Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $85.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
717,326
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
452,030
shares
|
$9.55 Million
4.93% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
439,625
shares
|
$9.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
374,408
shares
|
$7.91 Million
0.03% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
209,216
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
126,381
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
107,792
shares
|
$2.28 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
103,783
shares
|
$2.19 Million
0.56% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
99,436
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
82,716
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2020
Added 1.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
64,725
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
63,456
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
57,913
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
51,668
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
48,436
shares
|
$1.02 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
46,092
shares
|
$973,463
0.03% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
46,056
shares
|
$972,702
0.24% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
45,005
shares
|
$950,505
0.0% of portfolio
|
Q1 2025
Added 3121.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
44,144
shares
|
$932,321
0.01% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
43,535
shares
|
$919,459
0.04% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
40,634
shares
|
$858,190
0.05% of portfolio
|
Q1 2025
Added 111.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,130
shares
|
$847,545
0.0% of portfolio
|
Q1 2025
Added 37.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
37,949
shares
|
$801,482
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,875
shares
|
$736,560
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
33,639
shares
|
$710,455
0.27% of portfolio
|
Q1 2025
Reduced 5.42%
|