13F Insight
DOSSIER · 13F Holders · Q2 2026
ELCV

STRATEGY SHS

67 institutions still hold STRATEGY SHS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86280R811·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$182M
visible holders
Holders
67
filers reporting
Concentration
21.93%
CREATIVE FINANCIAL DESIGNS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported ELCV in Q2 2026. CREATIVE FINANCIAL DESIGNS INC /ADV leads at 21.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$40M1.2M1.90%Q2 202602
OneAscent Financial Services LLC
CIK 0001780985
$34M1.0M1.64%Q2 202603
Faithward Advisors, LLC
CIK 0001695078
$18M544K2.18%Q2 202604
Bare Financial Services, Inc
CIK 0002009426
$15M453K3.42%Q2 202605
LPL Financial LLC
CIK 0001403438
$15M446K0.00%Q2 202606
OneAscent Wealth Management LLC
CIK 0001844707
$9M274K2.69%Q2 202607
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$8M259K0.01%Q2 202608
O'Connor Financial Group LLC
CIK 0001973783
$6M191K2.22%Q2 202609
LVZ, Inc.
CIK 0001574408
$5M152K0.51%Q2 202610
PAX Financial Group, LLC
CIK 0001803673
$5M138K0.67%Q2 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$4M121K0.00%Q2 202612
STIFEL FINANCIAL CORP
CIK 0000720672
$3M102K0.00%Q2 202613
Valmark Advisers, Inc.
CIK 0001380443
$3M87K0.03%Q2 202614
Strategic Equity Management
CIK 0001843578
$3M82K0.91%Q2 202615
Atria Investments, Inc
CIK 0001535865
$3M82K0.03%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M92K0.01%Q1 202617
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$3M81K0.22%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M73K0.00%Q2 202619
MONEYWISE, INC.
CIK 0001703080
$2M63K0.77%Q2 202620
Sound Financial Strategies Group, LLC
CIK 0001800620
$2M51K1.07%Q2 2026
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