DOSSIER · 13F Holders · Q3 2026
THRV

THRIVE SERIES TRUST

8 institutions still hold THRIVE SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88588B100·8 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
8
filers reporting
Concentration
25.14%
Cherry Creek Investment Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported THRV in Q3 2026. Cherry Creek Investment Advisors, Inc. leads at 25.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cherry Creek Investment Advisors, Inc.
CIK 0001877829
$1M53K0.47%Q3 2026
02
BIP Wealth, LLC
CIK 0001590214
$1M44K0.03%Q3 2026
03
Ausdal Financial Partners, Inc.
CIK 0001667146
$977K40K0.04%Q2 2026
04
Everstar Asset Management, LLC
CIK 0002023744
$898K37K0.43%Q2 2026
05
Cetera Investment Advisers
CIK 0001666741
$286K12K0.00%Q2 2026
06
Advyzon Investment Management, LLC
CIK 0002011872
$259K11K0.02%Q1 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$230K10K0.00%Q3 2026
08
Transce3nd, LLC
CIK 0002023570
$16K7120.02%Q3 2026