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Strive 500 ETF (STRV) Institutional Ownership

Strive 500 ETF logo
$42.58 -0.04 (-0.09%)
Closing price 09/12/2025 04:10 PM Eastern
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$42.56 -0.02 (-0.04%)
As of 09/12/2025 04:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Strive 500 ETF (NYSEARCA:STRV)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$28.20M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.75M
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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
8/15/2025 Captrust Financial Advisors35,080$1.41M0.0%-30.7%0.150%
8/11/2025 Pin Oak Investment Advisors Inc.22,581$905K0.7%+13.8%0.097%
8/6/2025 Ethos 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%
7/22/2025 Confluence 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%
7/8/2025 Parallel 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%
(Data available from 1/1/2016 forward)

STRV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STRV shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Strive 500 ETF. The most heavily invested institutionals were Ethos Financial Group LLC ($13.69M), Strive Asset Management LLC ($7.99M), United Advisor Group LLC ($6.84M), Cambridge Investment Research Advisors Inc. ($5.37M), Essex Financial Services Inc. ($3.15M), S.A. Mason LLC ($2.50M), and Janney Montgomery Scott LLC ($2.05M).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 ($427.09K), Strive Asset Management LLC ($221.48K), Janney Montgomery Scott LLC ($81.34K), S.A. Mason LLC ($62.07K), Cambridge Investment Research Advisors Inc. ($60.98K), Essex Financial Services Inc. ($39.17K), and Indiana Trust & Investment Management CO ($23K).

How much institutional buying is happening at Strive 500 ETF?

Institutional investors have bought a total of 756,973 shares in the last 24 months. This purchase volume represents approximately $28.20M 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 ($85.35K), Janney Montgomery Scott LLC ($41.16K), Captrust Financial Advisors ($15.55K), Future Financial Wealth Managment LLC ($5.90K), and Gibson Capital LLC ($4.71K).

How much institutional selling is happening at Strive 500 ETF?

Institutional investors have sold a total of 152,678 shares in the last 24 months. This volume of shares sold represents approximately $5.75M in transactions.


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This page (NYSEARCA:STRV) was last updated on 9/13/2025 by MarketBeat.com Staff
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