15 institutions reported holding $27.6M of STRATEGY SHS (ESSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strategic Equity Management ($12.6M), MONEYWISE, INC. ($6.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($4.4M), PAX Financial Group, LLC ($1.5M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Equity Management | $12.6M | 395,159 | Trimmed |
| 2 | MONEYWISE, INC. | $6.1M | 190,897 | Trimmed |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 140,189 | Added |
| 4 | PAX Financial Group, LLC | $1.5M | 48,329 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 38,563 | Added |
| 6 | EverSource Wealth Advisors, LLC | $455,239 | 14,318 | Trimmed |
| 7 | First Heartland Consultants, Inc. | $442,712 | 13,924 | Added |
| 8 | Whitaker-Myers Wealth Managers, LTD. | $415,559 | 13,070 | Added |
| 9 | CreativeOne Wealth, LLC | $223,741 | 7,037 | Trimmed |
| 10 | Values First Advisors, Inc. | $195,101 | 6,137 | Added |
| 11 | OSAIC HOLDINGS, INC. | $62,716 | 1,973 | Added |
| 12 | UBS Group AG | $42,319 | 1,331 | New |
| 13 | JPMORGAN CHASE & CO | $11,929 | 379 | New |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9,538 | 300 | New |
| 15 | 49 WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30