13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
GOLY

STRATEGY SHS

47 institutions still hold STRATEGY SHS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R878·47 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.7%
vs prior quarter
13F value held
$44M
66.0% inst. owned
of float
Holders
47
-87 QoQ
filers reporting
Activity
+30 / −85
+1,009 added · −769 reduced
this quarter
Concentration
42.23%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported GOLY in Q1 2026. LPL Financial LLC leads at 42.2% of the visible book. -87 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$19M636K0.01%Q1 202602
ODonnell Financial Services, LLC
CIK 0001730962
$8M280K2.84%Q1 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M79K0.01%Q1 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$2M74K0.02%Q1 202605
Urban Wealth Management, LLC
CIK 0001845521
$2M64K1.94%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$2M64K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M38K0.00%Q1 202608
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M35K0.04%Q1 202609
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$830,69728K0.01%Q1 202610
Worth Asset Management, LLC
CIK 0001927285
$781,86827K0.29%Q1 202611
Moors & Cabot, Inc.
CIK 0001607239
$761,13726K0.03%Q1 202612
NewEdge Advisors, LLC
CIK 0001633516
$739,73025K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$682,13523K0.00%Q1 202614
Atlas Wealth Partners, LLC
CIK 0001965798
$556,60519K0.57%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$529,70818K0.00%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$518,22318K0.01%Q1 202617
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$441,15214K0.03%Q1 202618
HighPoint Advisor Group LLC
CIK 0001616034
$386,30013K0.02%Q1 202619
J.W. COLE ADVISORS, INC.
CIK 0001404763
$380,73913K0.01%Q1 202620
WETZEL INVESTMENT ADVISORS, INC.
CIK 0002009211
$358,84812K0.14%Q1 2026
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