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

STRATEGY SHS

GOLY
Institutions
45
Combined AUM (Q2 2026)
$36.9M
Combined Shares (Q2 2026)
1.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+152,015
20 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-443,601
30 · 10 Exit · ≈
⚖️ Net
-291,586
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$36.9M
Institutions
45
New Buys
9
Adds
11
Reduces
20
Exits
10
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#23$12.2M484,807$18.7M636,054-151,247-23.78%Reduce
ODonnell Financial Services, LLC
2.19%2.84%#1$7.4M296,021$8.2M279,882+16,139+5.77%Add
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#17$2.0M79,373$3.4M114,083-34,710-30.43%Reduce
OneDigital Investment Advisors LLC
0.02%0.02%#9$1.8M70,838$2.2M73,627-2,789-3.79%Reduce
Private Advisor Group, LLC
0.01%0.01%#13$1.4M56,790$1.9M63,773-6,983-10.95%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#37$1.1M45,017$00+45,017New Buy
HRT FINANCIAL LP
<0.01%#27$965,71038,398$00+38,398New Buy
Moors & Cabot, Inc.
0.03%0.03%#6$853,96133,955$761,13725,845+8,110+31.38%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$837,34333,295$1.1M37,923-4,628-12.20%Reduce
Steward Partners Investment Advisory, LLC
<0.01%0.01%#19$767,70430,525$2.3M79,035-48,510-61.38%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#26$617,16024,539$739,73025,118-579-2.31%Reduce
Worth Asset Management, LLC
0.19%0.29%#3$588,68623,407$781,86826,549-3,142-11.83%Reduce
Virtu Financial LLC
0.02%#8$585,71923,289$00+23,289New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#36$563,13522,391$682,13523,162-771-3.33%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#39$497,39219,777$511,45817,367+2,410+13.88%Add
Atlas Wealth Partners, LLC
0.45%0.57%#2$413,71816,450$556,60518,900-2,450-12.96%Reduce
Cetera Investment Advisers
<0.01%<0.01%#32$402,94716,022$529,70817,987-1,965-10.92%Reduce
JANE STREET GROUP, LLC
<0.01%#42$360,22314,323$00+14,323New Buy
HighPoint Advisor Group LLC
0.01%0.02%#10$331,05213,163$456,73513,068+95+0.73%Add
Stratos Wealth Partners, LTD.
<0.01%0.01%#21$329,22113,090$518,22317,596-4,506-25.61%Reduce
Arkadios Wealth Advisors
<0.01%0.01%#16$306,58712,190$331,95811,272+918+8.14%Add
WETZEL INVESTMENT ADVISORS, INC.
0.11%0.14%#5$306,45312,185$358,84812,18500.00%Unchanged
BIRCH FINANCIAL GROUP, LLC
0.15%0.21%#4$298,62011,874$354,19412,027-153-1.27%Reduce
GTS SECURITIES LLC
0.01%0.04%#14$298,55611,871$1.0M35,135-23,264-66.21%Reduce
J.W. COLE ADVISORS, INC.
<0.01%0.01%#15$285,74911,362$380,73912,928-1,566-12.11%Reduce
Concurrent Investment Advisors, LLC
<0.01%<0.01%#25$260,30210,350$322,83910,962-612-5.58%Reduce
Kingsview Wealth Management, LLC
<0.01%<0.01%#18$259,0138,795$259,0138,79500.00%Unchanged
Intrua Financial, LLC
0.02%0.03%#7$216,7648,619$252,8328,585+34+0.40%Add
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%0.03%#20$114,8944,572$441,15214,464-9,892-68.39%Reduce
AE Wealth Management LLC
<0.01%<0.01%#30$111,6664,440$202,0726,862-2,422-35.30%Reduce
PRIVATE TRUST CO NA
0.01%0.01%#11$90,5403,600$145,6183,824-224-5.86%Reduce
CoreCap Advisors, LLC
<0.01%<0.01%#24$82,3913,276$80,3402,728+548+20.09%Add
Farther Finance Advisors, LLC
<0.01%<0.01%#33$44,0131,750$45,7501,500+250+16.67%Add
Global Retirement Partners, LLC
<0.01%#29$37,7251,500$00+1,500New Buy
Investment Research & Advisory Group, Inc.
0.01%0.01%#12$21,252845$24,88584500.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#31$19,340769$22,64776900.00%Unchanged
Cape Investment Advisory, Inc.
<0.01%#22$11,318450$00+450New Buy
UBS Group AG
<0.01%#44$6,288250$00+250New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#34$5,427216$6,275213+3+1.41%Add
MORGAN STANLEY
<0.01%<0.01%#45$5,145204$3,302100+104+104.00%Add
Blue Trust, Inc.
<0.01%#40$4,351173$00+173New Buy
Spire Wealth Management
<0.01%<0.01%#38$2,827112$3,269111+1+0.90%Add
SIMPLEX TRADING, LLC
<0.01%<0.01%#43$2,515100$12,251416-316-75.96%Reduce
MCGUIRE CAPITAL ADVISORS INC
<0.01%<0.01%#35$25210$2941000.00%Unchanged
Silver Grove Financial Group, Inc.
<0.01%#41$753$00+3New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow