Institutional Ownership
Strategy Shs
CUSIP 86280R506NS 7HANDL IDXHNDLQ1 2026
Institutional Holders
98
13F filers
Shares Held
3.13M
Aggregate institutional
Institutional Value
$59.03M
Q1 2026
Net New Holders
-5
8 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased32
Decreased24
Sold out13
Institutional Holders
98 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 699.7K | $15.28M | −67.5K | Reduced |
| 2 | Summit Financial, LLC | 194.3K | $4.24M | +20.8K | Added |
| 3 | Osaic Holdings, Inc. | 187.8K | $4.10M | −18.6K | Reduced |
| 4 | Kestra Advisory Services, LLC | 136.9K | $2.99M | +125.0K | Added |
| 5 | Private Advisor Group, LLC | 108.4K | $2.37M | −6.6K | Reduced |
| 6 | Cetera Investment Advisers | 106.1K | $2.32M | +298 | Added |
| 7 | Nfsg Corp | 105.5K | $2.30M | +1.7K | Added |
| 8 | Berger Financial Group, Inc | 90.4K | $1.98M | −6.1K | Reduced |
| 9 | Creative Planning | 71.1K | $1.55M | +1.7K | Added |
| 10 | Larson Financial Group LLC | 63.0K | $1.38M | +2.3K | Added |
88 more institutional holders on Premium
See every fund holding Strategy Shs, with full quarter-over-quarter share changes.
Unlock all holders