Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 3.78 Million shares, which have been reported (via 13F filing form) to have a value of $83.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
767,714
shares
|
$17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
452,030
shares
|
$9.99 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
388,916
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
204,563
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
158,529
shares
|
$3.5 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
133,945
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 34.44%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
116,845
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
104,853
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
98,884
shares
|
$2.18 Million
0.36% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
69,020
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
60,034
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
56,490
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
52,182
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
49,386
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.88%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
43,206
shares
|
$954,420
0.53% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
42,531
shares
|
$939,509
0.02% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
42,083
shares
|
$929,613
0.0% of portfolio
|
Q3 2025
Reduced 69.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,007
shares
|
$927,934
0.01% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
40,704
shares
|
$899,151
0.02% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
40,155
shares
|
$887,023
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
36,569
shares
|
$807,809
0.0% of portfolio
|
Q3 2025
Reduced 18.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
36,038
shares
|
$796,079
0.0% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
31,119
shares
|
$687,418
0.0% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,562
shares
|
$630,934
0.09% of portfolio
|
Q2 2023
Added 1.56%
|
|