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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,391
shares
|
$627,157
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,931
shares
|
$550,725
0.0% of portfolio
|
Q3 2025
Added 88.17%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
23,498
shares
|
$519,070
0.16% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,159
shares
|
$511,582
0.16% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
21,985
shares
|
$485,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
21,787
shares
|
$481,274
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,467
shares
|
$474,206
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
17,991
shares
|
$397,421
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
17,441
shares
|
$385,271
0.05% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,414
shares
|
$384,675
0.08% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
16,427
shares
|
$362,872
0.02% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
15,848
shares
|
$350,082
0.1% of portfolio
|
Q3 2025
Reduced 48.27%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,808
shares
|
$327,108
0.01% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,771
shares
|
$326,291
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,070
shares
|
$310,806
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
13,699
shares
|
$302,610
0.01% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
13,541
shares
|
$299,120
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,440
shares
|
$296,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
12,481
shares
|
$275,705
0.0% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
12,155
shares
|
$268,503
0.08% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,124
shares
|
$267,819
0.01% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,041
shares
|
$265,985
0.17% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,000
shares
|
$265,080
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
10,881
shares
|
$240,361
0.01% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
10,431
shares
|
$230,420
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|