Nasdaq 7 Handl Index ETFHNDLETF

13F holders, Q4 2025 (December 31)
103holders +6
14new positions
9sold out
1famous investor
$21.93avg. 13F price*

At the end of Q4 2025, 103 institutions reported holding Nasdaq 7 Handl Index ETF (HNDL) in their 13F filings, up 6 from Q3 2025. 14 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($16.9M), Cambridge Investment Research Advisors, Inc. ($8.9M) and Osaic Holdings, Inc. ($4.5M). 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 2025)
CUSIP
86280R506
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 114Q1 2024Q2 2024: 108Q2 2024Q3 2024: 110Q3 2024Q4 2024: 107Q4 2024Q1 2025: 99Q1 2025Q2 2025: 97Q2 2025Q3 2025: 97Q3 2025Q4 2025: 103Q4 2025Q1 2026: 99Q1 2026Q2 2026: 103Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$2.8M
Exits9$2.2M

All 13F filers, Q3 2025 → Q4 2025: 220,234 shares bought and 218,299 shares sold, net +1,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

LPL Financial LLC 0.00% Reduce -0.1% 767,283 $16.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.3% 405,816 $8.9M
Osaic Holdings, Inc. 0.01% Add +0.9% 206,404 $4.5M
Summit Financial, LLC 0.06% Add +9.4% 173,508 $3.8M
Private Advisor Group, LLC 0.01% Reduce -1.6% 114,984 $2.5M
Cetera Investment Advisers 0.00% Reduce -21.0% 105,799 $2.3M
NFSG Corp 0.35% Add +4.9% 103,750 $2.3M
Berger Financial Group, Inc 0.12% Reduce -7.9% 96,529 $2.1M
Creative Planning 0.00% Add +0.6% 69,413 $1.5M
Larson Financial Group LLC 0.04% Add +7.5% 60,740 $1.3M
MML Investors Services, LLC 0.00% Add +0.5% 60,342 $1.3M
Susquehanna International Group, LLP 0.00% Add +254.1% 47,586 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -7.5% 45,661 $1.0M
RFG Advisory, LLC 0.02% Reduce -15.1% 44,309 $976K
OxenFree Capital LLC 0.51% Add +1.8% 43,989 $969K
GTS Securities LLC 0.03% New 41,599 $916K
Sowell Financial Services LLC 0.03% Add +0.1% 40,189 $885K
Harbour Investments, Inc. 0.02% Reduce -4.7% 38,774 $854K
Sanctuary Advisors, LLC 0.00% Reduce -3.5% 37,370 $823K
JPMorgan Chase & Co. 0.00% Reduce -3.8% 35,191 $775K
Envestnet Asset Management Inc. 0.00% Reduce -6.0% 33,880 $746K
J.W. Cole Advisors, Inc. 0.02% Add +0.2% 42,598 $640K
NewEdge Advisors, LLC 0.00% Reduce -8.7% 28,425 $626K
Beam Wealth Advisors, Inc. 0.14% Add +1.4% 23,483 $517K
HighTower Advisors, LLC 0.00% Add +0.1% 21,811 $480K
Accel Wealth Management 0.13% Reduce -8.7% 21,462 $473K
Mercer Global Advisors Inc. 0.00% Reduce -54.0% 19,339 $426K
Jane Street Group, LLC 0.00% Reduce -27.1% 18,178 $400K
Dynamic Advisor Solutions LLC 0.01% Add +0.3% 18,050 $397K
Asset Allocation Strategies LLC 0.07% Reduce -3.5% 16,801 $370K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -0.9% 16,278 $358K
Wellington Shields & Co., LLC 0.08% New 15,290 $337K
Jackson Hole Capital Partners, LLC 0.06% New 15,000 $330K
Cwm, LLC 0.00% Add +0.0% 14,773 $325K
Western Wealth Management, LLC 0.01% Add +56.8% 14,605 $322K
Arkadios Wealth Advisors 0.01% Add +3.6% 14,196 $313K
Janney Montgomery Scott LLC 0.00% Add +37.1% 13,483 $297K
Mgo One Seven LLC 0.01% Reduce -0.2% 12,099 $266K
Mutual Advisors, LLC 0.01% No change 12,000 $264K
Kestra Advisory Services, LLC 0.00% Add +18.5% 11,870 $261K
Realta Investment Advisors 0.09% Add +14.1% 11,827 $260K
Independent Financial Group, LLC 0.01% Reduce -3.9% 11,744 $259K
HRT Financial LP 0.00% Reduce -48.6% 11,303 $248K
CoreCap Advisors, LLC 0.01% No change 10,881 $240K
Regal Investment Advisors LLC 0.01% New 10,839 $239K
Sequent Planning LLC 0.06% Reduce -13.0% 10,577 $233K
Equitable Holdings, Inc. 0.00% Add +0.5% 10,349 $228K
Wealthcare Advisory Partners LLC 0.00% Reduce -24.0% 10,288 $227K
Morgan Stanley 0.00% Reduce -19.0% 10,104 $222K
Meadowbrook Wealth Management, LLC 0.26% No change 10,100 $222K
MassMutual Private Wealth & Trust, FSB 0.01% No change 9,857 $217K
Citadel Advisors 0.00% New 9,691 $213K
Koshinski Asset Management, Inc. 0.01% New 9,666 $213K
Spire Wealth Management 0.01% Reduce -36.7% 9,367 $206K
Raymond James Financial Inc. 0.00% New 9,181 $202K
Wedbush Securities Inc. 0.01% New 9,191 $202K
Farther Finance Advisors, LLC 0.00% Reduce -4.3% 9,150 $201K
Allworth Financial LP 0.00% Add +0.6% 8,278 $182K
IMG Wealth Management, Inc. 0.09% Reduce -9.3% 6,289 $138K
SageView Advisory Group, LLC 0.00% New 4,875 $107K
Lanark Financial, Inc. 0.01% No change 3,710 $82K
Aptus Capital Advisors, LLC 0.00% No change 2,102 $46K
Wilmington Savings Fund Society, FSB 0.00% No change 1,610 $35K
PNC Financial Services Group, Inc. 0.00% New 1,590 $35K
Geneos Wealth Management Inc. 0.00% No change 1,300 $29K
Garton & Associates Financial Advisors LLC 0.01% — 1,125 $25K
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% No change 852 $19K
Noble Wealth Management PBC 0.01% No change 817 $18K
FMR LLC 0.00% Add +130.2% 725 $16K
St Germain D J Co. Inc. 0.00% No change 700 $15K
UBS Group AG 0.00% Reduce -68.7% 631 $14K
IFP Advisors, Inc 0.00% Reduce -33.4% 599 $13K
Asset Dedication, LLC 0.00% No change 565 $12K
Vision Financial Markets LLC 0.01% Add +1.8% 517 $11K
Rockefeller Capital Management L.P. 0.00% Add +1.6% 510 $11K
Investors Research Corp 0.00% No change 503 $11K
Vermillion Wealth Management, Inc. 0.00% No change 500 $11K
Commonwealth Retirement Investments LLC 0.00% New 500 $11K
North Star Investment Management Corp. 0.00% No change 500 $11K
VSM Wealth Advisory, LLC 0.00% Add +30.8% 480 $11K
Steward Partners Investment Advisory, LLC 0.00% No change 462 $10K
Royal Bank of Canada 0.00% Reduce -60.0% 400 $9K
Sunbelt Securities, Inc. 0.00% No change 400 $9K
Bellevue Asset Management, LLC 0.00% No change 350 $8K
Capital Analysts, LLC 0.00% No change 276 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 275 $6K
Vision Retirement, LLC 0.00% — 226 $5K
CIBC Private Wealth Group LLC 0.00% Add +1.4% 215 $5K
Cape Investment Advisory, Inc. 0.00% New 200 $4K
Glass Jacobson Investment Advisors llc 0.00% No change 155 $3K
Caitlin John, LLC 0.00% Reduce -38.3% 145 $3K
Assetmark, Inc. 0.00% Add +1180.0% 128 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 119 $3K
Strategic Advocates LLC 0.00% Add +2.0% 104 $2K
Cornerstone Planning Group LLC 0.00% Reduce -40.3% 40 $892
Blue Trust, Inc. 0.00% No change 25 $551
Fourth Dimension Wealth, LLC 0.00% No change 5 $110
Quent Capital, LLC 0.00% No change 3 $68

"% 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.

Show all 103 holders