11 institutions reported holding $20.6M of STRATEGY SHS (SSXU) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($17.8M), GTS SECURITIES LLC ($830,640), Discipline Wealth Solutions, LLC ($686,314), LPL Financial LLC ($433,512), RAYMOND JAMES FINANCIAL INC ($402,409). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth, LLC | $17.8M | 517,363 | Trimmed |
| 2 | GTS SECURITIES LLC | $830,640 | 24,169 | Trimmed |
| 3 | Discipline Wealth Solutions, LLC | $686,314 | 19,970 | Trimmed |
| 4 | LPL Financial LLC | $433,512 | 12,614 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $402,409 | 11,709 | Hold |
| 6 | CITADEL ADVISORS LLC | $253,014 | 7,362 | New |
| 7 | GOLDMAN SACHS GROUP INC | $225,004 | 6,547 | Trimmed |
| 8 | MORGAN STANLEY | $15,568 | 453 | New |
| 9 | AE Wealth Management LLC | $4,090 | 119 | New |
| 10 | Janney Montgomery Scott LLC | $0 | 0 | Exited |
| 11 | Cresset Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31