STRATEGY SHS (ESIM)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
13
Reporting holders
$8.0M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PAX Financial Group, LLC | $2.7M | 89,839 | 0.40% | 3q | +0.7%+$18.3K |
| JANE STREET GROUP, LLC | $2.0M | 67,592 | 0.00% | 2q | -67.0%-$4.1M |
| EverSource Wealth Advisors, LLC | $750.0K | 25,185 | 0.03% | 3q | -28.8%-$302.8K |
| ROYAL BANK OF CANADA | $527.0K | 17,687 | 0.00% | 3q | +243.1%+$373.4K |
| CITADEL ADVISORS LLC | $489.8K | 16,448 | 0.00% | 2q | -11.2%-$61.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $414.1K | 13,908 | 0.00% | 2q | +54.3%+$145.7K |
| First Heartland Consultants, Inc. | $403.0K | 13,535 | 0.03% | new | NEW |
| Values First Advisors, Inc. | $310.1K | 26,391 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $278.7K | 9,350 | 0.00% | 2q | +5400.0%+$273.6K |
| IFP Advisors, Inc | $116.1K | 3,898 | 0.00% | 2q | +5.1%+$5.7K |
| Ameritas Advisory Services, LLC | $27.6K | 926 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $14.4K | 482 | 0.00% | 2q | +265.2%+$10.4K |
| UBS Group AG | $4.0K | 136 | 0.00% | 2q | -92.2%-$48.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $8.0M | 285,377 | 3 | 6 | 4 | 0.0% |
| Q1 2026 | 12 | $11.0M | 434,501 | 9 | 2 | 1 | 0.0% |
| Q4 2025 | 3 | $3.4M | 134,706 | 3 | 0 | 0 | 0.0% |