8 institutions reported holding $13.2M of STRATEGY SHS (ESSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: MONEYWISE, INC. ($6.1M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($4.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), EverSource Wealth Advisors, LLC ($455,239), First Heartland Consultants, Inc. ($442,712). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MONEYWISE, INC. | $6.1M | 190,897 | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.4M | 140,189 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 38,563 | Added |
| 4 | EverSource Wealth Advisors, LLC | $455,239 | 14,318 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $442,712 | 13,924 | Added |
| 6 | Whitaker-Myers Wealth Managers, LTD. | $415,559 | 13,070 | Added |
| 7 | Values First Advisors, Inc. | $195,101 | 4,043 | Trimmed |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9,538 | 300 | New |
Source: SEC Form 13F filings · as of 2026-06-30