# STRATEGY SHS NEWFOUND RESLV

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.

## Summary

- Issuer: STRATEGY SHS
- Class: NEWFOUND RESLV
- CUSIP: 86280R886
- 13F holders: 12
- 13F value: $20.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| WJ Interests, LLC | SUGAR LAND, TX | $16.1M | 475,502 |
| [Financial Enhancement Group LLC](https://search.stillhousedata.com/firm/159017) | ANDERSON, IN | $1.7M | 50,769 |
| [Innova Wealth Partners](https://search.stillhousedata.com/firm/168500) | NEWTOWN, PA | $1.3M | 37,596 |
| [Outlook Wealth Advisors, LLC](https://search.stillhousedata.com/firm/291465) | SHENANDOAH, TX | $728K | 21,482 |
| [Pensionmark Financial Group, LLC](https://search.stillhousedata.com/firm/208512) | SANTA BARBARA, CA | $375K | 11,911 |
| Lifeworks Advisors, LLC | GRAND RAPIDS, MI | $328K | 10,410 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $254K | 8,069 |
| CWM, LLC | OMAHA, NE | $99K | 3,153 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $81K | 2,400 |
| [HARBOUR INVESTMENTS, INC.](https://search.stillhousedata.com/firm/19258) | MADISON, WI | $9K | 301 |
| [ASSETMARK, INC](https://search.stillhousedata.com/firm/109018) | CONCORD, CA | $2K | 48 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/86280R886.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.