# STRATEGY SHS (ESUM)

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

- Reporting holders: 2
- Reported value: $9.7M
- 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 |
|---|---|---|---|---|
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $8.0M | 265,725 | 1.8% | 6 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.7M | 55,097 | 0.1% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $9.7M |
| Q2 2026 | 39 | $140.0M |
| Q1 2026 | 38 | $140.0M |
| Q4 2025 | 39 | $119.5M |
| Q3 2025 | 38 | $108.1M |
| Q2 2025 | 31 | $97.3M |
| Q1 2025 | 16 | $43.3M |
| Q4 2024 | 3 | $9.1M |