Nasdaq 7 Handl Index ETFHNDLETF
13F holders, Q1 2025 (March 31)99holders −8
8new positions
13sold out
$21.07avg. 13F price*
At the end of Q1 2025, 99 institutions reported holding Nasdaq 7 Handl Index ETF (HNDL) in their 13F filings, down 8 from Q4 2024. 8 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($15.1M), Mercer Global Advisors Inc. ($9.3M) and Cambridge Investment Research Advisors, Inc. ($7.9M).
- Company
- Nasdaq 7 Handl Index ETF
- Filed as
- STRATEGY SHS (Q1 2025)
- CUSIP
- 86280R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.5M |
| Exits | 13 | $5.2M |
All 13F filers, Q4 2024 → Q1 2025: 324,983 shares bought and 458,483 shares sold, net −133,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| LPL Financial LLC | 0.01% | Reduce -9.2% | 717,326 | $15.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.4% | 439,625 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.0% | 374,408 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +69.8% | 209,216 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.9% | 126,381 | $2.7M |
| Berger Financial Group, Inc | 0.16% | Reduce -15.3% | 107,792 | $2.3M |
| NFSG Corp | 0.53% | Add +10.3% | 103,783 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -6.4% | 99,436 | $2.1M |
| MML Investors Services, LLC | 0.00% | Reduce -4.4% | 64,725 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 63,456 | $1.3M |
| Creative Planning | 0.00% | Reduce -0.2% | 57,913 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -3.0% | 51,668 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | New | 47,076 | $993K |
| Harbour Investments, Inc. | 0.03% | Reduce -4.9% | 46,092 | $972K |
| Asset Allocation Strategies LLC | 0.24% | Reduce -1.8% | 46,056 | $971K |
| OxenFree Capital LLC | 0.73% | Reduce -1.4% | 48,436 | $953K |
| JPMorgan Chase & Co. | 0.00% | Add +3121.6% | 45,005 | $949K |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.4% | 44,144 | $931K |
| Larson Financial Group LLC | 0.04% | Add +9.8% | 43,535 | $918K |
| Virtu Financial LLC | 0.05% | Add +111.1% | 40,634 | $857K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.1% | 40,130 | $846K |
| Sowell Financial Services LLC | 0.04% | Add +0.1% | 37,949 | $800K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.4% | 34,875 | $736K |
| Cadent Capital Advisors, LLC | 0.27% | Reduce -5.4% | 33,639 | $709K |
| Accel Wealth Management | 0.24% | Reduce -0.7% | 31,499 | $664K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +16.1% | 31,427 | $663K |
| Spire Wealth Management | 0.02% | Reduce -49.6% | 26,137 | $551K |
| Beam Wealth Advisors, Inc. | 0.17% | Reduce -36.9% | 23,383 | $493K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 21,743 | $459K |
| GWN Securities Inc. | 0.02% | New | 18,985 | $397K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 18,136 | $382K |
| Insight Wealth Strategies, LLC | 0.05% | Add +1.7% | 16,867 | $356K |
| Regal Investment Advisors LLC | 0.03% | New | 16,667 | $352K |
| Susquehanna International Group, LLP | 0.00% | New | 16,558 | $349K |
| New Century Financial Group, LLC | 0.40% | Add +12.8% | 16,377 | $345K |
| Cwm, LLC | 0.00% | Add +0.0% | 14,766 | $311K |
| Independent Financial Group, LLC | 0.01% | Reduce -21.8% | 14,406 | $304K |
| Mgo One Seven LLC | 0.01% | No change | 13,759 | $290K |
| WNY Asset Management, LLC | 0.03% | Reduce -42.3% | 13,611 | $287K |
| Morgan Stanley | 0.00% | Add +569.4% | 13,568 | $286K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.5% | 13,452 | $284K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 13,200 | $278K |
| CoreCap Advisors, LLC | 0.01% | Add +0.2% | 12,069 | $255K |
| Advisory Alpha, LLC | 0.01% | Add +1.0% | 11,933 | $252K |
| Farther Finance Advisors, LLC | 0.01% | Add +38.3% | 11,917 | $251K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.2% | 12,000 | $247K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -37.0% | 11,080 | $234K |
| Mariner, LLC | 0.00% | Add +9.3% | 10,913 | $230K |
| Realta Investment Advisors | 0.10% | Reduce -21.7% | 10,502 | $221K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -53.7% | 10,475 | $221K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 9,857 | $208K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -4.3% | 9,839 | $207K |
| Key Client Fiduciary Advisors, LLC | 0.09% | Reduce -13.8% | 9,690 | $204K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.3% | 9,561 | $202K |
| Allworth Financial LP | 0.00% | Add +0.5% | 8,164 | $167K |
| Lanark Financial, Inc. | 0.01% | — | 6,996 | $147K |
| IMG Wealth Management, Inc. | 0.11% | Add +23.2% | 6,027 | $127K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,597 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,102 | $44K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 1,852 | $39K |
| MAI Capital Management | 0.00% | No change | 1,836 | $39K |
| US Bancorp \de | 0.00% | No change | 1,750 | $37K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,610 | $34K |
| Motco | 0.00% | New | 1,300 | $27K |
| Bokf, NA | 0.00% | No change | 1,011 | $21K |
| Hollencrest Capital Management | 0.00% | No change | 975 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 972 | $21K |
| Private Wealth Management Group, LLC | 0.01% | New | 852 | $18K |
| St Germain D J Co. Inc. | 0.00% | No change | 700 | $15K |
| Continuum Advisory, LLC | 0.00% | No change | 671 | $14K |
| Asset Dedication, LLC | 0.00% | No change | 646 | $14K |
| FMR LLC | 0.00% | Reduce -7.2% | 568 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 500 | $11K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 505 | $11K |
| Investors Research Corp | 0.00% | No change | 503 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 500 | $11K |
| Hexagon Capital Partners LLC | 0.00% | No change | 500 | $11K |
| North Star Investment Management Corp. | 0.00% | No change | 500 | $11K |
| Vision Financial Markets LLC | 0.01% | Add +1.9% | 491 | $10K |
| Royal Bank of Canada | 0.00% | Add +637.9% | 487 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 462 | $10K |
| Main Street Group, LTD | 0.00% | Add +960.0% | 424 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 400 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 350 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -77.1% | 300 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 275 | $6K |
| VSM Wealth Advisory, LLC | 0.00% | Add +3.6% | 232 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $4K |
| Capital Analysts, LLC | 0.00% | Reduce -4.2% | 208 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.5% | 204 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 180 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 155 | $3K |
| AE Wealth Management LLC | 0.00% | Reduce -4.4% | 129 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $2K |
| UBS Group AG | 0.00% | Reduce -94.6% | 36 | $759 |
| PNC Financial Services Group, Inc. | 0.00% | New | 35 | $738 |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 24 | $506 |
| Assetmark, Inc. | 0.00% | No change | 11 | $232 |
| Creative Financial Designs Inc. | 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.