STRATEGY SHS NEWFOUND RESLV is a security (CUSIP 86280R886) tracked across SEC portfolio filings. 12 institutional managers reported $20.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WJ Interests, LLC | SUGAR LAND, TX | $16.1M | 475,502 |
| Financial Enhancement Group LLC | ANDERSON, IN | $1.7M | 50,769 |
| Innova Wealth Partners | NEWTOWN, PA | $1.3M | 37,596 |
| Outlook Wealth Advisors, LLC | SHENANDOAH, TX | $728K | 21,482 |
| Pensionmark Financial Group, LLC | SANTA BARBARA, CA | $375K | 11,911 |
| Lifeworks Advisors, LLC | GRAND RAPIDS, MI | $328K | 10,410 |
| CITADEL ADVISORS LLC | MIAMI, FL | $254K | 8,069 |
| CWM, LLC | OMAHA, NE | $99K | 3,153 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $76K | 2,400 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $9K | 301 |
| ASSETMARK, INC | CONCORD, CA | $2K | 48 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |