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Strive Inc (ASST)

CUSIP: 862945300 | NYSE | 220 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AVivek Ramaswamy
with Virtuous Industries LLC
5,693,8974.6%UnchangedOct 23, 2026No 13F filer matched
13G/AKenneth Griffin
with Citadel Securities LLC, Citadel Securities GP LLC, Citadel Securities Group LP, +3 more

Institutional Holders — Q3 2026

Interchange Capital Partners, LLC882,086
4.3% of portfolio›$25.9M
Bank of New York Mellon Corp237,100
0.0% of portfolio›$7.0M
Citigroup Inc133,049
0.0% of portfolio›$3.9M
Cap Partners, LLC84,707
1.1% of portfolio›$2.5M
Caitong International Asset Management Co., Ltd77,604
0.2% of portfolio›$2.3M
Commonwealth Equity Services, LLC69,327
0.0% of portfolio›$2.0M
Kestra Private Wealth Services, LLC50,580
0.0% of portfolio›$1.5M
Accuvest Global Advisors44,040
1.1% of portfolio›$1.3M
Simplex Trading, LLC43,393
0.0% of portfolio›$1.3M
Fulcrum Asset Management LLP40,418
0.1% of portfolio›$1.2M
US Bancorp \de\33,150
0.0% of portfolio›$974.9K
REX Advisers, LLC32,700
4.5% of portfolio›$958.4K
J. Derek Lewis & Associates Inc.31,300
0.2% of portfolio›$920.5K
Hartline Investment Corp/26,088
0.1% of portfolio›$767.2K
Apollon Wealth Management, LLC25,791
0.0% of portfolio›$758.5K
Independent Financial Group, LLC23,895
0.0% of portfolio›$702.8K
Avidian Wealth Enterprises, LLC22,002
0.0% of portfolio›$647.1K
Chicago Partners Investment Group LLC20,409
0.0% of portfolio›$591.3K
Kestra Advisory Services, LLC16,495
0.0% of portfolio›$485.1K
Klingman & Associates, LLC15,948
0.0% of portfolio›$469.0K
Belvedere Trading LLC15,508
0.0% of portfolio›$456.1K
TB Alternative Assets Ltd.12,749
0.1% of portfolio›$374.9K
Lauer Wealth, LLC12,145
0.2% of portfolio›$342.9K
Farther Finance Advisors, LLC11,319
0.0% of portfolio›$332.9K
Tobam10,912
0.0% of portfolio›$321
United Capital Management of KS, Inc.10,392
0.0% of portfolio›$305.6K
Vontobel Holding Ltd.10,178
0.0% of portfolio›$299.3K
Activest Wealth Management9,982
0.1% of portfolio›$293.6K
ProShare Advisors LLC9,425
0.0% of portfolio›$277.2K
Elevatus Welath Management7,783
0.1% of portfolio›$228.9K
Abel Hall, LLC7,318
0.0% of portfolio›$215.2K
Larson Financial Group LLC5,464
0.0% of portfolio›$160.7K
Nisa Investment Advisors, LLC4,276
0.0% of portfolio›$125.8K
EverSource Wealth Advisors, LLC3,141
0.0% of portfolio›$92.4K
Sterling Capital Management LLC1,472
0.0% of portfolio›$43.3K
Pinnacle Wealth Planning Services, Inc.856
0.0% of portfolio›$25.2K
Gamma Investing LLC824
0.0% of portfolio›$24.2K
GK Wealth Management LLC568
0.0% of portfolio›$16.7K
Hurley Capital, LLC261
0.0% of portfolio›$7.7K
Parallel Advisors, LLC246
0.0% of portfolio›$7.2K
Signaturefd, LLC210
0.0% of portfolio›$6.2K
Adirondack Trust Co157
0.0% of portfolio›$4.6K
Parkside Financial Bank & Trust144
0.0% of portfolio›$4.2K
Fortitude Family Office, LLC117
0.0% of portfolio›$3.4K
Avion Wealth87
0.0% of portfolio›$2
Silver Grove Financial Group, Inc.82
0.0% of portfolio›$2.4K
Evermay Wealth Management LLC75
0.0% of portfolio›$2.2K
Root Financial Partners, LLC62
0.0% of portfolio›$1.8K
SJS Investment Consulting Inc.57
0.0% of portfolio›$1.7K
Financial Consulate, Inc46
0.0% of portfolio›$1.4K
Owl Creek Wealth Partners LLC45
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC22
0.0% of portfolio›$647
Essential Partners LLC21
0.0% of portfolio›$618
Bell Investment Advisors, Inc17
0.0% of portfolio›$500
Hughes Financial Services, LLC15
0.0% of portfolio›$374
Covestor Ltd15
0.0% of portfolio›$0
IFP Advisors, Inc14
0.0% of portfolio›$412
CoreCap Advisors, LLC8
0.0% of portfolio›$235
Equitec Proprietary Markets, LLC8
0.0% of portfolio›$235
Provenance Wealth Advisors, LLC4
0.0% of portfolio›$118
Assetmark, Inc1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Interchange Capital Partners, LLC
882,086$25.9M4.3%GrowthLowPittsburgh, PA2026-10-28
Bank of New York Mellon Corp
237,100$7.0M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
133,049$3.9M0.0%CoreMediumNew York, NY2026-11-04
Cap Partners, LLC
84,707$2.5M1.1%ETFLowFranklin, TN2026-10-19
Caitong International Asset Management Co., Ltd
77,604$2.3M0.2%GrowthVery HighHong Kong, South Korea2026-10-29
Commonwealth Equity Services, LLC
69,327$2.0M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
50,580$1.5M0.0%GrowthLowAustin, TX2026-10-30
Accuvest Global Advisors
44,040$1.3M1.1%GrowthHighProvo, UT2026-11-04
Simplex Trading, LLC
43,393$1.3M0.0%CoreVery HighChicago, IL2026-11-04
Fulcrum Asset Management LLP
