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, Q2 2026
Institutional positions in Strive, Inc. as of Jun 30, 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
- 170
- +34 vs. Q1 2026
- Shares held
- 40.1M
- +10.1M (+33.6%) vs. Q1 2026
- Total value
- $448.8M
- +$133.9M (+42.5%) vs. Q1 2026
- New holders
- 56
- 75 more added
- Sold out
- 22
- 21 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $314.9M |
| Q4 2025 | 133 | $86.6M |
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Strive, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 87 | $0 | 0.00% | +30+52.6% | Added |
| Covestor Ltd | 26 | $0 | 0.00% | +26 | New |
| Kilter Group LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1 | $11 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $22 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $22 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $22 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 4 | $44 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 5 | $58 | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 8 | $87 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 8 | $87 | 0.00% | +8 | New |
| Kerr Financial Planning Corp | 8 | $88 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $98 | 0.00% | +9 | New |
| Action Point Financial Planning, LLC | 9 | $98 | 0.00% | +9 | New |
| Essential Partners LLC | 11 | $120 | 0.00% | +11 | New |
| Rockefeller Capital Management L.P. | 23 | $251 | 0.00% | +23 | New |
| Whittier Trust Co | 21 | $275 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 44 | $480 | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 49 | $540 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $622 | 0.00% | +57 | New |
| Jones Financial Companies LLLP | 55 | $624 | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 58 | $633 | 0.00% | +2+3.6% | Added |
| UMA Financial Services, Inc. | 67 | $731 | 0.00% | +67 | New |
| Rothschild Investment LLC | 79 | $862 | 0.00% | +48+154.8% | Added |
| Harbour Investments, Inc. | 85 | $927 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 106 | $1.16K | 0.00% | +28+35.9% | Added |
| Adirondack Trust Co | 157 | $1.71K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 172 | $1.88K | 0.00% | −3,480−95.3% | Reduced |
| Signaturefd, LLC | 210 | $2.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 235 | $2.56K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 261 | $2.85K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 245 | $2.94K | 0.00% | −4,892−95.2% | Reduced |
| The PNC Financial Services Group, Inc. | 300 | $3.27K | 0.00% | +284+1,775.0% | Added |
| Global Retirement Partners, LLC | 327 | $3.57K | 0.00% | +327 | New |
| Pinnacle Wealth Planning Services, Inc. | 489 | $5.33K | 0.00% | +480+5,333.3% | Added |
| Federation des caisses Desjardins du Quebec | 515 | $5.62K | 0.00% | +495+2,475.0% | Added |
| GAMMA Investing LLC | 721 | $7.87K | 0.00% | +379+110.8% | Added |
| California State Teachers Retirement System | 730 | $7.96K | 0.00% | +730 | New |
| Clear Street Markets LLC | 789 | $8.61K | 0.00% | −3,944−83.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 985 | $10.7K | 0.00% | +985 | New |
| Sterling Capital Management LLC | 1,281 | $14.0K | 0.00% | −218−14.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,614 | $17.6K | 0.00% | +1,598+9,987.5% | Added |
| Larson Financial Group LLC | 2,160 | $23.6K | 0.00% | +20+0.9% | Added |
| SRS Capital Advisors, Inc. | 2,497 | $27.2K | 0.00% | +2,497 | New |
| Tower Research Capital LLC (TRC) | 3,725 | $40.6K | 0.00% | −7,814−67.7% | Reduced |
| Nisa Investment Advisors, LLC | 4,436 | $48.4K | 0.00% | +136+3.2% | Added |
| Ameritas Investment Partners, Inc. | 5,767 | $62.9K | 0.00% | +1,502+35.2% | Added |
| Allworth Financial LP | 6,048 | $66.0K | 0.00% | +2,582+74.5% | Added |
| Legal & General Group Plc | 6,167 | $67.4K | 0.00% | +1,582+34.5% | Added |
