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, Q1 2026
Institutional positions in Strive, Inc. as of Mar 31, 2026. 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
- 138
- +6 vs. Q4 2025
- Shares held
- 30.0M
- −58.7M (−66.2%) vs. Q4 2025
- Total value
- $299.2M
- +$233.7M (+356.5%) vs. Q4 2025
- New holders
- 87
- 8 more added
- Sold out
- 81
- 43 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Strive, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 57 | $0 | 0.00% | +57 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $11 | 0.00% | +1 | New |
| WealthCollab, LLC | 2 | $21 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 5 | $47 | 0.00% | +5 | New |
| Equitec Proprietary Markets, LLC | 8 | $80 | 0.00% | −152−95.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9 | $90 | 0.00% | +9 | New |
| Missouri Trust & Investment Co | 10 | $100 | 0.00% | +10 | New |
| Kerr Financial Planning Corp | 8 | $116 | 0.00% | −156−95.1% | Reduced |
| The PNC Financial Services Group, Inc. | 16 | $160 | 0.00% | −10,984−99.9% | Reduced |
| EverSource Wealth Advisors, LLC | 16 | $160 | 0.00% | +16 | New |
| Federation des caisses Desjardins du Quebec | 20 | $200 | 0.00% | −382−95.0% | Reduced |
| Whittier Trust Co | 21 | $213 | 0.00% | +21 | New |
| Rothschild Investment LLC | 31 | $311 | 0.00% | +31 | New |
| North Star Investment Management Corp. | 44 | $441 | 0.00% | +44 | New |
| Jefferies Financial Group Inc. | 49 | $496 | 0.00% | −89,951−99.9% | Reduced |
| Fortitude Family Office, LLC | 56 | $561 | 0.00% | +56 | New |
| Root Financial Partners, LLC | 56 | $561 | 0.00% | +56 | New |
| MAI Capital Management | 59 | $592 | 0.00% | +59 | New |
| Steward Partners Investment Advisory, LLC | 78 | $782 | 0.00% | +78 | New |
| Harbour Investments, Inc. | 85 | $852 | 0.00% | −215−71.7% | Reduced |
| CWM, LLC | 121 | $1.21K | 0.00% | +121 | New |
| Adirondack Trust Co | 157 | $1.57K | 0.00% | +157 | New |
| Signaturefd, LLC | 210 | $2.10K | 0.00% | +210 | New |
| AdvisorNet Financial, Inc | 235 | $2.35K | 0.00% | +235 | New |
| Hurley Capital, LLC | 261 | $2.62K | 0.00% | +261 | New |
| GAMMA Investing LLC | 342 | $3.43K | 0.00% | +342 | New |
| Westside Investment Management, Inc. | 425 | $4.26K | 0.00% | −4,575−91.5% | Reduced |
| McIlrath & Eck, LLC | 534 | $5.35K | 0.00% | −9,971−94.9% | Reduced |
| Formidable Asset Management, LLC | 11,250 | $8.30K | 0.00% | +11,250 | New |
| Sterling Capital Management LLC | 1,499 | $15.0K | 0.00% | +1,499 | New |
| Larson Financial Group LLC | 2,140 | $21.4K | 0.00% | −40,695−95.0% | Reduced |
| Allworth Financial LP | 3,466 | $34.7K | 0.00% | +2,244+183.6% | Added |
| State of Wyoming | 3,652 | $36.6K | 0.00% | −147,943−97.6% | Reduced |
| Cantor Fitzgerald, L. P. | 4,000 | $40.1K | 0.00% | −972,421−99.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,265 | $42.7K | 0.00% | +4,265 | New |
| Nisa Investment Advisors, LLC | 4,300 | $43.1K | 0.00% | +4,300 | New |
| Legal & General Group Plc | 4,585 | $46.0K | 0.00% | +4,585 | New |
| Clear Street Markets LLC | 4,733 | $47.4K | 0.02% | −37,767−88.9% | Reduced |
| International Assets Investment Management, LLC | 5,137 | $52.2K | 0.00% | +237+4.8% | Added |
| Citigroup Inc | 7,908 | $79.2K | 0.00% | +7,908 | New |
| Advisor Group Holdings, Inc. | 9,946 | $99.6K | 0.00% | −106,698−91.5% | Reduced |
| Tradition Wealth Management, LLC | 10,434 | $104.5K | 0.01% | −155,782−93.7% | Reduced |
| HighTower Advisors, LLC | 10,441 | $104.6K | 0.00% | −116,140−91.8% | Reduced |
| Shay Capital LLC | 10,635 | $106.6K | 0.02% | −1,446,983−99.3% | Reduced |
| Farther Finance Advisors, LLC | 10,496 | $106.6K | 0.00% | +10,496 | New |
| Activest Wealth Management | 10,937 | $109.6K | 0.02% | −45,113−80.5% | Reduced |
| BNP Paribas Arbitrage, SA | 10,992 | $110.1K | 0.00% | +10,992 | New |
| Russell Investments Group, Ltd. | 11,322 | $113.4K | 0.00% | +11,322 | New |
| Tower Research Capital LLC (TRC) | 11,539 | $115.6K | 0.00% | −6,374−35.6% | Reduced |
| Kestra Advisory Services, LLC | 12,072 | $121.0K | 0.00% | +12,072 | New |
| Sepio Capital, LP | 12,307 | $123.3K | 0.01% | +12,307 | New |
| Advisory Services Network, LLC | 12,514 | $125.4K | 0.00% | +12,514 | New |
| Ci Investments Inc. | 12,821 | $128.5K | 0.00% | −126,750−90.8% | Reduced |
| Mercer Global Advisors Inc | 13,420 | $134.5K | 0.00% | −260,080−95.1% | Reduced |
| SEI Investments Co | 13,608 | $136.3K | 0.00% | +13,608 | New |
| Tobam | 13,755 | $138.0K | 0.04% | +13,755 | New |
| Manufacturers Life Insurance Company, The | 13,854 | $138.8K | 0.00% | +13,854 | New |
| Police & Firemen's Retirement System of New Jersey | 14,077 | $141.1K | 0.00% | +14,077 | New |
| Alliancebernstein L.P. | 14,662 | $146.9K | 0.00% | +14,662 | New |
| IMC-Chicago, LLC | 15,101 | $151.3K | 0.00% | +15,101 | New |
| New York State Common Retirement Fund | 16,377 | $164.1K | 0.00% | +16,377 | New |
| Nomura Holdings Inc | 16,981 | $170.2K | 0.00% | +16,981 | New |
| J. Derek Lewis & Associates Inc. | 19,000 | $190.4K | 0.04% | −77,000−80.2% | Reduced |
| Inspire Advisors, LLC | 19,441 | $194.8K | 0.02% | +19,441 | New |
| State of Alaska, Department of Revenue | 19,804 | $198.0K | 0.00% | +19,804 | New |
| LPL Financial LLC | 20,365 | $204.1K | 0.00% | −37,845−65.0% | Reduced |
| Vanguard Global Advisers, LLC | 20,683 | $207.2K | 0.00% | +20,683 | New |
| State Board of Administration of Florida Retirement System | 20,808 | $208.5K | 0.00% | +20,808 | New |
| Merit Financial Group, LLC | 20,958 | $210.0K | 0.00% | +20,958 | New |
| Millennium Management LLC | 23,289 | $233.4K | 0.00% | −366,611−94.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,436 | $244.8K | 0.00% | +24,436 | New |
| Scientech Research LLC | 25,056 | $251.1K | 0.21% | +25,056 | New |
| Independent Financial Group, LLC | 25,951 | $260.0K | 0.01% | +25,951 | New |
| Huntington National Bank | 25,975 | $260.3K | 0.00% | +25,975 | New |
| Invesco Ltd. | 27,493 | $275.5K | 0.00% | −255,452−90.3% | Reduced |
| Cetera Investment Advisers | 28,151 | $282.1K | 0.00% | +14,251+102.5% | Added |
| MetLife Investment Management | 29,165 | $292.2K | 0.00% | +29,165 | New |
| CI Private Wealth, LLC | 30,036 | $301.0K | 0.00% | −495,664−94.3% | Reduced |
| Chicago Partners Investment Group LLC | 18,328 | $305.3K | 0.01% | −321,341−94.6% | Reduced |
| JPMorgan Chase & Co | 33,091 | $310.1K | 0.00% | −12,469−27.4% | Reduced |
| Woodline Partners LP | 32,258 | $323.2K | 0.00% | −612,905−95.0% | Reduced |
| Natixis | 32,818 | $328.8K | 0.00% | +32,818 | New |
| Caption Management, LLC | 33,749 | $338.2K | 0.02% | +33,749 | New |
| Price T Rowe Associates Inc | 36,972 | $371.0K | 0.00% | +36,972 | New |
| Vontobel Holding Ltd. | 39,341 | $394.2K | 0.00% | +39,341 | New |
| Walleye Trading LLC | 39,632 | $397.1K | 0.01% | +39,632 | New |
| Belvedere Trading LLC | 43,537 | $436.2K | 0.06% | +43,537 | New |
| XTX Topco Ltd | 43,624 | $437.1K | 0.01% | +43,624 | New |
| Accuvest Global Advisors | 44,225 | $444.0K | 0.41% | +44,225 | New |
| Deutsche Bank AG | 44,992 | $450.8K | 0.00% | +44,992 | New |
| Stifel Financial Corp | 49,397 | $495.0K | 0.00% | +49,397 | New |
| Kestra Private Wealth Services, LLC | 49,798 | $499.0K | 0.01% | +49,798 | New |
| Truvestments Capital LLC | 50,376 | $504.8K | 0.09% | +50,376 | New |
| Balyasny Asset Management LLC | 50,766 | $508.7K | 0.00% | −411,039−89.0% | Reduced |
| Rhumbline Advisers | 56,787 | $569.0K | 0.00% | +56,787 | New |
| Simplex Trading, LLC | 63,975 | $641.0K | 0.02% | +63,975 | New |
| Barclays PLC | 69,683 | $698.2K | 0.00% | +69,683 | New |
| Kovack Advisors, Inc. | 46,533 | $714.3K | 0.04% | +46,533 | New |
| Bank of America Corp | 72,889 | $730.3K | 0.00% | −198,775−73.2% | Reduced |