13F Insight
DOSSIER · 13F Holders · Q3 2026

STRATEGY SHS

23 institutions still hold STRATEGY SHS as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R134·23 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
23
filers reporting
Concentration
24.96%
Orgel Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

23 institutions reported STRATEGY SHS in Q3 2026. Orgel Wealth Management, LLC leads at 25.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Orgel Wealth Management, LLC
CIK 0001658535
$6M204K0.11%Q3 202602
Strategic Equity Management
CIK 0001843578
$5M169K4.19%Q3 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M165K0.01%Q3 202604
Blue Trust, Inc.
CIK 0001856022
$2M58K0.02%Q3 202605
PAX Financial Group, LLC
CIK 0001803673
$2M48K0.23%Q2 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M39K0.00%Q3 202607
Values First Advisors, Inc.
CIK 0001913608
$463K16K0.22%Q3 202608
EverSource Wealth Advisors, LLC
CIK 0001710537
$410K14K0.01%Q3 202609
First Heartland Consultants, Inc.
CIK 0001428793
$406K14K0.03%Q3 202610
OneAscent Financial Services LLC
CIK 0001780985
$388K14K0.02%Q3 202611
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$371K13K0.06%Q3 202612
MONEYWISE, INC.
CIK 0001703080
$345K12K0.33%Q3 202613
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$322K11K0.01%Q3 202614
Gradient Investments LLC
CIK 0001542265
$307K11K0.00%Q3 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$250K9K0.00%Q3 202616
CreativeOne Wealth, LLC
CIK 0001739728
$224K7K0.00%Q2 202617
Meriwether Wealth & Planning, LLC
CIK 0002055554
$85K3K0.04%Q3 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$63K2K0.00%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$12K3790.00%Q2 202620
UBS Group AG
CIK 0001610520
$11K3910.00%Q3 2026
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