STRATEGY SHS (ESLV)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
9
Reporting holders
$6.0M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | $3.2M | 111,402 | 0.19% | 2q | +31.8%+$769.4K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $923.4K | 32,253 | 0.06% | 2q | +4.5%+$40.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $673.4K | 23,520 | 0.03% | 3q | +10.4%+$63.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $531.5K | 18,563 | 0.00% | 2q | +28.4%+$117.5K |
| Values First Advisors, Inc. | $438.8K | 18,431 | 0.10% | 3q | +489.2%+$364.3K |
| OneAscent Financial Services LLC | $206.6K | 7,216 | 0.01% | new | NEW |
| IFP Advisors, Inc | $41.3K | 1,443 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $41.3K | 1,443 | 0.00% | new | NEW |
| UBS Group AG | $3.1K | 110 | 0.00% | new | NEW |
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 | 9 | $6.0M | 214,381 | 3 | 5 | 0 | 0.0% |
| Q1 2026 | 6 | $4.1M | 155,724 | 4 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $392.7K | 15,493 | 2 | 0 | 0 | 0.0% |