Strategy Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares209,222 from 63,548

Change+145,674 (+229%)

Value$15.5M (+$11.8M)

Filed 2026-11-06

Calamos Advisors LLC

UNCHANGED

Shares200,000 from 200,000

Change0 (0%)

Value$14.8M (+$3.1M)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

INCREASED

Shares26,484 from 20,274

Change+6,210 (+31%)

Value$2.0M (+$771.5K)

Filed 2026-10-21

Commonwealth Equity Services, LLC

DECREASED

Shares19,490 from 19,808

Change-318 (-2%)

Value$1.4M (+$279.3K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares16,262 from 16,962

Change-700 (-4%)

Value$1.2K (+$208)

Filed 2026-11-02

Wedbush Securities Inc

INCREASED

Shares15,233 from 14,149

Change+1,084 (+8%)

Value$1.1K (+$298)

Filed 2026-10-22

Apollon Wealth Management, LLC

INCREASED

Shares13,350 from 13,100

Change+250 (+2%)

Value$990.0K (+$219.5K)

Filed 2026-10-23

Chicago Partners Investment Group LLC

NEW

Shares13,238

Change+13,238

Value$917.4K

Filed 2026-10-27

Independent Financial Group, LLC

NEW

Shares9,195

Change+9,195

Value$681.9K

Filed 2026-10-13

Mission Wealth Management, LP

NEW

Shares5,501

Change+5,501

Value$408.0K

Filed 2026-10-15

Sovran Advisors, LLC

DECREASED

Shares4,902 from 5,172

Change-270 (-5%)

Value$344.2K (+$21.2K)

Filed 2026-11-02

Synergy Asset Management, LLC

INCREASED

Shares4,094 from 3,433

Change+661 (+19%)

Value$303.6K (+$101.7K)

Filed 2026-11-05

VestGen Advisors, LLC

NEW

Shares4,000

Change+4,000

Value$296.6K

Filed 2026-10-27

Ulland Investment Advisors, LLC

UNCHANGED

Shares3,950 from 3,950

Change0 (0%)

Value$293 (+$61)

Filed 2026-10-13

Alliance Wealth Advisors, LLC

INCREASED

Shares3,833 from 3,735

Change+98 (+3%)

Value$284.3K (+$64.6K)

Filed 2026-10-14

J. Derek Lewis & Associates Inc.

NEW

Shares3,800

Change+3,800

Value$304.7K

Filed 2026-11-03

Key Client Fiduciary Advisors, LLC

NEW

Shares3,161

Change+3,161

Value$234.4K

Filed 2026-10-19

Avantax Planning Partners, Inc.

NEW

Shares2,953

Change+2,953

Value$219.0K

Filed 2026-11-03

Calamos Wealth Management LLC

NEW

Shares2,800

Change+2,800

Value$207.6K

Filed 2026-11-02

Oppenheimer & Co Inc

NEW

Shares2,755

Change+2,755

Value$204.3K

Filed 2026-10-26

Summit Securities Group LLC

NEW

Shares1,321

Change+1,321

Value$98.0K

Filed 2026-11-05

Ascentis Wealth Management, LLC

UNCHANGED

Shares938 from 938

Change0 (0%)

Value$69.6K (+$14.4K)

Filed 2026-11-03

Moisand Fitzgerald Tamayo, LLC

INCREASED

Shares735 from 716

Change+19 (+3%)

Value$54.5K (+$12.4K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares672 from 672

Change0 (0%)

Value$49.8K (+$10.3K)

Filed 2026-11-06

Costello Asset Management, Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$37.1K (+$7.7K)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares345 from 345

Change0 (0%)

Value$20.3K ($0)

Filed 2026-11-06

Planning Strategies Inc.

INCREASED

Shares336 from 327

Change+9 (+3%)

Value$24.9K (+$5.7K)

Filed 2026-10-02

Physician Wealth Advisors, Inc.

UNCHANGED

Shares157 from 157

Change0 (0%)

Value$11.6K (+$2.4K)

Filed 2026-10-20

Farther Finance Advisors, LLC

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$7.8K (+$1.6K)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$6.5K (+$1.4K)

Filed 2026-10-16

Compass Financial Management LLC

NEW

Shares50

Change+50

Value$3.7K

Filed 2026-10-30

Triumph Capital Management

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$2.2K (+$460)

Filed 2026-10-14

Parallel Advisors, LLC

UNCHANGED

Shares28 from 28

Change0 (0%)

Value$2.1K (+$429)

Filed 2026-11-03

Pinnacle Wealth Planning Services, Inc.

NEW

Shares25

Change+25

Value$1.9K

Filed 2026-10-27

Fifth Third Bancorp

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.6K (+$322)

Filed 2026-11-05

Vima LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$890 (+$184)

Filed 2026-10-23

Strategic Advocates LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$445 (+$92)

Filed 2026-11-03

Vision Financial Markets LLC

DECREASED

Shares1 from 227

Change-226 (-100%)

Value$72 (-$13.7K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

CLOSED

Shares0 from 16,355

Change-16,355 (-100%)

Value$0 (-$962.0K)

Filed 2026-11-04

International Assets Investment Management, LLC

CLOSED

Shares0 from 225

Change-225 (-100%)

Value$0 (-$13.7K)

Filed 2026-11-02

Asset Dedication, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$1.0K)

Filed 2026-11-03

Capital International Investors

N/A

Shares— from 1,218,911

Change-1,218,911 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 739,248

Change-739,248 (-100%)

Value—

Capital World Investors

N/A

Shares— from 736,597

Change-736,597 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 323,540

Change-323,540 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 282,158

Change-282,158 (-100%)

Value—

ParaFi Capital LP

N/A

Shares— from 228,319

Change-228,319 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 207,452

Change-207,452 (-100%)

Value—

Greenland Capital Management LP

N/A

Shares— from 193,480

Change-193,480 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 190,876

Change-190,876 (-100%)

Value—

State Street Corp

N/A

Shares— from 162,000

Change-162,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 134,400

Change-134,400 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 100,876

Change-100,876 (-100%)

Value—

Aspiring Ventures, LLC

N/A

Shares— from 78,131

Change-78,131 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 73,870

Change-73,870 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 62,432

Change-62,432 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 58,343

Change-58,343 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 40,800

Change-40,800 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 33,817

Change-33,817 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 33,571

Change-33,571 (-100%)

Value—

Ionic Capital Management LLC

N/A

Shares— from 33,059

Change-33,059 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 24,635

Change-24,635 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 17,523

Change-17,523 (-100%)

Value—

Shaolin Capital Management LLC

N/A

Shares— from 16,526

Change-16,526 (-100%)

Value—

Sentinel Dome Partners, LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,039

Change-15,039 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

K2 Principal Fund, L.P.

N/A

Shares— from 13,900

Change-13,900 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 9,251

Change-9,251 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,901

Change-8,901 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 7,712

Change-7,712 (-100%)

Value—

Turner Financial Group, Inc.

N/A

Shares— from 7,474

Change-7,474 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,983

Change-6,983 (-100%)

Value—

Ewing Morris & Co. Investment Partners Ltd.

N/A

Shares— from 6,798

Change-6,798 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,322

Change-6,322 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 5,750

Change-5,750 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 5,725

Change-5,725 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,440

Change-5,440 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,125

Change-5,125 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 4,837

Change-4,837 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 4,694

Change-4,694 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 4,011

Change-4,011 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 1,780

Change-1,780 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,300

Change-1,300 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,268

Change-1,268 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 1,113

Change-1,113 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 705

Change-705 (-100%)

