Funds holding Strive Enhanced Income Short M
ISIN US02072L4418 · United States · LEI 5493000HC7HNRBCTST54
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 58.4K $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Prospera Income ETF Thrive Series Trust | 2,884 | 58.4K $ | 1.28 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Prospera Income ETF Thrive Series Trust | 1.28 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 2,884 | -10.4 % |
| 2025Q4 | 1 | 3,218 |
Institutional managers
67 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Rockport Wealth LLC | 3,684,565 | 74.6M $ | as of Mar 31, 2026 |
| McIlrath & Eck, LLC | 1,821,941 | 36.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 1,274,251 | 25.8M $ | as of Mar 31, 2026 |
| UPTICK PARTNERS, LLC | 1,051,108 | 21.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 509,305 | 10.3M $ | as of Mar 31, 2026 |
| Copia Wealth Management | 475,568 | 9.6M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 443,453 | 9M $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 318,427 | 6.4M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 301,994 | 6.1K $ | as of Mar 31, 2026 |
| Grantvest Financial Group LLC | 237,273 | 4.8M $ | as of Mar 31, 2026 |
| OxenFree Capital LLC | 231,322 | 4.7M $ | as of Mar 31, 2026 |
| TCFG Investment Advisors, LLC | 211,159 | 4.3M $ | as of Mar 31, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | 211,159 | 4.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 189,651 | 3.8M $ | as of Mar 31, 2026 |
| Advyzon Investment Management, LLC | 163,874 | 3.3M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 156,993 | 3.2M $ | as of Mar 31, 2026 |
| WMG Financial Advisors, LLC | 155,210 | 3.1M $ | as of Mar 31, 2026 |
| Haven Private, LLC | 134,170 | 2.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 132,079 | 2.7M $ | as of Mar 31, 2026 |
| TCP Asset Management, LLC | 122,956 | 2.5M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 115,081 | 2.3M $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 97,503 | 97.5K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 91,292 | 1.8M $ | as of Mar 31, 2026 |
| Integrated Advisors Network LLC | 89,004 | 1.8M $ | as of Mar 31, 2026 |
| Prostatis Group LLC | 87,209 | 1.8M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Strive Enhanced Income Short M". https://titelia.com/en/stocks/strive-enhanced-income-short-m-US02072L4418