Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / GOLD ENHANCED ET
-
Total 13F shares
-
1,274,377
-
Share change
-
+816,679
-
Total reported value
-
$42,036,178
-
Price per share
-
$33.02
-
Number of holders
-
26
-
Value change
-
+$26,959,375
-
Number of buys
-
22
-
Number of sells
-
3
Institutional Holders of STRATEGY SHS - GOLD ENHANCED ET (GOLY) as of Q3 2025
As of 30 Sep 2025,
STRATEGY SHS - GOLD ENHANCED ET (GOLY) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,274,377 shares.
The largest 10 holders included
Private Advisor Group, LLC, ODonnell Financial Services, LLC, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., OneDigital Investment Advisors LLC, Steward Partners Investment Advisory, LLC, Worth Asset Management, LLC, ENVESTNET ASSET MANAGEMENT INC, Atlas Wealth Partners, LLC, and KESTRA PRIVATE WEALTH SERVICES, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.