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Strategy Shares NASDAQ 7 HANDL ETF (HNDL) Institutional Ownership

Strategy Shares NASDAQ 7 HANDL ETF logo
$20.70 +0.02 (+0.10%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Strategy Shares NASDAQ 7 HANDL ETF (NASDAQ:HNDL)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$30.58M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$11.53M
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HNDL Institutional Buying and Selling by Quarter

Strategy Shares NASDAQ 7 HANDL ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Realta Investment Advisors10,502$221K0.1%-21.7%0.032%
4/30/2025Stratos Wealth Partners LTD.11,080$234K0.0%-37.0%0.034%
4/29/2025 Envestnet Asset Management Inc.40,130$846K0.0%+37.1%0.123%
4/23/2025 Spire Wealth Management26,137$551K0.0%-49.6%0.080%
4/23/2025 IMG Wealth Management Inc.6,027$127K0.1%+23.2%0.018%
4/22/2025 OxenFree Capital LLC48,436$953K0.7%-1.4%0.148%
4/21/2025 Cadent Capital Advisors LLC33,639$709K0.3%-5.4%0.103%
4/21/2025 Kingswood Wealth Advisors LLC31,425$662K0.0%+39.0%0.096%
4/17/2025 Dynamic Advisor Solutions LLC18,136$382K0.0%N/A0.055%
4/16/2025 New Century Financial Group LLC16,377$345K0.4%+12.8%0.050%
4/15/2025 Wealthcare Advisory Partners LLC13,452$284K0.0%-4.5%0.041%
4/14/2025 Farther Finance Advisors LLC11,917$251K0.0%+38.2%0.036%
4/10/2025 Key Client Fiduciary Advisors LLC9,690$204K0.1%-13.8%0.029%
4/9/2025 RFG Advisory LLC51,668$1.09M0.0%-3.0%0.156%
4/9/2025 NBC Securities Inc.6,996$147K0.0%+99,842.9%0.021%
2/21/2025WNY Asset Management LLC23,585$503K0.1%-2.7%0.068%
2/18/2025GTS Securities LLC37,317$796K0.0%+10.9%0.108%
2/17/2025Cetera Investment Advisers106,243$2.27M0.0%-1.2%0.308%
2/14/2025Mercer Global Advisors Inc. ADV455,021$9.71M0.0%N/A1.321%
2/14/2025Jane Street Group LLC30,323$647K0.0%-38.3%0.088%
2/14/2025Berger Financial Group Inc127,221$2.71M0.2%-42.9%0.369%
2/14/2025Coppell Advisory Solutions LLC1,978$42K0.0%+2,685.9%0.006%
2/14/2025Tower Research Capital LLC TRC 2,160$46K0.0%+350.9%0.006%
2/14/2025MML Investors Services LLC67,703$1.44M0.0%+1.3%0.197%
2/13/2025NewEdge Advisors LLC35,375$755K0.0%-1.7%0.103%
2/13/2025 Envestnet Asset Management Inc.29,277$624K0.0%-7.3%0.085%
2/13/2025Wells Fargo & Company MN1,851$39K0.0%+185,000.0%0.005%
2/11/2025LPL Financial LLC789,690$16.84M0.0%-3.5%2.292%
2/11/2025Virtu Financial LLC19,248$411K0.0%N/A0.056%
2/10/2025 IMG Wealth Management Inc.4,893$104K0.1%N/A0.014%
2/10/2025Harbour Investments Inc.48,459$1.03M0.0%-12.2%0.141%
2/10/2025Commonwealth Equity Services LLC63,841$1.36M0.0%-1.5%0.185%
2/10/2025Avantax Advisory Services Inc.42,277$902K0.0%+9.5%0.123%
2/5/2025US Bancorp DE1,750$37K0.0%-65.4%0.005%
2/3/2025 Capital Advisory Group Advisory Services LLC15,238$325K0.1%-16.3%0.044%
2/3/2025Private Advisor Group LLC134,334$2.87M0.0%-3.5%0.390%
1/31/2025J.W. Cole Advisors Inc.27,060$577K0.0%+23.4%0.078%
1/30/2025 Strategic Financial Concepts LLC17,735$378K0.0%N/A0.051%
1/30/2025Allworth Financial LP8,127$176K0.0%+28.3%0.024%
1/28/2025Newbridge Financial Services Group Inc.94,117$2.01M0.5%+15.9%0.272%
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1/28/2025Apollon Wealth Management LLC38,731$826K0.0%-2.3%0.112%
1/28/2025 Strategic Financial Concepts LLC17,735$378K0.0%N/A0.051%
1/24/2025 Spire Wealth Management51,865$1.11M0.0%-13.6%0.150%
1/22/2025 Patriot Financial Group Insurance Agency LLC10,279$219K0.0%-17.5%0.030%
1/22/2025 Kingswood Wealth Advisors LLC22,610$482K0.0%+103.7%0.065%
1/21/2025 Accel Wealth Management31,730$677K0.3%-28.6%0.092%