| Hartline Investment Corp | 10,041 | $109.5K | 0.01% | +10,041 | New |
| Axq Capital, LP | 10,078 | $110.0K | 0.01% | +10,078 | New |
| Rathbone Brothers plc | 10,085 | $110.0K | 0.00% | +10,085 | New |
| Prudential Financial Inc | 10,168 | $110.9K | 0.00% | +10,168 | New |
| Ci Investments Inc. | 10,514 | $114.7K | 0.00% | −2,307−18.0% | Reduced |
| Farther Finance Advisors, LLC | 10,661 | $116.3K | 0.00% | +165+1.6% | Added |
| Activest Wealth Management | 10,712 | $116.9K | 0.02% | −225−2.1% | Reduced |
| Modern Wealth Management, LLC | 10,713 | $116.9K | 0.00% | +10,713 | New |
| Kestra Advisory Services, LLC | 12,171 | $132.8K | 0.00% | +99+0.8% | Added |
| Voya Investment Management LLC | 12,369 | $134.9K | 0.00% | +12,369 | New |
| HHM Wealth Advisors, LLC | 13,000 | $141.8K | 0.01% | +13,000 | New |
| Ameriprise Financial Inc | 13,276 | $144.8K | 0.00% | +13,276 | New |
| Tradition Wealth Management, LLC | 13,388 | $146.1K | 0.01% | +2,954+28.3% | Added |
| Cerity Partners LLC | 13,930 | $152.0K | 0.00% | +13,930 | New |
| Apollon Wealth Management, LLC | 13,999 | $152.7K | 0.00% | +13,999 | New |
| SEI Investments Co | 14,468 | $157.8K | 0.00% | +860+6.3% | Added |
| Tobam | 14,586 | $159.0K | 0.04% | +831+6.0% | Added |
| Colony Group, LLC | 14,586 | $159.1K | 0.00% | +14,586 | New |
| New York State Common Retirement Fund | 16,377 | $178.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,423 | $179.2K | 0.00% | +2,569+18.5% | Added |
| Mariner, LLC | 16,705 | $182.3K | 0.00% | +16,705 | New |
| Lauer Wealth, LLC | 15,225 | $188.9K | 0.13% | +15,225 | New |
| Police & Firemen's Retirement System of New Jersey | 18,740 | $204.5K | 0.00% | +4,663+33.1% | Added |
| Intech Investment Management LLC | 19,134 | $208.8K | 0.00% | +19,134 | New |
| BNP Paribas Arbitrage, SA | 19,149 | $208.9K | 0.00% | +8,157+74.2% | Added |
| State of Alaska, Department of Revenue | 19,804 | $216.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,182 | $220.2K | 0.00% | +3,201+18.9% | Added |
| AQR Capital Management LLC | 20,298 | $221.5K | 0.00% | +20,298 | New |
| Gladstone Institutional Advisory LLC | 20,500 | $223.7K | 0.01% | +20,500 | New |
| Chicago Partners Investment Group LLC | 18,795 | $227.2K | 0.00% | +467+2.5% | Added |
| SG Americas Securities, LLC | 20,915 | $228.0K | 0.00% | −91,538−81.4% | Reduced |
| Two Sigma Investments, LP | 21,652 | $236.2K | 0.00% | +21,652 | New |
| Merit Financial Group, LLC | 23,040 | $251.4K | 0.00% | +2,082+9.9% | Added |
| Mercer Global Advisors Inc | 23,141 | $252.5K | 0.00% | +9,721+72.4% | Added |
| Klingman & Associates, LLC | 23,469 | $256.0K | 0.01% | −50,297−68.2% | Reduced |
| Independent Financial Group, LLC | 23,971 | $261.5K | 0.00% | −1,980−7.6% | Reduced |
| Independent Advisor Alliance | 24,018 | $262.0K | 0.01% | +24,018 | New |
| Avidian Wealth Solutions, LLC | 24,052 | $262.4K | 0.01% | +24,052 | New |
| Inspire Advisors, LLC | 24,321 | $265.3K | 0.02% | +4,880+25.1% | Added |
| HRT Financial LP | 24,581 | $268.0K | 0.00% | +24,581 | New |
| J. Derek Lewis & Associates Inc. | 25,000 | $272.8K | 0.05% | +6,000+31.6% | Added |
| Vanguard Global Advisers, LLC | 25,395 | $277.1K | 0.00% | +4,712+22.8% | Added |
| Huntington National Bank | 25,975 | $283.4K | 0.00% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 26,900 | $293.5K | 0.02% | +26,900 | New |
| Commonwealth Equity Services, LLC | 27,312 | $298.0K | 0.00% | +27,312 | New |
| American Century Companies Inc | 27,440 | $299.4K | 0.00% | +27,440 | New |
| Walleye Trading LLC | 28,901 | $315.3K | 0.00% | −10,731−27.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,261 | $319.2K | 0.00% | +4,825+19.7% | Added |
| Caption Management, LLC | 30,000 | $327.3K | 0.01% | −3,749−11.1% | Reduced |
| Woodline Partners LP | 32,736 | $357.1K | 0.00% | +478+1.5% | Added |
| Natixis | 32,841 | $358.3K | 0.00% | +23+0.1% | Added |