13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
SSUS

STRATEGY SHS

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

CUSIP 86280R803·71 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.7%
vs prior quarter
13F value held
$398M
79.0% inst. owned
of float
Holders
71
-129 QoQ
filers reporting
Activity
+67 / −104
+821 added · −908 reduced
this quarter
Concentration
13.03%
Ashton Thomas Private Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

71 institutions reported SSUS in Q1 2026. Ashton Thomas Private Wealth, LLC leads at 13.0% of the visible book. -129 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$52M1.1M1.23%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$51M1.1M0.02%Q1 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$41M884K0.33%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$36M772K0.01%Q1 202605
Donald L. Hagan, LLC
CIK 0001638049
$33M680K16.12%Q3 202506
Prospera Financial Services Inc
CIK 0001541625
$28M607K0.46%Q1 202607
CWM, LLC
CIK 0001535847
$25M532K0.07%Q1 202608
IHT Wealth Management, LLC
CIK 0001697490
$23M496K0.54%Q1 202609
Pacific Sage Partners, LLC
CIK 0001936845
$18M390K2.86%Q1 202610
LPL Financial LLC
CIK 0001403438
$18M379K0.00%Q1 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$16M338K0.15%Q1 202612
SPC Financial, Inc.
CIK 0001415201
$9M184K0.69%Q3 202513
AlphaCore Capital LLC
CIK 0001713662
$9M184K0.20%Q1 202614
Steward Partners Investment Advisory, LLC
CIK 0001723397
$8M163K0.04%Q1 202615
SkyOak Wealth, LLC
CIK 0001800379
$7M148K1.26%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M135K0.01%Q1 202617
MORGAN STANLEY
CIK 0000895421
$6M124K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M108K0.01%Q1 202619
Vise Technologies, Inc.
CIK 0001812090
$5M94K0.09%Q1 202620
J2 Capital Management Inc
CIK 0001586882
$4M77K2.46%Q1 2026
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