ESSC STRATEGY SHS: institutional ownership and insider trading
20 funds reported holding $36.0M of STRATEGY SHS in their latest 13F filings; in Q2 2026 funds net sold $1.06M, with 3 new positions and 1 funds selling out.
Largest institutional holders of ESSC
- 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