Nasdaq 7 Handl Index ETFHNDLETF
13F holders, Q4 2024 (December 31)107holders −3
9new positions
17sold out
1famous investor
$21.34avg. 13F price*
At the end of Q4 2024, 107 institutions reported holding Nasdaq 7 Handl Index ETF (HNDL) in their 13F filings, down 3 from Q3 2024. 9 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($16.8M), Mercer Global Advisors Inc. ($9.7M) and Kades & Cheifetz LLC ($9.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nasdaq 7 Handl Index ETF
- Filed as
- STRATEGY SHS (Q4 2024)
- CUSIP
- 86280R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.7M |
| Exits | 17 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 567,864 shares bought and 402,688 shares sold, net +165,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| LPL Financial LLC | 0.01% | Reduce -3.5% | 789,690 | $16.8M |
| Mercer Global Advisors Inc. | 0.02% | New | 455,021 | $9.7M |
| Kades & Cheifetz LLC | 4.93% | Reduce -1.5% | 452,030 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.3% | 370,806 | $7.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 134,334 | $2.9M |
| Berger Financial Group, Inc | 0.19% | Reduce -42.9% | 127,221 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +6.2% | 123,177 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 106,243 | $2.3M |
| NFSG Corp | 0.52% | Add +15.9% | 94,117 | $2.0M |
| Retireful, LLC | 1.01% | Reduce -1.1% | 84,048 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +1.3% | 67,703 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 63,841 | $1.4M |
| Creative Planning | 0.00% | Add +7.0% | 58,052 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -32.8% | 53,277 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -13.6% | 51,865 | $1.1M |
| OxenFree Capital LLC | 0.79% | Add +0.1% | 49,134 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -12.2% | 48,459 | $1.0M |
| Asset Allocation Strategies LLC | 0.24% | Reduce -16.8% | 46,917 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.5% | 42,277 | $902K |
| Larson Financial Group LLC | 0.04% | No change | 39,635 | $845K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.3% | 38,731 | $826K |
| Sowell Financial Services LLC | 0.04% | Reduce -0.5% | 37,929 | $809K |
| GTS Securities LLC | 0.04% | Add +10.9% | 37,317 | $796K |
| Beam Wealth Advisors, Inc. | 0.25% | Add +1.1% | 37,056 | $790K |
| Cadent Capital Advisors, LLC | 0.26% | Reduce -2.5% | 35,565 | $759K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.7% | 35,375 | $755K |
| Accel Wealth Management | 0.26% | Reduce -28.6% | 31,730 | $677K |
| Jane Street Group, LLC | 0.00% | Reduce -38.3% | 30,323 | $647K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 29,277 | $624K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +23.4% | 27,060 | $577K |
| WNY Asset Management, LLC | 0.06% | Reduce -2.6% | 23,585 | $503K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +103.7% | 22,610 | $482K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 21,720 | $463K |
| Virtu Financial LLC | 0.02% | New | 19,248 | $411K |
| Independent Financial Group, LLC | 0.01% | Reduce -30.5% | 18,419 | $393K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.2% | 17,579 | $375K |
| Insight Wealth Strategies, LLC | 0.05% | Add +1.7% | 16,589 | $354K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Reduce -16.3% | 15,238 | $325K |
| Cwm, LLC | 0.00% | Add +0.0% | 14,763 | $315K |
| New Century Financial Group, LLC | 0.13% | New | 14,522 | $313K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.3% | 14,084 | $300K |
| Mgo One Seven LLC | 0.01% | No change | 13,759 | $293K |
| Realta Investment Advisors | 0.12% | Reduce -0.6% | 13,411 | $289K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.1% | 13,200 | $282K |
| Mutual Advisors, LLC | 0.01% | Reduce -15.1% | 12,400 | $267K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -2.7% | 12,375 | $264K |
| CoreCap Advisors, LLC | 0.01% | Add +0.2% | 12,048 | $257K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 11,812 | $252K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Reduce -24.4% | 11,240 | $240K |
| HRT Financial LP | 0.00% | New | 11,118 | $237K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 10,422 | $222K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -17.5% | 10,279 | $219K |
| Citadel Advisors | 0.00% | Add +152.2% | 9,993 | $213K |
| Mariner, LLC | 0.00% | Add +0.4% | 9,983 | $213K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 9,857 | $210K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.5% | 8,620 | $184K |
| Allworth Financial LP | 0.00% | Add +28.3% | 8,127 | $176K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -22.8% | 6,422 | $136K |
| IMG Wealth Management, Inc. | 0.10% | — | 4,893 | $104K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,597 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +350.9% | 2,160 | $46K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,102 | $45K |
| Morgan Stanley | 0.00% | Reduce -24.3% | 2,027 | $43K |
| Coppell Advisory Solutions LLC | 0.01% | Add +2685.9% | 1,978 | $42K |
| Wells Fargo & Company | 0.00% | Add +185000.0% | 1,851 | $39K |
| MAI Capital Management | 0.00% | New | 1,836 | $39K |
| US Bancorp \de | 0.00% | Reduce -65.4% | 1,750 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,610 | $34K |
| JPMorgan Chase & Co. | 0.00% | Add +40.4% | 1,397 | $30K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 1,312 | $28K |
| Bokf, NA | 0.00% | No change | 1,011 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 972 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 975 | $21K |
| St Germain D J Co. Inc. | 0.00% | New | 700 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 671 | $14K |
| UBS Group AG | 0.00% | Reduce -78.4% | 665 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 646 | $14K |
| FMR LLC | 0.00% | Add +61100.0% | 612 | $13K |
| Caitlin John, LLC | 0.01% | No change | 600 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 505 | $11K |
| Investors Research Corp | 0.00% | No change | 503 | $11K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 500 | $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% | Reduce -9.1% | 500 | $11K |
| Vision Financial Markets LLC | 0.01% | — | 482 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 462 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 400 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 350 | $7K |
| GeoWealth Management, LLC | 0.00% | No change | 346 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 300 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 275 | $6K |
| Capital Analysts, LLC | 0.00% | Add +15.4% | 217 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | — | 224 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 201 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 180 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +3.3% | 155 | $3K |
| AE Wealth Management LLC | 0.00% | New | 135 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
"% 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.