Strive, Inc.
ASST- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001920406
In the last 90 days, Strive, Inc. insiders filed 1 open-market purchase and 0 sales; 170 institutions reported holding it in 13F filings for Q2 2026, worth $448.8M in total; no superinvestor holds it.
Other share classesSATA
13F holders, Q4 2025
Institutional positions in Strive, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 133
- +79 vs. Q3 2025
- Shares held
- 116.3M
- −164.3M (−58.5%) vs. Q3 2025
- Total value
- $85.9M
- −$520.5M (−85.8%) vs. Q3 2025
- New holders
- 96
- 25 more added
- Sold out
- 17
- 9 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ASST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 170 | $448.8M |
| Q1 2026 | 138 | $299.2M |
| Q4 2025 | 133 | $85.9M |
| Q3 2025 | 54 | $606.4M |
| Q2 2025 | 27 | $25.1M |
| Q1 2025 | 6 | $34.0K |
| Q4 2024 | 4 | $7.85K |
| Q3 2024 | 5 | $24.3K |
| Q2 2024 | 6 | $25.2K |
| Q1 2024 | 7 | $110.0K |
| Q4 2023 | 9 | $102.1K |
| Q3 2023 | 9 | $78.7K |
| Q2 2023 | 6 | $216.4K |
| Q1 2023 | 8 | $72.2K |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Strive, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 100 | $74 | 0.00% | +100 | New |
| Kerr Financial Planning Corp | 164 | $84 | 0.00% | −38−18.8% | Reduced |
| Optima Capital LLC | 149 | $110 | 0.00% | +149 | New |
| Equitec Proprietary Markets, LLC | 160 | $118 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 200 | $148 | 0.00% | +200 | New |
| Harbour Investments, Inc. | 300 | $221 | 0.00% | +300 | New |
| Curio Wealth, LLC | 260 | $224 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 310 | $229 | 0.00% | +310 | New |
| Federation des caisses Desjardins du Quebec | 402 | $297 | 0.00% | +402 | New |
| Allworth Financial LP | 1,222 | $902 | 0.00% | +1,222 | New |
| Vermillion Wealth Management, Inc. | 2,000 | $1.48K | 0.00% | +2,000 | New |
| International Assets Investment Management, LLC | 4,900 | $3.62K | 0.00% | +4,900 | New |
| Westside Investment Management, Inc. | 5,000 | $3.69K | 0.00% | +4,000+400.0% | Added |
| CSS LLC | 5,300 | $3.91K | 0.00% | +5,300 | New |
| Pensionmark Financial Group, LLC | 10,000 | $7.38K | 0.00% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 10,000 | $7.38K | 0.00% | +10,000 | New |
| Jain Global LLC | 10,000 | $7.38K | 0.00% | +10,000 | New |
| Capstone Financial Advisors, Inc. | 10,102 | $7.46K | 0.00% | +10,102 | New |
| McIlrath & Eck, LLC | 10,505 | $7.75K | 0.00% | +10,505 | New |
| Beacon Pointe Advisors, LLC | 10,565 | $7.80K | 0.00% | +10,565 | New |
| Ground Swell Capital, LLC | 10,624 | $7.84K | 0.02% | +10,624 | New |
| Royal Bank of Canada | 11,903 | $8.00K | 0.00% | −35,460−74.9% | Reduced |
| The PNC Financial Services Group, Inc. | 11,000 | $8.12K | 0.00% | +11,000 | New |
| Wells Fargo & Company | 11,150 | $8.23K | 0.00% | +10,885+4,107.5% | Added |
| Quantinno Capital Management LP | 11,500 | $8.49K | 0.00% | +11,500 | New |
| Pine Valley Investments Ltd Liability Co | 12,500 | $9.22K | 0.00% | +12,500 | New |
| Alpine Global Management, LLC | 12,688 | $9.36K | 0.00% | +12,688 | New |
| Northwest Financial Advisors | 12,700 | $9.37K | 0.02% | +12,700 | New |
| Almanack Investment Partners, LLC. | 12,925 | $9.54K | 0.00% | +12,925 | New |
| Revisor Wealth Management LLC | 11,365 | $9.89K | 0.00% | +11,365 | New |
| Advisor Resource Council | 13,871 | $10.0K | 0.00% | +13,871 | New |
| Cetera Investment Advisers | 13,900 | $10.3K | 0.00% | +13,900 | New |
| Emerald Advisors, LLC | 14,000 | $10.3K | 0.00% | +14,000 | New |
| Sippican Capital Advisors | 14,500 | $10.7K | 0.01% | +14,500 | New |
| Sprott Inc. | 15,000 | $11.1K | 0.00% | +15,000 | New |
| T3 Companies, LLC | 15,000 | $11.1K | 0.01% | +15,000 | New |
| Financial Partners Group, Inc | 13,523 | $11.1K | 0.00% | +13,523 | New |
| Cresset Asset Management, LLC | 15,800 | $11.7K | 0.00% | +15,800 | New |
| PEAK6 LLC | 16,270 | $12.0K | 0.00% | +16,270 | New |
| Resources Investment Advisors, LLC. | 16,756 | $12.4K | 0.00% | +16,756 | New |
| Tower Research Capital LLC (TRC) | 17,913 | $13.2K | 0.00% | +10,273+134.5% | Added |
| Rathbone Brothers plc | 18,000 | $13.3K | 0.00% | +18,000 | New |
| Prospera Financial Services Inc | 20,000 | $14.8K | 0.00% | +20,000 | New |
| R Squared Ltd | 21,581 | $15.9K | 0.01% | +21,581 | New |
| Creative Planning | 21,899 | $16.2K | 0.00% | +21,899 | New |
| Wealth Advisors of Iowa, LLC | 22,224 | $16.4K | 0.01% | +22,224 | New |
| Insigneo Advisory Services, LLC | 22,727 | $16.8K | 0.00% | +22,727 | New |
| Brevan Howard Capital Management LP | 23,589 | $17.4K | 0.00% | +23,589 | New |
| Nine Masts Capital Ltd | 26,362 | $19.5K | 0.00% | +26,362 | New |
| Commonwealth Equity Services, LLC | 26,400 | $19.5K | 0.00% | +26,400 | New |
| Bulltick Wealth Management, LLC | 27,512 | $20.3K | 0.00% | +27,512 | New |
| SG Americas Securities, LLC | 28,041 | $21.0K | 0.00% | +28,041 | New |
| E6 Portfolios, LLC | 29,931 | $22.1K | 0.03% | +29,931 | New |
| Cambridge Investment Research Advisors, Inc. | 33,054 | $24.0K | 0.00% | +33,054 | New |
| Thryve Wealth Management LLC | 32,523 | $24.0K | 0.01% | +32,523 | New |
| Valtinson Bruner Financial Planning LLC | 33,200 | $24.5K | 0.01% | +33,200 | New |
| Sanctuary Advisors, LLC | 33,950 | $25.1K | 0.00% | +33,950 | New |
| Verdence Capital Advisors LLC | 34,753 | $25.6K | 0.00% | +34,753 | New |
| Pinnacle Associates Ltd | 35,000 | $25.8K | 0.00% | +35,000 | New |
| Institute for Wealth Management, LLC. | 35,000 | $25.8K | 0.00% | +35,000 | New |
| Point72 Asset Management, L.P. | 35,000 | $25.8K | 0.00% | +35,000 | New |
| Dynamic Advisor Solutions LLC | 41,643 | $30.7K | 0.00% | +41,643 | New |
