13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$45M
visible holders
Holders
47
filers reporting
Concentration
41.25%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported GOLY in Q1 2026. LPL Financial LLC leads at 41.2% of the visible book.

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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M114K0.01%Q1 202604
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M79K0.01%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$2M74K0.02%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
$831K28K0.01%Q1 202610
Moors & Cabot, Inc.
CIK 0001607239
$761K26K0.03%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$740K25K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$682K23K0.00%Q1 202613
Worth Asset Management, LLC
CIK 0001927285
$589K23K0.19%Q2 202614
Atlas Wealth Partners, LLC
CIK 0001965798
$557K19K0.57%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$530K18K0.00%Q1 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$518K18K0.01%Q1 202617
HighPoint Advisor Group LLC
CIK 0001616034
$386K13K0.02%Q1 202618
Arkadios Wealth Advisors
CIK 0001800798
$332K11K0.01%Q1 202619
Concurrent Investment Advisors, LLC
CIK 0002001015
$323K11K0.00%Q1 202620
WETZEL INVESTMENT ADVISORS, INC.
CIK 0002009211
$306K12K0.11%Q2 2026
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