STRATEGY SHS
CUSIP 86280R886
Strategy Shs has 11 institutional holders in Filings Flow’s 13F database, together reporting 592.6K shares worth $19M as of Q1 2026. The largest reported holders are Wj Interests, LLC, Financial Enhancement Group LLC, and Innova Wealth Partners.
Institutional Holders
11
Q1 2026
Reported Value
$19M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WJ Interests, LLC$260M AUM | 5.45% | $14M | 450.5K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.56% | $1M | 37.6K | Q1 2026OLDER |
| Financial Enhancement Group LLC$839M AUM | 0.20% | $2M | 50.8K | Q2 2026 |
| Outlook Wealth Advisors, LLC$413M AUM | 0.12% | $514,419 | 16.3K | Q1 2026OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.04% | $327,819 | 10.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 34.9K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $375,073 | 11.9K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $75,576 | 2.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $99,288 | 3.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $3,363 | 100 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,478 | 301 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $254,092 | 8.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,512 | 48 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,540 | 135 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.