Value—

Avenir Tech Ltd

N/A

Shares— from 702

Change-702 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 322

Change-322 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 34

Change-34 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	209,222	63,548	+145,674	+229%	$3.7M	$15.5M	+$11.8M	2026-11-06
Calamos Advisors LLC	UNCHANGED	200,000	200,000	0	0%	$11.8M	$14.8M	+$3.1M	2026-11-02
Wealthcare Advisory Partners LLC	INCREASED	26,484	20,274	+6,210	+31%	$1.2M	$2.0M	+$771.5K	2026-10-21
Commonwealth Equity Services, LLC	DECREASED	19,490	19,808	-318	-2%	$1.2M	$1.4M	+$279.3K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	16,262	16,962	-700	-4%	$998	$1.2K	+$208	2026-11-02
Wedbush Securities Inc	INCREASED	15,233	14,149	+1,084	+8%	$832	$1.1K	+$298	2026-10-22
Apollon Wealth Management, LLC	INCREASED	13,350	13,100	+250	+2%	$770.5K	$990.0K	+$219.5K	2026-10-23
Chicago Partners Investment Group LLC	NEW	13,238	—	+13,238	—	—	$917.4K	—	2026-10-27
Independent Financial Group, LLC	NEW	9,195	—	+9,195	—	—	$681.9K	—	2026-10-13
Mission Wealth Management, LP	NEW	5,501	—	+5,501	—	—	$408.0K	—	2026-10-15
Sovran Advisors, LLC	DECREASED	4,902	5,172	-270	-5%	$323.0K	$344.2K	+$21.2K	2026-11-02
Synergy Asset Management, LLC	INCREASED	4,094	3,433	+661	+19%	$201.9K	$303.6K	+$101.7K	2026-11-05
VestGen Advisors, LLC	NEW	4,000	—	+4,000	—	—	$296.6K	—	2026-10-27
Ulland Investment Advisors, LLC	UNCHANGED	3,950	3,950	0	0%	$232	$293	+$61	2026-10-13
Alliance Wealth Advisors, LLC	INCREASED	3,833	3,735	+98	+3%	$219.7K	$284.3K	+$64.6K	2026-10-14
J. Derek Lewis & Associates Inc.	NEW	3,800	—	+3,800	—	—	$304.7K	—	2026-11-03
Key Client Fiduciary Advisors, LLC	NEW	3,161	—	+3,161	—	—	$234.4K	—	2026-10-19
Avantax Planning Partners, Inc.	NEW	2,953	—	+2,953	—	—	$219.0K	—	2026-11-03
Calamos Wealth Management LLC	NEW	2,800	—	+2,800	—	—	$207.6K	—	2026-11-02
Oppenheimer & Co Inc	NEW	2,755	—	+2,755	—	—	$204.3K	—	2026-10-26
Summit Securities Group LLC	NEW	1,321	—	+1,321	—	—	$98.0K	—	2026-11-05
Ascentis Wealth Management, LLC	UNCHANGED	938	938	0	0%	$55.2K	$69.6K	+$14.4K	2026-11-03
Moisand Fitzgerald Tamayo, LLC	INCREASED	735	716	+19	+3%	$42.1K	$54.5K	+$12.4K	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	672	672	0	0%	$39.5K	$49.8K	+$10.3K	2026-11-06
Costello Asset Management, Inc	UNCHANGED	500	500	0	0%	$29.4K	$37.1K	+$7.7K	2026-10-30
Allworth Financial LP	UNCHANGED	345	345	0	0%	$20.3K	$20.3K	$0	2026-11-06
Planning Strategies Inc.	INCREASED	336	327	+9	+3%	$19.2K	$24.9K	+$5.7K	2026-10-02
Physician Wealth Advisors, Inc.	UNCHANGED	157	157	0	0%	$9.2K	$11.6K	+$2.4K	2026-10-20
Farther Finance Advisors, LLC	UNCHANGED	105	105	0	0%	$6.2K	$7.8K	+$1.6K	2026-10-08
IFP Advisors, Inc	UNCHANGED	88	88	0	0%	$5.2K	$6.5K	+$1.4K	2026-10-16
Compass Financial Management LLC	NEW	50	—	+50	—	—	$3.7K	—	2026-10-30
Triumph Capital Management	UNCHANGED	30	30	0	0%	$1.8K	$2.2K	+$460	2026-10-14
Parallel Advisors, LLC	UNCHANGED	28	28	0	0%	$1.6K	$2.1K	+$429	2026-11-03
Pinnacle Wealth Planning Services, Inc.	NEW	25	—	+25	—	—	$1.9K	—	2026-10-27
Fifth Third Bancorp	UNCHANGED	21	21	0	0%	$1.2K	$1.6K	+$322	2026-11-05
Vima LLC	UNCHANGED	12	12	0	0%	$706	$890	+$184	2026-10-23
Strategic Advocates LLC	UNCHANGED	6	6	0	0%	$353	$445	+$92	2026-11-03
Vision Financial Markets LLC	DECREASED	1	227	-226	-100%	$13.8K	$72	-$13.7K	2026-10-22
EverSource Wealth Advisors, LLC	CLOSED	0	16,355	-16,355	-100%	$962.0K	$0	-$962.0K	2026-11-04
International Assets Investment Management, LLC	CLOSED	0	225	-225	-100%	$13.7K	$0	-$13.7K	2026-11-02
Asset Dedication, LLC	CLOSED	0	17	-17	-100%	$1.0K	$0	-$1.0K	2026-11-03
Capital International Investors	N/A	—	1,218,911	-1,218,911	-100%	$71.7M	—	—	—
BlackRock, Inc.	N/A	—	739,248	-739,248	-100%	$43.5M	—	—	—
