Nasdaq 7 Handl Index ETFHNDLETF
13F holders, Q1 2024 (March 31)114holders
1famous investor
$21.21avg. 13F price*
At the end of Q1 2024, 114 institutions reported holding Nasdaq 7 Handl Index ETF (HNDL) in their 13F filings. The largest holders were LPL Financial LLC ($17.1M), Kades & Cheifetz LLC ($9.1M) and Cambridge Investment Research Advisors, Inc. ($7.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nasdaq 7 Handl Index ETF
- Filed as
- STRATEGY SHS (Q1 2024)
- CUSIP
- 86280R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.7M |
| Exits | 13 | $3.0M |
Ownership 114 holders
| LPL Financial LLC | 0.01% | Reduce -3.1% | 804,147 | $17.1M |
| Kades & Cheifetz LLC | 5.86% | Add +94.2% | 431,236 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.1% | 359,024 | $7.6M |
| Berger Financial Group, Inc | 0.53% | Reduce -1.0% | 301,694 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +160.8% | 184,528 | $3.9M |
| Harbour Investments, Inc. | 0.14% | Add +1.3% | 183,827 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.7% | 181,759 | $3.9M |
| Spire Wealth Management | 0.04% | Add +0.9% | 101,733 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +14.3% | 96,182 | $2.0M |
| RFG Advisory, LLC | 0.06% | Add +1.6% | 86,014 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.5% | 68,517 | $1.5M |
| Creative Planning | 0.00% | Add +35.0% | 65,184 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -9.5% | 60,721 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.9% | 55,212 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -5.9% | 51,628 | $1.1M |
| Asset Allocation Strategies LLC | 0.36% | Add +20.9% | 48,271 | $1.0M |
| Accel Wealth Management | 0.43% | Reduce -3.6% | 47,649 | $1.0M |
| OxenFree Capital LLC | 0.81% | Add +0.6% | 41,563 | $882K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.5% | 39,854 | $845K |
| Cadent Capital Advisors, LLC | 0.33% | Reduce -6.5% | 39,386 | $835K |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.1% | 38,925 | $826K |
| Beam Wealth Advisors, Inc. | 0.49% | Reduce -6.7% | 38,302 | $812K |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.6% | 38,162 | $809K |
| Sowell Financial Services LLC | 0.04% | Add +0.0% | 37,931 | $805K |
| Larson Financial Group LLC | 0.05% | Add +27.4% | 31,925 | $677K |
| Independent Financial Group, LLC | 0.03% | Reduce -1.7% | 27,971 | $593K |
| WNY Asset Management, LLC | 0.09% | Reduce -9.4% | 26,419 | $560K |
| Jane Street Group, LLC | 0.00% | Reduce -41.2% | 25,216 | $535K |
| Realta Investment Advisors | 0.11% | Reduce -1.5% | 25,140 | $533K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | Reduce -2.6% | 22,838 | $484K |
| Lifeworks Advisors, LLC | 0.13% | New | 22,000 | $467K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -4.2% | 21,901 | $465K |
| HighTower Advisors, LLC | 0.00% | Reduce -22.0% | 21,948 | $464K |
| Kestra Advisory Services, LLC | 0.00% | New | 20,883 | $443K |
| Commonwealth Financial Services, LLC | 0.10% | No change | 21,034 | $435K |
| Insight Wealth Strategies, LLC | 0.06% | Add +1.3% | 20,128 | $427K |
| GTS Securities LLC | 0.01% | Reduce -25.9% | 19,266 | $409K |
| Cwm, LLC | 0.00% | Reduce -2.9% | 18,547 | $393K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 18,400 | $390K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Add +9.9% | 18,029 | $382K |
| Executive Wealth Management, LLC | 0.03% | Add +0.3% | 17,586 | $370K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.4% | 17,462 | $370K |
| NFSG Corp | 0.16% | Add +201.7% | 17,089 | $362K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -1.0% | 15,514 | $329K |
| Sequent Planning LLC | 0.12% | — | 15,350 | $326K |
| Western Wealth Management, LLC | 0.02% | Add +2.9% | 15,109 | $320K |
| Mutual Advisors, LLC | 0.01% | No change | 14,600 | $310K |
| PFG Investments, LLC | 0.02% | New | 14,250 | $302K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.0% | 14,042 | $298K |
| Lincoln National Corp. | 0.00% | Add +0.1% | 14,031 | $298K |
| Mariner, LLC | 0.00% | Reduce -3.3% | 13,957 | $296K |
| Advisory Alpha, LLC | 0.01% | Add +6.0% | 13,872 | $294K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -0.2% | 13,506 | $286K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 13,350 | $283K |
| Mgo One Seven LLC | 0.01% | Add +1.9% | 12,359 | $262K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.1% | 11,989 | $254K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.1% | 11,834 | $251K |
| IVC Wealth Advisors LLC | 0.13% | No change | 11,000 | $233K |
| ICA Group Wealth Management, LLC | 0.05% | No change | 11,000 | $233K |
| Cresset Asset Management, LLC | 0.00% | Add +1.4% | 10,531 | $223K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -87.3% | 9,962 | $211K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 9,857 | $209K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -2.9% | 9,791 | $208K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 9,553 | $203K |
| Strategic Financial Concepts, LLC | 0.05% | New | 9,490 | $201K |
| Allworth Financial LP | 0.00% | Reduce -95.5% | 9,186 | $195K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,841 | $186K |
| Global Retirement Partners, LLC | 0.01% | Reduce -15.0% | 6,960 | $148K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.5% | 6,883 | $146K |
| Morgan Stanley | 0.00% | Reduce -7.8% | 6,750 | $143K |
| US Bancorp \de | 0.00% | No change | 5,059 | $107K |
| Wells Fargo & Company | 0.00% | Add +249300.0% | 4,988 | $106K |
| GPS Wealth Strategies Group, LLC | 0.02% | New | 4,597 | $98K |
| Citadel Advisors | 0.00% | Reduce -79.8% | 4,016 | $85K |
| Comerica Bank | 0.00% | No change | 3,000 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +68.3% | 2,946 | $62K |
| Investors Research Corp | 0.01% | No change | 2,772 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -92.5% | 2,465 | $52K |
| Retirement Group, LLC | 0.02% | No change | 2,075 | $44K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,385 | $29K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,150 | $24K |
| Hollencrest Capital Management | 0.00% | No change | 975 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 972 | $21K |
| UBS Group AG | 0.00% | Reduce -58.8% | 771 | $16K |
| Bank of Montreal | 0.00% | No change | 750 | $16K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 692 | $15K |
| Asset Dedication, LLC | 0.00% | Add +174.9% | 646 | $14K |
| Continuum Advisory, LLC | 0.00% | New | 671 | $14K |
| Main Street Group, LTD | 0.01% | No change | 640 | $14K |
| Trivant Custom Portfolio Group, LLC | 0.01% | Add +1.8% | 614 | $13K |
| Caitlin John, LLC | 0.01% | No change | 600 | $13K |
| Fernwood Investment Management, LLC | 0.00% | New | 534 | $11K |
| Hexagon Capital Partners LLC | 0.00% | No change | 500 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 500 | $11K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.0% | 469 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +456.6% | 462 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -78.8% | 455 | $10K |
| Bellevue Asset Management, LLC | 0.00% | No change | 350 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 275 | $6K |
| Tsfg, LLC | 0.00% | Add +1.7% | 241 | $5K |
| St. Johns Investment Management Company, LLC | 0.00% | Add +13.0% | 200 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 191 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 150 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 100 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
| Simplex Trading, LLC | 0.00% | Add +26.3% | 125 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 75 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 31 | $1K |
| Anfield Capital Management, LLC | 0.00% | New | 1 | $27 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $21 |
"% of holder's portfolio" is HNDL's weight in each manager's 13F, not the share of Nasdaq 7 Handl Index ETF the manager owns.