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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,946
shares
|
$242,234
0.0% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,621
shares
|
$235,042
0.0% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
10,608
shares
|
$234,755
0.03% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,507
shares
|
$232,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
10,362
shares
|
$229,311
0.09% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
10,100
shares
|
$223,513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
9,857
shares
|
$218,135
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,312
shares
|
$206,074
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,285
shares
|
$205,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,190
shares
|
$181,244
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,923
shares
|
$175,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
6,704
shares
|
$148,359
0.11% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,422
shares
|
$142,118
0.1% of portfolio
|
Q4 2024
Reduced 22.78%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
5,696
shares
|
$126,052
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,759
shares
|
$105,316
0.01% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,597
shares
|
$101,731
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,013
shares
|
$66,677
0.03% of portfolio
|
Q2 2023
Reduced 15.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,965
shares
|
$65,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,102
shares
|
$46,517
0.0% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,075
shares
|
$45,919
0.02% of portfolio
|
Q4 2022
Added 59.62%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,836
shares
|
$40,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,750
shares
|
$38,727
0.0% of portfolio
|
Q4 2024
Reduced 65.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,610
shares
|
$35,629
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,470
shares
|
$32,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,300
shares
|
$28,769
0.0% of portfolio
|
Q2 2025
Added 1200.0%
|