13F

Stock

Strategy Inc

Ticker not mapped · held by 93 managers

Reported value

$416.9M

Holders

93

+19 new · −9 exited

Holders’ est. mark

−$43.1M

Price effect on 74 books still in the name

Largest holder

$107.7M

Capital International Investors

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Capital International Investors1.52M$107.7M−$12.3MCut−$57.1M
BlackRock, Inc.969K$68.5M−$7.81MCut−$15.2M
Capital World Investors736.6K$52.1M−$5.13MAdded$1.96M
ParaFi Capital LP430.6K$30.4M−$1.62MAdded$14.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.300.1K$21.2M−$1.94MAdded$2.23M
LPL Financial LLC252.9K$17.9M−$2.04MCut−$2.47M
Kovack Advisors, Inc.202K$14.4M−$1.38MAdded$35.6K
Calamos Advisors LLC200K$14.1M−$1.61MCut−$1.61M
State Street168K$11.9M−$1.83MCut−$1.62M
INFRASTRUCTURE CAPITAL ADVISORS, LLC153K$10.8M−$1.12MCut−$146.5K
Fidelity135.6K$9.64M−$1.07MCut−$1.07M
ADVENT CAPITAL MANAGEMENT /DE/97.8K$6.96M−$774.6KCut−$1.4M
Aspiring Ventures, LLC81.5K$5.76M−$656.9KCut−$785.1K
Greenland Capital Management LP71.7K$5.07M−$564.2KCut−$445.4K
MORGAN STANLEY65.1K$4.6M−$373.1KAdded$954.6K
STIFEL FINANCIAL CORP56.8K$4.02M−$367.9KAdded$422.2K
Ionic Capital Management LLC37.8K$2.67M−$231.9KAdded$404.4K
Pasadena Private Wealth, LLC35.7K$2.53M−$288KCut−$400.8K
NATIONAL BANK OF CANADA /FI/34.1K$2.41M−$262.1KCut−$168K
MANUFACTURERS LIFE INSURANCE COMPANY, THE24.3K$1.73MNew
Andina Capital Management, LLC22.3K$1.58MNew
WELLS FARGO & COMPANY/MN21K$1.49M−$169.3KCut−$250.4K
Wealthcare Advisory Partners LLC20.8K$1.47M−$138.7KAdded$114.1K
COMMONWEALTH EQUITY SERVICES, LLC20.5K$1.45M−$159.3KCut−$103.9K
MERCER GLOBAL ADVISORS INC /ADV20.3K$1.43M−$163.3KCut−$445.8K
Marex Group plc16.4K$1.16M−$35.5KAdded$813K
Sentinel Dome Partners, LLC16K$1.13M−$129KCut−$129K
REGIONS FINANCIAL CORP14.5K$1.03MNew
INDEPENDENT FINANCIAL GROUP, LLC13K$917K−$102.1KCut−$80.9K
JANE STREET GROUP, LLC12.3K$868.5K−$99KCut−$496.8K
Ewing Morris & Co. Investment Partners Ltd.10.7K$755.1K−$85.7KCut−$1.61K
Apollon Wealth Management, LLC10.2K$721.1K−$40.3KAdded$327.3K
Baird Financial Group, Inc.9.3K$657.5K−$75KCut−$75K
DEUTSCHE BANK AG\7.9K$558.5K−$63.7KCut−$1.51M
Steward Partners Investment Advisory, LLC7.81K$552.2K−$62.9KCut−$855.7K
Independent Advisor Alliance5.94K$419.9K−$47.1KCut−$40K
Citadel5.56K$393KNew
UBS Group AG5.13K$362.3K−$459Added$357.8K
NEUBERGER BERMAN GROUP LLC5K$353.5K−$40.3KCut−$40.3K
One Capital Management, LLC4.84K$342KNew
Cerity Partners LLC4.58K$323.8KNew
Sovran Advisors, LLC3.92K$307K−$23.6KAdded$81.6K
