Strategy Shares - MPLY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Belpointe Asset Management LLC | History | Added to | 295,518 | 8,177 | 0.3% | 0.32% | 1 | +4,837 | 1.66% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Reduced | 18,567 | 513 | 0.02% | 0.02% | 2 | -2,038 | -9.89% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 473 | 13 | 0.0% | — | 3 | +473 | New | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | May 15, 2026 |