THRV — Thrive Series Trust Institutional Holders · Q2 2026
Who owns Thrive Series Trust (THRV)? 8 institutions reported holding $4.71M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cherry Creek Investment Advisors, Inc. ($1.3M), Ausdal Financial Partners, Inc. ($976,790), Everstar Asset Management, LLC ($898,059).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cherry Creek Investment Advisors, Inc. | $1.3M | 53,218 | Added |
| 2 | Ausdal Financial Partners, Inc. | $976,790 | 40,314 | Added |
| 3 | Everstar Asset Management, LLC | $898,059 | 37,065 | Added |
| 4 | Advyzon Investment Management, LLC | $846,378 | 34,932 | Added |
| 5 | BIP Wealth, LLC | $412,068 | 17,007 | Added |
| 6 | Cetera Investment Advisers | $285,906 | 11,800 | Trimmed |
| 7 | UBS Group AG | $0 | 0 | Exited |
| 8 | MIRAE ASSET SECURITIES (USA) INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30