STRATEGY SHS (ESLG)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
14
Reporting holders
$11.8M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | $4.2M | 145,632 | 0.20% | 3q | +9.4%+$358.7K |
| Valmark Advisers, Inc. | $2.2M | 77,447 | 0.02% | 3q | +7.9%+$162.7K |
| PAX Financial Group, LLC | $1.6M | 56,976 | 0.24% | 3q | +1.4%+$22.8K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $985.9K | 34,316 | 0.07% | 2q | +10.8%+$96.2K |
| First Heartland Consultants, Inc. | $746.3K | 25,977 | 0.05% | 3q | +4.0%+$28.6K |
| Whitaker-Myers Wealth Managers, LTD. | $474.0K | 16,497 | 0.08% | 3q | +9.8%+$42.4K |
| EverSource Wealth Advisors, LLC | $448.6K | 15,615 | 0.02% | 3q | -27.1%-$166.8K |
| OSAIC HOLDINGS, INC. | $298.9K | 10,406 | 0.00% | 2q | +11592.1%+$296.4K |
| Values First Advisors, Inc. | $289.5K | 7,152 | 0.07% | 3q | +322.7%+$221.0K |
| Independent Advisor Alliance | $228.0K | 7,936 | 0.01% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $148.7K | 5,177 | 0.01% | 3q | +12.4%+$16.4K |
| IFP Advisors, Inc | $57.1K | 1,987 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $51.8K | 1,831 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $6.2K | 216 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $670 | 23,340 | 0.00% | 2q | +148.2% |
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 | 14 | $11.8M | 407,165 | 3 | 9 | 1 | 0.0% |
| Q1 2026 | 12 | $9.2M | 395,606 | 3 | 8 | 1 | 0.0% |
| Q4 2025 | 9 | $8.2M | 329,106 | 9 | 0 | 0 | 0.0% |