1/21/2025 RFG Advisory LLC53,277$1.14M0.0%-32.8%0.154%
1/17/2025 New Century Financial Group LLC14,522$313K0.1%N/A0.042%
1/17/2025 Key Client Fiduciary Advisors LLC11,240$240K0.1%-24.4%0.032%
1/17/2025 Mutual Advisors LLC12,400$267K0.0%-15.1%0.036%
1/15/2025Householder Group Estate & Retirement Specialist LLC6,422$136K0.1%-22.8%0.018%
1/15/2025 Retireful LLC84,048$1.79M1.0%-1.1%0.242%
1/13/2025Kades & Cheifetz LLC452,030$9.64M4.9%-1.5%1.301%
1/13/2025 Cadent Capital Advisors LLC35,565$759K0.3%-2.5%0.102%
11/25/2024Wilmington Savings Fund Society FSB1,610$36K0.0%N/A0.004%
11/18/2024Asset Allocation Strategies LLC56,364$1.25M0.4%-7.0%0.156%
11/15/2024MML Investors Services LLC66,851$1.49M0.0%+7.4%0.185%
11/15/2024Jane Street Group LLC49,128$1.09M0.0%+19.9%0.136%
11/15/2024HighTower Advisors LLC21,697$481K0.0%+3.4%0.060%
11/12/2024Larson Financial Group LLC39,635$882K0.1%+13.5%0.109%
11/8/2024 Retireful LLC85,022$1.89M1.4%N/A0.235%
11/5/2024Harbour Investments Inc.55,198$1.23M0.0%-72.5%0.152%
11/5/2024Apollon Wealth Management LLC39,657$882K0.0%-19.9%0.109%
11/4/2024Beam Wealth Advisors Inc.36,654$816K0.2%-1.4%0.101%
10/29/2024Realta Investment Advisors13,496$298K0.1%-26.4%0.037%
10/29/2024 Farther Finance Advisors LLC8,841$197K0.0%-5.1%0.024%
10/24/2024 Consolidated Portfolio Review Corp9,245$206K0.0%N/A0.025%
10/23/2024Allworth Financial LP6,335$141K0.0%-29.5%0.017%
10/22/2024 International Assets Investment Management LLC164,450$3.66M0.0%+2,125.0%0.452%
10/22/2024Private Advisor Group LLC139,241$3.10M0.0%+22.1%0.382%
10/18/2024 Cadent Capital Advisors LLC36,460$811K0.2%-7.6%0.100%
10/11/2024Creative Planning54,259$1.21M0.0%-12.7%0.149%
10/10/2024 OxenFree Capital LLC49,099$1.09M0.9%+8.7%0.135%
10/8/2024CWM LLC14,760$328K0.0%-17.0%0.040%
10/8/2024 Insight Wealth Strategies LLC16,313$363K0.0%-20.0%0.045%
10/8/2024 Dynamic Advisor Solutions LLC16,760$373K0.0%-7.3%0.046%
10/2/2024Kades & Cheifetz LLC459,012$10.21M5.8%+4.9%1.251%
9/11/2024Newbridge Financial Services Group Inc.57,616$1.22M0.5%+237.2%0.153%
8/22/2024Cetera Investment Advisers180,352$3.81M0.0%-2.3%0.478%
8/21/2024 Advisory Alpha LLC12,649$267K0.0%-8.8%0.034%
8/16/2024Creative Planning62,145$1.31M0.0%-4.7%0.165%
8/14/2024Commonwealth Financial Services LLC12,716$272K0.1%-39.5%0.034%
8/7/2024Beam Wealth Advisors Inc.37,186$785K0.3%-2.9%0.099%
8/6/2024 Strategic Financial Concepts LLC41,861$884K0.0%+341.1%0.111%
8/5/2024Private Advisor Group LLC114,017$2.41M0.0%+18.5%0.302%
8/2/2024Larson Financial Group LLC34,925$738K0.1%+9.4%0.092%
7/31/2024Asset Allocation Strategies LLC60,585$1.28M0.4%+25.5%0.160%
7/31/2024 Spire Wealth Management76,131$1.61M0.1%-25.2%0.201%
7/31/2024Commonwealth Equity Services LLC66,913$1.41M0.0%-2.3%0.176%
7/30/2024 International Assets Investment Management LLC7,391$156K0.0%N/A0.019%
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7/29/2024Arkadios Wealth Advisors10,147$214K0.0%N/A0.027%
7/26/2024Harbour Investments Inc.200,827$4.24M0.1%+9.2%0.527%
7/26/2024 Patriot Financial Group Insurance Agency LLC12,889$272K0.0%-16.9%0.034%
7/22/2024 Capital Advisory Group Advisory Services LLC19,363$409K0.2%-15.2%0.051%
7/18/2024 OxenFree Capital LLC45,164$954K0.8%+8.7%0.118%
7/16/2024 Key Client Fiduciary Advisors LLC15,288$323K0.2%-15.2%0.040%
7/15/2024 Dynamic Advisor Solutions LLC18,074$382K0.0%+3.5%0.047%
7/12/2024 Accel Wealth Management45,067$952K0.4%-5.4%0.117%
7/10/2024CWM LLC17,775$375K0.0%-4.2%0.046%
7/9/2024 Kingswood Wealth Advisors LLC15,600$329K0.0%-15.2%0.040%
(Data available from 1/1/2016 forward)

HNDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HNDL shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Strategy Shares NASDAQ 7 HANDL ETF. The most heavily invested institutionals were LPL Financial LLC ($16.84M), Mercer Global Advisors Inc. ADV ($9.71M), Kades & Cheifetz LLC ($9.64M), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($7.68M), Osaic Holdings Inc. ($7.67M), International Assets Investment Management LLC ($3.66M), and Private Advisor Group LLC ($2.87M).Learn more on HNDL's institutional investors.

Which institutional investors have been buying Strategy Shares NASDAQ 7 HANDL ETF stock?

Of the 61 institutional investors that purchased Strategy Shares NASDAQ 7 HANDL ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($508.67K), Mercer Global Advisors Inc. ADV ($455.02K), Kades & Cheifetz LLC ($393.14K), Allworth Financial LP ($215.07K), Retireful LLC ($204.62K), Private Advisor Group LLC ($145.88K), and Cetera Investment Advisers ($113.78K).

How much institutional buying is happening at Strategy Shares NASDAQ 7 HANDL ETF?

Institutional investors have bought a total of 2,952,294 shares in the last 24 months. This purchase volume represents approximately $64.12M in transactions.

Which Strategy Shares NASDAQ 7 HANDL ETF major shareholders have been selling company stock?

Of the 64 institutional investors that sold Strategy Shares NASDAQ 7 HANDL ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Asset Allocation Strategies LLC ($586.91K), LPL Financial LLC ($259.57K), Berger Financial Group Inc ($201.12K), Harbour Investments Inc. ($152.37K), Osaic Holdings Inc. ($138.67K), Commonwealth Equity Services LLC ($87.55K), and Balboa Wealth Partners ($60.23K).

How much institutional selling is happening at Strategy Shares NASDAQ 7 HANDL ETF?

Institutional investors have sold a total of 2,052,633 shares in the last 24 months. This volume of shares sold represents approximately $50.00M in transactions.



This page (NASDAQ:HNDL) was last updated on 5/1/2025 by MarketBeat.com Staff
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