STRATEGY SHS

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GOLY·86280R878·US·ETF·Unknown - Unknown

GOLY (STRATEGY SHS) is held by 17 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($18.7M), Steward Partners Investment Advisory, LLC ($2.3M), OneDigital Investment Advisors LLC ($2.2M). Net institutional sentiment: Bullish.

17

Holders

Avg rating(6 Elite)

$29.5M

Total Value

79% (19)

Fund Consensus

15 buying - 4 selling

Smart Money Verdict

View all

Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Held by 17 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (17)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	636,054(+15.2%)	$18.7M	0.0%	-18.16%	33
Steward Partners Investment Advisory, LLC	Increased	79,035(+25.4%)	$2.3M	0.0%	-15.02%	32
OneDigital Investment Advisors LLC	Increased	73,627(+24.1%)	$2.2M	0.0%	-2.23%	32
Private Advisor Group, LLC	Decreased	63,773(-85.4%)	$1.9M	0.0%	-11.89%	0
OSAIC HOLDINGS, INC.	Increased	37,923(+0.3%)	$1.1M	0.0%	-11.12%	25
NewEdge Advisors, LLC	Increased	25,118(+324.1%)	$739,730	0.0%	+5.38%	40
ENVESTNET ASSET MANAGEMENT INC	Decreased	23,162(-14.3%)	$682,135	0.0%	-7.72%	0
Cetera Investment Advisers	Increased	17,987(+6.5%)	$529,708	0.0%	-15.43%	26
CITADEL ADVISORS LLC	New	17,367	$511,458	0.0%	-24.93%	33
Mariner, LLC	Increased	9,911(+10.5%)	$291,879	0.0%	-21.29%	26
COMMONWEALTH EQUITY SERVICES, LLC	New	7,060	$207,920	0.0%	-24.93%	32
AE Wealth Management LLC	New	6,862	$202,072	0.0%	-24.93%	32
Farther Finance Advisors, LLC	Increased	1,500(+275.0%)	$45,750	0.0%	-23.90%	33
WELLS FARGO & COMPANY/MN	Increased	865(+424.2%)	$25,474	0.0%	-24.20%	21
ROYAL BANK OF CANADA	Increased	463(+39.5%)	$14,000	0.0%	-22.08%	16
MORGAN STANLEY	Increased	454(+349.5%)	$13,392	0.0%	-18.00%	20
SIMPLEX TRADING, LLC	New	416	$12,251	0.0%	-24.93%	27
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$746,113	0.0%	+17.57%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$105,272	0.0%	+5.38%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer