Institutional Ownership Strategy Shs (GLDB)
This table provides information about the institutional ownership of Strategy Shs (GLDB). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 457,699 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
252,653
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
77,692
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
41,234
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
38,604
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
14,842
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 896.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,055
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
10,088
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
7,550
shares
|
$0
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
794
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2306.06%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
769
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
681
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
353
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
101
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
83
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|