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Strategy Shares NASDAQ 7 HANDL ETF (HNDL) Institutional Ownership

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(As of 05/31/2024 ET)
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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)
41
Total
Institutional Inflows
(last 12 months)
$35.35M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$23.38M
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HNDL Institutional Buying and Selling by Quarter

Strategy Shares NASDAQ 7 HANDL ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC99,301$2.11M0.0%-7.6%0.248%
5/24/2024 Cetera Investment Advisers184,528$3.91M0.0%+160.8%0.462%
5/8/2024 Avantax Advisory Services Inc.38,162$809K0.0%+3.6%0.095%
5/7/2024 WNY Asset Management LLC26,419$560K0.1%-9.4%0.066%
5/6/2024 Kades & Cheifetz LLC431,236$9.15M5.9%+94.2%1.079%
5/6/2024 Advisory Alpha LLC13,872$294K0.0%+6.0%0.035%
5/3/2024 Larson Financial Group LLC31,925$677K0.1%+27.4%0.080%
4/30/2024 Private Advisor Group LLC96,182$2.04M0.0%+14.3%0.239%
4/30/2024 J.W. Cole Advisors Inc.21,901$465K0.0%-4.2%0.054%
4/30/2024 Beam Wealth Advisors Inc.38,302$812K0.5%-6.7%0.095%
4/30/2024Commonwealth Equity Services LLC68,517$1.45M0.0%-15.5%0.170%
4/24/2024 Newbridge Financial Services Group Inc.17,089$362K0.2%+201.7%0.042%
4/24/2024 Spire Wealth Management101,733$2.16M0.1%+0.9%0.251%
4/23/2024 Global Retirement Partners LLC6,960$148K0.0%-15.0%0.017%
4/22/2024 Strategic Financial Concepts LLC9,490$201K0.0%N/A0.023%
4/22/2024 PFG Investments LLC14,250$302K0.0%N/A0.035%
4/19/2024 Accel Wealth Management47,649$1.01M0.4%-3.6%0.118%
4/15/2024 Wealthcare Advisory Partners LLC14,042$298K0.0%+6.0%0.035%
4/15/2024 Key Client Fiduciary Advisors LLC18,029$382K0.2%+9.9%0.044%
4/11/2024 RFG Advisory LLC86,014$1.82M0.1%+1.6%0.211%
4/11/2024 Cadent Capital Advisors LLC39,386$835K0.3%-6.5%0.097%
3/28/2024 Newbridge Financial Services Group Inc.5,664$117K0.1%-27.8%0.013%
3/22/2024 PNC Financial Services Group Inc.2,147$44K0.0%-29.9%0.005%
2/26/2024 Virtu Financial LLC28,275$585K0.0%+25.4%0.066%
2/14/2024 Asset Allocation Strategies LLC39,943$826K0.3%-87.5%0.094%
2/12/2024Focus Financial Network Inc. ADV21,467$444K0.0%N/A0.050%
2/9/2024 Advisory Services Network LLC9,253$191K0.0%N/A0.022%
2/9/2024 Balboa Wealth Partners14,275$295K0.1%-20.7%0.033%
2/7/2024 Avantax Advisory Services Inc.36,830$762K0.0%-1.5%0.086%
2/7/2024 NBC Securities Inc.6,985$144K0.0%-8.6%0.016%
2/7/2024 Berger Financial Group Inc304,684$6.30M0.7%-6.3%0.714%
2/6/2024 Lincoln National Corp14,024$290K0.0%-3.8%0.033%
2/6/2024 Private Advisor Group LLC84,175$1.74M0.0%+11.4%0.197%
2/6/2024 Wealthcare Advisory Partners LLC13,244$274K0.0%N/A0.031%
2/6/2024 Spire Wealth Management100,862$2.07M0.1%+1.7%0.236%
2/2/2024 Truist Financial Corp10,002$207K0.0%N/A0.023%
2/2/2024 Atria Wealth Solutions Inc.78,167$1.62M0.0%-1.9%0.182%
2/1/2024 Larson Financial Group LLC25,065$518K0.0%+64.2%0.058%
2/1/2024 CWM LLC19,096$395K0.0%-4.5%0.045%
1/31/2024 J.W. Cole Advisors Inc.22,853$473K0.0%+2.3%0.053%
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1/31/2024 Beam Wealth Advisors Inc.41,049$849K0.5%-5.3%0.096%
1/30/2024 Kades & Cheifetz LLC222,053$4.59M3.3%+40.1%0.518%
1/29/2024 Koshinski Asset Management Inc.12,650$262K0.0%N/A0.029%
1/29/2024 OxenFree Capital LLC41,325$855K0.9%N/A0.096%
1/25/2024 RFG Advisory LLC84,682$1.75M0.1%+12.8%0.197%
1/25/2024 International Assets Investment Management LLC183,866$3.80M0.0%+1,464.3%0.428%
1/24/2024 Allworth Financial LP203,837$4.22M0.0%-1.6%0.474%
1/24/2024 International Assets Investment Management LLC183,866$3.80M0.0%+1,464.3%0.428%
1/24/2024 O ROURKE & COMPANY Inc11,554$239K0.2%-10.3%0.027%
1/23/2024 Householder Group Estate & Retirement Specialist LLC10,081$208K0.1%-18.0%0.023%
1/19/2024 AdvisorNet Financial Inc3,283$68K0.0%-60.8%0.008%
1/19/2024 Realta Investment Advisors25,525$528K0.1%-3.1%0.059%
1/19/2024 Patriot Financial Group Insurance Agency LLC15,668$324K0.1%-24.7%0.036%
1/18/2024 Accel Wealth Management49,452$1.02M0.5%-36.6%0.114%
1/16/2024 Kingswood Wealth Advisors LLC18,600$385K0.0%N/A0.043%
1/12/2024 Clearview Wealth Advisors LLC13,167$272K0.3%-15.8%0.030%
1/11/2024 Ausdal Financial Partners Inc.14,025$290K0.0%-35.4%0.032%
1/11/2024 Dynamic Advisor Solutions LLC17,534$358K0.0%-12.5%0.040%
11/17/2023 Asset Allocation Strategies LLC319,901$6.11M2.8%+4.8%0.681%
11/16/2023Harbour Investments Inc.194,223$3.71M0.2%+2.4%0.413%
11/15/2023 Key Client Fiduciary Advisors LLC16,194$309K0.2%-5.9%0.034%
11/13/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors401,689$7.68M1.8%-2.4%0.855%
11/13/2023 LPL Financial LLC945,928$18.08M0.0%-6.1%2.013%
11/13/2023 PNC Financial Services Group Inc.3,062$59K0.0%-32.9%0.007%
11/8/2023 Aptus Capital Advisors LLC21,621$413K0.0%+25.8%0.046%
11/8/2023 Ausdal Financial Partners Inc.21,727$415K0.1%-16.6%0.046%
11/8/2023 HighTower Advisors LLC35,500$678K0.0%N/A0.076%
11/8/2023 Spire Wealth Management99,179$1.90M0.1%N/A0.211%
11/8/2023 Western Wealth Management LLC14,647$280K0.0%+13.5%0.031%
11/8/2023 Avantax Advisory Services Inc.37,407$715K0.0%-8.5%0.080%
11/8/2023 Strategic Financial Concepts LLC10,384$198K0.1%N/A0.022%
11/4/2023 NBC Securities Inc.7,644$146K0.0%N/A0.016%
11/3/2023 Berger Financial Group Inc325,091$6.21M0.7%-4.9%0.692%
11/3/2023 Larson Financial Group LLC15,265$292K0.0%+2,953.0%0.032%
11/3/2023 Private Advisor Group LLC75,536$1.44M0.0%-1.3%0.161%
11/2/2023 Your Advocates Ltd. LLP7,453$142K0.1%N/A0.016%
10/31/2023 Allworth Financial LP207,150$3.96M0.0%-3.1%0.440%
10/30/2023 Kades & Cheifetz LLC158,524$3.03M2.4%+105.3%0.337%
10/30/2023 Clearview Wealth Advisors LLC15,636$299K0.4%-8.5%0.033%
10/25/2023 BluePath Capital Management LLC2,000$38K0.0%N/A0.004%
10/24/2023 J.W. Cole Advisors Inc.22,350$427K0.0%-7.4%0.047%
10/23/2023 Balboa Wealth Partners17,990$344K0.1%-7.3%0.038%
10/23/2023Commonwealth Equity Services LLC83,628$1.60M0.0%-11.3%0.177%
10/20/2023 Accel Wealth Management77,942$1.49M0.8%-7.1%0.165%
10/19/2023 Patriot Financial Group Insurance Agency LLC20,806$398K0.1%-10.6%0.044%
10/18/2023 Advisory Alpha LLC13,166$252K0.0%-36.3%0.028%
10/17/2023 Newbridge Financial Services Group Inc.7,840$150K0.1%+45.9%0.016%
10/16/2023 RFG Advisory LLC75,048$1.43M0.1%+21.0%0.158%
10/13/2023 Institute for Wealth Management LLC.11,884$227K0.0%-9.6%0.025%
10/11/2023 AE Wealth Management LLC48,375$924K0.0%-12.8%0.100%
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10/11/2023 CWM LLC19,998$382K0.0%+9.0%0.041%
10/11/2023 Dynamic Advisor Solutions LLC20,034$383K0.0%-18.2%0.042%
10/10/2023 Householder Group Estate & Retirement Specialist LLC12,300$235K0.1%N/A0.026%
8/30/2023 Western Wealth Management LLC12,904$262K0.0%+8.3%0.026%
8/15/2023 Bay Colony Advisory Group Inc d b a Bay Colony Advisors411,390$8.36M2.0%+7.2%0.817%
8/10/2023 Osaic Holdings Inc.378,207$7.67M0.0%-26.8%0.751%
8/10/2023Commonwealth Equity Services LLC94,233$1.92M0.0%-28.2%0.187%
8/10/2023 Private Advisor Group LLC76,555$1.58M0.0%-6.8%0.152%
8/10/2023 Berger Financial Group Inc341,991$6.95M0.8%-16.7%0.679%
8/10/2023 Cetera Advisors LLC145,052$2.95M0.0%+0.9%0.288%
(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, 107 institutional investors and hedge funds held shares of Strategy Shares NASDAQ 7 HANDL ETF. The most heavily invested institutionals were LPL Financial LLC ($18.08M), Advisor Group Holdings Inc. ($10.92M), Kades & Cheifetz LLC ($9.15M), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($7.68M), Osaic Holdings Inc. ($7.67M), Berger Financial Group Inc ($6.30M), and Allworth Financial LP ($4.22M).Learn more on HNDL's institutional investors.

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

Of the 79 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: Kades & Cheifetz LLC ($431.24K), Asset Allocation Strategies LLC ($408.21K), International Assets Investment Management LLC ($359.18K), Allworth Financial LP ($213.28K), Bay Colony Advisory Group Inc d b a Bay Colony Advisors ($195.91K), Advisor Group Holdings Inc. ($119.60K), and Retireful LLC ($119.59K).

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

Institutional investors have bought a total of 2,971,850 shares in the last 24 months. This purchase volume represents approximately $84.62M in transactions.

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

Of the 70 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 ($582.69K), LPL Financial LLC ($332.05K), Berger Financial Group Inc ($232.37K), Osaic Holdings Inc. ($138.67K), Atria Wealth Solutions Inc. ($138.40K), Commonwealth Equity Services LLC ($111.83K), and AE Wealth Management LLC ($95.01K).

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

Institutional investors have sold a total of 2,703,971 shares in the last 24 months. This volume of shares sold represents approximately $85.20M in transactions.


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This page (NASDAQ:HNDL) was last updated on 6/2/2024 by MarketBeat.com Staff

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