5 institutions reported holding $19.8M of STRATEGY SHS (ROMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: WJ Interests, LLC ($16.1M), Financial Enhancement Group LLC ($1.7M), Innova Wealth Partners ($1.3M), Outlook Wealth Advisors, LLC ($727,963), ASSETMARK, INC ($1,620). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WJ Interests, LLC | $16.1M | 475,502 | Added |
| 2 | Financial Enhancement Group LLC | $1.7M | 50,769 | Trimmed |
| 3 | Innova Wealth Partners | $1.3M | 37,596 | Added |
| 4 | Outlook Wealth Advisors, LLC | $727,963 | 21,482 | Added |
| 5 | ASSETMARK, INC | $1,620 | 48 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30