40,418$1.2M0.1%CoreMediumLondon, United Kingdom2026-11-04
US Bancorp \de\
33,150$974.9K0.0%IndexLowMinneapolis, MN2026-11-05
REX Advisers, LLC
32,700$958.4K4.5%GARPVery HighFairfield, CT2026-10-08
J. Derek Lewis & Associates Inc.
31,300$920.5K0.2%ETFLowNewport Beach, CA2026-11-03
Hartline Investment Corp/
26,088$767.2K0.1%GrowthMediumWinnetka, IL2026-10-29
Apollon Wealth Management, LLC
25,791$758.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Independent Financial Group, LLC
23,895$702.8K0.0%GrowthLowSan Diego, CA2026-10-13
Avidian Wealth Enterprises, LLC
22,002$647.1K0.0%ETFLowHouston, TX2026-10-08
Chicago Partners Investment Group LLC
20,409$591.3K0.0%GARPLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
16,495$485.1K0.0%CoreLowAustin, TX2026-11-02
Klingman & Associates, LLC
15,948$469.0K0.0%ETFVery LowNew York, NY2026-10-20
Belvedere Trading LLC
15,508$456.1K0.0%Agg GrowthVery HighChicago, IL2026-11-05
TB Alternative Assets Ltd.
12,749$374.9K0.1%Agg GrowthVery HighHong Kong, South Korea2026-10-16
Lauer Wealth, LLC
12,145$342.9K0.2%ETFMediumValparaiso, IN2026-10-13
Farther Finance Advisors, LLC
11,319$332.9K0.0%IndexLowSan Francisco, CA2026-10-08
Tobam
10,912$3210.0%ValueHighParis, India2026-11-03
United Capital Management of KS, Inc.
10,392$305.6K0.0%GrowthMediumSalina, KS2026-11-04
Vontobel Holding Ltd.
10,178$299.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Activest Wealth Management
9,982$293.6K0.1%ETFLowAventura, FL2026-10-15
ProShare Advisors LLC
9,425$277.2K0.0%GrowthLowBethesda, MD2026-10-29
Elevatus Welath Management
7,783$228.9K0.1%GrowthHighVictor, NY2026-10-19
Abel Hall, LLC
7,318$215.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Larson Financial Group LLC
5,464$160.7K0.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
4,276$125.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
EverSource Wealth Advisors, LLC
3,141$92.4K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
1,472$43.3K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
856$25.2K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
824$24.2K0.0%IndexVery LowFoster City, CA2026-10-08
GK Wealth Management LLC
568$16.7K0.0%GARPVery HighReno, NV2026-10-09
Hurley Capital, LLC
261$7.7K0.0%GARPMediumNew York, NY2026-11-05
Parallel Advisors, LLC
246$7.2K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
210$6.2K0.0%IndexLowAtlanta, GA2026-10-23
Adirondack Trust Co
157$4.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Parkside Financial Bank & Trust
144$4.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
117$3.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Avion Wealth
87$20.0%ETFLowThe Woodlands, TX2026-11-04
Silver Grove Financial Group, Inc.
82$2.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Evermay Wealth Management LLC
75$2.2K0.0%ETFLowArlington, VA2026-11-05
Root Financial Partners, LLC
62$1.8K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
57$1.7K0.0%ETFVery LowSylvania, OH2026-10-26
Financial Consulate, Inc
46$1.4K0.0%ETFLowHunt Valley, MD2026-10-23
Owl Creek Wealth Partners LLC
45$1.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Ascentis Wealth Management, LLC
22$6470.0%Agg GrowthLowDallas, TX2026-11-03
Essential Partners LLC
21$6180.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bell Investment Advisors, Inc
17$5000.0%ETFVery LowOrinda, CA2026-10-29
Hughes Financial Services, LLC
15$3740.0%ETFLowHerndon, VA2026-10-30
Covestor Ltd
15$00.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
14$4120.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
8$2350.0%ETFMediumSouthfield, MI2026-10-08
Equitec Proprietary Markets, LLC
8$2350.0%Agg GrowthVery HighChicago, IL2026-11-04
Provenance Wealth Advisors, LLC
4$1180.0%ETFLowFort Lauderdale, FL2026-10-30
Assetmark, Inc
1$290.0%ETFLowConcord, CA2026-10-21
5,584,997
7.6%
New 5%+ stake
Jun 30, 2026
No 13F filer matched
13D/ARamaswamy 2021 Irrevocable Trust
with Matthew Cole, Benjamin Pham, Liberty Pier Foundation, +3 more
1,418,9422.2%UnchangedApr 20, 2026No 13F filer matched
13D/AVivek Ramaswamy5,693,897
4.6% of class · Oct 23, 2026Unchanged
with Virtuous Industries LLC
No 13F filer matched
13G/AKenneth Griffin5,584,997
7.6% of class · Jun 30, 2026New 5%+ stake
with Citadel Securities LLC, Citadel Securities GP LLC, Citadel Securities Group LP, +3 more
No 13F filer matched
13D/ARamaswamy 2021 Irrevocable Trust1,418,942
2.2% of class · Apr 20, 2026Unchanged
with Matthew Cole, Benjamin Pham, Liberty Pier Foundation, +3 more
No 13F filer matched