STRATEGY SHS (SSXU)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
8
Reporting holders
$30.6M
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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | $27.4M | 772,234 | 0.57% | 4q | +49.3%+$9.0M |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 41,379 | 0.00% | 7q | +253.4%+$1.1M |
| Discipline Wealth Solutions, LLC | $743.2K | 20,980 | 0.06% | 6q | +5.1%+$35.8K |
| GTS SECURITIES LLC | $565.2K | 15,954 | 0.01% | 3q | -34.0%-$291.0K |
| LPL Financial LLC | $446.8K | 12,614 | 0.00% | 11q | HELD |
| MORGAN STANLEY | $16.0K | 453 | 0.00% | 2q | HELD |
| Allworth Financial LP | $5.1K | 143 | 0.00% | new | NEW |
| AE Wealth Management LLC | $4.2K | 119 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $1.7K | 47,498 | 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 | 8 | $30.6M | 863,876 | 1 | 3 | 1 | 0.0% |
| Q1 2026 | 9 | $20.6M | 600,306 | 3 | 0 | 5 | 0.0% |
| Q4 2025 | 7 | $22.4M | 650,934 | 2 | 1 | 1 | 0.0% |
| Q3 2025 | 9 | $40.0M | 1,177,137 | 3 | 1 | 2 | 0.0% |
| Q2 2025 | 9 | $29.1M | 917,059 | 2 | 0 | 2 | 0.0% |
| Q1 2025 | 9 | $27.0M | 932,349 | 3 | 0 | 2 | 0.0% |
| Q4 2024 | 8 | $24.4M | 880,171 | 1 | 3 | 1 | 0.0% |
| Q3 2024 | 11 | $28.8M | 939,786 | 1 | 2 | 6 | 0.0% |
| Q2 2024 | 12 | $27.8M | 979,745 | 4 | 6 | 0 | 0.0% |
| Q1 2024 | 11 | $25.9M | 905,977 | 1 | 2 | 5 | 0.0% |
| Q4 2023 | 12 | $28.2M | 1,040,203 | 4 | 3 | 2 | 0.0% |
| Q3 2023 | 8 | $21.1M | 806,868 | 3 | 2 | 2 | 0.0% |
| Q2 2023 | 7 | $20.1M | 730,961 | 2 | 2 | 2 | 0.0% |
| Q1 2023 | 4 | $11.5M | 423,501 | 1 | 2 | 1 | 0.0% |
| Q4 2022 | 4 | $7.5M | 298,039 | 0 | 2 | 1 | 0.0% |
| Q3 2022 | 4 | $6.4M | 283,016 | 4 | 0 | 0 | 0.0% |