16 institutions reported holding $12.0M of STRATEGY (ESLG) in SEC 13F filings for 2026-06-30. Largest institutional holders: OneAscent Financial Services LLC ($4.2M), Valmark Advisers, Inc. ($2.2M), PAX Financial Group, LLC ($1.6M), MOSAIC FAMILY WEALTH PARTNERS, LLC ($985,912), First Heartland Consultants, Inc. ($746,319). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $4.2M | 145,632 | Added |
| 2 | Valmark Advisers, Inc. | $2.2M | 77,447 | Added |
| 3 | PAX Financial Group, LLC | $1.6M | 56,976 | Added |
| 4 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $985,912 | 34,316 | Added |
| 5 | First Heartland Consultants, Inc. | $746,319 | 25,977 | Added |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $473,959 | 16,497 | Added |
| 7 | EverSource Wealth Advisors, LLC | $448,619 | 15,615 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $335,000 | 11,670 | Added |
| 9 | OSAIC HOLDINGS, INC. | $298,944 | 10,406 | Added |
| 10 | Independent Advisor Alliance | $228,001 | 7,936 | New |
| 11 | CREATIVE FINANCIAL DESIGNS INC /ADV | $148,734 | 5,177 | Added |
| 12 | Values First Advisors, Inc. | $144,736 | 5,038 | Added |
| 13 | IFP Advisors, Inc | $57,087 | 1,987 | Hold |
| 14 | JPMORGAN CHASE & CO | $51,764 | 1,831 | New |
| 15 | Aptus Capital Advisors, LLC | $6,206 | 216 | New |
| 16 | 49 WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30