Filing Research | MSTR - STRATEGY INC Institutional Holdings

Snapshot holdings

50 / 206 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	CALL	452.2KSH	$39.3M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	354.1KSH	$30.8M
3	OFI INVEST ASSET MANAGEMENT	Shares	268.2KSH	$20.4M
4	Strong Tower Advisory Services	Shares	140.1KSH	$12.2M
5	Mirae Asset Global Investments Co., Ltd.	Shares	136.0KSH	$11.8M
6	Robeco Institutional Asset Management B.V.	Shares	133.8KSH	$11.6M
7	Swedbank AB	Shares	90.6KSH	$7.9M
8	INDEPENDENT FINANCIAL GROUP, LLC	Shares	88.5KSH	$7.7M
9	VISTA INVESTMENT PARTNERS II, LLC	Shares	85.1KSH	$7.4M
10	Oak Thistle LLC	Shares	66.8KSH	$5.8M
11	IFM Investors Pty Ltd	Shares	57.2KSH	$5.0M
12	Police & Firemen's Retirement System of New Jersey	Shares	49.1KSH	$4.3M
13	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	44.1KSH	$3.8M
14	EverSource Wealth Advisors, LLC	Shares	43.7KSH	$3.8M
15	Lauer Wealth, LLC	Shares	38.9KSH	$3.8M
16	MADDEN SECURITIES Corp	Shares	42.4KSH	$3.7M
17	Beaird Harris Wealth Management, LLC	Shares	42.1KSH	$3.7M
18	Kessler Investment Group, LLC	Shares	39.9KSH	$3.5M
19	Pacific Capital Wealth Advisors, Inc.	Shares	35.5KSH	$3.1M
20	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	33.1KSH	$2.9M
21	D.A. DAVIDSON & CO.	Shares	32.3KSH	$2.8M
22	TITLEIST ASSET MANAGEMENT, LLC	Shares	31.4KSH	$2.7M
23	SBI Securities Co., Ltd.	Shares	31.3KSH	$2.7M
24	MATAURO, LLC	Shares	30.3KSH	$2.6M
25	Golden State Wealth Management, LLC	Shares	23.1KSH	$2.0M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.6KSH	$2.0M
27	Louisiana State Employees Retirement System	Shares	21.3KSH	$1.9M
28	Apollon Wealth Management, LLC	Shares	21.2KSH	$1.8M
29	Secure Asset Management, LLC	Shares	20.2KSH	$1.8M
30	Realta Investment Advisors	Shares	20.1KSH	$1.7M
31	Teamwork Financial Advisors, LLC	Shares	19.5KSH	$1.7M
32	Rathbones Group PLC	Shares	19.0KSH	$1.6M
33	Pine Valley Investments Ltd Liability Co	PUT	18.0KPRN	$1.6M
34	HHM Wealth Advisors, LLC	Shares	16.5KSH	$1.4M
35	Venturi Wealth Management, LLC	Shares	16.0KSH	$1.4M
36	KPP Advisory Services LLC	Shares	15.8KSH	$1.4M
37	Prospera Financial Services Inc	Shares	14.9KSH	$1.3M
38	GATEWAY INVESTMENT ADVISERS LLC	Shares	14.8KSH	$1.3M
39	Farther Finance Advisors, LLC	Shares	14.1KSH	$1.2M
40	DBA TRADING, LLC	Shares	9.2KSH	$1.1M
41	Cedarwood Wealth LLC	Shares	12.9KSH	$1.1M
42	ABN AMRO INVESTMENT SOLUTIONS	Shares	12.6KSH	$1.1M
43	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	12.6KSH	$1.1M
44	Fideuram Asset Management (Ireland) dac	Shares	9.6KSH	$1.0M
45	CERTIOR FINANCIAL GROUP, LLC	Shares	10.5KSH	$911.5K
46	PKO Investment Management Joint-Stock Co	Shares	10.0KSH	$869.3K
47	China Universal Asset Management Co., Ltd.	Shares	10.0KSH	$865.9K
48	Spire Wealth Management	Shares	9.8KSH	$848.7K
49	Formidable Asset Management, LLC	Shares	6.7KSH	$838.7K
50	Dynamic Advisor Solutions LLC	Shares	9.3KSH	$805.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 259 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+66.8K	+$5.8M	$5.8M
