CUSIP 86280R803
STRATEGY SHS
101 institutions · $529.5M total · 12,049,597 shares · STRK
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | 1,145,269 | $55.8M | 9.50% | 2025-12-31 |
| 2 | Integrated Wealth Concepts LLC | 947,804 | $46.2M | 7.86% | 2025-12-31 |
| 3 | Royal Bank of Canada | 819,500 | $40.0M | 6.80% | 2025-12-31 |
| 4 | Raymond James Financial Services Advisors, Inc. | 886,293 | $36.9M | 7.35% | 2024-09-30 |
| 5 | RAYMOND JAMES & ASSOCIATES | 806,368 | $33.5M | 6.69% | 2024-09-30 |
| 6 | Prospera Financial Services Inc | 680,543 | $33.2M | 5.64% | 2025-12-31 |
| 7 | Donald L. Hagan, LLC | 679,682 | $32.8M | 5.64% | 2025-09-30 |
| 8 | RAYMOND JAMES FINANCIAL INC | 619,106 | $30.2M | 5.13% | 2025-12-31 |
| 9 | IHT Wealth Management, LLC | 513,817 | $25.0M | 4.26% | 2025-12-31 |
| 10 | FOUNDERS FINANCIAL SECURITIES LLC | 564,691 | $22.7M | 4.68% | 2025-03-31 |
| 11 | LPL Financial LLC | 383,269 | $18.7M | 3.18% | 2025-12-31 |
| 12 | Pacific Sage Partners, LLC | 367,796 | $17.9M | 3.05% | 2025-12-31 |
| 13 | OneDigital Investment Advisors LLC | 362,848 | $17.7M | 3.01% | 2025-12-31 |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 198,567 | $9.8M | 1.64% | 2025-12-31 |
| 15 | AlphaCore Capital LLC | 185,892 | $9.1M | 1.54% | 2025-12-31 |
| 16 | SPC Financial, Inc. | 183,542 | $8.9M | 1.52% | 2025-09-30 |
| 17 | Steward Partners Investment Advisory, LLC | 169,319 | $8.3M | 1.40% | 2025-12-31 |
| 18 | MORGAN STANLEY | 148,867 | $7.3M | 1.23% | 2025-12-31 |
| 19 | SkyOak Wealth, LLC | 147,060 | $7.2M | 1.22% | 2025-12-31 |
| 20 | Stratos Wealth Advisors, LLC | 140,532 | $5.9M | 1.16% | 2024-12-31 |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 118,126 | $5.8M | 0.98% | 2025-12-31 |
| 22 | J2 Capital Management Inc | 108,290 | $5.3M | 0.89% | 2025-12-31 |
| 23 | Vise Technologies, Inc. | 93,695 | $4.6M | 0.77% | 2025-12-31 |
| 24 | Encompass More Asset Management | 92,781 | $4.2M | 0.76% | 2025-06-30 |
| 25 | Discipline Wealth Solutions, LLC | 69,905 | $3.4M | 0.58% | 2025-12-31 |
| 26 | RAYMOND JAMES TRUST N.A. | 65,740 | $2.7M | 0.54% | 2024-09-30 |
| 27 | ROMAN BUTLER FULLERTON & CO | 53,591 | $2.6M | 0.44% | 2025-12-31 |
| 28 | GTS SECURITIES LLC | 47,644 | $2.3M | 0.39% | 2025-12-31 |
| 29 | Vestmark Advisory Solutions, Inc. | 45,979 | $2.2M | 0.38% | 2025-12-31 |
| 30 | ELEVATION POINT WEALTH PARTNERS, LLC | 45,944 | $2.2M | 0.38% | 2025-12-31 |
| 31 | GOLDMAN SACHS GROUP INC | 45,657 | $2.2M | 0.37% | 2025-12-31 |
| 32 | STIFEL FINANCIAL CORP | 43,662 | $2.1M | 0.36% | 2025-12-31 |
