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

73 institutions reported holding $390.8M of STRATEGY SHS (SSUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($51.9M), RAYMOND JAMES FINANCIAL INC ($50.9M), Integrated Wealth Concepts LLC ($41.3M), Royal Bank of Canada ($36.1M), Prospera Financial Services Inc ($28.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ashton Thomas Private Wealth, LLC$51.9M1.1MTrimmed
2RAYMOND JAMES FINANCIAL INC$50.9M1.1MTrimmed
3Integrated Wealth Concepts LLC$41.3M884,151Trimmed
4Royal Bank of Canada$36.1M772,223Trimmed
5Prospera Financial Services Inc$28.3M606,601Trimmed
6CWM, LLC$24.9M532,307Trimmed
7IHT Wealth Management, LLC$23.1M495,627Trimmed
8Pacific Sage Partners, LLC$18.2M389,686Added
9LPL Financial LLC$17.7M378,642Trimmed
10OneDigital Investment Advisors LLC$15.8M337,714Trimmed
11AlphaCore Capital LLC$8.6M183,764Trimmed
12Steward Partners Investment Advisory, LLC$7.6M162,848Trimmed
13SkyOak Wealth, LLC$6.9M147,572Added
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.4M134,842Trimmed
15MORGAN STANLEY$5.8M124,043Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$5.0M107,599Trimmed
17Vise Technologies, Inc.$4.6M93,695Hold
18J2 Capital Management Inc$3.6M76,711Trimmed
19Independent Wealth Advisors LLC$3.5M75,287Trimmed
20Discipline Wealth Solutions, LLC$2.9M62,033Trimmed
21Cambridge Investment Research Advisors, Inc.$2.6M56,645Added
22ROMAN BUTLER FULLERTON & CO$2.6M53,244Trimmed
23STIFEL FINANCIAL CORP$2.2M47,065Added
24ELEVATION POINT WEALTH PARTNERS, LLC$1.9M40,877Trimmed
25Vestmark Advisory Solutions, Inc.$1.9M40,737Trimmed

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