12 institutions reported holding $18.8M of STRATEGY SHS (ROMO) in SEC 13F filings for 2026-03-31. Largest institutional holders: WJ Interests, LLC ($14.2M), Financial Enhancement Group LLC ($1.7M), Innova Wealth Partners ($1.2M), Outlook Wealth Advisors, LLC ($514,419), World Investment Advisors ($375,073). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WJ Interests, LLC | $14.2M | 450,526 | Added |
| 2 | Financial Enhancement Group LLC | $1.7M | 51,872 | Trimmed |
| 3 | Innova Wealth Partners | $1.2M | 37,583 | Trimmed |
| 4 | Outlook Wealth Advisors, LLC | $514,419 | 16,336 | Added |
| 5 | World Investment Advisors | $375,073 | 11,911 | Trimmed |
| 6 | Lifeworks Advisors, LLC | $327,819 | 10,410 | Trimmed |
| 7 | CITADEL ADVISORS LLC | $254,092 | 8,069 | New |
| 8 | CWM, LLC | $99,288 | 3,153 | Hold |
| 9 | Geneos Wealth Management Inc. | $75,576 | 2,400 | Hold |
| 10 | HARBOUR INVESTMENTS, INC. | $9,478 | 301 | Hold |
| 11 | ASSETMARK, INC | $1,512 | 48 | Hold |
| 12 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31