IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Strive 500 ETF

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Worth Asset Management, LLC
NEW
Shares17,130
Change+17,130
Value$523.7K
Filed 2024-01-10
Essex Financial Services, Inc.
CLOSED
Shares0 from 31,418
Change-31,418 (-100%)
Value$0 (-$860.8K)
Filed 2024-02-06
Gibson Capital, LLC
CLOSED
Shares0 from 15,625
Change-15,625 (-100%)
Value$0 (-$428.1K)
Filed 2024-02-14
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 10,334
Change-10,334 (-100%)
Value$0 (-$283.2K)
Filed 2024-01-18
Horan Securities, Inc.
CLOSED
Shares0 from 8,829
Change-8,829 (-100%)
Value$0 (-$241.9K)
Filed 2024-02-07
Parallel Advisors, LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$178.1K)
Filed 2024-02-12
Colonial Trust Advisors
CLOSED
Shares0 from 4,199
Change-4,199 (-100%)
Value$0 (-$115.1K)
Filed 2024-02-14
Lanark Financial, Inc.
CLOSED
Shares0 from 771
Change-771 (-100%)
Value$0 (-$21)
Filed 2024-02-07
Farther Finance Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$247)
Filed 2024-02-15
Column Capital Advisors, LLC
N/A
Shares— from 43,483
Change-43,483 (-100%)
Value—
Status
Worth Asset Management, LLC
NEW17,130—+17,130——$523.7K—2024-01-10
Essex Financial Services, Inc.
CLOSED031,418-31,418-100%$860.8K$0-$860.8K2024-02-06
Gibson Capital, LLC
CLOSED015,625-15,625-100%$428.1K$0-$428.1K2024-02-14
Future Financial Wealth Managment LLC
CLOSED010,334-10,334-100%$283.2K$0-$283.2K2024-01-18
Horan Securities, Inc.
CLOSED08,829-8,829-100%$241.9K$0-$241.9K2024-02-07
Parallel Advisors, LLC
CLOSED06,500-6,500-100%$178.1K$0-$178.1K2024-02-12
Colonial Trust Advisors
CLOSED04,199-4,199-100%$115.1K$0-$115.1K2024-02-14
Lanark Financial, Inc.
CLOSED0771-771-100%$21$0-$212024-02-07
Farther Finance Advisors, LLC
CLOSED09-9-100%$247$0-$2472024-02-15
Column Capital Advisors, LLC
N/A—43,483-43,483-100%$1.2M———
Showing 10 of 10 institutions