STRATEGY SHS (ESSC)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
14
Reporting holders
$27.8M
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 |
|---|---|---|---|---|---|
| Strategic Equity Management | $12.6M | 395,159 | 4.22% | 3q | -4.5%-$593.8K |
| MONEYWISE, INC. | $6.1M | 190,897 | 2.26% | 3q | -1.5%-$92.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 140,189 | 0.01% | 3q | +25.2%+$881.0K |
| PAX Financial Group, LLC | $1.5M | 48,329 | 0.23% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 38,563 | 0.00% | 2q | +0.6%+$7.3K |
| EverSource Wealth Advisors, LLC | $455.2K | 14,318 | 0.02% | 3q | -28.0%-$177.3K |
| First Heartland Consultants, Inc. | $442.7K | 13,924 | 0.03% | 3q | +2.3%+$9.8K |
| Whitaker-Myers Wealth Managers, LTD. | $415.6K | 13,070 | 0.07% | 3q | +6.6%+$25.6K |
| Values First Advisors, Inc. | $390.2K | 10,180 | 0.09% | 3q | +143.8%+$230.1K |
| CreativeOne Wealth, LLC | $223.7K | 7,037 | 0.00% | 2q | -80.3%-$909.7K |
| OSAIC HOLDINGS, INC. | $62.7K | 1,973 | 0.00% | 2q | +1934.0%+$59.6K |
| UBS Group AG | $42.3K | 1,331 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $11.9K | 379 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.5K | 300 | 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 | 14 | $27.8M | 875,649 | 3 | 6 | 4 | 0.0% |
| Q1 2026 | 12 | $23.7M | 904,964 | 4 | 7 | 0 | 0.0% |
| Q4 2025 | 9 | $9.9M | 379,239 | 9 | 0 | 0 | 0.0% |
| Q3 2022 | 19 | $37.4M | 1,786,200 | 0 | 4 | 7 | 50.5% |
| Q2 2022 | 25 | $47.5M | 1,698,566 | 7 | 8 | 6 | 63.3% |
| Q1 2022 | 25 | $48.9M | 1,360,676 | 9 | 4 | 5 | 71.2% |
| Q4 2021 | 21 | $52.6M | 1,114,811 | 10 | 3 | 6 | 74.9% |
| Q3 2021 | 35 | $105.2M | 10,602,232 | 0 | 3 | 9 | 0.5% |
| Q2 2021 | 37 | $107.3M | 10,922,224 | 12 | 5 | 8 | 0.5% |
| Q1 2021 | 34 | $119.9M | 12,285,672 | 14 | 7 | 13 | 0.5% |
| Q4 2020 | 26 | $130.6M | 12,986,234 | 5 | 7 | 5 | 0.0% |
| Q3 2020 | 26 | $87.0M | 8,840,849 | 10 | 6 | 4 | 0.0% |
| Q2 2020 | 20 | $71.4M | 7,130,316 | 18 | 1 | 0 | 1.7% |
| Q1 2020 | 2 | $2.8M | 287,000 | 2 | 0 | 0 | 0.0% |