Institutional Ownership
Strategy Shs
CUSIP 86280R886NEWFOUND RESLVROMOQ1 2026
Institutional Holders
11
13F filers
Shares Held
592.6K
Aggregate institutional
Institutional Value
$18.76M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased4
Sold out1
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wj Interests, LLC | 450.5K | $14.19M | +27.3K | Added |
| 2 | Financial Enhancement Group LLC | 51.9K | $1.73M | −572 | Reduced |
| 3 | Innova Wealth Partners | 37.6K | $1.18M | −18.6K | Reduced |
| 4 | Outlook Wealth Advisors, LLC | 16.3K | $514.4K | +5.2K | Added |
| 5 | World Investment Advisors | 11.9K | $375.1K | −393 | Reduced |
| 6 | Lifeworks Advisors, LLC | 10.4K | $327.8K | −10.7K | Reduced |
| 7 | Citadel Advisors LLC | 8.1K | $254.1K | +8.1K | New |
| 8 | Cwm, LLC | 3.2K | $99.3K | 0 | Held |
| 9 | Geneos Wealth Management Inc. | 2.4K | $75.6K | 0 | Held |
| 10 | Harbour Investments, Inc. | 301 | $9.5K | 0 | Held |
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