13F Insight
DOSSIER · 13F Holders · Q1 2026
ELCV

STRATEGY SHS

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

CUSIP 86280R811·58 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$131M
visible holders
Holders
58
filers reporting
Concentration
21.48%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

58 institutions reported ELCV in Q1 2026. OneAscent Financial Services LLC leads at 21.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OneAscent Financial Services LLC
CIK 0001780985
$28M969K1.52%Q1 202602
Faithward Advisors, LLC
CIK 0001695078
$16M546K2.26%Q1 202603
Bare Financial Services, Inc
CIK 0002009426
$13M440K3.37%Q1 202604
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$10M349K0.61%Q1 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$8M259K0.01%Q2 202606
LPL Financial LLC
CIK 0001403438
$8M276K0.00%Q1 202607
CreativeOne Wealth, LLC
CIK 0001739728
$7M254K0.17%Q1 202608
OneAscent Wealth Management LLC
CIK 0001844707
$7M243K2.33%Q1 202609
O'Connor Financial Group LLC
CIK 0001973783
$6M191K2.22%Q2 202610
LVZ, Inc.
CIK 0001574408
$5M152K0.51%Q2 202611
PAX Financial Group, LLC
CIK 0001803673
$4M137K0.68%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M92K0.01%Q1 202613
Atria Investments, Inc
CIK 0001535865
$2M86K0.03%Q1 202614
Valmark Advisers, Inc.
CIK 0001380443
$2M84K0.03%Q1 202615
Strategic Equity Management
CIK 0001843578
$2M74K0.81%Q1 202616
MONEYWISE, INC.
CIK 0001703080
$2M63K0.77%Q2 202617
First Heartland Consultants, Inc.
CIK 0001428793
$2M48K0.10%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M53K0.00%Q1 202619
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M46K0.05%Q2 202620
Sound Financial Strategies Group, LLC
CIK 0001800620
$1M51K1.01%Q1 2026
Page 1 of 3
38 more holders available. Log in →