| 33 | Cresset Asset Management, LLC | 37,129 | $1.8M | 0.30% | 2025-12-31 |
| 34 | Prosperity Wealth Management, Inc. | 28,807 | $1.2M | 0.23% | 2025-03-31 |
| 35 | Destiny Wealth Partners, LLC | 20,766 | $1.0M | 0.17% | 2025-12-31 |
| 36 | BANK OF MONTREAL /CAN/ | 30,765 | $1.0M | 0.25% | 2024-06-30 |
| 37 | MERCER GLOBAL ADVISORS INC /ADV | 19,619 | $956.4K | 0.16% | 2025-12-31 |
| 38 | JANE STREET GROUP, LLC | 22,036 | $897.1K | 0.18% | 2025-03-31 |
| 39 | TD Waterhouse Canada Inc. | 21,594 | $856.2K | 0.17% | 2024-09-30 |
| 40 | Keating Financial Advisory Services, Inc. | 16,522 | $805.5K | 0.13% | 2025-12-31 |
| 41 | OSAIC HOLDINGS, INC. | 15,810 | $770.9K | 0.13% | 2025-12-31 |
| 42 | Atria Wealth Solutions, Inc. | 18,573 | $756.1K | 0.15% | 2025-03-31 |
| 43 | Bank of New York Mellon Corp | 14,559 | $709.8K | 0.12% | 2025-12-31 |
| 44 | CITADEL ADVISORS LLC | 14,126 | $682.4K | 0.11% | 2025-09-30 |
| 45 | Envestnet Portfolio Solutions, Inc. | 16,577 | $674.9K | 0.13% | 2025-03-31 |
| 46 | HighTower Advisors, LLC | 13,374 | $652.0K | 0.11% | 2025-12-31 |
| 47 | ARQ WEALTH ADVISORS, LLC | 13,171 | $642.1K | 0.10% | 2025-12-31 |
| 48 | Signal Advisors Wealth, LLC | 12,653 | $616.8K | 0.10% | 2025-12-31 |
| 49 | CITIGROUP INC | 11,196 | $545.8K | 0.09% | 2025-12-31 |
| 50 | Creative Planning | 9,295 | $453.1K | 0.07% | 2025-12-31 |
| 51 | Well Done, LLC | 9,864 | $443.6K | 0.08% | 2025-06-30 |
| 52 | MGB Wealth Management, LLC | 8,036 | $391.7K | 0.06% | 2025-12-31 |
| 53 | Leonard Rickey Investment Advisors P.L.L.C. | 7,537 | $367.4K | 0.06% | 2025-12-31 |
| 54 | Sage Private Wealth Group, LLC | 8,773 | $357.1K | 0.07% | 2025-03-31 |
| 55 | PNC Financial Services Group, Inc. | 7,000 | $341.3K | 0.05% | 2025-12-31 |
| 56 | ENVESTNET ASSET MANAGEMENT INC | 6,775 | $330.3K | 0.05% | 2025-12-31 |
| 57 | WHITTIER TRUST CO | 6,033 | $298.7K | 0.05% | 2025-12-31 |
| 58 | HERITAGE OAK WEALTH ADVISORS LLC | 6,118 | $298.3K | 0.05% | 2025-12-31 |
| 59 | Western Wealth Management, LLC | 7,003 | $291.3K | 0.05% | 2024-09-30 |
| 60 | Wilian Securities, LLC | 5,895 | $287.4K | 0.04% | 2025-12-31 |
| 61 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,822 | $283.8K | 0.04% | 2025-12-31 |
| 62 | Sylvest Advisors, LLC | 5,697 | $277.7K | 0.04% | 2025-12-31 |
| 63 | Aptus Capital Advisors, LLC | 5,678 | $276.8K | 0.04% | 2025-12-31 |
| 64 | JPMORGAN CHASE & CO | 5,550 | $270.6K | 0.04% | 2025-12-31 |
| 65 | Accurate Wealth Management, LLC | 5,269 | $261.9K | 0.04% | 2025-12-31 |
| 66 | SpiderRock Advisors, LLC | 6,153 | $255.9K | 0.05% | 2024-09-30 |
| 67 | Orion Porfolio Solutions, LLC | 6,844 | $243.0K | 0.05% | 2025-06-30 |
| 68 | Fisher Asset Management, LLC | 5,707 | $240.1K | 0.04% | 2024-12-31 |
| 69 | Freedom Investment Management, Inc. | 4,903 | $239.0K | 0.04% | 2025-12-31 |
| 70 | TRUIST FINANCIAL CORP | 5,532 | $225.2K | 0.04% | 2025-03-31 |
| 71 | WEALTH EFFECTS LLC | 4,589 | $223.7K | 0.03% | 2025-12-31 |
| 72 | Palumbo Wealth Management LLC | 4,266 | $208.0K | 0.03% | 2025-12-31 |
| 73 | AQR CAPITAL MANAGEMENT LLC | 5,064 | $206.2K | 0.04% | 2025-03-31 |
| 74 | AE Wealth Management LLC | 4,642 | $189.0K | 0.03% | 2025-03-31 |
| 75 | Allworth Financial LP | 3,336 | $162.6K | 0.02% | 2025-12-31 |
| 76 | Avior Wealth Management, LLC | 3,611 | $151.9K | 0.02% | 2024-12-31 |
| 77 | BlackRock, Inc. | 2,087 | $101.7K | 0.01% | 2025-12-31 |
| 78 | AdvisorNet Financial, Inc | 1,636 | $79.8K | 0.01% | 2025-12-31 |
| 79 | MAI Capital Management | 1,179 | $57.5K | 0.00% | 2025-12-31 |
| 80 | WELLS FARGO & COMPANY/MN | 1,162 | $56.1K | 0.00% | 2025-09-30 |
| 81 | GABLES CAPITAL MANAGEMENT INC. | 1,149 | $56.0K | 0.00% | 2025-12-31 |
| 82 | BANK OF AMERICA CORP /DE/ | 1,031 | $49.8K | 0.00% | 2025-12-31 |
| 83 | HARBOUR INVESTMENTS, INC. | 840 | $41.0K | 0.00% | 2025-12-31 |
| 84 | Advisory Services Network, LLC | 827 | $40.0K | 0.00% | 2025-09-30 |
| 85 | HOLLENCREST CAPITAL MANAGEMENT | 810 | $39.5K | 0.00% | 2025-12-31 |
| 86 | ASSETMARK, INC | 759 | $37.0K | 0.00% | 2025-12-31 |
| 87 | Accordant Advisory Group Inc | 755 | $36.8K | 0.00% | 2025-12-31 |
| 88 | CWM, LLC | 668,637 | $32.6K | 5.54% | 2025-12-31 |
| 89 | UBS Group AG | 577 | $28.1K | 0.00% | 2025-12-31 |
| 90 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 747 | $16.7K | 0.00% | 2025-12-31 |
| 91 | Geneos Wealth Management Inc. | 208 | $10.1K | 0.00% | 2025-12-31 |
| 92 | Truvestments Capital LLC | 93 | $4.5K | 0.00% | 2025-12-31 |
| 93 | Cambridge Investment Research Advisors, Inc. | 56,499 | $2.8K | 0.46% | 2025-12-31 |
| 94 | Janney Montgomery Scott LLC | 30,176 | $1.5K | 0.25% | 2025-12-31 |
| 95 | Financial Gravity Asset Management, Inc. | 7 | $338 | 0.00% | 2025-09-30 |
| 96 | Financial Gravity Companies, Inc. | 7 | $315 | 0.00% | 2025-06-30 |
| 97 | Virtu Financial LLC | 5,381 | $262 | 0.04% | 2025-12-31 |
| 98 | AlphaMark Advisors, LLC | 432 | $18 | 0.00% | 2024-12-31 |
| 99 | Householder Group Estate & Retirement Specialist, LLC | 357 | $14 | 0.00% | 2024-09-30 |
| 100 | TSFG, LLC | 193 | $9 | 0.00% | 2025-06-30 |
| 101 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |