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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
212
shares
|
$4,683
0.0% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$4,418
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
200
shares
|
$4,418
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
155
shares
|
$3,423
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
102
shares
|
$2,253
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,209
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
67
shares
|
$1,480
0.0% of portfolio
|
Q3 2025
Added 71.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
25
shares
|
$552
0.0% of portfolio
|
Q3 2025
Added 733.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
10
shares
|
$220
0.0% of portfolio
|
Q3 2025
Reduced 93.1%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
5
shares
|
$110
0.0% of portfolio
|
Q2 2025
Reduced 99.01%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3
shares
|
$66
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|