13F Insight
DOSSIER · 13F Holders · Q1 2026

STRATEGY SHS

12 institutions still hold STRATEGY SHS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R134·12 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$26M
visible holders
Holders
12
filers reporting
Concentration
41.26%
Strategic Equity Management #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported STRATEGY SHS in Q1 2026. Strategic Equity Management leads at 41.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Strategic Equity Management
CIK 0001843578
$11M414K4.07%Q1 202602
MONEYWISE, INC.
CIK 0001703080
$6M191K2.26%Q2 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M140K0.01%Q2 202604
PAX Financial Group, LLC
CIK 0001803673
$1M48K0.21%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M38K0.00%Q1 202606
CreativeOne Wealth, LLC
CIK 0001739728
$933K36K0.02%Q1 202607
EverSource Wealth Advisors, LLC
CIK 0001710537
$455K14K0.02%Q2 202608
First Heartland Consultants, Inc.
CIK 0001428793
$443K14K0.03%Q2 202609
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$416K13K0.07%Q2 202610
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$345K13K0.03%Q1 202611
Values First Advisors, Inc.
CIK 0001913608
$109K4K0.06%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$3K970.00%Q1 2026