13F Insight
DOSSIER · 13F Holders · Q2 2026
SSUS

STRATEGY SHS

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

CUSIP 86280R803·75 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$495M
visible holders
Holders
75
filers reporting
Concentration
17.99%
Integrated Wealth Concepts LLC #1
top holder share
AI Holders Summary · Q2 2026

75 institutions reported SSUS in Q2 2026. Integrated Wealth Concepts LLC leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Integrated Wealth Concepts LLC
CIK 0001737109
$89M1.6M0.43%Q2 202602
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$81M1.5M1.69%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$52M943K0.01%Q2 202604
ROYAL BANK OF CANADA
CIK 0001000275
$41M748K0.01%Q2 202605
Donald L. Hagan, LLC
CIK 0001638049
$33M680K16.12%Q3 202506
CWM, LLC
CIK 0001535847
$25M532K0.07%Q1 202607
Prospera Financial Services Inc
CIK 0001541625
$24M442K0.36%Q2 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$22M394K0.18%Q2 202609
LPL Financial LLC
CIK 0001403438
$21M380K0.00%Q2 202610
Pacific Sage Partners, LLC
CIK 0001936845
$20M353K2.77%Q2 202611
IHT Wealth Management, LLC
CIK 0001697490
$18M327K0.38%Q2 202612
AlphaCore Capital LLC
CIK 0001713662
$11M193K0.20%Q2 202613
SPC Financial, Inc.
CIK 0001415201
$9M184K0.69%Q3 202514
Steward Partners Investment Advisory, LLC
CIK 0001723397
$9M157K0.04%Q2 202615
SkyOak Wealth, LLC
CIK 0001800379
$8M145K1.31%Q2 202616
Vise Technologies, Inc.
CIK 0001812090
$7M128K0.08%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M126K0.01%Q2 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M119K0.00%Q2 202619
MORGAN STANLEY
CIK 0000895421
$6M115K0.00%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M105K0.01%Q2 2026
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