STRATEGY SHS (GOLY)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
41
Reporting holders
$33.1M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $12.2M | 484,807 | 0.00% | 4q | -23.8%-$3.8M |
| ODonnell Financial Services, LLC | $7.4M | 296,021 | 2.19% | 6q | +5.8%+$405.9K |
| OneDigital Investment Advisors LLC | $1.8M | 70,838 | 0.02% | 7q | -3.8%-$70.1K |
| Private Advisor Group, LLC | $1.4M | 56,790 | 0.01% | 4q | -10.9%-$175.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 45,017 | 0.00% | new | NEW |
| Moors & Cabot, Inc. | $854.0K | 33,955 | 0.03% | 4q | +31.4%+$204.0K |
| OSAIC HOLDINGS, INC. | $837.3K | 33,295 | 0.00% | 8q | -12.2%-$116.4K |
| Steward Partners Investment Advisory, LLC | $767.7K | 30,525 | 0.00% | 5q | -61.4%-$1.2M |
| NewEdge Advisors, LLC | $617.2K | 24,539 | 0.00% | new | NEW |
| Worth Asset Management, LLC | $588.7K | 23,407 | 0.19% | 4q | -11.8%-$79.0K |
| ENVESTNET ASSET MANAGEMENT INC | $563.1K | 22,391 | 0.00% | 5q | -3.3%-$19.4K |
| CITADEL ADVISORS LLC | $497.4K | 19,777 | 0.00% | 2q | +13.9%+$60.6K |
| Atlas Wealth Partners, LLC | $413.7K | 16,450 | 0.45% | 5q | -13.0%-$61.6K |
| Cetera Investment Advisers | $402.9K | 16,022 | 0.00% | 4q | -10.9%-$49.4K |
| JANE STREET GROUP, LLC | $360.2K | 14,323 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $331.1K | 13,163 | 0.01% | 3q | HELD |
| Stratos Wealth Partners, LTD. | $329.2K | 13,090 | 0.00% | 2q | -25.6%-$113.3K |
| Arkadios Wealth Advisors | $306.6K | 12,190 | 0.00% | 4q | +8.1%+$23.1K |
| WETZEL INVESTMENT ADVISORS, INC. | $306.5K | 12,185 | 0.11% | 3q | HELD |
| BIRCH FINANCIAL GROUP, LLC | $298.6K | 11,874 | 0.15% | 3q | -1.3%-$3.8K |
| GTS SECURITIES LLC | $298.6K | 11,871 | 0.01% | 6q | -66.2%-$585.1K |
| J.W. COLE ADVISORS, INC. | $285.7K | 11,362 | 0.00% | 3q | -12.1%-$39.4K |
| Concurrent Investment Advisors, LLC | $260.3K | 10,350 | 0.00% | 2q | -5.6%-$15.4K |
| Intrua Financial, LLC | $216.8K | 8,619 | 0.02% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $114.9K | 4,572 | 0.01% | 3q | -68.4%-$248.6K |
| AE Wealth Management LLC | $111.7K | 4,440 | 0.00% | 2q | -35.3%-$60.9K |
| PRIVATE TRUST CO NA | $90.5K | 3,600 | 0.01% | 3q | -5.9%-$5.6K |
| CoreCap Advisors, LLC | $82.4K | 3,276 | 0.00% | 5q | +20.1%+$13.8K |
| Farther Finance Advisors, LLC | $44.0K | 1,750 | 0.00% | 3q | +16.7%+$6.3K |
| Global Retirement Partners, LLC | $37.7K | 1,500 | 0.00% | 2q | -25.0%-$12.6K |
| Investment Research & Advisory Group, Inc. | $21.3K | 845 | 0.01% | 2q | HELD |
| Geneos Wealth Management Inc. | $19.3K | 769 | 0.00% | 6q | HELD |
| Cape Investment Advisory, Inc. | $11.3K | 450 | 0.00% | new | NEW |
| UBS Group AG | $6.3K | 250 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $5.4K | 216 | 0.00% | 5q | +1.4% |
| MORGAN STANLEY | $5.1K | 204 | 0.00% | 9q | -55.1%-$6.3K |
| Blue Trust, Inc. | $4.4K | 173 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $4.0K | 158,746 | 0.00% | 5q | +39.1%+$1.1K |
| Spire Wealth Management | $2.8K | 112 | 0.00% | 3q | +0.9% |
| SIMPLEX TRADING, LLC | $2.5K | 100 | 0.00% | 2q | -76.0%-$7.9K |
| HRT FINANCIAL LP | $965 | 38,398 | 0.00% | new | NEW |
| Virtu Financial LLC | $586 | 23,289 | 0.02% | new | NEW |
| MCGUIRE CAPITAL ADVISORS INC | $252 | 10 | 0.00% | 3q | HELD |
| Silver Grove Financial Group, Inc. | $75 | 3 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 41 | $33.1M | 1,315,131 | 7 | 8 | 20 | 0.0% |
| Q1 2026 | 45 | $49.5M | 1,679,267 | 10 | 20 | 9 | 0.0% |
| Q4 2025 | 42 | $70.4M | 2,012,928 | 22 | 17 | 1 | 0.0% |
| Q3 2025 | 23 | $38.8M | 1,175,974 | 10 | 9 | 3 | 0.0% |
| Q2 2025 | 13 | $10.9M | 372,457 | 6 | 5 | 1 | 0.0% |
| Q1 2025 | 9 | $8.8M | 316,925 | 4 | 3 | 1 | 0.0% |
| Q4 2024 | 6 | $1.1M | 44,447 | 4 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $10.3K | 402 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $348 | 15 | 1 | 0 | 1 | 0.0% |
| Q1 2024 | 5 | $729.5K | 33,769 | 1 | 2 | 1 | 0.0% |
| Q4 2023 | 5 | $258.3K | 12,390 | 2 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $671.4K | 37,705 | 2 | 1 | 0 | 0.0% |
| Q2 2023 | 1 | $2.0K | 100 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 1 | $453.7K | 21,689 | 1 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $26.5K | 1,390 | 0 | 0 | 1 | 0.0% |
| Q3 2022 | 1 | $25.0K | 1,439 | 0 | 1 | 0 | 0.0% |
| Q2 2022 | 1 | $11.0K | 529 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 3 | $663.0K | 27,922 | 0 | 0 | 2 | 0.0% |
| Q4 2021 | 3 | $809.0K | 33,150 | 2 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $304.0K | 12,861 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 1 | $203.0K | 8,412 | 1 | 0 | 0 | 0.0% |