STRATEGY SHS (ROMO)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
10
Reporting holders
$21.6M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| WJ Interests, LLC | $16.1M | 475,502 | 6.19% | 17q | +5.5%+$843.1K |
| Financial Enhancement Group LLC | $1.7M | 50,769 | 0.20% | 26q | -2.1%-$37.2K |
| Innova Wealth Partners | $1.3M | 37,596 | 0.52% | 7q | HELD |
| GTS SECURITIES LLC | $1.1M | 31,444 | 0.02% | new | NEW |
| Outlook Wealth Advisors, LLC | $728.0K | 21,482 | 0.16% | 3q | +31.5%+$174.4K |
| World Investment Advisors | $375.1K | 11,911 | 0.01% | 10q | HELD |
| Lifeworks Advisors, LLC | $261.1K | 7,735 | 0.03% | 9q | -25.7%-$90.3K |
| Geneos Wealth Management Inc. | $81.0K | 2,400 | 0.00% | 26q | HELD |
| HARBOUR INVESTMENTS, INC. | $10.2K | 301 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $1.6K | 48 | 0.00% | 6q | HELD |
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 | 10 | $21.6M | 639,188 | 1 | 2 | 2 | 0.0% |
| Q1 2026 | 11 | $18.8M | 592,609 | 1 | 2 | 4 | 0.0% |
| Q4 2025 | 10 | $19.5M | 614,088 | 1 | 2 | 2 | 0.0% |
| Q3 2025 | 11 | $21.2M | 628,864 | 1 | 2 | 4 | 0.0% |
| Q2 2025 | 12 | $21.2M | 661,596 | 1 | 2 | 5 | 0.0% |
| Q1 2025 | 11 | $20.0M | 655,482 | 1 | 4 | 4 | 0.0% |
| Q4 2024 | 17 | $25.7M | 813,842 | 5 | 2 | 6 | 0.0% |
| Q3 2024 | 12 | $22.1M | 715,852 | 2 | 5 | 3 | 0.0% |
| Q2 2024 | 11 | $20.0M | 667,878 | 4 | 4 | 2 | 0.0% |
| Q1 2024 | 9 | $16.9M | 586,299 | 4 | 1 | 3 | 0.0% |
| Q4 2023 | 6 | $19.7M | 746,523 | 1 | 1 | 2 | 0.0% |
| Q3 2023 | 6 | $20.8M | 834,730 | 1 | 1 | 1 | 0.0% |
| Q2 2023 | 7 | $22.7M | 862,111 | 0 | 1 | 2 | 0.0% |
| Q1 2023 | 7 | $22.5M | 890,594 | 0 | 2 | 4 | 0.0% |
| Q4 2022 | 10 | $22.2M | 910,772 | 1 | 2 | 2 | 0.0% |
| Q3 2022 | 10 | $35.1M | 1,430,311 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 8 | $34.9M | 1,359,105 | 0 | 2 | 3 | 0.0% |
| Q1 2022 | 8 | $18.7M | 674,967 | 1 | 3 | 1 | 0.0% |
| Q4 2021 | 10 | $11.8M | 392,824 | 3 | 1 | 2 | 0.0% |
| Q3 2021 | 7 | $10.4M | 372,432 | 0 | 2 | 1 | 0.0% |
| Q2 2021 | 9 | $10.7M | 385,976 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 9 | $10.5M | 398,777 | 1 | 3 | 4 | 0.0% |
| Q4 2020 | 8 | $11.7M | 459,263 | 0 | 3 | 2 | 0.0% |
| Q3 2020 | 8 | $10.9M | 482,525 | 2 | 1 | 1 | 0.0% |
| Q2 2020 | 6 | $6.6M | 303,441 | 1 | 2 | 0 | 0.0% |
| Q1 2020 | 7 | $5.8M | 277,724 | 5 | 2 | 0 | 0.0% |
| Q4 2019 | 3 | $1.8M | 68,581 | 3 | 0 | 0 | 0.0% |