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Strategy shares owned by CX Institutional

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by CX Institutional

Quarter filed Position value Share count Share price at filing
2026-03-31 $85k 2.9k 29.14
2025-12-31 $249k 9.4k 26.50
2025-09-30 $58k 2.2k 26.63

More positions owned by CX Institutional

iShares ETFs/USA Etp (SGOV)
iShares ETFs/USA Etp (IEFA)
State Street ETF/USA Etp (SPTI)
Vanguard ETF/USA Etp (BNDX)
Apple (AAPL)
iShares ETFs/USA Etp (IVV)
State Street ETF/USA Etp (SPMB)
State Street ETF/USA Etp (SPBO)
NVIDIA Corporation (NVDA)
State Street ETF/USA Etp (SHM)
Vanguard ETF/USA Etp (VO)
Invesco ETFs/USA Etp (RSPA)
Vanguard ETF/USA Etp (VB)
Microsoft Corporation (MSFT)
VanEck ETFs/USA Etp (ITM)

View all positions for CX Institutional

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Bare Financial Services
Creative Financial Designs
LPL Financial
OneAscent Wealth Management
O'Connor Financial Group
LVZ Advisors
PAX Financial Group
Atria Investments
ValMark Advisers
Cambridge Investment Research Advisors
Strategic Equity Management
Moneywise
Sound Financial Strategies Group

View all funds holding Strategy