STRATEGY SHS

HNDL (STRATEGY SHS) is held by 33 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($14.1M), OSAIC HOLDINGS, INC. ($4.8M), Cetera Investment Advisers ($2.4M). Net institutional sentiment: Mixed.

33

Holders

(7 Elite)

$34.4M

Total Value

45% (33)

Consensus

15 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

HN

Smart Money Verdict

View all

Loading verdict

Institutional (13F)81

Insider (Form 4)33

Activist (13D/13G)56

Congressional (STOCK Act)64

Holder Quality

11

★★★★★

Elite

35

★★★★

Strong

19

★★★

Solid

57

★★

Below

68

★

Weak

Held by 33 funds

7 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HNDL.

Top Holders

Top Holders (33)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	617,640(-11.7%)	$14.1M	0.0%	+23.73%	0
OSAIC HOLDINGS, INC.	Increased	209,349(+11.5%)	$4.8M	0.0%	+18.47%	30
Cetera Investment Advisers	Decreased	105,468(-0.6%)	$2.4M	0.0%	+19.58%	0
Creative Planning	Increased	72,247(+1.6%)	$1.7M	0.0%	+19.80%	26
Kestra Advisory Services, LLC	Decreased	70,399(-48.6%)	$1.6M	0.0%	+4.55%	0
MML INVESTORS SERVICES, LLC	Increased	67,725(+41.2%)	$1.5M	0.0%	+19.84%	34
Sanctuary Advisors, LLC	Increased	59,338(+25.0%)	$1.4M	0.0%	+9.37%	31
JPMORGAN CHASE & CO	Increased	57,184(+26.1%)	$1.3M	0.0%	+9.12%	31
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	35,095(-0.8%)	$801,650	0.0%	+23.53%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	30,390(-6.3%)	$694,173	0.0%	+24.71%	0
NewEdge Advisors, LLC	Decreased	23,325(-11.9%)	$532,795	0.0%	+39.25%	0
HighTower Advisors, LLC	Decreased	20,204(-7.5%)	$461,498	0.0%	+40.39%	0
Private Advisor Group, LLC	Decreased	17,112(-84.2%)	$390,881	0.0%	+21.72%	0
JANE STREET GROUP, LLC	New	15,090	$344,692	0.0%	-2.22%	36
Lido Advisors, LLC	New	15,000	$342,636	0.0%	-2.22%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	14,326(-14.2%)	$327,244	0.0%	+16.36%	0
TRUIST FINANCIAL CORP	Increased	11,748(+14.6%)	$268,353	0.0%	+3.23%	27
RAYMOND JAMES FINANCIAL INC	Decreased	11,661(-1.5%)	$266,362	0.0%	+4.84%	0
MORGAN STANLEY	Decreased	9,360(-7.2%)	$213,819	0.0%	+15.54%	0
CITADEL ADVISORS LLC	New	8,847	$202,087	0.0%	-2.22%	35

Showing 1-20 of 38

Per page:

1 / 2

HNHNDLSTRATEGY SHS

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer