Who Owns STRATEGY SHS (GOLY)? -- Institutional Holders (2026-03-31)

51 institutions reported holding $51.1M of STRATEGY SHS (GOLY) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($18.7M), ODonnell Financial Services, LLC ($8.2M), Cambridge Investment Research Advisors, Inc. ($3.4M), Steward Partners Investment Advisory, LLC ($2.3M), OneDigital Investment Advisors LLC ($2.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$18.7M636,054Added
2ODonnell Financial Services, LLC$8.2M279,882Trimmed
3Cambridge Investment Research Advisors, Inc.$3.4M114,083Added
4Steward Partners Investment Advisory, LLC$2.3M79,035Added
5OneDigital Investment Advisors LLC$2.2M73,627Added
6Urban Wealth Management, LLC$1.9M64,317Trimmed
7Private Advisor Group, LLC$1.9M63,773Trimmed
8OSAIC HOLDINGS, INC.$1.1M37,923Added
9GTS SECURITIES LLC$1.0M35,135Trimmed
10KESTRA PRIVATE WEALTH SERVICES, LLC$830,69728,207Added
11Worth Asset Management, LLC$781,86826,549Hold
12Moors & Cabot, Inc.$761,13725,845Added
13ENVESTNET ASSET MANAGEMENT INC$682,13523,162Trimmed
14Atlas Wealth Partners, LLC$556,60518,900Trimmed
15Cetera Investment Advisers$529,70817,987Added
16Stratos Wealth Partners, LTD.$518,22317,596New
17CITADEL ADVISORS LLC$511,45817,367New
18INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$441,15214,464Added
19HighPoint Advisor Group LLC$386,30013,117Added
20J.W. COLE ADVISORS, INC.$380,73912,928Added
21WETZEL INVESTMENT ADVISORS, INC.$358,84812,185Added
22BIRCH FINANCIAL GROUP, LLC$354,19412,027Added
23National Wealth Management Group, LLC$348,98311,850Trimmed
24Arkadios Wealth Advisors$331,95811,272Added
25Concurrent Investment Advisors, LLC$322,83910,962New

Source: SEC Form 13F filings · as of 2026-03-31