ESUM STRATEGY SHS: institutional ownership and insider trading
42 funds reported holding $144M of STRATEGY SHS in their latest 13F filings; in Q2 2026 funds net sold $30.4M, with 5 new positions and 4 funds selling out.
Famous investors holding ESUM
- Ken Griffin (Citadel Advisors): $348K, 0.0% of the portfolio
Largest institutional holders of ESUM
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $41.1M
- Strategic Equity Management — $16.6M
- O'Connor Financial Group LLC — $15.2M
- MONEYWISE, INC. — $8.91M
- Legacy Wealth Asset Management, LLC — $8.04M
- PAX Financial Group, LLC — $5.01M
- Geneos Wealth Management Inc. — $4.92M
- LPL Financial LLC — $4.50M
- Cambridge Investment Research Advisors, Inc. — $3.65M
- JONES FINANCIAL COMPANIES LLLP — $3.64M