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

STRATEGY SHS

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

CUSIP 86280R118·15 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12M
visible holders
Holders
15
filers reporting
Concentration
35.29%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

15 institutions reported ESLG in Q2 2026. OneAscent Financial Services LLC leads at 35.3% 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
$2M77K0.02%Q2 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
$746K26K0.05%Q2 202606
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$474K16K0.08%Q2 202607
EverSource Wealth Advisors, LLC
CIK 0001710537
$449K16K0.02%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$299K10K0.00%Q2 202609
Independent Advisor Alliance
CIK 0001696899
$228K8K0.01%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$219K9K0.00%Q1 202611
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$149K5K0.01%Q2 202612
Values First Advisors, Inc.
CIK 0001913608
$145K5K0.07%Q2 202613
IFP Advisors, Inc
CIK 0001641866
$57K2K0.00%Q2 202614
JPMORGAN CHASE & CO
CIK 0000019617
$52K2K0.00%Q2 202615
Aptus Capital Advisors, LLC
CIK 0001664193
$6K2160.00%Q2 2026