16 institutions reported holding $7.9M of STRATEGY SHS (ESIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: PAX Financial Group, LLC ($2.7M), JANE STREET GROUP, LLC ($2.0M), EverSource Wealth Advisors, LLC ($749,962), Royal Bank of Canada ($527,000), CITADEL ADVISORS LLC ($489,790). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PAX Financial Group, LLC | $2.7M | 89,839 | Added |
| 2 | JANE STREET GROUP, LLC | $2.0M | 67,592 | Trimmed |
| 3 | EverSource Wealth Advisors, LLC | $749,962 | 25,185 | Trimmed |
| 4 | Royal Bank of Canada | $527,000 | 17,687 | Added |
| 5 | CITADEL ADVISORS LLC | $489,790 | 16,448 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $414,150 | 13,908 | Added |
| 7 | First Heartland Consultants, Inc. | $403,047 | 13,535 | New |
| 8 | OSAIC HOLDINGS, INC. | $278,669 | 9,350 | Added |
| 9 | Values First Advisors, Inc. | $155,053 | 5,207 | New |
| 10 | IFP Advisors, Inc | $116,075 | 3,898 | Added |
| 11 | Ameritas Advisory Services, LLC | $27,575 | 926 | New |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,353 | 482 | Added |
| 13 | UBS Group AG | $4,050 | 136 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 15 | Discipline Wealth Solutions, LLC | $0 | 0 | Exited |
| 16 | HRT FINANCIAL LP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30