ESUM — Strategy Shs Institutional Holders · Q3 2026
Who owns Strategy Shs (ESUM)? 2 institutions reported holding $9.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($8.0M), First Heartland Consultants, Inc. ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Asset Management, LLC | $8.0M | 265,725 | Added |
| 2 | First Heartland Consultants, Inc. | $1.7M | 55,097 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30