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

STRATEGY SHS

ESLV
Institutions
9
Combined AUM (Q2 2026)
$5.8M
Combined Shares (Q2 2026)
203,613
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+47,889
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+47,889
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.8M
Institutions
9
New Buys
3
Adds
5
Reduces
0
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SILVER OAK SECURITIES, INCORPORATED
0.19%0.16%#1$3.2M111,402$2.2M84,530+26,872+31.79%Add
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.06%0.08%#3$923,43932,253$809,22430,854+1,399+4.53%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03%0.03%#4$673,39223,520$558,93521,311+2,209+10.37%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#7$531,48018,563$379,20014,458+4,105+28.39%Add
Values First Advisors, Inc.
0.1%0.04%#2$219,4067,663$82,0453,128+4,535+144.98%Add
OneAscent Financial Services LLC
0.01%#5$206,6137,216$00+7,216New Buy
IFP Advisors, Inc
<0.01%<0.01%#6$41,3141,443$37,8461,44300.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#8$41,3121,443$00+1,443New Buy
UBS Group AG
<0.01%#9$3,149110$00+110New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow