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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
31,499
shares
|
$665,258
0.25% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
31,427
shares
|
$663,738
0.02% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
31,425
shares
|
$663,696
0.03% of portfolio
|
Q1 2025
Added 38.99%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,562
shares
|
$603,229
0.09% of portfolio
|
Q2 2023
Added 1.56%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
26,137
shares
|
$552,013
0.02% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
23,383
shares
|
$493,848
0.17% of portfolio
|
Q1 2025
Reduced 36.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,743
shares
|
$459,212
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,467
shares
|
$453,383
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
18,985
shares
|
$400,963
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
18,136
shares
|
$383,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
16,867
shares
|
$356,231
0.05% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
16,667
shares
|
$352,007
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,558
shares
|
$349,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
16,377
shares
|
$345,882
0.4% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,766
shares
|
$311,857
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,070
shares
|
$297,158
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,759
shares
|
$290,590
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
13,611
shares
|
$287,464
0.04% of portfolio
|
Q1 2025
Reduced 42.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
13,568
shares
|
$286,556
0.0% of portfolio
|
Q1 2025
Added 569.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
13,452
shares
|
$284,106
0.01% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
13,200
shares
|
$278,784
0.02% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,069
shares
|
$254,897
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,041
shares
|
$254,305
0.17% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
12,000
shares
|
$253,440
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
11,933
shares
|
$252,024
0.01% of portfolio
|
Q1 2025
New holding
|