# STRATEGY SHS (SSXU)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SSXU/

- Reporting holders: 9
- Reported value: $32.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ashton Thomas Private Wealth, LLC](https://holderbook.com/funds/2019663-ashton-thomas-private-wealth-llc/) | $27.4M | 772,234 | 0.6% | 4 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $1.7M | 47,498 | 0.0% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $1.5M | 41,379 | 0.0% | 7 |
| [Discipline Wealth Solutions, LLC](https://holderbook.com/funds/2010507-discipline-wealth-solutions-llc/) | $743.2K | 20,980 | 0.1% | 6 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $565.2K | 15,954 | 0.0% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $446.8K | 12,614 | 0.0% | 11 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $16.0K | 453 | 0.0% | 2 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $5.1K | 143 | 0.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $4.2K | 119 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $32.3M |
| Q1 2026 | 9 | $20.6M |
| Q4 2025 | 8 | $23.7M |
| Q3 2025 | 10 | $41.4M |
| Q2 2025 | 10 | $30.4M |
| Q1 2025 | 10 | $28.0M |
| Q4 2024 | 9 | $25.3M |
| Q3 2024 | 12 | $29.8M |
| Q2 2024 | 13 | $28.7M |
| Q1 2024 | 12 | $26.7M |
| Q4 2023 | 13 | $28.9M |
| Q3 2023 | 10 | $22.0M |