STRATEGY SHS (SSUS)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
68
Reporting holders
$465.4M
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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | $89.1M | 1,611,134 | 0.43% | 11q | +82.2%+$40.2M |
| Ashton Thomas Private Wealth, LLC | $81.0M | 1,465,162 | 1.69% | 26q | +31.9%+$19.6M |
| RAYMOND JAMES FINANCIAL INC | $52.2M | 943,344 | 0.01% | 7q | -13.5%-$8.2M |
| ROYAL BANK OF CANADA | $41.4M | 747,914 | 0.01% | 23q | -3.1%-$1.3M |
| Prospera Financial Services Inc | $24.5M | 442,285 | 0.36% | 16q | -27.1%-$9.1M |
| OneDigital Investment Advisors LLC | $21.8M | 393,733 | 0.18% | 16q | +16.6%+$3.1M |
| LPL Financial LLC | $21.0M | 379,534 | 0.00% | 25q | HELD |
| Pacific Sage Partners, LLC | $19.5M | 353,250 | 2.77% | 13q | -9.4%-$2.0M |
| IHT Wealth Management, LLC | $18.1M | 326,874 | 0.38% | 24q | -34.0%-$9.3M |
| AlphaCore Capital LLC | $10.7M | 193,189 | 0.20% | 3q | +5.1%+$521.3K |
| Steward Partners Investment Advisory, LLC | $8.7M | 156,703 | 0.04% | 21q | -3.8%-$339.9K |
| SkyOak Wealth, LLC | $8.0M | 144,880 | 1.31% | 18q | -1.8%-$148.9K |
| Vise Technologies, Inc. | $7.1M | 127,534 | 0.08% | 9q | +36.1%+$1.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.0M | 125,537 | 0.01% | 12q | -6.9%-$516.3K |
| AMERIPRISE FINANCIAL INC | $6.6M | 119,349 | 0.00% | new | NEW |
| MORGAN STANLEY | $6.4M | 115,144 | 0.00% | 20q | -7.2%-$492.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 105,296 | 0.01% | 23q | -2.1%-$127.4K |
| Independent Wealth Advisors LLC | $4.3M | 77,252 | 3.87% | 3q | +2.6%+$108.7K |
| Discipline Wealth Solutions, LLC | $3.5M | 63,936 | 0.31% | 7q | +3.1%+$105.3K |
| ROMAN BUTLER FULLERTON & CO | $2.9M | 53,440 | 0.70% | 18q | HELD |
| STIFEL FINANCIAL CORP | $2.6M | 47,910 | 0.00% | 20q | +1.8%+$46.7K |
| GOLDMAN SACHS GROUP INC | $2.4M | 44,251 | 0.00% | 4q | +36.2%+$651.1K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $2.3M | 40,827 | 0.04% | 4q | HELD |
| Vestmark Advisory Solutions, Inc. | $2.3M | 40,687 | 0.02% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 32,130 | 0.00% | 13q | +82.9%+$805.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 22,712 | 0.00% | 13q | +45.4%+$392.5K |
| Destiny Wealth Partners, LLC | $1.0M | 18,482 | 0.14% | 15q | -7.0%-$76.0K |
| OSAIC HOLDINGS, INC. | $940.8K | 17,007 | 0.00% | 25q | +45.4%+$293.6K |
| Bank of New York Mellon Corp | $805.3K | 14,560 | 0.00% | 5q | HELD |
| HighTower Advisors, LLC | $745.1K | 13,472 | 0.00% | 20q | HELD |
| Keating Financial Advisory Services, Inc. | $736.9K | 13,322 | 0.10% | 3q | -19.4%-$177.0K |
| GTS SECURITIES LLC | $650.7K | 11,764 | 0.01% | 7q | -54.6%-$784.0K |
| ARQ WEALTH ADVISORS, LLC | $602.9K | 10,995 | 0.07% | 13q | -12.2%-$83.7K |
| CITADEL ADVISORS LLC | $590.8K | 10,682 | 0.00% | 2q | -5.2%-$32.2K |
| J2 Capital Management Inc | $577.2K | 10,436 | 0.39% | 15q | -86.4%-$3.7M |
| Creative Planning | $502.3K | 9,081 | 0.00% | 5q | -2.3%-$11.8K |
| Beacon Pointe Advisors, LLC | $472.1K | 8,536 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $418.5K | 7,566 | 0.00% | 6q | +8.1%+$31.3K |
| Cetera Investment Advisers | $405.8K | 7,336 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $387.6K | 7,008 | 0.00% | 12q | -14.9%-$67.8K |
| Leonard Rickey Investment Advisors P.L.L.C. | $383.4K | 6,932 | 0.06% | 14q | +0.9%+$3.6K |
| HERITAGE OAK WEALTH ADVISORS LLC | $363.3K | 6,568 | 0.11% | 7q | +21.3%+$63.8K |
| Ethos Financial Group, LLC | $348.0K | 6,529 | 0.02% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $329.9K | 5,964 | 0.01% | 6q | -39.9%-$218.9K |
| Aptus Capital Advisors, LLC | $329.1K | 5,950 | 0.00% | 10q | +6.6%+$20.5K |
