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Strive U.S. Energy ETF (DRLL) Institutional Ownership

Strive U.S. Energy ETF logo
$24.98 +0.24 (+0.97%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Strive U.S. Energy ETF (NYSEARCA:DRLL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.09M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.29M
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DRLL Institutional Buying and Selling by Quarter

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Strive U.S. Energy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/7/2025 AdvisorNet Financial Inc1,494$44K0.0%+49.4%0.015%
3/6/2025Copia Wealth Management2,262$62K0.1%N/A0.021%
2/17/2025Captrust Financial Advisors20,770$566K0.0%-19.1%0.184%
2/12/2025OLD Mission Capital LLC49,085$1.34M0.0%+151.2%0.435%
2/12/2025JPMorgan Chase & Co.1,100$30K0.0%N/A0.010%
2/6/2025Jones Financial Companies Lllp11,182$305K0.0%+14,235.9%0.099%
1/30/2025Pathway Financial Advisers LLC1,561$43K0.0%-96.4%0.014%
1/10/2025Highline Wealth Partners LLC1,000$27K0.0%N/A0.009%
11/14/2024Captrust Financial Advisors25,670$721K0.0%+6.8%0.228%
9/9/2024Heritage Wealth Management Inc.25,300$747K0.3%N/A0.224%
5/29/2024Pathway Financial Advisers LLC1,556$49K0.0%N/A0.014%
1/2/2024Anchor Investment Management LLC1,100$31K0.0%N/A0.009%
11/4/2023Column Capital Advisors LLC13,425$404K0.0%+38.4%0.110%
10/10/2023Indiana Trust & Investment Management CO3,330$100K0.1%N/A0.027%
8/8/2023Column Capital Advisors LLC9,700$265K0.0%+9.8%0.079%
8/4/2023 Parallel Advisors LLC2,000$55K0.0%+100.0%0.016%
7/14/2023 AdvisorNet Financial Inc1,551$42K0.0%+181.5%0.013%
5/12/2023CIBC Private Wealth Group LLC17,133$476K0.0%+26.1%0.138%
5/9/2023US Bancorp DE39,856$1.11M0.0%+1.1%0.322%
4/20/2023Ethos Financial Group LLC13,066$363K0.1%-49.7%0.098%
4/18/2023Vigilare Wealth Management13,067$363K0.2%+4.5%0.098%
2/10/2023CoreCap Advisors LLC887$26K0.0%N/A0.007%
2/9/2023Ethos Financial Group LLC25,992$776K0.3%N/A0.195%
2/6/2023 Parallel Advisors LLC1,000$29K0.0%N/A0.007%
1/11/2023Vigilare Wealth Management12,500$368K0.2%N/A0.095%
11/16/2022Almanack Investment Partners LLC.6,500$163K0.0%N/A0.050%
11/2/2022Hudock Inc.2,060$51K0.0%N/A0.017%
10/27/2022US Bancorp DE39,405$979K0.0%N/A0.326%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC2,075$51K0.0%N/A0.017%
10/25/2022Vigilant Capital Management LLC3,800$94K0.0%N/A0.032%
(Data available from 1/1/2016 forward)

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DRLL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DRLL shares?

During the previous two years, 17 institutional investors and hedge funds held shares of Strive U.S. Energy ETF. The most heavily invested institutionals were OLD Mission Capital LLC ($1.34M), US Bancorp DE ($1.11M), Heritage Wealth Management Inc. ($747K), Captrust Financial Advisors ($566K), CIBC Private Wealth Group LLC ($476K), Column Capital Advisors LLC ($404K), and Ethos Financial Group LLC ($363K).Learn more on DRLL's institutional investors.

Which institutional investors have been buying Strive U.S. Energy ETF stock?

Of the 16 institutional investors that purchased Strive U.S. Energy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($29.54K), Heritage Wealth Management Inc. ($25.30K), Jones Financial Companies Lllp ($11.10K), Column Capital Advisors LLC ($4.59K), CIBC Private Wealth Group LLC ($3.55K), Indiana Trust & Investment Management CO ($3.33K), and Copia Wealth Management ($2.26K).

How much institutional buying is happening at Strive U.S. Energy ETF?

Institutional investors have bought a total of 89,581 shares in the last 24 months. This purchase volume represents approximately $2.54M in transactions.

Which Strive U.S. Energy ETF major shareholders have been selling company stock?

The following institutional investors have sold Strive U.S. Energy ETF stock in the last 24 months: Pathway Financial Advisers LLC ($42.24K), Ethos Financial Group LLC ($12.93K), and Captrust Financial Advisors ($4.90K).

How much institutional selling is happening at Strive U.S. Energy ETF?

Institutional investors have sold a total of 60,064 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.



This page (NYSEARCA:DRLL) was last updated on 4/16/2025 by MarketBeat.com Staff
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