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

STRATEGY SHS

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

CUSIP 86280R126·11 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
11
filers reporting
Concentration
49.82%
SILVER OAK SECURITIES, INCORPORATED #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported ESLV in Q2 2026. SILVER OAK SECURITIES, INCORPORATED leads at 49.8% 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
$3M111K0.19%Q2 202602
MOSAIC FAMILY WEALTH PARTNERS, LLC
CIK 0001965241
$923K32K0.06%Q2 202603
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$673K24K0.03%Q2 202604
Values First Advisors, Inc.
CIK 0001913608
$557K20K0.26%Q3 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$531K19K0.00%Q2 202606
Whitaker-Myers Wealth Managers, LTD.
CIK 0001973849
$214K8K0.03%Q3 202607
OneAscent Financial Services LLC
CIK 0001780985
$207K7K0.01%Q2 202608
Meriwether Wealth & Planning, LLC
CIK 0002055554
$55K2K0.03%Q3 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$41K1K0.00%Q2 202610
IFP Advisors, Inc
CIK 0001641866
$6K2000.00%Q3 202611
UBS Group AG
CIK 0001610520
$3K1100.00%Q2 2026