STRIVE 500 ETF (STRV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $352.00M 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 $42.10M in its March 31, 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 $44.41M, representing an estimated gain of +5.50% 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
136
Total Reported Value
$352.00M
Largest Holder
Oxenfree Capital Llc
Largest Position
$42.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
149
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oxenfree Capital Llc | 20.42% | 932,285 | $42,100,486 | $44,414,057 | +$2,313,571 | +5.50% | |
| Raymond James Financial Inc | 0.01% | 612,167 | $25,692,643 | $29,163,636 | +$3,470,993 | +13.51% | |
| Uptick Partners, Llc | 4.07% | 485,633 | $20,382,013 | $23,135,556 | +$2,753,543 | +13.51% | |
| Truist Financial Corp | 0.03% | 447,930 | $18,799,635 | $21,339,385 | +$2,539,750 | +13.51% | |
| Stifel Financial Corp | 0.02% | 392,074 | $16,455,342 | $18,678,405 | +$2,223,063 | +13.51% | |
| United Advisor Group, Llc | 1.97% | 379,492 | $15,927,292 | $18,078,999 | +$2,151,707 | +13.51% | |
| Weaver Capital Management Llc | 2.53% | 277,643 | $11,652,664 | $13,226,913 | +$1,574,249 | +13.51% | |
| Kestra Advisory Services, Llc | 0.04% | 267,802 | $11,239,649 | $12,758,087 | +$1,518,438 | +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% | |
| 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% | |
| Commonwealth Equity Services, Llc | 0.01% | 205,724 | $8,634,230 | $9,800,691 | +$1,166,461 | +13.51% | |
| Secured Retirement Advisors, Llc | 4.42% | 186,029 | $7,807,647 | $8,862,422 | +$1,054,775 | +13.51% | |
| Foundations Investment Advisors, Llc | 0.09% | 165,680 | $6,953,610 | $7,892,995 | +$939,385 | +13.51% | |
| Hegarty Advisors, Llc | 5.02% | 151,734 | $6,368,285 | $7,228,608 | +$860,323 | +13.51% | |
| 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% | |
| Sage Capital Management, Llc | 2.81% | 142,425 | $5,978,691 | $6,785,127 | +$806,436 | +13.49% | |
| 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% | |
| Envestnet Asset Management Inc | 0.00% | 104,666 | $4,392,830 | $4,986,288 | +$593,458 | +13.51% | |
| Visionary Wealth Advisors | 0.16% | 88,163 | $3,700,220 | $4,200,085 | +$499,865 | +13.51% | |
| Wealthplan Investment Management, Llc | 0.20% | 85,958 | $3,607,657 | $4,095,039 | +$487,382 | +13.51% | |
| Sanctuary Advisors, Llc | 0.02% | 81,487 | $3,420,009 | $3,882,041 | +$462,032 | +13.51% | |
| Stenger Family Office, Llc | 0.59% | 79,721 | $3,345,885 | $3,797,908 | +$452,023 | +13.51% | |
| Captrust Financial Advisors | 0.01% | 78,411 | $3,290,906 | $3,735,500 | +$444,594 | +13.51% | |
| Rockefeller Capital Management L.P. | 0.01% | 74,992 | $3,147,439 | $3,572,619 | +$425,180 | +13.51% | |
| S.A. Mason Llc | 1.17% | 74,144 | $3,111,824 | $3,532,220 | +$420,396 | +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% | 54,596 | $2,291,378 | $2,600,953 | +$309,575 | +13.51% | |
| 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% | |
| Osaic Holdings, Inc. | 0.00% | 32,726 | $1,373,685 | $1,559,067 | +$185,382 | +13.50% | |
| &Partners | 0.01% | 31,950 | $1,340,941 | $1,522,098 | +$181,157 | +13.51% | |
| Belpointe Asset Management Llc | 0.05% | 30,339 | $1,273,343 | $1,445,350 | +$172,007 | +13.51% | |
| Second Half Financial Partners, Llc | 0.56% | 29,860 | $1,253,224 | $1,422,530 | +$169,306 | +13.51% | |
| Paragon Capital Management Inc | 1.00% | 28,011 | $1,175,622 | $1,334,444 | +$158,822 | +13.51% | |
| Cwm, Llc | 0.00% | 26,116 | $1,096,089 | $1,244,166 | +$148,077 | +13.51% | |
| Snowden Capital Advisors Llc | 0.03% | 25,321 | $1,062,737 | $1,206,292 | +$143,555 | +13.51% | |
| Thryve Wealth Management Llc | 0.67% | 23,823 | $999,851 | $1,134,928 | +$135,077 | +13.51% | |
| Susquehanna International Group, Llp | 0.00% | 23,813 | $999,432 | $1,134,451 | +$135,019 | +13.51% | |
| Indiana Trust & Investment Management Co | 0.30% | 23,000 | $965,310 | $1,095,720 | +$130,410 | +13.51% | |
| Equity Wealth Partners, Llc | 0.62% | 22,898 | $961,040 | $1,090,861 | +$129,821 | +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.