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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,917
shares
|
$251,687
0.01% of portfolio
|
Q1 2025
Added 38.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,080
shares
|
$234,009
0.0% of portfolio
|
Q1 2025
Reduced 36.97%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,913
shares
|
$230,482
0.0% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
10,502
shares
|
$221,802
0.1% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
9,857
shares
|
$208,179
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
9,839
shares
|
$207,799
0.03% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
9,690
shares
|
$204,652
0.1% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,561
shares
|
$201,928
0.01% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,164
shares
|
$172,423
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,996
shares
|
$147,755
0.01% of portfolio
|
Q1 2025
Added 99842.86%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,422
shares
|
$135,632
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
6,027
shares
|
$127,290
0.11% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$120,299
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,597
shares
|
$97,088
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,013
shares
|
$63,634
0.03% of portfolio
|
Q2 2023
Reduced 15.01%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,102
shares
|
$44,394
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,075
shares
|
$43,824
0.02% of portfolio
|
Q4 2022
Added 59.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,852
shares
|
$39,114
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,836
shares
|
$38,776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,750
shares
|
$36,960
0.0% of portfolio
|
Q4 2024
Reduced 65.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,610
shares
|
$34,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,300
shares
|
$27,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,011
shares
|
$21,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
975
shares
|
$20,592
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
972
shares
|
$20,528
0.0% of portfolio
|
Q3 2023
Reduced 54.58%
|