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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
10,362
shares
|
$228,896
0.08% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
10,329
shares
|
$228,167
0.01% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,294
shares
|
$227,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
10,100
shares
|
$223,109
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,019
shares
|
$221,319
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
9,857
shares
|
$217,741
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,837
shares
|
$217,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,560
shares
|
$211,180
0.0% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,315
shares
|
$205,768
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,285
shares
|
$205,105
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,276
shares
|
$204,906
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,851
shares
|
$195,518
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,229
shares
|
$181,778
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
6,933
shares
|
$153,149
0.1% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,422
shares
|
$141,861
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$125,824
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,597
shares
|
$101,547
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,710
shares
|
$81,953
0.01% of portfolio
|
Q3 2025
Reduced 22.04%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,013
shares
|
$66,557
0.03% of portfolio
|
Q2 2023
Reduced 15.01%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,102
shares
|
$46,433
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,075
shares
|
$45,836
0.02% of portfolio
|
Q4 2022
Added 59.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,016
shares
|
$44,533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,838
shares
|
$40,601
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,750
shares
|
$38,657
0.0% of portfolio
|
Q4 2024
Reduced 65.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,610
shares
|
$35,564
0.0% of portfolio
|
Q3 2024
New holding
|
|