THRIVE SERIES TRUST (THRV)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
6
Reporting holders
$4.7M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | $1.3M | 53,218 | 0.51% | 2q | +178.4%+$826.2K |
| Ausdal Financial Partners, Inc. | $976.8K | 40,314 | 0.04% | 3q | +186.1%+$635.4K |
| Everstar Asset Management, LLC | $898.1K | 37,065 | 0.43% | 2q | +43.4%+$271.9K |
| Advyzon Investment Management, LLC | $846.4K | 34,932 | 0.06% | 2q | +230.0%+$589.9K |
| BIP Wealth, LLC | $412.1K | 17,007 | 0.01% | 3q | +106.1%+$212.2K |
| Cetera Investment Advisers | $285.9K | 11,800 | 0.00% | 3q | -2.5%-$7.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $4.7M | 194,336 | 0 | 5 | 1 | 0.0% |
| Q1 2026 | 8 | $2.6M | 108,071 | 5 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $750.1K | 30,461 | 3 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $474.6K | 18,986 | 1 | 0 | 0 | 0.0% |