S
Strive 500
STRV • NYSE
Strive 500 is an exchange-traded fund on NYSE. As of Q3 2025, 128 institutional investors hold shares in this ETF, with total holdings valued at $362.3M. OxenFree Capital LLC is the largest holder with a position valued at $41.9M.
Overview
Overview of institutional ownership in STRV as of Q3 2025
All Institutions
- Institutions
- 128
- Value Held
- $362.3M
- Shares Held
- 8.4M
- Avg Position
- $2.8M
- Median Position
- $650.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in STRV as of Q3 2025
| Institution | Position Value |
|---|---|
O OxenFree Capital LLC RIA/Wealth | $41.9M 23.12% of portfolio |
 Strive Asset Management, LLC ETF Provider | $26.6M 14.41% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $25.6M 0.01% of portfolio |
 BB&T CORP Institution | $18.7M 0.03% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $15.4M 0.01% of portfolio |
 United Advisor Group, LLC RIA/Wealth | $15.3M 2.09% of portfolio |
H Holistic Planning, LLC Institution | $14.0M 3.72% of portfolio |
 Ethos Financial Group, LLC RIA/Wealth | $12.4M 1.01% of portfolio |
 Weaver Capital Management LLC RIA/Wealth | $11.7M 2.57% of portfolio |
L LPL Financial LLC Institution | $9.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for STRV in Q3 2025
- Traded
- −$8.8M
- Buyers
- 68
- Sellers
- 41
- Total Bought
- +$32.4M
- Total Sold
- −$41.2M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | +$5.9M +136.6K shares |
O OxenFree Capital LLC RIA/Wealth | +$3.6M +82.6K shares |
H Holistic Planning, LLC Institution | +$2.7M +61.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$2.1M +49.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$1.6M +38.0K shares |
L LPL Financial LLC Institution | +$1.5M +33.9K shares |
United Advisor Group, LLC RIA/Wealth | +$1.5M +33.9K shares |
Strive Asset Management, LLC ETF Provider | +$1.3M +31.2K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$1.2M +27.5K shares |
 INTL FCSTONE INC. Institution | +$900.4K +20.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Stenger Family Office, LLC Family Office | −$31.1M −699.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$2.6M −60.4K shares |
Ethos Financial Group, LLC RIA/Wealth | −$2.3M −54.0K shares |
−$1.1M −25.3K shares | |
S SECURED RETIREMENT ADVISORS, LLC RIA/Wealth | −$832.1K −19.3K shares |
G GTS SECURITIES LLC Institution | −$792.0K −18.3K shares |
Weaver Capital Management LLC RIA/Wealth | −$372.0K −8.6K shares |
 Advyzon Investment Management, LLC RIA/Wealth | −$317.7K −7.4K shares |
 Creative Planning RIA/Wealth | −$290.1K −6.7K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$150.7K −3.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited STRV in Q3 2025
- New Positions
- 13
- New Value
- $3.0M
- Exited Positions
- 4
- Exited Value
- $248.9K
New Positions
| Institution | Position Value |
|---|---|
E Equity Wealth Partners, LLC RIA/Wealth | $806.4K 18.7K shares |
O OneAscent Financial Services LLC RIA/Wealth | $506.1K 11.7K shares |
E Exit Wealth Advisors, LLC. RIA/Wealth | $388.5K 9.0K shares |
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth | $332.6K 7.7K shares |
 HORAN Wealth, LLC RIA/Wealth | $245.3K 5.7K shares |
 Compass Financial Group, INC/SD RIA/Wealth | $210.7K 4.9K shares |
 SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | $202.0K 4.7K shares |
 MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth | $200.9K 4.7K shares |
A AdvisorNet Financial, Inc Institution | $36.7K 850.0 shares |
H HAZLETT, BURT & WATSON, INC. Institution | $25.7K 594.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $94.6K 2.4K shares |
 HOWE & RUSLING INC RIA/Wealth | $82.3K 2.1K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $56.0K 1.4K shares |
$16.0K 400.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in STRV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with STRV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OxenFree Capital LLC RIA/Wealth | 23.12% $41.9M |
Strive Asset Management, LLC ETF Provider | 14.41% $26.6M |
S SECURED RETIREMENT ADVISORS, LLC RIA/Wealth | 5.30% $9.4M |
 Fairman Group, LLC RIA/Wealth | 3.85% $4.6M |
H Holistic Planning, LLC Institution | 3.72% $14.0M |
Weaver Capital Management LLC RIA/Wealth | 2.57% $11.7M |
 Sage Capital Management, LLC RIA/Wealth | 2.51% $5.6M |
United Advisor Group, LLC RIA/Wealth | 2.09% $15.3M |
S S.A. Mason LLC RIA/Wealth | 1.30% $2.9M |
Ethos Financial Group, LLC RIA/Wealth | 1.01% $12.4M |