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Strategy Shares NASDAQ 7 HANDL ETF (HNDL) Institutional Ownership

Strategy Shares NASDAQ 7 HANDL ETF logo
$21.67 -0.14 (-0.64%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$30.39M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$13.76M
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HNDL Institutional Buying and Selling by Quarter

Strategy Shares NASDAQ 7 HANDL ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024MML Investors Services LLC66,851$1.49M0.0%+7.4%0.185%
11/15/2024Jane Street Group LLC49,128$1.09M0.0%+19.9%0.136%
11/15/2024 HighTower Advisors LLC21,697$481K0.0%+3.4%0.060%
11/12/2024Larson Financial Group LLC39,635$882K0.1%+13.5%0.109%
11/8/2024 Retireful LLC85,022$1.89M1.4%N/A0.235%
11/5/2024 Harbour Investments Inc.55,198$1.23M0.0%-72.5%0.152%
11/5/2024 Apollon Wealth Management LLC39,657$882K0.0%-19.9%0.109%
11/4/2024 Beam Wealth Advisors Inc.36,654$816K0.2%-1.4%0.101%
10/29/2024 Realta Investment Advisors13,496$298K0.1%-26.4%0.037%
10/29/2024 Farther Finance Advisors LLC8,841$197K0.0%-5.1%0.024%
10/24/2024 Consolidated Portfolio Review Corp9,245$206K0.0%N/A0.025%
10/23/2024 Allworth Financial LP6,335$141K0.0%-29.5%0.017%
10/22/2024 International Assets Investment Management LLC164,450$3.66M0.0%+2,125.0%0.452%
10/22/2024 Private Advisor Group LLC139,241$3.10M0.0%+22.1%0.382%
10/18/2024Cadent Capital Advisors LLC36,460$811K0.2%-7.6%0.100%
10/11/2024 Creative Planning54,259$1.21M0.0%-12.7%0.149%
10/10/2024 OxenFree Capital LLC49,099$1.09M0.9%+8.7%0.135%
10/8/2024 CWM LLC14,760$328K0.0%-17.0%0.040%
10/8/2024 Insight Wealth Strategies LLC16,313$363K0.0%-20.0%0.045%
10/8/2024 Dynamic Advisor Solutions LLC16,760$373K0.0%-7.3%0.046%
10/2/2024 Kades & Cheifetz LLC459,012$10.21M5.8%+4.9%1.251%
9/11/2024 Newbridge Financial Services Group Inc.57,616$1.22M0.5%+237.2%0.153%
8/22/2024 Cetera Investment Advisers180,352$3.81M0.0%-2.3%0.478%
8/21/2024 Advisory Alpha LLC12,649$267K0.0%-8.8%0.034%
8/16/2024 Creative Planning62,145$1.31M0.0%-4.7%0.165%
8/14/2024 Commonwealth Financial Services LLC12,716$272K0.1%-39.5%0.034%
8/7/2024 Beam Wealth Advisors Inc.37,186$785K0.3%-2.9%0.099%
8/6/2024 Strategic Financial Concepts LLC41,861$884K0.0%+341.1%0.111%
8/5/2024 Private Advisor Group LLC114,017$2.41M0.0%+18.5%0.302%
8/2/2024Larson Financial Group LLC34,925$738K0.1%+9.4%0.092%
7/31/2024Asset Allocation Strategies LLC60,585$1.28M0.4%+25.5%0.160%
7/31/2024 Spire Wealth Management76,131$1.61M0.1%-25.2%0.201%
7/31/2024Commonwealth Equity Services LLC66,913$1.41M0.0%-2.3%0.176%
7/30/2024 International Assets Investment Management LLC7,391$156K0.0%N/A0.019%
7/29/2024 Arkadios Wealth Advisors10,147$214K0.0%N/A0.027%
7/26/2024 Harbour Investments Inc.200,827$4.24M0.1%+9.2%0.527%
7/26/2024 Patriot Financial Group Insurance Agency LLC12,889$272K0.0%-16.9%0.034%
7/22/2024 Capital Advisory Group Advisory Services LLC19,363$409K0.2%-15.2%0.051%
7/18/2024 OxenFree Capital LLC45,164$954K0.8%+8.7%0.118%
7/16/2024Key Client Fiduciary Advisors LLC15,288$323K0.2%-15.2%0.040%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

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7/15/2024 Dynamic Advisor Solutions LLC18,074$382K0.0%+3.5%0.047%
7/12/2024 Accel Wealth Management45,067$952K0.4%-5.4%0.117%
7/10/2024 CWM LLC17,775$375K0.0%-4.2%0.046%
7/9/2024 Kingswood Wealth Advisors LLC15,600$329K0.0%-15.2%0.040%
5/24/2024Cetera 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%
5/3/2024Larson 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%
4/15/2024Key Client Fiduciary Advisors LLC18,029$382K0.2%+9.9%0.044%
4/11/2024RFG Advisory LLC86,014$1.82M0.1%+1.6%0.211%
4/11/2024Cadent 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%
2/26/2024Virtu Financial LLC28,275$585K0.0%+25.4%0.066%
2/14/2024Asset 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%
2/1/2024Larson 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%
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%
1/25/2024RFG 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%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
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%
1/23/2024Householder 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%
(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, 95 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 ($10.21M), 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 Cetera Investment Advisers ($3.81M).Learn more on HNDL's institutional investors.

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

Of the 64 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: International Assets Investment Management LLC ($523.63K), Kades & Cheifetz LLC ($452.48K), Asset Allocation Strategies LLC ($420.53K), Allworth Financial LP ($213.28K), Retireful LLC ($204.62K), Private Advisor Group LLC ($145.88K), and Advisor Group Holdings Inc. ($119.60K).

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

Institutional investors have bought a total of 3,004,882 shares in the last 24 months. This purchase volume represents approximately $77.45M in transactions.

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

Of the 62 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 ($258.04K), Harbour Investments Inc. ($145.63K), Osaic Holdings Inc. ($138.67K), Berger Financial Group Inc ($138.56K), Atria Wealth Solutions Inc. ($120.63K), and Commonwealth Equity Services LLC ($103.09K).

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

Institutional investors have sold a total of 2,335,960 shares in the last 24 months. This volume of shares sold represents approximately $66.13M in transactions.



This page (NASDAQ:HNDL) was last updated on 11/17/2024 by MarketBeat.com Staff
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