9 institutions reported holding $5.8M of STRATEGY SHS (ESLV) in SEC 13F filings for 2026-06-30. Largest institutional holders: SILVER OAK SECURITIES, INCORPORATED ($3.2M), MOSAIC FAMILY WEALTH PARTNERS, LLC ($923,439), CREATIVE FINANCIAL DESIGNS INC /ADV ($673,392), COMMONWEALTH EQUITY SERVICES, LLC ($531,480), Values First Advisors, Inc. ($219,406). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SILVER OAK SECURITIES, INCORPORATED | $3.2M | 111,402 | Added |
| 2 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $923,439 | 32,253 | Added |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $673,392 | 23,520 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $531,480 | 18,563 | Added |
| 5 | Values First Advisors, Inc. | $219,406 | 7,663 | Added |
| 6 | OneAscent Financial Services LLC | $206,613 | 7,216 | New |
| 7 | IFP Advisors, Inc | $41,314 | 1,443 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $41,312 | 1,443 | New |
| 9 | UBS Group AG | $3,149 | 110 | New |
Source: SEC Form 13F filings · as of 2026-06-30