2	Lauer Wealth, LLC added	Shares	+34.9K	+$3.3M	$3.8M
3	Cedarwood Wealth LLC new	Shares	+12.9K	+$1.1M	$1.1M
4	Fideuram Asset Management (Ireland) dac new	Shares	+9.6K	+$1.0M	$1.0M
5	J.W. COLE ADVISORS, INC. new	Shares	+7.4K	+$647.2K	$647.2K
6	Curated Wealth Partners LLC new	Shares	+15.9K	+$647.0K	$647.0K
7	Sullivan Wood Capital Management LLC new	Shares	+7.0K	+$608.5K	$608.5K
8	VISTA INVESTMENT PARTNERS II, LLC added	Shares	+30.4K	+$565.7K	$7.4M
9	RAINEY & RANDALL WEALTH ADVISORS INC. new	Shares	+3.5K	+$304.0K	$304.0K
10	PKO Investment Management Joint-Stock Co added	Shares	+5.0K	+$245.3K	$869.3K
11	Formidable Asset Management, LLC added	Shares	+2.6K	+$207.3K	$838.7K
12	CoreCap Advisors, LLC added	Shares	+3.6K	+$203.2K	$567.7K
13	Strong Tower Advisory Services new	CALL	+2.0K	+$173.9K	$173.9K
14	180 WEALTH ADVISORS, LLC added	Shares	+2.9K	+$173.8K	$421.5K
15	Skylands Capital, LLC new	Shares	+1.0K	+$86.9K	$86.9K
16	Financial Perspectives, Inc added	Shares	+931	+$60.4K	$128.0K
17	Key Client Fiduciary Advisors, LLC new	CALL	+600	+$52.2K	$52.2K
18	Brookstone Capital Management added	Shares	+1.5K	+$38.5K	$337.4K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.6K	+$35.7K	$2.0M
20	Tradewinds Capital Management, LLC added	Shares	+194	+$16.3K	$18.3K
21	LifeSteps Financial, Inc. new	Shares	+153	+$13.3K	$13.3K
22	Sequoia Financial Advisors, LLC new	CALL	+100	+$8.7K	$8.7K
23	Sachetta, LLC added	Shares	+53	+$3.3K	$7.7K
24	Cape Investment Advisory, Inc. new	Shares	+30	+$2.6K	$2.6K
25	PayPay Securities Corp added	Shares	+57	+$1.9K	$9.2K
26	True Wealth Design, LLC added	Shares	+27	+$1.7K	$3.7K
27	Catalyst Capital Advisors LLC added	Shares	+58	+$1.4K	$13.4K
28	Nova Wealth Management, Inc. new	Shares	+15	+$1.3K	$1.3K
29	WEST PACES ADVISORS INC. new	Shares	+6	+$522	$522
30	Hughes Financial Services, LLC added	Shares	+7	+$381	$1.1K
31	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+3	+$258	$258
32	Davis Capital Management added	Shares	+4	+$196	$695
33	Grove Bank & Trust new	Shares	+1	+$87	$87
34	CX Institutional added	Shares	+1.0K	+$40	$201
35	Darwin Wealth Management, LLC new	Shares	0	+$20	$20
36	FNY Investment Advisers, LLC new	Shares	+195	+$16	$16
37	DBA TRADING, LLC unchanged	Shares	0	$0	$1.1M
38	FNY Investment Advisers, LLC new	PUT	+10	$0	$0
39	First PREMIER Bank unchanged	Shares	0	-$3	$7
40	Roble, Belko & Company, Inc trimmed	Shares	-27	-$4	$0
41	Capital Advisors, Ltd. LLC trimmed	Shares	-10	-$15	$31
42	AM INVESTMENT STRATEGIES LLC added	Shares	+4.0K	-$34	$1.2K
43	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$38	$87
44	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$76	$174
45	Valued Wealth Advisors LLC unchanged	Shares	0	-$76	$174
46	CIGNA INVESTMENTS INC /NEW added	Shares	+114	-$100	$262
47	PARK AVENUE SECURITIES LLC trimmed	Shares	-58	-$108	$232
48	TSFG, LLC trimmed	Shares	-365	-$123	$176
49	Essential Investment Partners LLC unchanged	Shares	0	-$189	$435
50	Torren Management, LLC unchanged	Shares	0	-$303	$695

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