Nasdaq 7 Handl Index ETFHNDLETF
13F holders, Q2 2024 (June 30)108holders −6
9new positions
14sold out
1famous investor
$20.94avg. 13F price*
At the end of Q2 2024, 108 institutions reported holding Nasdaq 7 Handl Index ETF (HNDL) in their 13F filings, down 6 from Q1 2024. 9 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($17.8M), Kades & Cheifetz LLC ($9.2M) and Cambridge Investment Research Advisors, Inc. ($7.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nasdaq 7 Handl Index ETF
- Filed as
- STRATEGY SHS (Q2 2024)
- CUSIP
- 86280R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.1M |
| Exits | 14 | $2.2M |
All 13F filers, Q1 2024 → Q2 2024: 276,927 shares bought and 313,201 shares sold, net −36,274 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| LPL Financial LLC | 0.01% | Add +4.7% | 841,916 | $17.8M |
| Kades & Cheifetz LLC | 5.81% | Add +1.5% | 437,773 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.9% | 369,441 | $7.8M |
| Berger Financial Group, Inc | 0.43% | Reduce -15.3% | 255,681 | $5.4M |
| Harbour Investments, Inc. | 0.14% | Add +9.3% | 200,827 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 180,352 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.1% | 117,961 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +18.5% | 114,017 | $2.4M |
| RFG Advisory, LLC | 0.06% | Reduce -0.5% | 85,563 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -25.2% | 76,131 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 66,913 | $1.4M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 62,269 | $1.3M |
| Creative Planning | 0.00% | Reduce -4.7% | 62,145 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +10.1% | 60,806 | $1.3M |
| Asset Allocation Strategies LLC | 0.43% | Add +25.5% | 60,585 | $1.3M |
| NFSG Corp | 0.45% | Add +237.2% | 57,616 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -4.1% | 49,511 | $1.0M |
| OxenFree Capital LLC | 0.83% | Add +8.7% | 45,164 | $954K |
| Accel Wealth Management | 0.38% | Reduce -5.4% | 45,067 | $952K |
| Jane Street Group, LLC | 0.00% | Add +62.5% | 40,983 | $866K |
| Cadent Capital Advisors, LLC | 0.34% | Add +0.2% | 39,468 | $834K |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.4% | 38,298 | $809K |
| Sowell Financial Services LLC | 0.04% | Add +0.4% | 38,090 | $804K |
| Beam Wealth Advisors, Inc. | 0.26% | Reduce -2.9% | 37,186 | $785K |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.4% | 36,825 | $778K |
| Larson Financial Group LLC | 0.05% | Add +9.4% | 34,925 | $738K |
| Independent Financial Group, LLC | 0.02% | Add +4.3% | 29,180 | $616K |
| WNY Asset Management, LLC | 0.07% | Reduce -0.0% | 26,408 | $558K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -35.1% | 25,865 | $546K |
| GTS Securities LLC | 0.01% | Add +32.1% | 25,447 | $537K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.1% | 22,362 | $472K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 21,283 | $449K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.4% | 20,975 | $444K |
| Virtu Financial LLC | 0.03% | New | 20,856 | $440K |
| Insight Wealth Strategies, LLC | 0.06% | Add +1.3% | 20,396 | $431K |
| Capital Advisory Group Advisory Services, LLC | 0.17% | Reduce -15.2% | 19,363 | $409K |
| Realta Investment Advisors | 0.08% | Reduce -27.1% | 18,332 | $387K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.5% | 18,074 | $382K |
| Cwm, LLC | 0.00% | Reduce -4.2% | 17,775 | $375K |
| Executive Wealth Management, LLC | 0.07% | Add +0.3% | 17,647 | $373K |
| Sequent Planning LLC | 0.12% | Add +10.1% | 16,900 | $355K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -15.2% | 15,600 | $329K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Reduce -15.2% | 15,288 | $323K |
| Western Wealth Management, LLC | 0.02% | No change | 15,109 | $319K |
| Mutual Advisors, LLC | 0.01% | No change | 14,600 | $311K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.7% | 13,943 | $294K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 13,506 | $285K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 13,350 | $282K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +37.0% | 13,083 | $276K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -16.9% | 12,889 | $272K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -39.5% | 12,716 | $272K |
| Advisory Alpha, LLC | 0.01% | Reduce -8.8% | 12,649 | $267K |
| Mgo One Seven LLC | 0.01% | Reduce -0.8% | 12,259 | $259K |
| CoreCap Advisors, LLC | 0.03% | Add +0.2% | 12,008 | $254K |
| Atria Investments, Inc | 0.00% | New | 11,181 | $236K |
| Cresset Asset Management, LLC | 0.00% | Add +1.4% | 10,683 | $226K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.9% | 10,657 | $225K |
| Arkadios Wealth Advisors | 0.01% | New | 10,147 | $214K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +2.4% | 10,026 | $211K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 9,857 | $208K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.4% | 9,317 | $195K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 8,982 | $192K |
| Lanark Financial, Inc. | 0.01% | Add +10.2% | 7,583 | $160K |
| Citadel Advisors | 0.00% | Add +84.3% | 7,400 | $156K |
| International Assets Investment Management, LLC | 0.01% | New | 7,391 | $156K |
| Global Retirement Partners, LLC | 0.00% | Add +0.0% | 6,963 | $147K |
| Strategic Financial Concepts, LLC | 0.08% | Add +341.1% | 41,861 | $144K |
| US Bancorp \de | 0.00% | No change | 5,059 | $107K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,597 | $97K |
| Morgan Stanley | 0.00% | Reduce -53.2% | 3,160 | $67K |
| Investors Research Corp | 0.01% | No change | 2,772 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,465 | $52K |
| IFP Advisors, Inc | 0.00% | Add +466.7% | 1,700 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 975 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 972 | $21K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -26.1% | 850 | $18K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 692 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 671 | $14K |
| Royal Bank of Canada | 0.00% | New | 659 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 646 | $14K |
| Mather Group, Llc. | 0.00% | New | 617 | $13K |
| Caitlin John, LLC | 0.01% | No change | 600 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 509 | $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 +1.7% | 477 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 462 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 444 | $9K |
| Wells Fargo & Company | 0.00% | Reduce -91.9% | 402 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 350 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 275 | $6K |
| Main Street Group, LTD | 0.00% | Reduce -62.5% | 240 | $5K |
| Tsfg, LLC | 0.00% | Add +2.1% | 246 | $5K |
| PSI Advisors, LLC | 0.00% | New | 227 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.6% | 194 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 150 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | Reduce -30.0% | 140 | $3K |
| UBS Group AG | 0.00% | Reduce -86.0% | 108 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 71 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -98.3% | 51 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 31 | $1K |
| Assetmark, Inc. | 0.00% | New | 26 | $549 |
| FMR LLC | 0.00% | No change | 1 | $21 |
| Anfield Capital Management, LLC | 0.00% | No change | 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.