13FBOX
STRATEGY SHS · 13F Institutional Holdings
Options Calculator Rankings
S

STRATEGY SHS

ESIM
Institutions
13
Combined AUM (Q2 2026)
$7.9M
Combined Shares (Q2 2026)
264,193
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+47,427
9 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-228,565
7 · 3 Exit · ≈
⚖️ Net
-181,138
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.9M
Institutions
13
New Buys
3
Adds
6
Reduces
4
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PAX Financial Group, LLC
0.4%0.38%#1$2.7M89,839$2.3M89,225+614+0.69%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#10$2.0M67,592$5.2M204,727-137,135-66.98%Reduce
EverSource Wealth Advisors, LLC
0.03%0.03%#4$749,96225,185$891,80635,354-10,169-28.76%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#11$527,00017,687$130,0005,155+12,532+243.10%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#12$489,79016,448$467,09118,517-2,069-11.17%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#8$414,15013,908$227,4009,015+4,893+54.28%Add
First Heartland Consultants, Inc.
0.03%#3$403,04713,535$00+13,535New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$278,6699,350$4,288170+9,180+5,400.00%Add
Values First Advisors, Inc.
0.07%#2$155,0535,207$00+5,207New Buy
IFP Advisors, Inc
<0.01%<0.01%#5$116,0753,898$93,5343,708+190+5.12%Add
Ameritas Advisory Services, LLC
<0.01%#7$27,575926$00+926New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#6$14,353482$3,330132+350+265.15%Add
UBS Group AG
<0.01%<0.01%#13$4,050136$44,1691,751-1,615-92.23%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow