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

Strategy Shares Nasdaq 7HANDL Index ETF logo
$22.76 -0.03 (-0.13%)
As of 07/2/2026 03:54 PM Eastern
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Institutional Ownership Changes (13F Filings) for Strategy Shares Nasdaq 7HANDL Index ETF (NASDAQ:HNDL)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$11.18M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$8.02M
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HNDL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC26,465$578K0.0%-6.9%0.093%
5/19/2026Arkadios Wealth Advisors16,217$354K0.0%+14.2%0.057%
5/6/2026Independent Financial Group LLC11,629$254K0.0%N/A0.041%
5/5/2026NFSG Corp105,459$2.30M0.4%+1.6%0.372%
5/5/2026Sanctuary Advisors LLC47,466$1.04M0.0%+27.0%0.168%
4/30/2026Kestra Advisory Services LLC136,899$2.99M0.0%+1,053.3%0.482%
4/30/2026Beam Wealth Advisors Inc.24,188$528K0.1%+3.0%0.085%
4/28/2026Berger Financial Group Inc90,448$1.98M0.1%-6.3%0.318%
4/27/2026Private Advisor Group LLC108,393$2.37M0.0%-5.7%0.382%
4/23/2026Asset Allocation Strategies LLC16,298$356K0.1%-3.0%0.057%
4/22/2026Patriot Financial Group Insurance Agency LLC14,272$312K0.0%N/A0.050%
4/22/2026Janney Montgomery Scott LLC12,385$270K0.0%-8.1%0.044%
4/20/2026RFG Advisory LLC43,265$945K0.0%-2.4%0.152%
4/17/2026OxenFree Capital LLC49,964$1.12M0.5%+13.6%0.176%
2/18/2026Mercer Global Advisors Inc. ADV19,339$426K0.0%-54.0%0.067%
2/18/2026NewEdge Advisors LLC28,425$626K0.0%-8.7%0.099%
2/18/2026Garton & Associates Financial Advisors LLC1,125$25K0.0%N/A0.004%
2/17/2026Cetera 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%
2/13/2026Kestra Advisory Services LLC11,870$261K0.0%+18.5%0.041%
2/13/2026Arkadios Wealth Advisors14,196$313K0.0%+3.6%0.049%
2/13/2026Asset Allocation Strategies LLC16,801$370K0.1%-3.5%0.058%
2/13/2026Summit 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%
2/12/2026Commonwealth Equity Services LLC45,661$1.01M0.0%-7.5%0.158%
2/11/2026Janney Montgomery Scott LLC13,483$297K0.0%+37.1%0.047%
2/9/2026Wellington Shields & Co. LLC15,290$337K0.1%N/A0.053%
2/9/2026Harbour Investments Inc.38,774$854K0.0%-4.7%0.135%
2/6/2026PNC 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%
2/5/2026IMG Wealth Management Inc.6,289$138K0.1%-9.3%0.022%
2/5/2026Western Wealth Management LLC14,605$322K0.0%+56.8%0.051%
2/3/2026Koshinski Asset Management Inc.9,666$213K0.0%N/A0.034%
2/3/2026RFG Advisory LLC44,309$976K0.0%-15.1%0.154%
1/30/2026Jackson Hole Capital Partners LLC15,000$330K0.1%N/A0.052%
1/29/2026Sanctuary Advisors LLC37,370$823K0.0%-3.5%0.129%
1/27/2026Berger Financial Group Inc96,529$2.13M0.1%-7.9%0.334%
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1/21/2026Newbridge Financial Services Group Inc.103,750$2.29M0.4%+4.9%0.358%
1/20/2026Realta Investment Advisors11,827$260K0.1%+14.1%0.041%
1/20/2026Accel Wealth Management21,462$473K0.1%-8.7%0.074%
1/15/2026OxenFree Capital LLC43,989$969K0.5%+1.8%0.151%
1/14/2026Spire Wealth Management9,367$206K0.0%-36.7%0.032%
1/14/2026Wealthcare Advisory Partners LLC10,288$227K0.0%-24.0%0.035%
1/1/2026JPMorgan Chase & Co.36,569$815K0.0%-24.5%0.123%
11/18/2025Advisory Services Network LLC8,851$197K0.0%N/A0.030%
11/17/2025NewEdge Advisors LLC31,119$693K0.0%-6.2%0.104%
11/17/2025Susquehanna International Group LLP13,440$299K0.0%N/A0.045%
11/17/2025Mercer 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%
11/14/2025Creative Planning69,020$1.54M0.0%+6.5%0.231%
