STRATEGY SHS (ESUM) — institutional ownership

42 funds reported holding STRATEGY SHS in their latest 13F filings, worth $144M in total (CUSIP 86280R787).

Largest holders

1. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $41.1M
2. Strategic Equity Management — $16.6M
3. O'Connor Financial Group LLC — $15.2M
4. MONEYWISE, INC. — $8.91M
5. Legacy Wealth Asset Management, LLC — $8.04M
6. PAX Financial Group, LLC — $5.01M
7. Geneos Wealth Management Inc. — $4.92M
8. LPL Financial LLC — $4.50M
9. Cambridge Investment Research Advisors, Inc. — $3.65M
10. JONES FINANCIAL COMPANIES LLLP — $3.64M

Famous investors holding it

• Ken Griffin portfolio (Citadel Advisors)

Insider buying and selling at STRATEGY SHS

Who owns the most ESUM stock?

The largest institutional holders in the latest 13F filings are WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($41.1M), Strategic Equity Management ($16.6M), O'Connor Financial Group LLC ($15.2M).

How many funds own ESUM?

42 funds reported holding it, worth $144M in total.