Institutional Ownership
Strategy Shs
CUSIP 86280R878GOLD ENHANCED ETGOLYQ1 2026
Institutional Holders
45
13F filers
Shares Held
1.73M
Aggregate institutional
Institutional Value
$47.41M
Q1 2026
Net New Holders
+4
10 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased23
Decreased9
Sold out6
Institutional Holders
45 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 636.1K | $18.73M | +84.1K | Added |
| 2 | Odonnell Financial Services, LLC | 279.9K | $8.24M | −329 | Reduced |
| 3 | Steward Partners Investment Advisory, LLC | 79.0K | $2.33M | +16.0K | Added |
| 4 | Onedigital Investment Advisors LLC | 73.6K | $2.17M | +14.3K | Added |
| 5 | Urban Wealth Management, LLC | 64.3K | $1.89M | −34.8K | Reduced |
| 6 | Private Advisor Group, LLC | 63.8K | $1.88M | −372.7K | Reduced |
| 7 | Osaic Holdings, Inc. | 37.9K | $1.12M | +108 | Added |
| 8 | Gts Securities LLC | 35.1K | $1.03M | −8.9K | Reduced |
| 9 | Kestra Private Wealth Services, LLC | 28.2K | $830.7K | +6.2K | Added |
| 10 | Worth Asset Management, LLC | 26.5K | $781.9K | 0 | Held |
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