11/14/2025Virtu 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%
11/13/2025Private Advisor Group LLC116,845$2.60M0.0%-1.9%0.392%
11/13/2025Sequent Planning LLC12,155$271K0.1%-6.0%0.041%
11/12/2025Advisory Alpha LLC10,329$231K0.0%-12.3%0.035%
11/7/2025JPMorgan Chase & Co.36,569$815K0.0%-24.5%0.123%
11/5/2025J.W. Cole Advisors Inc.42,531$948K0.0%-10.7%0.143%
11/5/2025Envestnet Asset Management Inc.36,038$803K0.0%-5.3%0.121%
10/29/2025Arkadios Wealth Advisors13,699$305K0.0%-4.8%0.046%
10/23/2025Spire Wealth Management14,808$330K0.0%-13.1%0.049%
10/22/2025CoreCap Advisors LLC10,881$242K0.0%-10.0%0.036%
10/17/2025Institute for Wealth Management LLC.9,276$207K0.0%N/A0.031%
10/15/2025Cadent Capital Advisors LLC15,848$353K0.1%-48.3%0.052%
10/14/2025Farther Finance Advisors LLC9,560$213K0.0%-12.7%0.032%
10/14/2025Berger Financial Group Inc104,853$2.34M0.1%-2.3%0.347%
10/9/2025Meadowbrook Wealth Management LLC10,100$225K0.2%N/A0.033%
10/9/2025OxenFree Capital LLC43,206$971K0.5%-14.4%0.142%
10/8/2025Asset Allocation Strategies LLC17,414$388K0.1%-16.8%0.057%
10/8/2025Accel 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%
8/18/2025Geneos 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%
8/15/2025MML 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%
8/14/2025NewEdge Advisors LLC33,175$719K0.0%-4.9%0.105%
8/12/2025J.W. Cole Advisors Inc.47,601$1.03M0.0%+51.5%0.150%
8/12/2025JPMorgan Chase & Co.48,439$1.05M0.0%+7.6%0.153%
8/11/2025Western Wealth Management LLC9,312$202K0.0%N/A0.029%
8/8/2025Creative Planning64,833$1.40M0.0%+11.9%0.205%
8/4/2025Spire Wealth Management17,031$369K0.0%-34.8%0.054%
8/4/2025Arkadios Wealth Advisors14,395$312K0.0%+50.6%0.046%
8/4/2025WNY Asset Management LLC10,608$230K0.0%-22.1%0.034%
8/1/2025Envestnet Asset Management Inc.38,044$824K0.0%-5.2%0.120%
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7/30/2025IMG Wealth Management Inc.6,704$145K0.1%+11.2%0.021%
7/28/2025Harbour Investments Inc.42,882$929K0.0%-7.0%0.135%
7/25/2025Atria Wealth Solutions Inc.9,285$201K0.0%N/A0.029%
7/25/2025MGO One Seven LLC11,759$255K0.0%-14.5%0.037%
7/22/2025Berger Financial Group Inc107,301$2.32M0.2%-0.5%0.338%
7/21/2025Ameritas Advisory Services LLC2,965$64K0.0%N/A0.009%
7/16/2025Cadent Capital Advisors LLC30,638$664K0.2%-8.9%0.097%
7/15/2025Retireful LLC64,780$1.40M1.0%N/A0.204%
7/14/2025Sowell Financial Services LLC40,096$868K0.0%+5.7%0.126%
7/11/2025Farther Finance Advisors LLC10,946$237K0.0%-8.1%0.034%


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 64 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 ($164.45K), Retireful LLC ($149.80K), Kestra Advisory Services LLC ($126.88K), Virtu Financial LLC ($69.03K), Strategic Financial Concepts LLC ($67.84K), and Newbridge Financial Services Group Inc. ($59.10K).

Institutional investors have bought a total of 510,832 shares in the last 24 months. This purchase volume represents approximately $11.18M in transactions.

Of the 32 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), Cadent Capital Advisors LLC ($17.79K), Berger Financial Group Inc ($17.34K), and Spire Wealth Management ($16.77K).

Institutional investors have sold a total of 363,305 shares in the last 24 months. This volume of shares sold represents approximately $8.02M in transactions.


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This page (NASDAQ:HNDL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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