13FBOX
THRIVE SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
T

THRIVE SERIES TRUST

THRV
Institutions
6
Combined AUM (Q2 2026)
$4.7M
Combined Shares (Q2 2026)
194,336
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+104,650
5 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-18,385
3 · 2 Exit · ≈
⚖️ Net
+86,265
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.7M
Institutions
6
New Buys
0
Adds
5
Reduces
1
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Cherry Creek Investment Advisors, Inc.
0.51%0.2%#1$1.3M53,218$467,42419,118+34,100+178.37%Add
Ausdal Financial Partners, Inc.
0.04%0.02%#4$976,79040,314$344,46214,089+26,225+186.14%Add
Everstar Asset Management, LLC
0.37%0.34%#2$898,05937,065$632,63725,843+11,222+43.42%Add
Advyzon Investment Management, LLC
0.06%0.02%#3$846,37834,932$258,81710,586+24,346+229.98%Add
BIP Wealth, LLC
0.01%0.01%#5$412,06817,007$201,7048,250+8,757+106.15%Add
Cetera Investment Advisers
<0.01%<0.01%#6$285,90611,800$295,83312,100-300-2.48%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow