9 institutions reported holding $23.5M of STRATEGY SHS (SSFI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($13.4M), CWM, LLC ($4.8M), OneDigital Investment Advisors LLC ($4.1M), GTS SECURITIES LLC ($548,872), RAYMOND JAMES FINANCIAL INC ($474,341). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | $13.4M | 626,981 | Added |
| 2 | CWM, LLC | $4.8M | 227,070 | New |
| 3 | OneDigital Investment Advisors LLC | $4.1M | 191,341 | Added |
| 4 | GTS SECURITIES LLC | $548,872 | 25,730 | New |
| 5 | RAYMOND JAMES FINANCIAL INC | $474,341 | 22,236 | Hold |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $200,010 | 9,376 | New |
| 7 | MORGAN STANLEY | $15,529 | 728 | Added |
| 8 | AE Wealth Management LLC | $4,181 | 196 | New |
| 9 | UBS Group AG | $3,605 | 169 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31