Who owns STRATEGY SHS?
- Ticker: ELCV
- CUSIP Number: 86280r811
Tip: Access positions for across all investors
Analyze quarterly positions in Strategy with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Strategy stock
Who bought or sold STRATEGY SHS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| OneAscent Financial Services | 969k | $28M | -10% | Mar 2026 |
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| Ambassador Advisors | 546k | $16M | 1% | Mar 2026 |
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| Bare Financial Services | 415k | $11M | 20% | Dec 2025 |
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| Creative Financial Designs | 349k | $10M | -38% | Mar 2026 |
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| LPL Financial | 276k | $8.0M | 11% | Mar 2026 |
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| Change Path | 255k | $7.4M | 100% | Mar 2026 |
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| OneAscent Wealth Management | 243k | $7.1M | -14% | Mar 2026 |
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| O'Connor Financial Group | 205k | $5.9M | -1% | Mar 2026 |
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| LVZ Advisors | 153k | $4.4M | -4% | Mar 2026 |
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| PAX Financial Group | 137k | $4.0M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 92k | $2.7M | 19% | Mar 2026 |
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| Atria Investments | 86k | $2.5M | -10% | Mar 2026 |
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| ValMark Advisers | 84k | $2.4M | 6% | Mar 2026 |
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| Strategic Equity Management | 74k | $2.1M | 7% | Mar 2026 |
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| EverSource Wealth Advisors | 61k | $1.8M | 67% | Mar 2026 |
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| Moneywise | 58k | $1.7M | 5% | Mar 2026 |
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| Sound Financial Strategies Group | 51k | $1.5M | 19% | Mar 2026 |
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| 49 Wealth Management | 40k | $1.2M | -3% | Mar 2026 |
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| First Heartland Consultants | 38k | $1.1M | -1% | Mar 2026 |
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| SageOak Financial | 32k | $925k | -1% | Mar 2026 |
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| AIFG Consultants | 30k | $801k | 15% | Dec 2025 |
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| Discipline Wealth Solutions | 28k | $803k | 100% | Mar 2026 |
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| Tulsa Wealth Advisors | 27k | $783k | 100% | Mar 2026 |
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| Gts Securities | 27k | $712k | 167% | Dec 2025 |
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| OneAscent Family Office | 26k | $751k | -16% | Mar 2026 |
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| IFP Advisors | 22k | $644k | 1% | Mar 2026 |
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| Commonwealth Equity Services | 22k | $635k | 100% | Mar 2026 |
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| Envestnet Asset Management | 21k | $594k | 37% | Mar 2026 |
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| Merit Financial Group | 19k | $551k | 2% | Mar 2026 |
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| Jones Financial Companies, L.L | 18k | $473k | 322% | Dec 2025 |
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| Susquehanna International | 16k | $413k | 100% | Dec 2025 |
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| Values First Advisors | 15k | $443k | 17% | Mar 2026 |
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| Harbour Investments | 15k | $440k | 6215% | Mar 2026 |
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| Foundations Investment Advisors | 14k | $400k | 18% | Mar 2026 |
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| Equitable Holdings | 13k | $338k | 3% | Mar 2026 |
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| Royal Bank of Canada | 12k | $350k | 100% | Mar 2026 |
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| Betterment | 12k | $308k | 2% | Dec 2025 |
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| Security Financial Services | 11k | $324k | 6% | Mar 2026 |
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| Bedel Financial Consulting | 10k | $299k | 21% | Mar 2026 |
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| HighTower Advisors | 10k | $293k | 0% | Mar 2026 |
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| Cornerstone Wealth Management | 8.8k | $254k | 1% | Mar 2026 |
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| Schwallier Wealth Management | 8.1k | $236k | 100% | Mar 2026 |
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| Plan A Wealth | 8.1k | $235k | 3% | Mar 2026 |
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| Clarity Asset Management | 5.4k | $158k | 100% | Mar 2026 |
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| Advisor Group Holdings | 4.1k | $109k | 25% | Dec 2025 |
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| Ronald Blue Trust | 3.1k | $90k | 2% | Mar 2026 |
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| CX Institutional | 2.9k | $85k | -69% | Mar 2026 |
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| AdvisorNet Financial | 1.1k | $32k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 698.00 | $20k | -28% | Mar 2026 |
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| Assetmark | 311.00 | $9.0k | 0% | Mar 2026 |
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| GeoWealth Management | 1.00 | $29.000000 | 0% | Mar 2026 |
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Who sold out of Strategy?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 395k | $11M |
| Kestra Advisory Services | Dec 2025 | 9.6k | $256k |
| Sanctuary Advisors | Dec 2025 | 9.4k | $251k |
| OneAscent Investment Solutions | Dec 2025 | 8.2k | $217k |
| Raymond James Financial | Sep 2025 | 7.7k | $205k |
| Centaurus Financial | Dec 2025 | 4.6k | $123k |
| LGT Financial Advisors | Dec 2025 | 372.00 | $9.9k |
| UBS Group | Dec 2025 | 70.00 | $1.9k |