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

STRATEGY SHS

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

CUSIP 86280R118·18 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$13M
visible holders
Holders
18
filers reporting
Concentration
31.41%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

18 institutions reported ESLG in Q2 2026. OneAscent Financial Services LLC leads at 31.4% 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
$4M146K0.20%Q2 202602
Valmark Advisers, Inc.
CIK 0001380443
$2M76K0.02%Q3 202603
PAX Financial Group, LLC
CIK 0001803673
$2M57K0.24%Q2 202604
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$986K34K0.07%Q2 202605
First Heartland Consultants, Inc.
CIK 0001428793
$745K26K0.05%Q3 202606
IFP Advisors, Inc
CIK 0001641866
$596K21K0.01%Q3 202607
EverSource Wealth Advisors, LLC
CIK 0001710537
$574K20K0.02%Q3 202608
Values First Advisors, Inc.
CIK 0001913608
$498K18K0.23%Q3 202609
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$465K16K0.08%Q3 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$393K14K0.00%Q3 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$299K10K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$234K8K0.00%Q3 202613
Independent Advisor Alliance
CIK 0001696899
$228K8K0.01%Q2 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$196K7K0.01%Q3 202615
Meriwether Wealth & Planning, LLC
CIK 0002055554
$57K2K0.03%Q3 202616
JPMORGAN CHASE & CO
CIK 0000019617
$52K2K0.00%Q2 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$18K6210.00%Q3 202618
Aptus Capital Advisors, LLC
CIK 0001664193
$6K2160.00%Q2 2026