Who owns STRIVE U.S. ENERGY ETF?

Tip: Access positions for across all investors

Analyze quarterly positions in Strive U.s. Energy Etf with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Strive U.s. Energy Etf stock

Who bought or sold STRIVE U.S. ENERGY ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Southeast Asset Advisors 772k $22M 100% Dec 2025
 View chart
Raymond James Financial 88k $2.5M -2% Sep 2025
 View chart
LPL Financial 87k $2.5M 2% Dec 2025
 View chart
Stifel Financial 65k $1.9M -12% Dec 2025
 View chart
Royal Bank of Canada 58k $1.7M 112% Sep 2025
 View chart
Argos Wealth Advisors 48k $1.4M 100% Dec 2025
 View chart
Cambridge Investment Research Advisors 45k $1.3M -14% Dec 2025
 View chart
Cetera Investment Advisers 45k $1.3M 0% Dec 2025
 View chart
Susquehanna International 41k $1.2M -34% Dec 2025
 View chart
Us Bancorp 39k $1.1M 0% Dec 2025
 View chart
Financial Management Network 32k $936k -35% Dec 2025
 View chart
Visionary Wealth Advisors 29k $839k -5% Dec 2025
 View chart
UBS Group 28k $808k -17% Dec 2025
 View chart
Commonwealth Equity Services 28k $785k -2% Dec 2025
 View chart
Jones Financial Companies, L.L 27k $806k 14% Sep 2025
 View chart
Advisor Group Holdings 27k $768k -5% Dec 2025
 View chart
Summit Financial 25k $720k 0% Dec 2025
 View chart
Intl Fcstone 23k $661k 7% Dec 2025
 View chart
IFG Advisory 20k $557k -1% Dec 2025
 View chart
EP Wealth Advisors 19k $544k -1% Dec 2025
 View chart
Holistic Planning 17k $471k -17% Dec 2025
 View chart
Mariner Wealth Advisors 16k $459k 11% Dec 2025
 View chart
Geneos Wealth Management 14k $404k -2% Dec 2025
 View chart
Atlantic Trust 14k $403k 0% Dec 2025
 View chart
Vigilare Wealth Management 14k $384k 0% Dec 2025
 View chart
Kestra Advisory Services 13k $375k -10% Dec 2025
 View chart
HighTower Advisors 13k $357k -13% Dec 2025
 View chart
Heritage Wealth Management 12k $328k 0% Dec 2025
 View chart
Whitener Capital Management 11k $305k 10% Dec 2025
 View chart
Envestnet Asset Management 10k $285k -3% Dec 2025
 View chart
Luther King Capital Management Corporation 9.5k $271k 0% Dec 2025
 View chart
Gts Securities 9.4k $267k -83% Dec 2025
 View chart
Harbour Investments 8.6k $246k 0% Dec 2025
 View chart
Mml Investors Services 8.6k $246k -7% Dec 2025
 View chart
Pacific Asset Management 8.2k $235k 0% Dec 2025
 View chart
Concurrent Investment Advisors 7.2k $204k -33% Dec 2025
 View chart
Wealth Enhancement Advisory Services 7.1k $205k 100% Dec 2025
 View chart
Gables Capital Management 6.5k $184k 8% Dec 2025
 View chart
CWM 4.9k $138k 5% Dec 2025
 View chart
Steward Partners Investment Advisory 4.4k $125k -31% Dec 2025
 View chart
MAI Wealth Advisors 3.9k $110k -41% Dec 2025
 View chart
Rockefeller Capital Management 3.5k $101k -3% Dec 2025
 View chart
AE Wealth Management 2.7k $77k -20% Dec 2025
 View chart
O'shaughnessy Asset Management 2.1k $61k 100% Dec 2025
 View chart
IFP Advisors 2.0k $58k 0% Dec 2025
 View chart
Aptus Capital Advisors 2.0k $57k 100% Dec 2025
 View chart
Indiana Trust & Investment Management 1.1k $33k 0% Dec 2025
 View chart
Farther Finance Advisors 1.1k $32k 57% Dec 2025
 View chart
Woodard & Co Asset Management Group 1.0k $29k 0% Dec 2025
 View chart
Signature 969.00 $28k -15% Dec 2025
 View chart
Stephens Consulting 957.00 $27k 0% Dec 2025
 View chart
Creative Financial Designs 882.00 $25k 1% Dec 2025
 View chart
Anchor Investment Management 850.00 $24k -23% Dec 2025
 View chart
Spire Wealth Management 825.00 $24k 0% Dec 2025
 View chart
Fifth Third Bancorp 816.00 $23k 0% Dec 2025
 View chart
Parallel Advisors 725.00 $21k 0% Dec 2025
 View chart
CoreCap Advisors 677.00 $19k 0% Dec 2025
 View chart
WealthTrust DunckerStreett 500.00 $14k 0% Dec 2025
 View chart
Wells Fargo & Company 500.00 $14k 128% Dec 2025
 View chart
Financial Consulate 471.00 $13k 0% Dec 2025
 View chart
Godsey and Gibb 410.00 $12k 0% Dec 2025
 View chart
Hazlett, Burt & Watson 400.00 $11k 100% Dec 2025
 View chart
Richard W. Paul & Associates 378.00 $11k 100% Dec 2025
 View chart
Hollencrest Securities 375.00 $11k 0% Dec 2025
 View chart
Ronald Blue Trust 364.00 $10k -33% Dec 2025
 View chart
Trust 355.00 $10k 0% Dec 2025
 View chart
Nbc Securities 338.00 $9.6k 0% Dec 2025
 View chart
Rocky Mountain Advisers 334.00 $9.5k 0% Dec 2025
 View chart
Global Retirement Partners 260.00 $7.4k 0% Dec 2025
 View chart
Hanson McClain Advisors 240.00 $6.8k -77% Dec 2025
 View chart
Harwood Advisory 208.00 $5.9k 0% Dec 2025
 View chart
ORG Partners 195.00 $5.6k 0% Dec 2025
 View chart
JNBA Financial Advisors 172.00 $4.9k 0% Dec 2025
 View chart
AdvisorNet Financial 157.00 $4.5k 1% Dec 2025
 View chart
CX Institutional 154.00 $4.0k 0% Dec 2025
 View chart
Capital Investment Advisory Services 115.00 $3.3k 188% Dec 2025
 View chart
Nova Wealth Management 100.00 $2.9k 0% Dec 2025
 View chart
Brown, Lisle/cummings 100.00 $2.9k 0% Dec 2025
 View chart
Farmers & Merchants Trust Co of Chambersburg PA 100.00 $3.0k 0% Dec 2025
 View chart
Capital Analysts 93.00 $3.0k 1% Dec 2025
 View chart
William Blair $ Company 80.00 $2.3k 100% Sep 2025
 View chart
FMR 73.00 $2.1k -55% Sep 2025
 View chart
Tradewinds Capital Management 55.00 $1.6k 0% Dec 2025
 View chart
Sound Income Strategies 35.00 $1.1k 0% Dec 2025
 View chart
Meramec Financial Planners 34.00 $1.1k 100% Dec 2025
 View chart
Strategic Wealth Partners 33.00 $941.001600 3% Sep 2025
 View chart
Horizons Wealth Management 19.00 $541.999700 0% Dec 2025
 View chart
Jpmorgan Chase & Co 1.00 $37.000000 100% Sep 2025
 View chart

