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

STRATEGY SHS

SSXU
Institutions
9
Combined AUM (Q2 2026)
$32.3M
Combined Shares (Q2 2026)
911,374
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+333,645
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-22,124
3 · 2 Exit · ≈
⚖️ Net
+311,521
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.3M
Institutions
9
New Buys
3
Adds
3
Reduces
1
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ashton Thomas Private Wealth, LLC
0.57%0.42%#1$27.4M772,234$17.8M517,363+254,871+49.26%Add
Janney Montgomery Scott LLC
<0.01%#4$1.7M47,498$00+47,498New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#5$1.5M41,379$402,40911,709+29,670+253.39%Add
Discipline Wealth Solutions, LLC
0.06%0.07%#2$743,18620,980$686,31419,970+1,010+5.06%Add
GTS SECURITIES LLC
0.01%0.03%#3$565,15515,954$830,64024,169-8,215-33.99%Reduce
LPL Financial LLC
<0.01%<0.01%#6$446,84012,614$433,51212,61400.00%Unchanged
MORGAN STANLEY
<0.01%#9$16,047453$00+453New Buy
Allworth Financial LP
<0.01%#7$5,066143$00+143New Buy
AE Wealth Management LLC
<0.01%<0.01%#8$4,215119$4,09011900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow