DOSSIER · 13F Holders · Q1 2026
ESLV

STRATEGY SHS

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

CUSIP 86280R126·6 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$4M
visible holders
Holders
6
filers reporting
Concentration
49.36%
SILVER OAK SECURITIES, INCORPORATED #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported ESLV in Q1 2026. SILVER OAK SECURITIES, INCORPORATED leads at 49.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$2M85K0.16%Q1 2026
02
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$809K31K0.08%Q1 2026
03
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$673K24K0.03%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$531K19K0.00%Q2 2026
05
Values First Advisors, Inc.
CIK 0001913608
$219K11K0.10%Q2 2026
06
IFP Advisors, Inc
CIK 0001641866
$41K1K0.00%Q2 2026