Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $83.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
774,802
shares
|
$16.9 Million
0.01% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
452,030
shares
|
$9.85 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
376,982
shares
|
$8.21 Million
0.02% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
206,603
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
136,614
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 68.92%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
119,079
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
107,301
shares
|
$2.34 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
99,633
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
98,109
shares
|
$2.14 Million
0.37% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
64,833
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
64,780
shares
|
$1.41 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
63,732
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
61,641
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
60,765
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
52,025
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
51,865
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
50,445
shares
|
$1.1 Million
0.67% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
47,601
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 51.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
45,005
shares
|
$980,658
0.0% of portfolio
|
Q1 2025
Added 3121.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
42,882
shares
|
$934,398
0.03% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,007
shares
|
$915,332
0.01% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
40,096
shares
|
$873,691
0.04% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
38,044
shares
|
$828,978
0.0% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
33,175
shares
|
$722,883
0.0% of portfolio
|
Q2 2025
Reduced 4.87%
|