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
- +$149.6M (+50.0%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Mariner, LLC | 16,705 | $182.3K | 0.00% | +16,705 | New |
| Manufacturers Life Insurance Company, The | 16,423 | $179.2K | 0.00% | +2,569+18.5% | Added |
| New York State Common Retirement Fund | 16,377 | $178.7K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 14,586 | $159.1K | 0.00% | +14,586 | New |
| Tobam | 14,586 | $159.0K | 0.04% | +831+6.0% | Added |
| SEI Investments Co | 14,468 | $157.8K | 0.00% | +860+6.3% | Added |
| Apollon Wealth Management, LLC | 13,999 | $152.7K | 0.00% | +13,999 | New |
| Cerity Partners LLC | 13,930 | $152.0K | 0.00% | +13,930 | New |
| Tradition Wealth Management, LLC | 13,388 | $146.1K | 0.01% | +2,954+28.3% | Added |
| Ameriprise Financial Inc | 13,276 | $144.8K | 0.00% | +13,276 | New |
| HHM Wealth Advisors, LLC | 13,000 | $141.8K | 0.01% | +13,000 | New |
| Voya Investment Management LLC | 12,369 | $134.9K | 0.00% | +12,369 | New |
| Kestra Advisory Services, LLC | 12,171 | $132.8K | 0.00% | +99+0.8% | Added |
| Modern Wealth Management, LLC | 10,713 | $116.9K | 0.00% | +10,713 | New |
| Activest Wealth Management | 10,712 | $116.9K | 0.02% | −225−2.1% | Reduced |
| Farther Finance Advisors, LLC | 10,661 | $116.3K | 0.00% | +165+1.6% | Added |
| Ci Investments Inc. | 10,514 | $114.7K | 0.00% | −2,307−18.0% | Reduced |
| Prudential Financial Inc | 10,168 | $110.9K | 0.00% | +10,168 | New |
| Rathbone Brothers plc | 10,085 | $110.0K | 0.00% | +10,085 | New |
| Axq Capital, LP | 10,078 | $110.0K | 0.01% | +10,078 | New |
| Hartline Investment Corp | 10,041 | $109.5K | 0.01% | +10,041 | New |
| Legal & General Group Plc | 6,167 | $67.4K | 0.00% | +1,582+34.5% | Added |
| Allworth Financial LP | 6,048 | $66.0K | 0.00% | +2,582+74.5% | Added |
| Ameritas Investment Partners, Inc. | 5,767 | $62.9K | 0.00% | +1,502+35.2% | Added |
| Nisa Investment Advisors, LLC | 4,436 | $48.4K | 0.00% | +136+3.2% | Added |
| Tower Research Capital LLC (TRC) | 3,725 | $40.6K | 0.00% | −7,814−67.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,497 | $27.2K | 0.00% | +2,497 | New |
| Larson Financial Group LLC | 2,160 | $23.6K | 0.00% | +20+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,614 | $17.6K | 0.00% | +1,598+9,987.5% | Added |
| Sterling Capital Management LLC | 1,281 | $14.0K | 0.00% | −218−14.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 985 | $10.7K | 0.00% | +985 | New |
| Clear Street Markets LLC | 789 | $8.61K | 0.00% | −3,944−83.3% | Reduced |
| California State Teachers Retirement System | 730 | $7.96K | 0.00% | +730 | New |
| GAMMA Investing LLC | 721 | $7.87K | 0.00% | +379+110.8% | Added |
| Federation des caisses Desjardins du Quebec | 515 | $5.62K | 0.00% | +495+2,475.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 489 | $5.33K | 0.00% | +480+5,333.3% | Added |
| Global Retirement Partners, LLC | 327 | $3.57K | 0.00% | +327 | New |
| The PNC Financial Services Group, Inc. | 300 | $3.27K | 0.00% | +284+1,775.0% | Added |
| International Assets Investment Management, LLC | 245 | $2.94K | 0.00% | −4,892−95.2% | Reduced |
| Hurley Capital, LLC | 261 | $2.85K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 235 | $2.56K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 210 | $2.29K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 172 | $1.88K | 0.00% | −3,480−95.3% | Reduced |
| Adirondack Trust Co | 157 | $1.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 106 | $1.16K | 0.00% | +28+35.9% | Added |
| Harbour Investments, Inc. | 85 | $927 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 79 | $862 | 0.00% | +48+154.8% | Added |
| UMA Financial Services, Inc. | 67 | $731 | 0.00% | +67 | New |
| Fortitude Family Office, LLC | 58 | $633 | 0.00% | +2+3.6% | Added |
| Jones Financial Companies LLLP | 55 | $624 | 0.00% | +55 | New |
| Massmutual Trust Co FSB | 57 | $622 | 0.00% | +57 | New |
| Jefferies Financial Group Inc. | 49 | $540 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 44 | $480 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 21 | $275 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23 | $251 | 0.00% | +23 | New |
| Essential Partners LLC | 11 | $120 | 0.00% | +11 | New |
| IFP Advisors, Inc | 9 | $98 | 0.00% | +9 | New |
| Action Point Financial Planning, LLC | 9 | $98 | 0.00% | +9 | New |
| Kerr Financial Planning Corp | 8 | $88 | 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 |
| Smartleaf Asset Management LLC | 5 | $58 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $44 | 0.00% | +4 | 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 |
| Kilter Group LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1 | $11 | 0.00% | +1 | New |
| Avion Wealth | 87 | $0 | 0.00% | +30+52.6% | Added |
| Covestor Ltd | 26 | $0 | 0.00% | +26 | New |
| LMR Partners LLP | 0 | $0 | 0.00% | −520,072−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −328,570−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −157,875−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −91,923−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −46,533−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −50,766−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −43,624−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −20,808−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −12,514−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −12,307−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,635−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,441−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| ParaFi Capital LP | 0 | $0 | 0.00% | −156,904−100.0% | Sold out |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |