Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 4.04 Million shares, which have been reported (via 13F filing form) to have a value of $87.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,946
shares
|
$236,980
0.0% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,913
shares
|
$236,266
0.0% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
10,362
shares
|
$224,337
0.09% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
10,100
shares
|
$218,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
9,857
shares
|
$213,404
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,561
shares
|
$206,995
0.01% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,164
shares
|
$176,750
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,422
shares
|
$139,036
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
6,027
shares
|
$130,484
0.11% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$123,318
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,759
shares
|
$103,032
0.01% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,597
shares
|
$99,525
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,013
shares
|
$65,231
0.03% of portfolio
|
Q2 2023
Reduced 15.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,965
shares
|
$64,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,102
shares
|
$45,508
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,075
shares
|
$44,923
0.02% of portfolio
|
Q4 2022
Added 59.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,852
shares
|
$40,095
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,836
shares
|
$39,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,750
shares
|
$37,887
0.0% of portfolio
|
Q4 2024
Reduced 65.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,610
shares
|
$34,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,300
shares
|
$28,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,011
shares
|
$21,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
975
shares
|
$21,108
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
972
shares
|
$21,043
0.0% of portfolio
|
Q3 2023
Reduced 54.58%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
900
shares
|
$19,485
0.0% of portfolio
|
Q2 2025
Added 200.0%
|