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Disclosery

HNDL STRATEGY SHS

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NS 7HANDL IDX (common)

102 managers (103 13F filers) reported a position in HNDL shares at 2026-06-30, 3,043,247 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
102
13F filers
103
New
13
Added
28
Reduced
28
Sold out
7
Shares held by filers
3,043,247

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC617,640$14.1M<0.01%-82,10113F-HRTimeline
Cambridge Investment Research Advisors,…426,309$9.74M0.02%+19,91713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.209,349$4.78M0.01%+21,51813F-HRTimelineGroup
Summit Financial, LLC186,552$4.26M0.05%-7,73413F-HRTimeline
NFSG Corp106,418$2.43M0.3%+95913F-HRTimeline
Cetera Investment Advisers105,468$2.41M<0.01%-62913F-HRTimeline
Berger Financial Group, Inc79,284$1.81M0.09%-11,16413F-HRTimeline
Creative Planningin group Creative Planning72,247$1.65M<0.01%+1,15013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,399$1.61M0.01%-66,50013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC67,725$1.55M<0.01%+19,77313F-HRTimeline
Larson Financial Group LLC61,290$1.4M0.04%-1,70013F-HRTimeline
Sanctuary Advisors, LLC59,338$1.36M0.01%+11,87213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,184$1.31M<0.01%+11,85313F-HRTimelineGroup
OxenFree Capital LLC53,708$1.23M0.56%+3,74413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding51,415$1.17M+19,420Timeline
IHT Wealth Management, LLC51,003$1.17M0.02%new13F-HRTimeline
RFG Advisory, LLC47,859$1.09M0.02%+4,59413F-HRTimeline
J.W. COLE ADVISORS, INC.42,687$975K0.02%-17313F-HRTimeline
HARBOUR INVESTMENTS, INC.40,896$934K0.01%-2,22813F-HRTimeline
Sowell Financial Services LLC40,232$919K0.03%+2213F-HRTimeline
GTS SECURITIES LLC37,649$860K0.02%+8,76413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,095$802K<0.01%-27213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,390$694K<0.01%-2,05713F-HRTimelineGroup
NewEdge Advisors, LLC23,325$533K<0.01%-3,14013F-HRTimeline
BEAM WEALTH ADVISORS, INC.21,207$484K0.11%-2,98113F-HR/ATimeline
HighTower Advisors, LLC20,204$461K<0.01%-1,63213F-HRTimeline
Accel Wealth Management19,339$442K0.1%-51213F-HRTimeline
Private Advisor Group, LLC17,112$391K<0.01%-91,28113F-HRTimeline
Arkadios Wealth Advisors16,985$388K0.01%+76813F-HRTimeline
Asset Allocation Strategies LLC16,960$387K0.06%+66213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,081$367K0.02%-13513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,090$345K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC15,000$343K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC14,438$330K<0.01%+2,05313F-HRTimeline
Dynamic Advisor Solutions LLC14,371$328K0.01%-5,23913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,326$327K<0.01%-2,37813F-HR/ATimeline
Western Wealth Management, LLC14,207$325K0.01%-40113F-HRTimeline
Prospera Financial Services Inc12,880$294K<0.01%+83613F-HRTimeline
IMG Wealth Management, Inc.12,469$285K0.16%+5,96813F-HRTimeline
Mutual Advisors, LLC12,000$274K0.01%013F-HRTimeline
MGO ONE SEVEN LLC11,966$273K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,772$269K0.01%+5813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,748$268K<0.01%+1,49913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,661$266K<0.01%-17913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC11,589$265K<0.01%-4013F-HRTimeline
Sequent Planning LLC10,901$249K0.05%+73613F-HRTimeline
CoreCap Advisors, LLC10,881$249K0.01%013F-HRTimeline
Realta Investment Advisors10,827$247K0.08%-1,00013F-HRTimeline
Regal Investment Advisors LLC10,553$241K0.01%-28613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,168$232K<0.01%013F-HRTimelineGroup
Meadowbrook Wealth Management, LLC10,100$230K0.25%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,857$225K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,360$214K<0.01%-72213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management9,036$206K0.01%-36713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,847$202K<0.01%new13F-HRTimelineGroup
Allworth Financial LP8,359$191K<0.01%+4013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,500$171K<0.01%+5,14613F-HRTimelineGroup
FMR LLCin group FMR LLC5,108$117K<0.01%+4,06013F-HRTimelineGroup
Farther Finance Advisors, LLC3,897$89K<0.01%-20713F-HRTimeline
LANARK FINANCIAL, INC.3,710$84.8K0.01%013F-HRTimeline
AE Wealth Management LLC3,177$72.6K<0.01%+1213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,705$61.8K<0.01%+2,70413F-HRTimelineGroup
Aptus Capital Advisors, LLC2,102$48K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,061$47.1K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,610$36.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,590$36.3K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,300$29.7K<0.01%013F-HRTimeline
IFG Advisory, LLC1,000$22.8K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT975$22.3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.972$22.2K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc970$22.2K0.01%013F-HRTimeline
Private Wealth Management Group, LLC852$19.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC817$18.7K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC700$16K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC671$15.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc634$14.5K<0.01%+1513F-HRTimeline
VSM Wealth Advisory, LLC591$13.5K<0.01%013F-HRTimeline
Asset Dedication, LLC565$12.9K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC536$12.2K0.01%+913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…510$11.7K<0.01%013F-HRTimelineGroup
Investors Research Corp503$11.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.502$11.5K<0.01%new13F-HRTimeline
North Star Investment Management Corp.500$11.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.500$11.4K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC500$11.4K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC470$11K<0.01%-6513F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS453$10.3K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC350$7.99K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…275$6.28K<0.01%013F-HRTimeline
Vision Retirement, LLC234$5.34K<0.01%+413F-HRTimeline
Main Street Group, LTD223$5.09K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc155$3.54K<0.01%013F-HRTimeline
Caitlin John, LLC145$3.31K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC42$960<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC41$938<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$411<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12$274<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5$114<0.01%-1913F-HRTimelineGroup
Fourth Dimension Wealth, LLC5$114<0.01%013F-HRTimeline
Quent Capital, LLC3$73<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$22<0.01%013F-HRTimeline
Highland Investment Advisors LLC1$12<0.01%13F-HRTimeline