13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
ELCV

STRATEGY SHS

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

CUSIP 86280R811·54 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.1%
vs prior quarter
13F value held
$125M
45.0% inst. owned
of float
Holders
54
+62 QoQ
filers reporting
Activity
+17 / −20
+969 added · −936 reduced
this quarter
Concentration
22.49%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

54 institutions reported ELCV in Q1 2026. OneAscent Financial Services LLC leads at 22.5% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

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
LPL Financial LLC
CIK 0001403438
$8M276K0.00%Q1 202606
CreativeOne Wealth, LLC
CIK 0001739728
$7M254K0.17%Q1 202607
OneAscent Wealth Management LLC
CIK 0001844707
$7M243K2.33%Q1 202608
O'Connor Financial Group LLC
CIK 0001973783
$6M205K2.43%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M191K0.01%Q1 202610
LVZ, Inc.
CIK 0001574408
$4M153K0.51%Q1 202611
PAX Financial Group, LLC
CIK 0001803673
$4M137K0.68%Q1 202612
Atria Investments, Inc
CIK 0001535865
$2M86K0.03%Q1 202613
Valmark Advisers, Inc.
CIK 0001380443
$2M84K0.03%Q1 202614
Strategic Equity Management
CIK 0001843578
$2M74K0.81%Q1 202615
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M61K0.05%Q1 202616
MONEYWISE, INC.
CIK 0001703080
$2M58K0.73%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M53K0.00%Q1 202618
Sound Financial Strategies Group, LLC
CIK 0001800620
$1M51K1.01%Q1 202619
49 WEALTH MANAGEMENT, LLC
CIK 0002022291
$1M40K0.09%Q1 202620
First Heartland Consultants, Inc.
CIK 0001428793
$1M38K0.08%Q1 2026
Page 1 of 3
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