13FBOX
STRATEGY SHS · 13F Institutional Holdings
Options Calculator Rankings
S

STRATEGY SHS

ROMO
Institutions
10
Combined AUM (Q2 2026)
$21.6M
Combined Shares (Q2 2026)
639,188
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+61,579
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-15,000
4 · 2 Exit · ≈
⚖️ Net
+46,579
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.6M
Institutions
10
New Buys
1
Adds
3
Reduces
2
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WJ Interests, LLC
6.19%5.45%#1$16.1M475,502$14.2M450,526+24,976+5.54%Add
Financial Enhancement Group LLC
0.2%0.21%#3$1.7M50,769$1.7M51,872-1,103-2.13%Reduce
Innova Wealth Partners
0.52%0.56%#2$1.3M37,596$1.2M37,583+13+0.03%Add
GTS SECURITIES LLC
0.02%#6$1.1M31,444$00+31,444New Buy
Outlook Wealth Advisors, LLC
0.16%0.12%#4$727,96321,482$514,41916,336+5,146+31.50%Add
World Investment Advisors
0.01%0.01%#7$375,07311,911$375,07311,91100.00%Unchanged
Lifeworks Advisors, LLC
0.03%0.04%#5$261,1047,735$327,81910,410-2,675-25.70%Reduce
Geneos Wealth Management Inc.
<0.01%<0.01%#8$81,0242,400$75,5762,40000.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#9$10,160301$9,47830100.00%Unchanged
ASSETMARK, INC
<0.01%<0.01%#10$1,62048$1,5124800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow