STRATEGY SHS (ELCV) is held by 13 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is LPL Financial LLC as of Q1 2026.

Are institutions buying or selling ELCV?

In Q1 2026, 7 institutions opened or increased positions in STRATEGY SHS while 8 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on ELCV?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for STRATEGY SHS.

How many hedge funds hold ELCV?

13 institutional investors report holding STRATEGY SHS (ELCV) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into ELCV?

As of Q1 2026, tracked institutions in STRATEGY SHS show 7 buyers versus 8 sellers — net outflows.

STRATEGY SHS

ELCV·86280R811·US·ETF·Unknown - Unknown

Holders

Avg rating(6 Elite)

$18.3M

Total Value

47% (17)

Fund Consensus

7 buying - 8 selling

No verdict yet — fewer than 2 funds hold ELCV.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	275,970(+11.4%)	$8M	0.0%	+23.68%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	191,307(-51.5%)	$5.6M	0.0%	+25.50%	0
JONES FINANCIAL COMPANIES LLLP	Increased	53,476(+200.4%)	$1.5M	0.0%	+13.06%	41
COMMONWEALTH EQUITY SERVICES, LLC	New	21,885	$634,680	0.0%	+9.57%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	20,483(+36.7%)	$594,014	0.0%	+17.86%	32
MFMerit Financial Group, LLC	Increased	18,987(+2.4%)	$550,630	0.0%	+21.02%	25
ROYAL BANK OF CANADA	Decreased	12,057(-53.8%)	$350,000	0.0%	+20.54%	0
Equitable Holdings, Inc.	Increased	12,723(+3.1%)	$337,668	0.0%	+20.95%	24
HighTower Advisors, LLC	Unchanged	10,113	$293,272	0.0%	+33.41%	0
RAYMOND JAMES FINANCIAL INC	New	8,789	$254,881	0.0%	+9.57%	32
OSAIC HOLDINGS, INC.	Decreased	3,940(-4.1%)	$114,410	0.0%	+23.41%	0
Aptus Capital Advisors, LLC	Decreased	698(-28.1%)	$20,242	0.0%	+31.35%	0
ASSETMARK, INC	Unchanged	311	$9,019	0.0%	+21.44%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$412,909	0.0%	+10.01%	0
Sanctuary Advisors, LLC	Exited	0(-100.0%)	$250,564	0.0%	+17.60%	0
UBS Group AG	Exited	0(-100.0%)	$1,858	0.0%	+10.84%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$256,055	0.0%	+20.20%	0