Institutional Ownership Strategy Shs (GLDB)
This table provides information about the institutional ownership of Strategy Shs (GLDB). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
406,938
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
262,225
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
235,162
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
90,623
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
47,138
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,956
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 256.33%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
26,549
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 7.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,873
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 126.73%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 31, 2025 Q3 2025 |
21,150
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 180.13%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,994
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,178
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,018
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,606
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 57.3%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
12,285
shares
|
$0
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,136
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
10,549
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
9,814
shares
|
$0
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,297
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
7,355
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,969
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 11.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,235
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 81.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
769
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
425
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
205
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
144
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 81.86%
|
|