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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 73,766 | $739.1K | 0.04% | +73,766 | New |
| Summit Financial, LLC | 79,262 | $794.2K | 0.01% | −1,041,713−92.9% | Reduced |
| Royal Bank of Canada | 83,607 | $838.0K | 0.00% | +71,704+602.4% | Added |
| Weiss Asset Management LP | 91,923 | $921.1K | 0.02% | +91,923 | New |
| Generali Asset Management SPA SGR | 105,250 | $1.05M | 0.02% | +105,250 | New |
| SG Americas Securities, LLC | 112,453 | $1.13M | 0.00% | +84,412+301.0% | Added |
| Charles Schwab Investment Management Inc | 114,525 | $1.15M | 0.00% | −237,018−67.4% | Reduced |
| MMCAP International Inc. SPC | 122,480 | $1.23M | 0.11% | −441,320−78.3% | Reduced |
| Wells Fargo & Company | 129,746 | $1.30M | 0.00% | +118,596+1,063.6% | Added |
| X-Square Capital, LLC | 131,124 | $1.31M | 0.44% | +131,124 | New |
| Group One Trading, L.P. | 134,771 | $1.35M | 0.04% | +134,771 | New |
| Bank of New York Mellon Corp | 149,989 | $1.50M | 0.00% | +90,283+151.2% | Added |
| Citadel Advisors LLC | 156,642 | $1.57M | 0.00% | +156,642 | New |
| Massar Capital Management, LP | 157,875 | $1.58M | 0.32% | +157,875 | New |
| Capital Fund Management S.A. | 188,694 | $1.89M | 0.02% | +188,694 | New |
| First Trust Advisors LP | 240,656 | $2.41M | 0.00% | +240,656 | New |
| Raymond James Financial Inc | 252,522 | $2.53M | 0.00% | +252,522 | New |
| Vanguard Portfolio Management LLC | 301,711 | $3.02M | 0.00% | +301,711 | New |
| Goldman Sachs Group Inc | 317,310 | $3.18M | 0.00% | +186,921+143.4% | Added |
| Lakewood Capital Management, LP | 328,570 | $3.29M | 0.21% | +328,570 | New |
| Vanguard Fiduciary Trust Co | 330,555 | $3.31M | 0.00% | +330,555 | New |
| Nuveen, LLC | 369,998 | $3.71M | 0.00% | +369,998 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 372,206 | $3.73M | 0.01% | −7,071,904−95.0% | Reduced |
| Northern Trust Corp | 396,271 | $3.97M | 0.00% | −912,389−69.7% | Reduced |
| LMR Partners LLP | 520,072 | $5.21M | 0.05% | +520,072 | New |
| Susquehanna International Group, LLP | 557,230 | $5.58M | 0.01% | −7,396,370−93.0% | Reduced |
| Alpine Fox Capital LLC | 606,242 | $6.07M | 5.72% | −2,544,103−80.8% | Reduced |
| Interchange Capital Partners, LLC | 880,571 | $8.82M | 2.84% | +880,571 | New |
| State Street Corp | 1,176,875 | $11.8M | 0.00% | −1,525,984−56.5% | Reduced |
| UBS Group AG | 1,203,422 | $12.1M | 0.00% | −7,948,306−86.9% | Reduced |
| Geode Capital Management, LLC | 1,220,118 | $12.2M | 0.00% | −5,534,963−81.9% | Reduced |
| Morgan Stanley | 1,513,010 | $15.2M | 0.00% | −226,806−13.0% | Reduced |
| Vanguard Capital Management LLC | 2,337,783 | $23.4M | 0.00% | +2,337,783 | New |
| Capital International Investors | 2,634,073 | $26.4M | 0.01% | +2,634,073 | New |
| BlackRock, Inc. | 3,629,600 | $36.4M | 0.00% | −6,521,219−64.2% | Reduced |
| FMR LLC | 7,144,797 | $71.6M | 0.00% | −8,762,267−55.1% | Reduced |
| RMG Wealth Management LLC | 98 | – | – | +98 | New |
| ParaFi Capital LP | 156,904 | – | – | +156,904 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −4,789,369−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,516,968−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −680,611−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −636,152−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −459,475−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −343,439−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −300,771−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −189,900−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −155,800−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −149,200−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −140,010−100.0% | Sold out |
| Lauer Wealth, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Atlas Wealth LLC | 0 | $0 | 0.00% | −131,819−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −121,600−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −115,600−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −103,000−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −100,642−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −100,240−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −73,564−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −67,710−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −65,692−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −48,955−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −52,230−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −51,750−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −42,577−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −41,643−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −34,753−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −33,950−100.0% | Sold out |
| Valtinson Bruner Financial Planning LLC | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| Thryve Wealth Management LLC | 0 | $0 | 0.00% | −32,523−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −33,054−100.0% | Sold out |
| E6 Portfolios, LLC | 0 | $0 | 0.00% | −29,931−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −27,512−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −26,362−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −23,589−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −22,727−100.0% | Sold out |
| Wealth Advisors of Iowa, LLC | 0 | $0 | 0.00% | −22,224−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −21,581−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −16,756−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −16,270−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −13,523−100.0% | Sold out |
| Sprott Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| T3 Companies, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sippican Capital Advisors | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Emerald Advisors, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −13,871−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −11,365−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −12,925−100.0% | Sold out |