Capital World Investors	N/A	—	736,597	-736,597	-100%	$43.3M	—	—	—
Van Eck Associates Corp	N/A	—	323,540	-323,540	-100%	$19.0M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	282,158	-282,158	-100%	$16.6M	—	—	—
ParaFi Capital LP	N/A	—	228,319	-228,319	-100%	$13.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	207,452	-207,452	-100%	$12.2M	—	—	—
Greenland Capital Management LP	N/A	—	193,480	-193,480	-100%	$11.4M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	190,876	-190,876	-100%	$11.2M	—	—	—
State Street Corp	N/A	—	162,000	-162,000	-100%	$9.6M	—	—	—
FMR LLC	N/A	—	134,400	-134,400	-100%	$7.9M	—	—	—
Advent Capital Management	N/A	—	100,876	-100,876	-100%	$5.9M	—	—	—
Aspiring Ventures, LLC	N/A	—	78,131	-78,131	-100%	$4.6M	—	—	—
Empowered Funds, LLC	N/A	—	73,870	-73,870	-100%	$4.3M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	65,000	-65,000	-100%	$3.8M	—	—	—
Morgan Stanley	N/A	—	62,432	-62,432	-100%	$3.7M	—	—	—
Stifel Financial Corp	N/A	—	58,343	-58,343	-100%	$3.4M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	40,800	-40,800	-100%	$2.4M	—	—	—
National Bank of Canada	N/A	—	33,817	-33,817	-100%	$2.0M	—	—	—
Pasadena Private Wealth, LLC	N/A	—	33,571	-33,571	-100%	$2.0M	—	—	—
Ionic Capital Management LLC	N/A	—	33,059	-33,059	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	24,635	-24,635	-100%	$1.4M	—	—	—
Sculptor Capital LP	N/A	—	20,000	-20,000	-100%	$1.2M	—	—	—
CSS LLC	N/A	—	17,523	-17,523	-100%	$1.0M	—	—	—
Shaolin Capital Management LLC	N/A	—	16,526	-16,526	-100%	$972.1K	—	—	—
Sentinel Dome Partners, LLC	N/A	—	16,000	-16,000	-100%	$961.5K	—	—	—
Jane Street Group, LLC	N/A	—	15,039	-15,039	-100%	$884.6K	—	—	—
Whitebox Advisors LLC	N/A	—	15,000	-15,000	-100%	$882.3K	—	—	—
K2 Principal Fund, L.P.	N/A	—	13,900	-13,900	-100%	$817.6K	—	—	—
HRT Financial LP	N/A	—	9,251	-9,251	-100%	$544	—	—	—
Royal Bank of Canada	N/A	—	8,901	-8,901	-100%	$524.0K	—	—	—
Independent Advisor Alliance	N/A	—	7,712	-7,712	-100%	$453.7K	—	—	—
Turner Financial Group, Inc.	N/A	—	7,474	-7,474	-100%	$439.6K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,983	-6,983	-100%	$410.7K	—	—	—
Ewing Morris & Co. Investment Partners Ltd.	N/A	—	6,798	-6,798	-100%	$399.9K	—	—	—
JPMorgan Chase & Co	N/A	—	6,322	-6,322	-100%	$376.2K	—	—	—
Summit Financial, LLC	N/A	—	5,750	-5,750	-100%	$338.2K	—	—	—
Baird Financial Group, Inc.	N/A	—	5,725	-5,725	-100%	$336.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,440	-5,440	-100%	$320.0K	—	—	—
UBS Group AG	N/A	—	5,125	-5,125	-100%	$301.5K	—	—	—
Neuberger Berman Group LLC	N/A	—	5,000	-5,000	-100%	$294.1K	—	—	—
One Capital Management, LLC	N/A	—	4,837	-4,837	-100%	$342.0K	—	—	—
Cerity Partners LLC	N/A	—	4,694	-4,694	-100%	$276.1K	—	—	—
Marathon Trading Investment Management LLC	N/A	—	4,100	-4,100	-100%	$241.2K	—	—	—
Harbour Investments, Inc.	N/A	—	4,011	-4,011	-100%	$235.9K	—	—	—
Peak6 LLC	N/A	—	4,000	-4,000	-100%	$235.3K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	1,780	-1,780	-100%	$104.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,300	-1,300	-100%	$76.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,268	-1,268	-100%	$74.6K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	1,113	-1,113	-100%	$65.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	1,000	-1,000	-100%	$58.8K	—	—	—
Ares Systematic Credit Ltd	N/A	—	705	-705	-100%	$41.5K	—	—	—
Avenir Tech Ltd	N/A	—	702	-702	-100%	$59.6K	—	—	—
Virtus Advisers, LLC	N/A	—	400	-400	-100%	$23.5K	—	—	—
AE Wealth Management LLC	N/A	—	322	-322	-100%	$18.9K	—	—	—
Truvestments Capital LLC	N/A	—	300	-300	-100%	$17.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	34	-34	-100%	$1.8K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	5	-5	-100%	$295	—	—	—

Showing 99 of 99 institutions