STRATEGY SHS

HNDL (STRATEGY SHS) is held by 33 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($15.3M), OSAIC HOLDINGS, INC. ($4.1M), Kestra Advisory Services, LLC ($3M). Net institutional sentiment: Mixed.

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

Positions (33)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	699,741(-8.8%)	$15.3M	0.0%	+22.32%	0
OSAIC HOLDINGS, INC.	Decreased	187,831(-9.0%)	$4.1M	0.0%	+20.19%	0
Kestra Advisory Services, LLC	Increased	136,899(+1053.3%)	$3M	0.0%	+0.55%	43
Private Advisor Group, LLC	Decreased	108,393(-5.7%)	$2.4M	0.0%	+22.75%	0
Cetera Investment Advisers	Increased	106,097(+0.3%)	$2.3M	0.0%	+18.28%	26
Creative Planning	Increased	71,097(+2.4%)	$1.6M	0.0%	+18.77%	26
MML INVESTORS SERVICES, LLC	Decreased	47,952(-20.5%)	$1M	0.0%	+30.69%	0
Sanctuary Advisors, LLC	Increased	47,466(+27.0%)	$1M	0.0%	+11.04%	31
JPMORGAN CHASE & CO	Increased	45,331(+28.8%)	$978,645	0.0%	+10.84%	31
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	35,367(-22.5%)	$772,420	0.0%	+22.00%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	32,447(-4.2%)	$708,636	0.0%	+23.47%	0
HighTower Advisors, LLC	Increased	21,836(+0.1%)	$476,889	0.0%	+38.79%	24
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	18,769(-60.6%)	$409,915	0.0%	+3.67%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	16,704(-13.6%)	$364,811	0.0%	+14.60%	0
RAYMOND JAMES FINANCIAL INC	Increased	11,840(+29.0%)	$258,593	0.0%	+2.49%	29
Equitable Holdings, Inc.	Increased	10,405(+0.5%)	$229,118	0.0%	+4.60%	23
TRUIST FINANCIAL CORP	New	10,249	$223,838	0.0%	-0.18%	32
MORGAN STANLEY	Decreased	10,082(-0.2%)	$220,199	0.0%	+14.64%	0
Allworth Financial LP	Increased	8,319(+0.5%)	$181,677	0.0%	+29.44%	23
Farther Finance Advisors, LLC	Decreased	4,104(-55.1%)	$89,960	0.0%	+30.77%	0

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