STRATEGY SHS (ESSC) — institutional ownership
20 funds reported holding STRATEGY SHS in their latest 13F filings, worth $36.0M in total (CUSIP 86280R134).
Largest holders
- Strategic Equity Management — $12.6M
- MONEYWISE, INC. — $6.07M
- Orgel Wealth Management, LLC — $5.83M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $4.72M
- Blue Trust, Inc. — $1.65M
- PAX Financial Group, LLC — $1.54M
- COMMONWEALTH EQUITY SERVICES, LLC — $1.23M
- Values First Advisors, Inc. — $463K
- EverSource Wealth Advisors, LLC — $455K
- First Heartland Consultants, Inc. — $406K