DOSSIER · 13F Holders · Q1 2026
SSFI

STRATEGY SHS

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

CUSIP 86280R860·12 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$36M
visible holders
Holders
12
filers reporting
Concentration
37.10%
Ashton Thomas Private Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported SSFI in Q1 2026. Ashton Thomas Private Wealth, LLC leads at 37.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$13M627K0.32%Q1 2026
02
Donald L. Hagan, LLC
CIK 0001638049
$12M580K6.14%Q3 2025
03
CWM, LLC
CIK 0001535847
$5M227K0.01%Q1 2026
04
OneDigital Investment Advisors LLC
CIK 0001690370
$4M191K0.04%Q1 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$549K26K0.02%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$474K22K0.00%Q1 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$200K9K0.00%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$16K7280.00%Q1 2026
09
AE Wealth Management LLC
CIK 0001697723
$4K1960.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$4K1690.00%Q1 2026
11
Financial Gravity Companies, Inc.
CIK 0001377167
$19290.00%Q2 2025
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025