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Strategy Shares Nasdaq 7HANDL Index ETF (HNDL) Institutional Ownership

Strategy Shares Nasdaq 7HANDL Index ETF logo
$22.79 +0.01 (+0.04%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Strategy Shares Nasdaq 7HANDL Index ETF (NASDAQ:HNDL)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$7.94M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$7.60M
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HNDL Institutional Buying and Selling by Quarter

Strategy Shares Nasdaq 7HANDL Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Accel Wealth Management19,339$442K0.1%-2.6%0.069%
7/9/2026 OxenFree Capital LLC53,708$1.23M0.6%+7.5%0.191%
7/7/2026 Dynamic Advisor Solutions LLC14,371$328K0.0%-26.7%0.051%
6/3/2026 NewEdge Advisors LLC26,465$578K0.0%-6.9%0.093%
5/19/2026 Arkadios Wealth Advisors16,217$354K0.0%+14.2%0.057%
5/6/2026 Independent Financial Group LLC11,629$254K0.0%N/A0.041%
5/5/2026NFSG Corp105,459$2.30M0.4%+1.6%0.372%
5/5/2026 Sanctuary Advisors LLC47,466$1.04M0.0%+27.0%0.168%
4/30/2026 Kestra Advisory Services LLC136,899$2.99M0.0%+1,053.3%0.482%
4/30/2026 Beam Wealth Advisors Inc.24,188$528K0.1%+3.0%0.085%
4/28/2026 Berger Financial Group Inc90,448$1.98M0.1%-6.3%0.318%
4/27/2026 Private Advisor Group LLC108,393$2.37M0.0%-5.7%0.382%
4/23/2026Asset Allocation Strategies LLC16,298$356K0.1%-3.0%0.057%
4/22/2026 Patriot Financial Group Insurance Agency LLC14,272$312K0.0%N/A0.050%
4/22/2026 Janney Montgomery Scott LLC12,385$270K0.0%-8.1%0.044%
4/20/2026 RFG Advisory LLC43,265$945K0.0%-2.4%0.152%
4/17/2026 OxenFree Capital LLC49,964$1.12M0.5%+13.6%0.176%
2/18/2026 Mercer Global Advisors Inc. ADV19,339$426K0.0%-54.0%0.067%
2/18/2026 NewEdge Advisors LLC28,425$626K0.0%-8.7%0.099%
2/18/2026 Garton & Associates Financial Advisors LLC1,125$25K0.0%N/A0.004%
2/17/2026 Cetera Investment Advisers105,799$2.33M0.0%-21.0%0.367%
2/17/2026Regal Investment Advisors LLC10,839$239K0.0%N/A0.038%
2/17/2026Osaic Holdings Inc.206,404$4.55M0.0%+0.9%0.716%
2/13/2026 Kestra Advisory Services LLC11,870$261K0.0%+18.5%0.041%
2/13/2026 Arkadios Wealth Advisors14,196$313K0.0%+3.6%0.049%
2/13/2026Asset Allocation Strategies LLC16,801$370K0.1%-3.5%0.058%
2/13/2026 Summit Financial LLC173,508$3.82M0.1%+9.4%0.602%
2/12/2026Jane Street Group LLC18,178$400K0.0%-27.1%0.063%
2/12/2026HRT Financial LP11,303$248K0.0%-48.6%0.039%
2/12/2026 Commonwealth Equity Services LLC45,661$1.01M0.0%-7.5%0.158%
2/11/2026 Janney Montgomery Scott LLC13,483$297K0.0%+37.1%0.047%
2/9/2026 Wellington Shields & Co. LLC15,290$337K0.1%N/A0.053%
2/9/2026 Harbour Investments Inc.38,774$854K0.0%-4.7%0.135%
2/6/2026 PNC Financial Services Group Inc.1,590$35K0.0%N/A0.006%
2/6/2026Larson Financial Group LLC60,740$1.34M0.0%+7.5%0.211%
2/5/2026Sequent Planning LLC10,577$233K0.1%-13.0%0.037%
2/5/2026 IMG Wealth Management Inc.6,289$138K0.1%-9.3%0.022%
2/5/2026Western Wealth Management LLC14,605$322K0.0%+56.8%0.051%
2/3/2026 Koshinski Asset Management Inc.9,666$213K0.0%N/A0.034%
2/3/2026 RFG Advisory LLC44,309$976K0.0%-15.1%0.154%
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1/30/2026Jackson Hole Capital Partners LLC15,000$330K0.1%N/A0.052%
1/29/2026 Sanctuary Advisors LLC37,370$823K0.0%-3.5%0.129%
1/27/2026 Berger Financial Group Inc96,529$2.13M0.1%-7.9%0.334%
1/21/2026Newbridge Financial Services Group Inc.103,750$2.29M0.4%+4.9%0.358%
1/20/2026 Realta Investment Advisors11,827$260K0.1%+14.1%0.041%
