# STRATEGY SHS (ESSC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ESSC/

- Reporting holders: 4
- Reported value: $1.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $405.6K | 14,164 | 0.0% | 4 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $371.1K | 12,959 | 0.1% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $307.3K | 10,729 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.1K | 73 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $1.1M |
| Q2 2026 | 14 | $27.8M |
| Q1 2026 | 12 | $23.7M |
| Q4 2025 | 9 | $9.9M |
| Q3 2022 | 19 | $37.4M |
| Q2 2022 | 25 | $47.5M |
| Q1 2022 | 25 | $48.9M |
| Q4 2021 | 21 | $52.6M |
| Q3 2021 | 35 | $105.2M |
| Q2 2021 | 37 | $107.3M |
| Q1 2021 | 34 | $119.9M |
| Q4 2020 | 26 | $130.6M |