STRV Institutional Ownership & Shareholders
STRIVE 500 ETF (STRV) is currently held by 143 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $441.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Oxenfree Capital Llc is currently the largest disclosed institutional shareholder of STRV tracked by InsiderSet, reporting ownership valued at approximately $49.53M in its September 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 $46.79M, representing an estimated loss of -5.53% 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, Uptick Partners, Llc, 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
143
Total Reported Value
$441.35M
Largest Holder
Oxenfree Capital Llc
Largest Position
$49.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 21.40% | 982,124 | $49,528,502 | $46,788,387 | -$2,740,115 | -5.53% | |
| Raymond James Financial Inc | 0.01% | 641,933 | $31,005,334 | $30,581,688 | -$423,646 | -1.37% | |
| Uptick Partners, Llc | 4.40% | 585,228 | $28,266,510 | $27,880,262 | -$386,248 | -1.37% | |
| Truist Financial Corp | 0.03% | 515,842 | $25,433,580 | $24,574,713 | -$858,867 | -3.38% | |
| United Advisor Group, Llc | 2.01% | 391,287 | $18,899,185 | $18,640,913 | -$258,272 | -1.37% | |
| Stifel Financial Corp | 0.02% | 380,950 | $18,399,918 | $18,148,458 | -$251,460 | -1.37% | |
| Kestra Advisory Services, Llc | 0.05% | 365,982 | $18,044,736 | $17,435,382 | -$609,354 | -3.38% | |
| Jones Financial Companies Lllp | 0.01% | 292,430 | $13,843,652 | $13,931,365 | +$87,713 | +0.63% | |
| Lpl Financial Llc | 0.00% | 278,725 | $13,462,429 | $13,278,459 | -$183,970 | -1.37% | |
| Weaver Capital Management Llc | 2.47% | 262,836 | $12,959,108 | $12,521,507 | -$437,601 | -3.38% | |
| Ethos Financial Group, Llc | 0.75% | 233,512 | $11,278,608 | $11,124,512 | -$154,096 | -1.37% | |
| Commonwealth Equity Services, Llc | 0.01% | 216,782 | $10,688,453 | $10,327,494 | -$360,959 | -3.38% | |
| Ascent Advisors, Llc | 9.98% | 179,376 | $8,653,098 | $8,545,473 | -$107,625 | -1.24% | |
| Secured Retirement Advisors, Llc | 4.44% | 179,003 | $8,645,833 | $8,527,703 | -$118,130 | -1.37% | |
| Foundations Investment Advisors, Llc | 0.09% | 178,599 | $8,626,312 | $8,508,456 | -$117,856 | -1.37% | |
| Hegarty Advisors, Llc | 4.98% | 163,311 | $8,052,054 | $7,780,136 | -$271,918 | -3.38% | |
| Sage Capital Management, Llc | 2.97% | 158,334 | $7,807,937 | $7,543,032 | -$264,905 | -3.39% | |
| Royal Bank Of Canada | 0.00% | 148,444 | $7,170,000 | $7,071,872 | -$98,128 | -1.37% | |
| Essex Financial Services, Inc. | 0.36% | 148,241 | $7,160,025 | $7,062,201 | -$97,824 | -1.37% | |
| Envestnet Asset Management Inc | 0.00% | 138,770 | $6,702,606 | $6,611,003 | -$91,603 | -1.37% | |
| Cetera Investment Advisers | 0.01% | 134,598 | $6,501,105 | $6,412,249 | -$88,856 | -1.37% | |
| Fairman Group, Llc | 4.51% | 127,808 | $6,301,570 | $6,088,773 | -$212,797 | -3.38% | |
| Bank Of America Corp | 0.00% | 117,920 | $5,695,536 | $5,617,709 | -$77,827 | -1.37% | |
| Ubs Group Ag | 0.00% | 109,811 | $5,303,871 | $5,231,396 | -$72,475 | -1.37% | |
| Captrust Financial Advisors | 0.01% | 95,666 | $4,620,672 | $4,557,528 | -$63,144 | -1.37% | |
| Betterment Llc | 0.01% | 91,263 | $4,408,000 | $4,347,769 | -$60,231 | -1.37% | |
| Wealthplan Investment Management, Llc | 0.21% | 86,925 | $4,285,837 | $4,141,107 | -$144,730 | -3.38% | |
| Sanctuary Advisors, Llc | 0.02% | 81,714 | $3,946,786 | $3,892,855 | -$53,931 | -1.37% | |
| S.A. Mason Llc | 1.12% | 77,129 | $3,802,845 | $3,674,426 | -$128,419 | -3.38% | |