1/20/2026 Accel Wealth Management21,462$473K0.1%-8.7%0.074%
1/15/2026 OxenFree Capital LLC43,989$969K0.5%+1.8%0.151%
1/14/2026 Spire Wealth Management9,367$206K0.0%-36.7%0.032%
1/14/2026 Wealthcare Advisory Partners LLC10,288$227K0.0%-24.0%0.035%
1/1/2026 JPMorgan Chase & Co.36,569$815K0.0%-24.5%0.123%
11/18/2025 Advisory Services Network LLC8,851$197K0.0%N/A0.030%
11/17/2025 NewEdge Advisors LLC31,119$693K0.0%-6.2%0.104%
11/17/2025Susquehanna International Group LLP13,440$299K0.0%N/A0.045%
11/17/2025 Mercer Global Advisors Inc. ADV42,083$938K0.0%-69.2%0.141%
11/17/2025Larson Financial Group LLC56,490$1.26M0.0%+8.9%0.189%
11/14/2025 Creative Planning69,020$1.54M0.0%+6.5%0.231%
11/14/2025 Virtu Financial LLC28,391$633K0.0%N/A0.095%
11/14/2025Equitable Holdings Inc.10,294$229K0.0%N/A0.034%
11/14/2025Newbridge Financial Services Group Inc.98,884$2.20M0.3%+0.8%0.331%
11/13/2025 Private Advisor Group LLC116,845$2.60M0.0%-1.9%0.392%
11/13/2025Sequent Planning LLC12,155$271K0.1%-6.0%0.041%
11/12/2025 Advisory Alpha LLC10,329$231K0.0%-12.3%0.035%
11/7/2025 JPMorgan Chase & Co.36,569$815K0.0%-24.5%0.123%
11/5/2025 J.W. Cole Advisors Inc.42,531$948K0.0%-10.7%0.143%
11/5/2025 Envestnet Asset Management Inc.36,038$803K0.0%-5.3%0.121%
10/29/2025 Arkadios Wealth Advisors13,699$305K0.0%-4.8%0.046%
10/23/2025 Spire Wealth Management14,808$330K0.0%-13.1%0.049%
10/22/2025 CoreCap Advisors LLC10,881$242K0.0%-10.0%0.036%
10/17/2025 Institute for Wealth Management LLC.9,276$207K0.0%N/A0.031%
10/15/2025 Cadent Capital Advisors LLC15,848$353K0.1%-48.3%0.052%
10/14/2025 Farther Finance Advisors LLC9,560$213K0.0%-12.7%0.032%
10/14/2025 Berger Financial Group Inc104,853$2.34M0.1%-2.3%0.347%
10/9/2025 Meadowbrook Wealth Management LLC10,100$225K0.2%N/A0.033%
10/9/2025 OxenFree Capital LLC43,206$971K0.5%-14.4%0.142%
10/8/2025Asset Allocation Strategies LLC17,414$388K0.1%-16.8%0.057%
10/8/2025 Accel Wealth Management23,498$524K0.2%-25.3%0.077%
9/4/2025Osaic Holdings Inc.204,633$4.43M0.0%-2.2%0.647%
8/19/2025Newbridge Financial Services Group Inc.98,109$2.13M0.3%-5.5%0.310%
8/18/2025 Geneos Wealth Management Inc.1,300$28K0.0%+1,200.0%0.004%
8/15/2025Asset Allocation Strategies LLC20,932$453K0.1%-54.6%0.066%
8/15/2025 MML Investors Services LLC60,765$1.32M0.0%-6.1%0.192%
8/15/2025Bank of America Corp DE1,470$32K0.0%N/A0.005%
8/14/2025Jane Street Group LLC13,249$287K0.0%N/A0.042%
8/14/2025Raymond James Financial Inc.7,923$172K0.0%N/A0.025%
8/14/2025 NewEdge Advisors LLC33,175$719K0.0%-4.9%0.105%
8/12/2025 J.W. Cole Advisors Inc.47,601$1.03M0.0%+51.5%0.150%
8/12/2025 JPMorgan Chase & Co.48,439$1.05M0.0%+7.6%0.153%
8/11/2025Western Wealth Management LLC9,312$202K0.0%N/A0.029%
8/8/2025 Creative Planning64,833$1.40M0.0%+11.9%0.205%
8/4/2025 Spire Wealth Management17,031$369K0.0%-34.8%0.054%
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8/4/2025 Arkadios Wealth Advisors14,395$312K0.0%+50.6%0.046%
8/4/2025WNY Asset Management LLC10,608$230K0.0%-22.1%0.034%
8/1/2025 Envestnet Asset Management Inc.38,044$824K0.0%-5.2%0.120%
7/30/2025 IMG Wealth Management Inc.6,704$145K0.1%+11.2%0.021%
7/28/2025 Harbour Investments Inc.42,882$929K0.0%-7.0%0.135%
7/25/2025Atria Wealth Solutions Inc.9,285$201K0.0%N/A0.029%
7/25/2025 MGO One Seven LLC11,759$255K0.0%-14.5%0.037%
7/22/2025 Berger Financial Group Inc107,301$2.32M0.2%-0.5%0.338%
7/21/2025Ameritas Advisory Services LLC2,965$64K0.0%N/A0.009%
7/16/2025 Cadent Capital Advisors LLC30,638$664K0.2%-8.9%0.097%


HNDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 institutional investors and hedge funds held shares of Strategy Shares Nasdaq 7HANDL Index ETF. The most heavily invested institutionals were LPL Financial LLC ($15.13M), Kades & Cheifetz LLC ($9.64M), Osaic Holdings Inc. ($4.55M), Summit Financial LLC ($3.82M), International Assets Investment Management LLC ($3.66M), Kestra Advisory Services LLC ($2.99M), and Private Advisor Group LLC ($2.37M).Learn more on Strategy Shares Nasdaq 7HANDL Index ETF's institutional investors.

Of the 62 institutional investors that purchased Strategy Shares Nasdaq 7HANDL Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($455.02K), International Assets Investment Management LLC ($157.06K), Retireful LLC ($149.80K), Kestra Advisory Services LLC ($126.88K), Virtu Financial LLC ($69.03K), Newbridge Financial Services Group Inc. ($59.10K), and Strategic Financial Concepts LLC ($35.47K).

Institutional investors have bought a total of 360,767 shares in the last 24 months. This purchase volume represents approximately $7.94M in transactions.

Of the 31 institutional investors that sold Strategy Shares Nasdaq 7HANDL Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mercer Global Advisors Inc. ADV ($117.28K), Asset Allocation Strategies LLC ($29.76K), Cetera Investment Advisers ($28.15K), JPMorgan Chase & Co. ($23.74K), Berger Financial Group Inc ($16.85K), Cadent Capital Advisors LLC ($14.79K), and HRT Financial LP ($10.68K).

Institutional investors have sold a total of 343,488 shares in the last 24 months. This volume of shares sold represents approximately $7.60M in transactions.



Institutional ownership data for NASDAQ:HNDL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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