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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,011
shares
|
$22,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
975
shares
|
$21,576
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
972
shares
|
$21,510
0.0% of portfolio
|
Q3 2023
Reduced 54.58%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
900
shares
|
$19,917
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
854
shares
|
$18,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
852
shares
|
$18,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
782
shares
|
$17,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
700
shares
|
$15,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
692
shares
|
$15,313
0.0% of portfolio
|
Q4 2022
Reduced 94.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
659
shares
|
$14,583
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
565
shares
|
$12,503
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
503
shares
|
$11,131
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
500
shares
|
$11,065
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
500
shares
|
$11,065
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$11,065
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
462
shares
|
$10,224
0.0% of portfolio
|
Q1 2024
Added 456.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
400
shares
|
$8,852
0.0% of portfolio
|
Q3 2024
Reduced 52.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
350
shares
|
$7,745
0.0% of portfolio
|
Q4 2023
Reduced 69.49%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
309
shares
|
$6,838
0.0% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
298
shares
|
$6,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
275
shares
|
$6,085
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
229
shares
|
$5,067
0.0% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
204
shares
|
$4,514
0.0% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
200
shares
|
$4,426
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
200
shares
|
$4,426
0.01% of portfolio
|
Q2 2022
New holding
|