Institutional Ownership Strategy Shs (HNDL)
This table provides information about the institutional ownership of Strategy Shs (HNDL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $84.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
31,477
shares
|
$696,586
0.23% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
30,638
shares
|
$678,018
0.22% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
28,562
shares
|
$632,077
0.09% of portfolio
|
Q2 2023
Added 1.56%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
22,981
shares
|
$508,569
0.16% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
21,763
shares
|
$481,615
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
21,467
shares
|
$475,064
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
20,932
shares
|
$463,225
0.1% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
18,183
shares
|
$402,389
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
17,152
shares
|
$379,573
0.05% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
17,031
shares
|
$376,896
0.01% of portfolio
|
Q2 2025
Reduced 34.84%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
16,800
shares
|
$371,784
0.03% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
15,246
shares
|
$337,393
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,768
shares
|
$326,815
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
14,395
shares
|
$318,561
0.01% of portfolio
|
Q2 2025
Added 50.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
14,286
shares
|
$316,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,070
shares
|
$311,369
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
13,496
shares
|
$298,666
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,249
shares
|
$293,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
12,927
shares
|
$286,074
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,089
shares
|
$267,529
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
12,041
shares
|
$266,467
0.17% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,000
shares
|
$265,560
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
11,776
shares
|
$260,602
0.01% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
11,759
shares
|
$260,226
0.01% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
11,463
shares
|
$253,676
0.0% of portfolio
|
Q2 2025
Reduced 15.51%
|