page (NYSEARCA:STRV) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel