STRIVE 500 ETF (STRV) Institutional Shareholders
STRIVE 500 ETF (STRV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $378.62M in STRV holdings during the latest filing period.
Oxenfree Capital Llc is currently the largest disclosed institutional shareholder of STRV tracked by InsiderSet, reporting ownership valued at approximately $45.54M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.87M, representing an estimated loss of -1.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed STRV value among the investors covered in this analysis. Major shareholders include Oxenfree Capital Llc, Raymond James Financial Inc, Truist Financial Corp, and several other long-term asset managers with concentrated positions in STRIVE 500 ETF (STRV).
This page ranks the largest institutional STRV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
138
Total Reported Value
$378.62M
Largest Holder
Oxenfree Capital Llc
Largest Position
$45.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
151
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 20.88% | 941,766 | $45,543,781 | $44,865,732 | -$678,049 | -1.49% | |
| Raymond James Financial Inc | 0.01% | 612,167 | $25,692,643 | $29,163,636 | +$3,470,993 | +13.51% | |
| Truist Financial Corp | 0.03% | 490,861 | $23,708,597 | $23,384,618 | -$323,979 | -1.37% | |
| Uptick Partners, Llc | 4.07% | 485,633 | $20,382,013 | $23,135,556 | +$2,753,543 | +13.51% | |
| United Advisor Group, Llc | 2.01% | 391,287 | $18,899,185 | $18,640,913 | -$258,272 | -1.37% | |
| Stifel Financial Corp | 0.02% | 392,074 | $16,455,342 | $18,678,405 | +$2,223,063 | +13.51% | |
| Kestra Advisory Services, Llc | 0.05% | 306,494 | $14,803,671 | $14,601,374 | -$202,297 | -1.37% | |
| Weaver Capital Management Llc | 2.57% | 277,643 | $11,652,664 | $13,226,913 | +$1,574,249 | +13.51% | |
| Lpl Financial Llc | 0.00% | 265,132 | $11,127,609 | $12,630,888 | +$1,503,279 | +13.51% | |
| Jones Financial Companies Lllp | 0.00% | 252,244 | $10,339,480 | $12,016,904 | +$1,677,424 | +16.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 210,916 | $10,187,250 | $10,048,038 | -$139,212 | -1.37% | |
| Ethos Financial Group, Llc | 0.69% | 230,875 | $9,394,323 | $10,998,885 | +$1,604,562 | +17.08% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 223,565 | $9,383,032 | $10,650,637 | +$1,267,605 | +13.51% | |
| Secured Retirement Advisors, Llc | 4.44% | 179,003 | $8,645,833 | $8,527,703 | -$118,130 | -1.37% | |
| Sage Capital Management, Llc | 2.93% | 155,447 | $7,509,392 | $7,405,495 | -$103,897 | -1.38% | |
| Hegarty Advisors, Llc | 5.05% | 151,992 | $7,341,225 | $7,240,899 | -$100,326 | -1.37% | |
| Foundations Investment Advisors, Llc | 0.09% | 165,680 | $6,953,610 | $7,892,995 | +$939,385 | +13.51% | |
| Envestnet Asset Management Inc | 0.00% | 138,770 | $6,702,606 | $6,611,003 | -$91,603 | -1.37% | |
| Royal Bank Of Canada | 0.00% | 150,820 | $6,330,000 | $7,185,065 | +$855,065 | +13.51% | |
| Essex Financial Services, Inc. | 0.35% | 148,534 | $6,233,952 | $7,076,160 | +$842,208 | +13.51% | |
| Cetera Investment Advisers | 0.01% | 137,888 | $5,787,161 | $6,568,984 | +$781,823 | +13.51% | |
| Ubs Group Ag | 0.00% | 123,834 | $5,197,313 | $5,899,452 | +$702,139 | +13.51% | |
| Bank Of America Corp | 0.00% | 113,937 | $4,781,936 | $5,427,959 | +$646,023 | +13.51% | |
| Fairman Group, Llc | 3.87% | 107,744 | $4,522,029 | $5,132,924 | +$610,895 | +13.51% | |
| Wealthplan Investment Management, Llc | 0.21% | 85,488 | $4,129,070 | $4,072,648 | -$56,422 | -1.37% | |
| Visionary Wealth Advisors | 0.16% | 88,163 | $3,700,220 | $4,200,085 | +$499,865 | +13.51% | |
| S.A. Mason Llc | 1.13% | 75,856 | $3,663,845 | $3,613,780 | -$50,065 | -1.37% | |
| Sanctuary Advisors, Llc | 0.02% | 81,487 | $3,420,009 | $3,882,041 | +$462,032 | +13.51% | |
| Captrust Financial Advisors | 0.01% | 78,411 | $3,290,906 | $3,735,500 | +$444,594 | +13.51% | |
| Stenger Family Office, Llc | 0.52% | 67,634 | $3,266,740 | $3,222,084 | -$44,656 | -1.37% | |
| Rockefeller Capital Management L.P. | 0.01% | 74,992 | $3,147,439 | $3,572,619 | +$425,180 | +13.51% | |
| Financial Management Network Inc | 0.47% | 70,363 | $3,081,908 | $3,352,093 | +$270,185 | +8.77% | |
| Creative Planning | 0.00% | 73,136 | $3,069,518 | $3,484,199 | +$414,681 | +13.51% | |
| Traphagen Investment Advisors Llc | 0.19% | 54,819 | $2,647,742 | $2,611,577 | -$36,165 | -1.37% | |
| Creativeone Wealth, Llc | 0.05% | 51,167 | $2,147,499 | $2,437,596 | +$290,097 | +13.51% | |
| Curran Financial Partners, Llc | 0.30% | 39,681 | $1,665,412 | $1,890,403 | +$224,991 | +13.51% | |
| Geneos Wealth Management Inc. | 0.04% | 38,076 | $1,598,037 | $1,813,941 | +$215,904 | +13.51% | |
| Mml Investors Services, Llc | 0.00% | 36,163 | $1,517,743 | $1,722,805 | +$205,062 | +13.51% | |
| World Investment Advisors | 0.02% | 35,898 | $1,506,641 | $1,710,181 | +$203,540 | +13.51% | |
| Second Half Financial Partners, Llc | 0.59% | 29,659 | $1,432,530 | $1,412,955 | -$19,575 | -1.37% | |
| Osaic Holdings, Inc. | 0.00% | 32,726 | $1,373,685 | $1,559,067 | +$185,382 | +13.50% | |
| Paragon Capital Management Inc | 1.02% | 28,382 | $1,370,851 | $1,352,118 | -$18,733 | -1.37% | |
| &Partners | 0.01% | 31,950 | $1,340,941 | $1,522,098 | +$181,157 | +13.51% | |
| Cpr Investments Inc. | 0.85% | 22,726 | $1,097,656 | $1,082,667 | -$14,989 | -1.37% | |
| Cwm, Llc | 0.00% | 26,116 | $1,096,089 | $1,244,166 | +$148,077 | +13.51% | |
| Equity Wealth Partners, Llc | 0.38% | 22,121 | $1,068,467 | $1,053,844 | -$14,623 | -1.37% | |
| Snowden Capital Advisors Llc | 0.03% | 25,321 | $1,062,737 | $1,206,292 | +$143,555 | +13.51% | |
| Indiana Trust & Investment Management Co | 0.28% | 21,145 | $1,021,304 | $1,007,348 | -$13,956 | -1.37% | |
| Balance Wealth, Llc | 0.27% | 20,890 | $1,009,006 | $995,200 | -$13,806 | -1.37% | |
| Thryve Wealth Management Llc | 0.67% | 23,823 | $999,851 | $1,134,928 | +$135,077 | +13.51% |
Frequently asked questions about STRV
Who owns the most STRV stock?
The largest holders of STRV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STRIVE 500 ETF (STRV).
Is STRV widely held by superinvestors?
Many widely followed stocks like STRV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STRV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.