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Strive 500 ETF (STRV) Institutional Ownership

Strive 500 ETF logo
$47.64 0.00 (0.00%)
As of 06/5/2026
Compare

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.96M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$5.53M
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STRV Institutional Buying and Selling by Quarter

Strive 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2026Immaculate Wealth Management LLC17,347$728K5.8%N/A0.076%
5/5/2026Ethos Financial Group LLC230,875$9.39M0.7%+2.2%1.015%
4/17/2026AdvisorNet Financial Inc7,738$325K0.0%+52.3%0.034%
4/17/2026Gibson 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%
2/11/2026Janney 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%
1/29/2026S.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%
10/14/2025S.A. Mason LLC68,019$2.94M1.3%+9.1%0.285%
10/9/2025AdvisorNet 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%
7/29/2025Woodard & Co. Asset Management Group Inc. ADV20,245$811K0.1%+17.2%0.087%
7/25/2025Gibson Capital LLC12,701$509K0.1%-27.1%0.055%
7/22/2025Confluence Wealth Services Inc.5,635$226K0.0%N/A0.024%
7/21/2025Future Financial Wealth Managment LLC16,170$648K0.4%-26.7%0.070%
7/17/2025Janney Montgomery Scott LLC51,080$2.05M0.0%-2.0%0.220%
7/14/2025S.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%
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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

During the previous two years, 22 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.

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), Captrust Financial Advisors ($32.03K), United Advisor Group LLC ($20.32K), S.A. Mason LLC ($19.17K), Janney Montgomery Scott LLC ($18.82K), and Immaculate Wealth Management LLC ($17.35K).

Institutional investors have bought a total of 97,984 shares in the last 24 months. This purchase volume represents approximately $4.21M in transactions.

The following institutional investors have sold Strive 500 ETF stock in the last 24 months: Ethos Financial Group LLC ($115.95K), Natixis Advisors LLC ($4.88K), Pin Oak Investment Advisors Inc. ($3.53K), Gibson Capital LLC ($1.69K), Janney Montgomery Scott LLC ($374.00), and Colonial Trust Advisors ($250.00).

Institutional investors have sold a total of 126,664 shares in the last 24 months. This volume of shares sold represents approximately $5.53M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:STRV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/29/2026. New 13F filings are added each quarter as they're published.
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