STRIVE 500 ETF (STRV) Institutional Ownership Changes & 13F Activity

STRIVE 500 ETF (STRV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ascent Advisors, Llc, Jones Financial Companies Lllp, Raymond James Financial Inc, Captrust Financial Advisors, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+4,3874,387$211.91KQ2 2026Aug 27, 2026
Horan Wealth, LlcSell-396-6.9%5,314$256.67KQ2 2026Aug 26, 2026
Beacon Pointe Advisors, LlcBuy+3+0.0%8,523$411.65KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+144+1.7%8,572$414.00KQ2 2026Aug 17, 2026
Ascent Advisors, LlcBuy+179,376179,376$8.65MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+40,186+15.9%292,430$13.84MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+29,766+4.9%641,933$31.01MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+13,682+175.3%21,486$1.04MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+12,919+7.8%178,599$8.63MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,553+48.5%35,366$1.71MQ2 2026Aug 14, 2026
Natixis Advisors, LlcSell-9,078-20.8%34,495$1.67MQ2 2026Aug 14, 2026
Betterment LlcBuy+8,652+10.5%91,263$4.41MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+8,1318,131$392.73KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+6,455+132.0%11,347$548.06KQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+4,6744,674$225.76KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,983+3.5%117,920$5.70MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,376-1.6%148,444$7.17MQ2 2026Aug 14, 2026
&PartnersSell-2,157-6.8%29,793$1.44MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,5071,507$72.79KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+701+2.1%33,427$1.61MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+201201$9.71KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+171171$8.24KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcSell-155-1.2%13,080$631.76KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsBuy+17,255+22.0%95,666$4.62MQ2 2026Aug 13, 2026
Ubs Group AgSell-14,023-11.3%109,811$5.30MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsSell-11,150-12.6%77,013$3.72MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-5,433-10.6%45,734$2.21MQ2 2026Aug 13, 2026
Premier Private Wealth Management LlcBuy+4,5814,581$221.26KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-2,207-2.9%72,785$3.52MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,303+7.5%18,677$902.12KQ2 2026Aug 13, 2026
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Frequently asked questions about STRV activity

  • Which institutional owners are buying STRV?

    Institutional owners buying STRV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in STRV activity?

    "Buy" means an investor increased their reported position in STRV compared to the prior reporting period. This reflects growing exposure to STRIVE 500 ETF (STRV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in STRV increasing?

    Institutional interest in STRV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.