Nasdaq 7 Handl Index ETFHNDLETF

13F holders, Q1 2026 (March 31)
99holders −4
7new positions
13sold out
$21.85avg. 13F price*

At the end of Q1 2026, 99 institutions reported holding Nasdaq 7 Handl Index ETF (HNDL) in their 13F filings, down 4 from Q4 2025. 7 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($15.3M), Cambridge Investment Research Advisors, Inc. ($8.9M) and Summit Financial, LLC ($4.2M).

Company
Nasdaq 7 Handl Index ETF
Filed as
STRATEGY SHS (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$1.0M
Exits13$1.2M

All 13F filers, Q4 2025 → Q1 2026: 257,111 shares bought and 241,405 shares sold, net +15,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

LPL Financial LLC 0.00% Reduce -8.8% 699,741 $15.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.1% 406,392 $8.9M
Summit Financial, LLC 0.05% Add +12.0% 194,286 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -9.0% 187,831 $4.1M
Kestra Advisory Services, LLC 0.01% Add +1053.3% 136,899 $3.0M
Private Advisor Group, LLC 0.01% Reduce -5.7% 108,393 $2.4M
Cetera Investment Advisers 0.00% Add +0.3% 106,097 $2.3M
NFSG Corp 0.38% Add +1.6% 105,459 $2.3M
Berger Financial Group, Inc 0.11% Reduce -6.3% 90,448 $2.0M
Creative Planning 0.00% Add +2.4% 71,097 $1.6M
Larson Financial Group LLC 0.04% Add +3.7% 62,990 $1.4M
OxenFree Capital LLC 0.54% Add +13.6% 49,964 $1.1M
MML Investors Services, LLC 0.00% Reduce -20.5% 47,952 $1.0M
Sanctuary Advisors, LLC 0.01% Add +27.0% 47,466 $1.0M
JPMorgan Chase & Co. 0.00% Add +28.8% 45,331 $979K
RFG Advisory, LLC 0.02% Reduce -2.4% 43,265 $945K
Harbour Investments, Inc. 0.01% Add +11.2% 43,124 $942K
J.W. Cole Advisors, Inc. 0.03% Add +0.6% 42,860 $936K
Sowell Financial Services LLC 0.03% Add +0.1% 40,210 $878K
Commonwealth Equity Services, LLC 0.00% Reduce -22.5% 35,367 $772K
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 32,447 $709K
Wellington Shields & Co., LLC 0.18% Add +109.3% 31,995 $699K
GTS Securities LLC 0.02% Reduce -30.6% 28,885 $631K
NewEdge Advisors, LLC 0.00% Reduce -6.9% 26,465 $578K
Beam Wealth Advisors, Inc. 0.13% Add +3.0% 24,188 $528K
HighTower Advisors, LLC 0.00% Add +0.1% 21,836 $477K
Accel Wealth Management 0.11% Reduce -7.5% 19,851 $434K
Dynamic Advisor Solutions LLC 0.01% Add +8.6% 19,610 $428K
Susquehanna International Group, LLP 0.00% Reduce -60.6% 18,769 $410K
Mercer Global Advisors Inc. 0.00% Reduce -13.6% 16,704 $365K
Asset Allocation Strategies LLC 0.06% Reduce -3.0% 16,298 $356K
Arkadios Wealth Advisors 0.01% Add +14.2% 16,217 $354K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -0.4% 16,216 $354K
Jackson Hole Capital Partners, LLC 0.05% No change 15,000 $328K
Western Wealth Management, LLC 0.01% Add +0.0% 14,608 $319K
Patriot Financial Group Insurance Agency, LLC 0.02% New 14,272 $312K
Janney Montgomery Scott LLC 0.00% Reduce -8.1% 12,385 $270K
Prospera Financial Services Inc 0.00% New 12,044 $263K
Mutual Advisors, LLC 0.01% No change 12,000 $262K
Mgo One Seven LLC 0.01% Reduce -1.1% 11,966 $261K
Raymond James Financial Inc. 0.00% Add +29.0% 11,840 $259K
Realta Investment Advisors 0.09% No change 11,827 $258K
Wedbush Securities Inc. 0.01% Add +27.4% 11,714 $256K
Independent Financial Group, LLC 0.01% Reduce -1.0% 11,629 $254K
CoreCap Advisors, LLC 0.01% No change 10,881 $238K
Regal Investment Advisors LLC 0.01% No change 10,839 $237K
Equitable Holdings, Inc. 0.00% Add +0.5% 10,405 $229K
Truist Financial Corp. 0.00% New 10,249 $224K
Wealthcare Advisory Partners LLC 0.00% Reduce -1.2% 10,168 $222K
Sequent Planning LLC 0.05% Reduce -3.9% 10,165 $222K
Meadowbrook Wealth Management, LLC 0.29% No change 10,100 $221K
Morgan Stanley 0.00% Reduce -0.2% 10,082 $220K
MassMutual Private Wealth & Trust, FSB 0.01% No change 9,857 $215K
Spire Wealth Management 0.01% Add +0.4% 9,403 $205K
Cwm, LLC 0.00% Reduce -36.7% 9,356 $204K
Allworth Financial LP 0.00% Add +0.5% 8,319 $182K
IMG Wealth Management, Inc. 0.09% Add +3.4% 6,501 $142K
Advisory Services Network, LLC 0.00% New 4,351 $95K
Farther Finance Advisors, LLC 0.00% Reduce -55.1% 4,104 $90K
Lanark Financial, Inc. 0.01% No change 3,710 $81K
AE Wealth Management LLC 0.00% New 3,165 $69K
Jones Financial Companies LLLP 0.00% New 2,354 $51K
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% No change 1,590 $35K
Geneos Wealth Management Inc. 0.00% No change 1,300 $28K
FMR LLC 0.00% Add +44.5% 1,048 $23K
Hollencrest Capital Management 0.00% No change 975 $21K
Johnson Financial Group, Inc. 0.00% No change 972 $21K
PlanVest Financial, Inc 0.02% — 970 $21K
Private Wealth Management Group, LLC 0.00% No change 852 $19K
Noble Wealth Management PBC 0.01% No change 817 $18K
Innovative Asset Advisors Group, LLC 0.01% — 700 $15K
St Germain D J Co. Inc. 0.00% No change 700 $15K
IFP Advisors, Inc 0.00% Add +3.3% 619 $14K
VSM Wealth Advisory, LLC 0.00% Add +23.1% 591 $13K
Asset Dedication, LLC 0.00% No change 565 $12K
Vision Financial Markets LLC 0.01% Add +1.9% 527 $11K
Rockefeller Capital Management L.P. 0.00% No change 510 $11K
Capital Analysts, LLC 0.00% Add +93.8% 535 $11K
Investors Research Corp 0.00% No change 503 $11K
Vermillion Wealth Management, Inc. 0.00% No change 500 $11K
North Star Investment Management Corp. 0.00% No change 500 $11K
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 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 275 $6K
Vision Retirement, LLC 0.00% Add +1.8% 230 $5K
Main Street Group, LTD 0.00% New 223 $5K
Glass Jacobson Investment Advisors llc 0.00% No change 155 $3K
Caitlin John, LLC 0.00% No change 145 $3K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.2% 130 $3K
Cornerstone Planning Group LLC 0.00% Add +2.5% 41 $929
UBS Group AG 0.00% Reduce -96.2% 24 $524
Assetmark, Inc. 0.00% Reduce -90.6% 12 $262
Fourth Dimension Wealth, LLC 0.00% No change 5 $109
Quent Capital, LLC 0.00% No change 3 $69
Wells Fargo & Company 0.00% No change 1 $23
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.