STRATEGY SHS (ESUM)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
37
Reporting holders
$131.8M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.2M | 1,154,392 | 0.06% | 6q | +20.8%+$6.1M |
| Strategic Equity Management | $16.6M | 542,739 | 5.58% | 6q | +3.5%+$561.1K |
| O'Connor Financial Group LLC | $15.2M | 496,003 | 5.37% | 6q | HELD |
| MONEYWISE, INC. | $8.9M | 290,812 | 3.32% | 6q | +4.8%+$407.3K |
| Legacy Wealth Asset Management, LLC | $8.0M | 261,253 | 1.76% | 5q | +4.4%+$336.9K |
| PAX Financial Group, LLC | $5.0M | 163,445 | 0.74% | 6q | +1.6%+$80.6K |
| Geneos Wealth Management Inc. | $4.9M | 160,507 | 0.10% | 5q | +35.8%+$1.3M |
| LPL Financial LLC | $4.5M | 146,822 | 0.00% | 4q | +4.2%+$183.0K |
| JONES FINANCIAL COMPANIES LLLP | $3.6M | 121,045 | 0.00% | 4q | +46.4%+$1.2M |
| Merit Financial Group, LLC | $3.5M | 115,488 | 0.01% | 4q | +143.6%+$2.1M |
| Kestra Advisory Services, LLC | $3.4M | 110,958 | 0.01% | 5q | +2.6%+$85.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.0M | 97,684 | 0.14% | 6q | +10.2%+$276.8K |
| Values First Advisors, Inc. | $2.4M | 71,728 | 0.56% | 6q | +136.2%+$1.4M |
| OneAscent Financial Services LLC | $2.3M | 76,144 | 0.11% | 6q | +7.4%+$161.7K |
| EverSource Wealth Advisors, LLC | $2.3M | 75,057 | 0.08% | 6q | -12.1%-$317.7K |
| SageOak Financial, LLC | $1.8M | 60,000 | 1.20% | 5q | -1.7%-$32.6K |
| First Heartland Consultants, Inc. | $1.7M | 56,320 | 0.11% | 5q | HELD |
| CreativeOne Wealth, LLC | $1.5M | 50,276 | 0.03% | 7q | -96.5%-$41.9M |
| IFP Advisors, Inc | $1.5M | 47,733 | 0.03% | 6q | +0.7%+$9.7K |
| Strategic Blueprint, LLC | $1.4M | 45,933 | 0.07% | 5q | -0.7%-$9.9K |
| GTS SECURITIES LLC | $754.3K | 24,621 | 0.02% | new | NEW |
| Harvest Investment Services, LLC | $527.7K | 17,225 | 0.08% | 3q | -7.7%-$43.7K |
| Meriwether Wealth & Planning, LLC | $446.6K | 14,579 | 0.22% | 3q | -1.1%-$5.0K |
| Foundations Investment Advisors, LLC | $445.0K | 14,527 | 0.00% | 4q | +25.1%+$89.4K |
| RAYMOND JAMES FINANCIAL INC | $389.7K | 12,721 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $348.2K | 11,367 | 0.00% | new | NEW |
| Atria Investments, Inc | $334.4K | 10,915 | 0.00% | 5q | -13.0%-$50.0K |
| BAM Wealth Management, LLC | $319.3K | 10,422 | 0.20% | 2q | HELD |
| Security Financial Services, INC. | $298.7K | 9,749 | 0.04% | 3q | +8.1%+$22.5K |
| OSAIC HOLDINGS, INC. | $266.3K | 8,688 | 0.00% | 5q | +131.4%+$151.3K |
| Sanctuary Advisors, LLC | $265.5K | 8,668 | 0.00% | 5q | +8.5%+$20.9K |
| Equitable Holdings, Inc. | $208.5K | 6,806 | 0.00% | new | NEW |
| LGT Financial Advisors LLC | $99.5K | 3,248 | 0.53% | 4q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $32.4K | 1,057 | 0.00% | 2q | +1143.5%+$29.8K |
| Ameritas Advisory Services, LLC | $24.2K | 789 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $8.3K | 270 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $7.3K | 237,970 | 0.01% | 6q | +110.8%+$3.8K |
| AdvisorNet Financial, Inc | $6.9K | 224 | 0.00% | 5q | HELD |
| Betterment LLC | $563 | 18,387 | 0.00% | 4q | +2.3% |
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 | 37 | $131.8M | 4,300,215 | 5 | 19 | 7 | 0.0% |
| Q1 2026 | 36 | $136.6M | 5,209,494 | 2 | 22 | 8 | 0.0% |
| Q4 2025 | 36 | $116.2M | 4,263,535 | 4 | 23 | 4 | 0.0% |
| Q3 2025 | 34 | $105.2M | 3,871,738 | 8 | 19 | 4 | 0.0% |
| Q2 2025 | 28 | $95.0M | 3,646,277 | 15 | 11 | 2 | 0.0% |
| Q1 2025 | 14 | $42.6M | 1,806,453 | 12 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $9.1M | 373,624 | 3 | 0 | 0 | 0.0% |