Thrive Series Trust - THRV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | New | 11,800 | 290 | 0.0% | — | 1 | +11,800 | New | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 10,411 | 256 | 0.01% | — | 2 | +10,411 | New | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | New | 8,250 | 203 | 0.01% | — | 3 | +8,250 | New | Q4 2025 | Jan 21, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,986 | -100.0% | Q3 2025 | Oct 24, 2025 |