| Financial Management Network Inc | 0.54% | 75,243 | $3,744,842 | $3,584,577 | -$160,265 | -4.28% | |
| Visionary Wealth Advisors | 0.15% | 77,013 | $3,719,713 | $3,668,899 | -$50,814 | -1.37% | |
| Rockefeller Capital Management L.P. | 0.01% | 72,785 | $3,515,523 | $3,467,477 | -$48,046 | -1.37% | |
| Creative Planning | 0.00% | 67,768 | $3,341,303 | $3,228,468 | -$112,835 | -3.38% | |
| Stenger Family Office, Llc | 0.43% | 61,956 | $3,116,998 | $2,951,584 | -$165,414 | -5.31% | |
| Janney Montgomery Scott Llc | 0.01% | 55,615 | $2,686,000 | $2,649,499 | -$36,501 | -1.36% | |
| Traphagen Investment Advisors Llc | 0.18% | 54,326 | $2,678,555 | $2,588,091 | -$90,464 | -3.38% | |
| Curran Financial Partners, Llc | 0.39% | 54,303 | $2,622,835 | $2,586,995 | -$35,840 | -1.37% | |
| Mml Investors Services, Llc | 0.00% | 46,209 | $2,231,893 | $2,201,397 | -$30,496 | -1.37% | |
| Creativeone Wealth, Llc | 0.05% | 45,734 | $2,208,960 | $2,178,768 | -$30,192 | -1.37% | |
| Geneos Wealth Management Inc. | 0.04% | 38,579 | $1,863,390 | $1,837,904 | -$25,486 | -1.37% | |
| Susquehanna International Group, Llp | 0.00% | 35,366 | $1,708,178 | $1,684,836 | -$23,342 | -1.37% | |
| Natixis Advisors, Llc | 0.00% | 34,495 | $1,666,000 | $1,643,342 | -$22,658 | -1.36% | |
| Osaic Holdings, Inc. | 0.00% | 33,427 | $1,614,858 | $1,592,462 | -$22,396 | -1.39% | |
| World Investment Advisors | 0.02% | 35,898 | $1,506,641 | $1,710,181 | +$203,540 | +13.51% | |
| Cpr Investments Inc. | 1.09% | 29,832 | $1,470,875 | $1,421,196 | -$49,679 | -3.38% | |
| &Partners | 0.01% | 29,793 | $1,435,175 | $1,419,339 | -$15,836 | -1.10% | |
| Second Half Financial Partners, Llc | 0.59% | 29,659 | $1,432,530 | $1,412,955 | -$19,575 | -1.37% | |
| Paragon Capital Management Inc | 1.08% | 28,810 | $1,420,471 | $1,372,508 | -$47,963 | -3.38% | |
| Snowden Capital Advisors Llc | 0.03% | 25,386 | $1,226,165 | $1,209,389 | -$16,776 | -1.37% | |
| Equity Wealth Partners, Llc | 0.38% | 23,655 | $1,166,294 | $1,126,924 | -$39,370 | -3.38% |
Frequently asked questions about STRV
Who are the largest institutional holders of STRV?
The largest institutional holders of STRV reported in the latest SEC Form 13F filings include Oxenfree Capital Llc, Raymond James Financial Inc, Uptick Partners, Llc, Truist Financial Corp, and United Advisor Group, Llc. InsiderSet ranks institutional holders by their latest reported STRV position.
What is STRV institutional ownership?
This page tracks STRV positions reported by institutional investment managers through SEC Form 13F. STRIVE 500 ETF (STRV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STRV?
InsiderSet currently tracks 143 institutional managers reporting STRV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STRV shareholders.
How much STRV stock do institutions own?
Institutional investment managers disclosed approximately $441.35M in STRV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STRV institutional ownership last updated?
The latest STRV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional STRV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STRV position after the reporting date.
Are institutions buying or selling STRV?
Institutional buying and selling can be analyzed by comparing STRV positions across consecutive 13F reporting periods. InsiderSet's STRV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STRV ownership changes.
How has STRV institutional ownership changed over time?
InsiderSet tracks STRV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.