Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / GOLD ENHANCED ET
-
Total 13F shares
-
457,698
-
Share change
-
+115,145
-
Total reported value
-
$13,428,877
-
Price per share
-
$29.34
-
Number of holders
-
15
-
Value change
-
+$3,419,958
-
Number of buys
-
13
-
Number of sells
-
3
Institutional Holders of STRATEGY SHS - GOLD ENHANCED ET (GOLY) as of Q2 2025
As of 30 Jun 2025,
STRATEGY SHS - GOLD ENHANCED ET (GOLY) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
457,698 shares.
The largest 10 holders included
ODonnell Financial Services, LLC, Cambridge Investment Research Advisors, Inc., GTS SECURITIES LLC, OneDigital Investment Advisors LLC, OSAIC HOLDINGS, INC., Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, Atlas Wealth Partners, LLC, UBS Group AG, and Geneos Wealth Management Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q2 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.