| Signal Advisors Wealth, LLC | $326.8K | 5,908 | 0.02% | 5q | -49.5%-$320.4K |
| Accurate Wealth Management, LLC | $292.4K | 5,269 | 0.03% | 8q | HELD |
| WEALTH EFFECTS LLC | $266.0K | 4,810 | 0.07% | 11q | +2.3%+$5.9K |
| Freedom Investment Management, Inc. | $265.7K | 4,804 | 0.07% | 22q | -2.0%-$5.5K |
| Williams & Novak, LLC | $248.9K | 4,500 | 0.16% | new | NEW |
| Palumbo Wealth Management LLC | $236.0K | 4,266 | 0.05% | new | NEW |
| Gratus Wealth Advisors, LLC | $228.2K | 4,125 | 0.03% | new | NEW |
| AE Wealth Management LLC | $221.2K | 4,000 | 0.00% | 2q | -6.4%-$15.0K |
| Allworth Financial LP | $184.5K | 3,336 | 0.00% | 9q | HELD |
| BlackRock, Inc. | $77.6K | 1,404 | 0.00% | 7q | HELD |
| GABLES CAPITAL MANAGEMENT INC. | $63.6K | 1,149 | 0.02% | 10q | HELD |
| AdvisorNet Financial, Inc | $51.7K | 935 | 0.00% | 7q | HELD |
| JPMORGAN CHASE & CO | $42.8K | 782 | 0.00% | 3q | HELD |
| ASSETMARK, INC | $42.0K | 759 | 0.00% | 7q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $39.0K | 706 | 0.00% | new | FIRST |
| Accordant Advisory Group Inc | $33.2K | 600 | 0.02% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $31.9K | 576 | 0.00% | 15q | -28.9%-$12.9K |
| MCF Advisors LLC | $25.3K | 458 | 0.00% | 2q | HELD |
| Tradewinds Capital Management, LLC | $16.3K | 295 | 0.00% | 2q | HELD |
| Truvestments Capital LLC | $13.1K | 237 | 0.00% | 8q | HELD |
| Farther Finance Advisors, LLC | $12.9K | 234 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $11.5K | 208 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $7.7K | 140 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.0K | 108,466 | 0.01% | 24q | +91.5%+$2.9K |
| Virtu Financial LLC | $3.0K | 53,908 | 0.09% | new | NEW |
| Janney Montgomery Scott LLC | $2.0K | 36,100 | 0.00% | 18q | +5.8% |
| HRT FINANCIAL LP | $295 | 5,335 | 0.00% | 2q | -65.3% |
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 | 68 | $465.4M | 8,415,698 | 9 | 17 | 23 | 0.0% |
| Q1 2026 | 64 | $385.8M | 8,256,361 | 5 | 8 | 36 | 0.0% |
| Q4 2025 | 64 | $408.1M | 8,366,390 | 5 | 17 | 18 | 0.0% |
| Q3 2025 | 63 | $430.4M | 8,909,084 | 10 | 10 | 28 | 0.0% |
| Q2 2025 | 55 | $435.6M | 9,681,370 | 4 | 10 | 28 | 0.0% |
| Q1 2025 | 64 | $409.7M | 10,072,958 | 5 | 15 | 33 | 0.0% |
| Q4 2024 | 63 | $439.0M | 10,434,581 | 11 | 15 | 23 | 0.0% |
| Q3 2024 | 55 | $440.2M | 10,586,543 | 4 | 13 | 25 | 0.0% |
| Q2 2024 | 61 | $426.8M | 10,800,032 | 5 | 20 | 28 | 0.0% |
| Q1 2024 | 66 | $469.9M | 12,219,509 | 10 | 25 | 26 | 0.0% |
| Q4 2023 | 61 | $395.5M | 11,097,308 | 9 | 19 | 27 | 0.0% |
| Q3 2023 | 57 | $319.1M | 9,344,398 | 8 | 25 | 17 | 0.0% |
| Q2 2023 | 48 | $279.4M | 7,860,774 | 13 | 17 | 13 | 0.0% |
| Q1 2023 | 39 | $224.5M | 6,890,604 | 5 | 13 | 16 | 0.0% |
| Q4 2022 | 42 | $219.4M | 7,190,615 | 6 | 11 | 21 | 0.0% |
| Q3 2022 | 49 | $287.3M | 9,937,359 | 8 | 24 | 13 | 0.0% |
| Q2 2022 | 44 | $266.5M | 8,556,750 | 2 | 17 | 22 | 0.0% |
| Q1 2022 | 52 | $301.7M | 8,525,836 | 11 | 24 | 13 | 0.0% |
| Q4 2021 | 42 | $251.8M | 6,760,279 | 6 | 21 | 11 | 0.0% |
| Q3 2021 | 35 | $125.4M | 3,736,834 | 5 | 17 | 9 | 0.0% |
| Q2 2021 | 32 | $167.2M | 4,998,164 | 7 | 11 | 9 | 0.0% |
| Q1 2021 | 27 | $158.7M | 4,996,882 | 7 | 13 | 2 | 0.0% |
| Q4 2020 | 20 | $143.9M | 4,679,957 | 4 | 10 | 3 | 0.0% |
| Q3 2020 | 17 | $131.0M | 4,527,237 | 6 | 8 | 0 | 0.0% |
| Q2 2020 | 12 | $91.9M | 3,172,279 | 6 | 3 | 1 | 0.0% |
| Q1 2020 | 7 | $94.6M | 3,475,557 | 6 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $55.7M | 1,660,844 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $55.7M | 1,660,844 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $55.7M | 1,660,844 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $55.7M | 1,660,844 | 1 | 0 | 0 | 0.0% |