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Security record · archived quarter

SATA

Strive Inc. Perp. Pfd. Series A · Financial Services · Asset Management

97.96 -0.2% mkt cap $68.45B quote delayed (FMP) · as of Oct 22 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025
55Tracked holders
+52Δ holders
25.55MShares held
$256.00MReported value
+54New positions
−2Exits
Strongly Rising Conviction score 70/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 68 +15 35.04M $393.77M +18 −4
Q1 2026 55 +52 25.55M $256.00M +54 −2
Q4 2025 2 n/a 133.46K $98,290 n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 7.14M New $71.59M 0.0% New 1 SEC ↗
2 BlackRock ✦ (passive) 3.63M New $36.37M 0.0% New 1 SEC ↗ ×6
3 Capital International Investors 2.63M New $26.39M 0.0% New 1 SEC ↗
4 Vanguard Capital Management Llc 2.34M n/a $23.42M 0.0% n/c 1 SEC ↗
5 Morgan Stanley ✦ 1.51M New $15.16M 0.0% New 1 SEC ↗ ×8
6 Geode Capital Management ✦ (passive) 1.22M New $12.23M 0.0% New 1 SEC ↗ ×2
7 UBS Group AG 1.20M New $12.06M 0.0% New 1 SEC ↗ ×4
8 State Street Global Advisors ✦ (passive) 1.18M New $11.79M 0.0% New 1 SEC ↗
9 Susquehanna International Group, Llp 557.23K New $5.58M 0.0% New 1 SEC ↗ ×2
10 LMR Partners LLP 520.07K New $5.21M 0.1% New 1 SEC ↗
11 Northern Trust Corp 396.27K New $3.97M 0.0% New 1 SEC ↗ ×3
12 Healthcare Of Ontario Pension Plan… 372.21K New $3.73M 0.0% New 1 SEC ↗
13 Nuveen, LLC 370.00K New $3.71M 0.0% New 1 SEC ↗ ×3
14 Goldman Sachs Group ✦ 317.31K New $3.18M 0.0% New 1 SEC ↗ ×2
15 Raymond James Financial Inc 252.52K New $2.53M 0.0% New 1 SEC ↗ ×2
16 First Trust Advisors Lp 240.66K New $2.41M 0.0% New 1 SEC ↗
17 Citadel Advisors ✦ 156.64K New $1.57M 0.0% New 1 SEC ↗
18 Bank of New York Mellon Corp 149.99K New $1.50M 0.0% New 1 SEC ↗ ×5
19 Group One Trading Llc 134.77K New $1.35M 0.0% New 1 SEC ↗
20 Wells Fargo & Company/Mn 129.75K New $1.30M 0.0% New 1 SEC ↗ ×3
21 Charles Schwab Investment… 114.53K New $1.15M 0.0% New 1 SEC ↗
22 Royal Bank Of Canada 83.61K New $838,000 0.0% New 1 SEC ↗ ×5
23 Bank Of America Corp /De/ 72.89K New $730,347 0.0% New 1 SEC ↗ ×2
24 Barclays Plc 69.68K New $698,224 0.0% New 1 SEC ↗ ×3
25 Simplex Trading, Llc 63.98K New $641,029 0.0% New 1 SEC ↗
26 Rhumbline Advisers 56.79K New $568,996 0.0% New 1 SEC ↗
27 Balyasny Asset Management L.P. 50.77K New $508,687 0.0% New 1 SEC ↗
28 Stifel Financial Corp 49.40K New $494,958 0.0% New 1 SEC ↗
29 Deutsche Bank Ag\ 44.99K New $450,820 0.0% New 1 SEC ↗ ×2
30 Belvedere Trading LLC 43.54K New $436,241 0.1% New 1 SEC ↗
31 Walleye Trading LLC 39.63K New $397,113 0.0% New 1 SEC ↗
32 T. Rowe Price ✦ 36.97K New $371,000 0.0% New 1 SEC ↗
33 JPMorgan Chase ✦ 33.09K New $310,062 0.0% New 1 SEC ↗ ×5
34 Corient Private Wealth LP 30.04K New $300,961 0.0% New 1 SEC ↗
35 Cetera Investment Advisers 28.15K New $282,073 0.0% New 1 SEC ↗
36 Invesco Ltd. 27.49K New $275,482 0.0% New 1 SEC ↗ ×3
37 MIRAE ASSET GLOBAL ETFS HOLDINGS… 24.44K New $244,849 0.0% New 1 SEC ↗
38 Millennium Management ✦ 23.29K New $233,356 0.0% New 1 SEC ↗
39 State Board Of Administration Of… 20.81K New $208,496 0.0% New 1 SEC ↗
40 LPL Financial LLC 20.36K New $204,057 0.0% New 1 SEC ↗
41 Nomura Holdings Inc 16.98K New $170,150 0.0% New 1 SEC ↗
42 New York State Common Retirement… 16.38K New $164,098 0.0% New 1 SEC ↗
43 IMC-Chicago, LLC 15.10K New $151,312 0.0% New 1 SEC ↗
44 Alliancebernstein L.P. 14.66K New $146,913 0.0% New 1 SEC ↗
45 Manufacturers Life Insurance… 13.85K New $138,817 0.0% New 1 SEC ↗
46 Sei Investments Co 13.61K New $136,349 0.0% New 1 SEC ↗
47 Mercer Global Advisors Inc /Adv 13.42K New $134,468 0.0% New 1 SEC ↗
48 Russell Investments Group, Ltd. 11.32K New $113,446 0.0% New 1 SEC ↗ ×2
49 Bnp Paribas Financial Markets 10.99K New $110,140 0.0% New 1 SEC ↗
50 HighTower Advisors, LLC 10.44K New $104,615 0.0% New 1 SEC ↗
51 Osaic Holdings, Inc. 9.95K New $99,634 0.0% New 1 SEC ↗ ×2
52 Citigroup Inc 7.91K New $79,238 0.0% New 1 SEC ↗ ×2
53 Legal & General Group Plc 4.58K New $46,033 0.0% New 1 SEC ↗
54 Cwm, Llc 121 New $1,212 0.0% New 1 SEC ↗
55 Pnc Financial Services Group, Inc. 16 New $160 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Fidelity (FMR) $71.59M 0.0%
BlackRock $36.37M 0.0%
Capital International… $26.39M 0.0%
Morgan Stanley $15.16M 0.0%
Geode Capital Management $12.23M 0.0%
UBS Group AG $12.06M 0.0%
State Street Global Advisors $11.79M 0.0%
Susquehanna International… $5.58M 0.0%
LMR Partners LLP $5.21M 0.1%
Northern Trust Corp $3.97M 0.0%
Healthcare Of Ontario Pension… $3.73M 0.0%
Nuveen, LLC $3.71M 0.0%

Exited

Captrust Financial Advisors $54,290 was 0.0%
Hrt Financial Lp $44,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 29.93M shares, $311.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API