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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,300
shares
|
$28,717
0.0% of portfolio
|
Q2 2025
Added 1200.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$22,090
0.0% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
975
shares
|
$21,537
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
972
shares
|
$21,471
0.0% of portfolio
|
Q3 2023
Reduced 54.58%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
900
shares
|
$19,881
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
854
shares
|
$18,864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
852
shares
|
$18,820
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
700
shares
|
$15,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
692
shares
|
$15,286
0.0% of portfolio
|
Q4 2022
Reduced 94.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
659
shares
|
$14,557
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
565
shares
|
$12,480
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
532
shares
|
$11,751
0.0% of portfolio
|
Q3 2025
Reduced 82.06%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
508
shares
|
$11,221
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
503
shares
|
$11,111
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
502
shares
|
$11,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
500
shares
|
$11,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
500
shares
|
$11,045
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
462
shares
|
$10,205
0.0% of portfolio
|
Q1 2024
Added 456.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
400
shares
|
$8,836
0.0% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
367
shares
|
$8,107
0.0% of portfolio
|
Q3 2025
Added 18.77%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
350
shares
|
$7,731
0.0% of portfolio
|
Q4 2023
Reduced 69.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
298
shares
|
$6,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
276
shares
|
$6,096
0.0% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
275
shares
|
$6,074
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
235
shares
|
$5,191
0.0% of portfolio
|
Q3 2025
New holding
|
|