DOSSIER · 13F Holders · Q2 2026
SSFI

STRATEGY SHS

9 institutions still hold STRATEGY SHS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R860·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$37M
visible holders
Holders
9
filers reporting
Concentration
47.92%
Ashton Thomas Private Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported SSFI in Q2 2026. Ashton Thomas Private Wealth, LLC leads at 47.9% 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
$18M840K0.37%Q2 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
$997K47K0.01%Q2 2026
05
GTS SECURITIES LLC
CIK 0001452765· Market maker
$640K30K0.01%Q2 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$474K22K0.00%Q2 2026
07
MORGAN STANLEY
CIK 0000895421
$9K4060.00%Q2 2026
08
AE Wealth Management LLC
CIK 0001697723
$895420.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025