Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / GOLD ENHANCED ET
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Number of holders
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26
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Total 13F shares, excl. options
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1.27M
-
Shares change
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+817K
-
Total reported value, excl. options
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$42M
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Value change
-
+$27M
-
Number of buys
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22
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Number of sells
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-3
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Price
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$33.02
Significant Holders of STRATEGY SHS - GOLD ENHANCED ET (GOLY) as of Q3 2025
27 filings reported holding GOLY - STRATEGY SHS - GOLD ENHANCED ET as of Q3 2025.
STRATEGY SHS - GOLD ENHANCED ET (GOLY) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.27M shares
.
Largest 10 shareholders include Private Advisor Group, LLC (407K shares), ODonnell Financial Services, LLC (262K shares), LPL Financial LLC (235K shares), Cambridge Investment Research Advisors, Inc. (90.6K shares), OneDigital Investment Advisors LLC (47.1K shares), Steward Partners Investment Advisory, LLC (43K shares), Worth Asset Management, LLC (24.8K shares), ENVESTNET ASSET MANAGEMENT INC (22.9K shares), Atlas Wealth Partners, LLC (21.2K shares), and KESTRA PRIVATE WEALTH SERVICES, LLC (21K shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.