# THRIVE SERIES TRUST (THRV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/THRV/

- Reporting holders: 6
- Reported value: $4.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cherry Creek Investment Advisors, Inc.](https://holderbook.com/funds/1877829-cherry-creek-investment-advisors-inc/) | $1.3M | 53,218 | 0.5% | 2 |
| [Ausdal Financial Partners, Inc.](https://holderbook.com/funds/1667146-ausdal-financial-partners-inc/) | $976.8K | 40,314 | 0.0% | 3 |
| [Everstar Asset Management, LLC](https://holderbook.com/funds/2023744-everstar-asset-management-llc/) | $898.1K | 37,065 | 0.4% | 2 |
| [Advyzon Investment Management, LLC](https://holderbook.com/funds/2011872-advyzon-investment-management-llc/) | $846.4K | 34,932 | 0.1% | 2 |
| [BIP Wealth, LLC](https://holderbook.com/funds/1590214-bip-wealth-llc/) | $412.1K | 17,007 | 0.0% | 3 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $285.9K | 11,800 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $4.7M |
| Q1 2026 | 8 | $2.6M |
| Q4 2025 | 3 | $750.1K |
| Q3 2025 | 1 | $474.6K |