ELCV STRATEGY SHS: institutional ownership and insider trading

64 funds reported holding $203M of STRATEGY SHS in their latest 13F filings; in Q2 2026 funds net bought $44.5M, with 15 new positions and 2 funds selling out.

Largest institutional holders of ELCV

  1. CREATIVE FINANCIAL DESIGNS INC /ADV — $39.9M
  2. OneAscent Financial Services LLC — $34.4M
  3. Faithward Advisors, LLC — $17.9M
  4. Bare Financial Services, Inc — $14.9M
  5. LPL Financial LLC — $14.6M
  6. OneAscent Wealth Management LLC — $9.02M
  7. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $8.85M
  8. O'Connor Financial Group LLC — $6.26M
  9. LVZ, Inc. — $4.63M
  10. PAX Financial Group, LLC — $4.53M

All ELCV 13F holders