9 institutions reported holding $20.0M of STRATEGY SHS (SSFI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($17.9M), OneDigital Investment Advisors LLC ($997,461), GTS SECURITIES LLC ($640,307), RAYMOND JAMES FINANCIAL INC ($474,036), MORGAN STANLEY ($8,655). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | $17.9M | 840,069 | Added |
| 2 | OneDigital Investment Advisors LLC | $997,461 | 46,789 | Trimmed |
| 3 | GTS SECURITIES LLC | $640,307 | 30,036 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $474,036 | 22,236 | Hold |
| 5 | MORGAN STANLEY | $8,655 | 406 | Trimmed |
| 6 | AE Wealth Management LLC | $895 | 42 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30