| Clear Street Markets LLC | 42,500 | $31.4K | 0.01% | +38,900+1,080.6% | Added |
| CAPROCK Group, Inc. | 42,577 | $31.4K | 0.00% | +42,577 | New |
| Larson Financial Group LLC | 42,835 | $31.6K | 0.00% | +42,835 | New |
| Ursa Fund Management, LLC | 44,500 | $32.8K | 0.00% | +44,500 | New |
| JPMorgan Chase & Co | 45,560 | $33.6K | 0.00% | +45,560 | New |
| VisionPoint Advisory Group, LLC | 51,750 | $38.2K | 0.01% | +51,750 | New |
| Arkadios Wealth Advisors | 52,230 | $38.5K | 0.00% | +52,230 | New |
| Kera Capital Partners, Inc. | 48,955 | $40.2K | 0.00% | +48,955 | New |
| Activest Wealth Management | 56,050 | $41.4K | 0.01% | +56,050 | New |
| LPL Financial LLC | 58,210 | $43.0K | 0.00% | +31,687+119.5% | Added |
| Bank of New York Mellon Corp | 59,706 | $44.1K | 0.00% | +59,706 | New |
| Abundance Wealth Counselors | 62,000 | $45.8K | 0.01% | +62,000 | New |
| Vident Advisory, LLC | 65,692 | $48.6K | 0.00% | +65,692 | New |
| Cerity Partners LLC | 67,710 | $50.0K | 0.00% | +52,300+339.4% | Added |
| Captrust Financial Advisors | 73,564 | $54.3K | 0.00% | +73,564 | New |
| Tru Independence Asset Management 2, LLC | 85,000 | $62.7K | 0.04% | +85,000 | New |
| Jefferies Financial Group Inc. | 90,000 | $66.4K | 0.00% | +81,400+946.5% | Added |
| J. Derek Lewis & Associates Inc. | 96,000 | $70.8K | 0.02% | +96,000 | New |
| GTS Securities LLC | 100,240 | $74.0K | 0.00% | +100,240 | New |
| Thompson Davis & Co., Inc. | 100,642 | $74.1K | 0.04% | +100,642 | New |
| Gibbs Wealth Management | 80,000 | $75.7K | 0.02% | +80,000 | New |
| Virtu Financial LLC | 103,000 | $76.0K | 0.00% | +103,000 | New |
| Peapack Gladstone Financial Corp | 115,600 | $85.0K | 0.00% | +115,600 | New |
| Advisor Group Holdings, Inc. | 116,644 | $86.3K | 0.00% | +105,149+914.7% | Added |
| Marshall Wace, LLP | 121,600 | $90.0K | 0.00% | +121,600 | New |
| HighTower Advisors, LLC | 126,581 | $93.4K | 0.00% | +92,081+266.9% | Added |
| Goldman Sachs Group Inc | 130,389 | $96.2K | 0.00% | +78,979+153.6% | Added |
| Atlas Wealth LLC | 131,819 | $97.3K | 0.03% | +131,819 | New |
| Lauer Wealth, LLC | 100,000 | $101.0K | 0.08% | +100,000 | New |
| Ci Investments Inc. | 139,571 | $103.0K | 0.00% | +139,571 | New |
| Paradigm Financial Partners, LLC | 140,010 | $103.3K | 0.01% | +140,010 | New |
| Omers Administration Corp | 149,200 | $110.1K | 0.00% | +149,200 | New |
| State of Wyoming | 151,595 | $111.9K | 0.01% | +151,595 | New |
| Mariner, LLC | 155,800 | $115.0K | 0.00% | +137,000+728.7% | Added |
| FNY Investment Advisers, LLC | 160,000 | $118.0K | 0.03% | +160,000 | New |
| Tradition Wealth Management, LLC | 166,216 | $122.7K | 0.01% | +166,216 | New |
| CIBC World Markets Inc. | 189,900 | $140.5K | 0.00% | +189,900 | New |
| Bank of America Corp | 271,664 | $200.5K | 0.00% | +179,451+194.6% | Added |