Who sold out of Strive U.s. Energy Etf?

Fund or Company Name Date Sold Shares Held Valued At
McIlrath & Eck Sep 2025 35k $1.0M
Demars Financial Group Sep 2025 8.6k $249k
Goldman Sachs Group Sep 2025 8.3k $238k
Advisory Services Network Sep 2025 4.7k $134k
Principal Securities Sep 2025 3.1k $88k
Howe and Rusling Jun 2025 1.9k $51k
Family Legacy Financial Solutions Sep 2025 1.0k $30k
Sontag Advisory Sep 2025 679.00 $20k
Global Trust Asset Management Sep 2025 500.00 $14k
Pathway Financial Advisers Sep 2025 402.00 $12k
Evergreen Private Wealth Sep 2025 390.00 $11k
Ameritas Advisory Services Sep 2025 383.00 $11k
Mather Group Sep 2025 363.00 $10k
Salem Investment Counselors Sep 2025 200.00 $5.8k
Sunbelt Securities Sep 2025 160.00 $4.6k
RMG Wealth Management Sep 2025 98.00 $2.7k
Northwestern Mutual Wealth Management Company Sep 2025 72.00 $2.1k
Goss Wealth Management Sep 2025 34.00 $977.999800
Mowery & Schoenfeld Wealth Management Sep 2025 9.00 $259.000200
Jennifer Ranahan Sep 2025 6.00 $0