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MSTR · Strategy Inc · Held by Funds

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$156.40 +3.31 (+2.16%)
Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$60.94B
Shares
384.23M
Volume · Oct 1 8.07M Avg daily vol (3M) 22.05M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding MSTR

394 fund positions
Fund Balance Value % of Fund Open
Growth Fund of America 23,499,123 $3,738,475,478 1.04%
American Funds Fundamental Investors 11,507,558 $1,000,352,017 0.55%
VANGUARD TOTAL STOCK MARKET INDEX FUND 10,502,853 $913,013,011 0.04%
VANGUARD MID-CAP INDEX FUND 7,167,954 $623,110,241 0.28%
Invesco QQQ Trust, Series 1 7,022,113 $610,432,283 0.12%
Growth Fund 4,082,954 $354,931,191 0.62%
VANGUARD EXTENDED MARKET INDEX FUND 3,793,677 $329,784,342 0.34%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND 1,895,006 $301,476,505 0.18%
VANGUARD VALUE INDEX FUND 3,141,738 $273,111,284 0.11%
Fidelity Extended Market Index Fund 1,616,420 $257,156,258 0.60%
Capital Group Growth ETF 1,583,609 $251,936,356 1.03%
New Economy Fund 1,473,781 $234,463,819 0.45%
Invesco NASDAQ 100 ETF 1,334,663 $212,331,537 0.22%
VANGUARD MID-CAP VALUE INDEX FUND 2,124,724 $184,702,257 0.50%
iShares Expanded Tech-Software Sector ETF 1,693,849 $147,246,294 1.09%
Schwab U.S. Large-Cap Growth ETF 669,740 $106,548,937 0.17%
Fidelity Total Market Index Fund 592,345 $94,236,166 0.07%
GROWTH PORTFOLIO 941,738 $81,865,284 2.28%
Fidelity Series Total Market Index Fund 479,008 $76,205,383 0.07%
iShares Russell 1000 Value ETF 729,362 $63,403,439 0.08%
First Trust NASDAQ-100-Technology Sector Index Fund 657,314 $57,140,306 1.14%
Fundstrat Granny Shots US Large Cap ETF 582,760 $54,359,853 1.27%
Schwab U.S. Large-Cap ETF 333,680 $53,085,151 0.07%
Capital World Growth & Income Fund 315,012 $50,115,259 0.03%
iShares U.S. Technology ETF 401,719 $37,472,348 0.16%
iShares Core S&P Total U.S. Stock Market ETF 426,654 $37,089,032 0.04%
Bitwise Crypto Industry Innovators ETF 111,568 $35,948,325 8.67%
VANGUARD LARGE-CAP INDEX FUND 386,357 $33,586,014 0.05%
iShares MSCI USA Value Factor ETF 356,206 $33,226,896 0.37%
Transamerica Capital Growth 354,054 $33,026,157 2.92%
Bitwise Crypto Industry Innovators ETF 355,721 $30,922,827 7.52%
Fidelity Nasdaq Composite Index Fund 190,680 $30,335,281 0.11%
Schwab U.S. Broad Market ETF 187,796 $29,876,466 0.07%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 187,707 $29,862,307 0.14%
Asset Allocation Fund 336,369 $29,240,557 0.10%
ProShares UltraPro QQQ 166,666 $26,514,894 0.07%
VANGUARD TOTAL WORLD STOCK INDEX FUND 278,133 $25,944,246 0.03%
VANGUARD FTSE SOCIAL INDEX FUND 161,819 $25,743,785 0.09%
Select Software and IT Services Portfolio 159,800 $25,422,582 0.34%
Nuveen Equity Index Fund 264,267 $24,650,826 0.04%
Morgan Stanley Discovery Portfolio 265,861 $23,111,297 1.85%
New Perspective Fund 260,113 $22,611,623 0.01%
YieldMax(R) Ultra Option Income Strategy ETF 217,000 $20,241,760 2.73%
ProShares Ultra QQQ 124,398 $19,790,478 0.14%
iShares Russell 1000 ETF 227,656 $19,790,136 0.04%
Morgan Stanley Insight Fund 225,226 $19,578,896 1.59%
Schwab Total Stock Market Index Fund 202,796 $18,916,811 0.04%
Fidelity ZERO Total Market Index Fund 180,226 $16,811,481 0.04%
Large Cap Index Master Portfolio 190,757 $16,582,506 0.04%
VANGUARD BALANCED INDEX FUND 178,290 $15,498,750 0.02%
Showing 1–50 of 394 positions
Key facts CIK 1050446 CUSIP 594972408 13F (30d) 31 filings 17 filers Visit website Investor relations