HARBOUR INVESTMENTS, INC.4.29K$303.1K−$7.05KAdded$234.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.86K$273.1KNew
BANK OF AMERICA CORP /DE/3.8K$268.7K−$29.8KCut−$22.8K
Ground Swell Capital, LLC3.47K$245.1KNew
SSI INVESTMENT MANAGEMENT LLC3.44K$244.8K−$30.8KCut−$30.8K
CAPTRUST FINANCIAL ADVISORS3.21K$226.5K−$26KCut−$119.4K
Fiduciary Alliance LLC3K$223.8K−$12.2KCut−$12.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.12K$221.4K−$36.4KCut−$178.4K
Synergy Asset Management, LLC3.09K$218.4KNew
OSAIC HOLDINGS, INC.3.02K$213.2K−$24.3KCut−$89.5K
Exit Wealth Advisors, LLC.3K$211.8KNew
Avantax Planning Partners, Inc.2.95K$208.8K−$23.8KCut−$23.8K
JPMORGAN CHASE & CO3.45K$205K−$66.4KCut−$66.4K
Marathon Trading Investment Management LLC2.1K$148.5K−$16.9KCut−$16.9K
MILLENNIUM MANAGEMENT LLC206.4K$143.9KNew
EverSource Wealth Advisors, LLC1.46K$103.5KNew
SUMMIT SECURITIES GROUP LLC1.39K$98.3KNew
Aptus Capital Advisors, LLC1.26K$89.4K−$10.2KCut−$9.87K
Beaird Harris Wealth Management, LLC1.09K$76.9K−$8.77KCut−$422.1K
ORG Wealth Partners, LLC938$66.3K−$7.56KCut−$7.56K
CWM, LLC909$64.3K$63.2KAdded$64.2K
Moisand Fitzgerald Tamayo, LLC692$48.9K−$5.42KCut−$4.08K
PNC Financial Services Group, Inc.672$47.5K−$5.42KCut−$5.42K
Costello Asset Management, INC500$35.4K−$4.03KCut−$4.03K
VIRTUS ADVISERS, LLC400$28.4K−$3.17KCut−$3.17K
VAN ECK ASSOCIATES CORP355.3K$25.1K−$2.86KCut−$7.93K
Allworth Financial LP345$24.4K−$2.43KAdded$685
Truvestments Capital LLC300$21.2K−$2.42KCut−$2.42K
ROYAL BANK OF CANADA274$19K−$741Added$15K
Golden State Wealth Management, LLC243$17.2K−$1.96KCut−$1.96K
VISION FINANCIAL MARKETS LLC220$15.5K−$1.79KCut−$13.3K
Activest Wealth Management205$14.5K−$1.65KCut−$1.65K
Scarborough Advisors, LLC170$12KNew
Physician Wealth Advisors, Inc.157$11.1K−$1.27KCut−$1.27K
Farther Finance Advisors, LLC105$7.56K−$747Cut−$747
Advisory Services Network, LLC100$7.07KNew
AE Wealth Management LLC100$7.07KNew
Sound Income Strategies, LLC92$6.59K−$1.37KCut−$1.37K
Triumph Capital Management30$2.12K−$242Cut−$242
Parallel Advisors, LLC28$1.98KNew
Legacy Wealth Managment, LLC/ID22$1.56K−$177Cut−$177
FIFTH THIRD BANCORP21$1.49KNew
Cambridge Investment Research Advisors, Inc.17K$1.2K−$137Cut−$176
Asset Dedication, LLC16$1.13K−$104Added$108
WEDBUSH SECURITIES INC14.4K$1.02K−$116Cut−$120
Strategic Advocates LLC6$424−$64Cut−$64
IFP Advisors, Inc5$354New
Atlantic Union Bankshares Corp5$354−$40Cut−$40
Ulland Investment Advisors, LLC4.08K$288−$33Cut−$33
HRT FINANCIAL LP3.85K$272−$31Cut−$86
Ankerstar Wealth, LLC3$212−$24Cut−$1.68K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.