STRATEGY SHS

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ESUM·86280R787·US·ETF

ESUM (STRATEGY SHS) is held by 10 institutional investors as of Q2 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($35.2M), LPL Financial LLC ($4.5M), JONES FINANCIAL COMPANIES LLLP ($3.6M). Net institutional sentiment: Bullish.

10

Holders

$50M

Total Value

91% (11)

Consensus

10 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)83

Insider (Form 4)78

Activist (13D/13G)67

Congressional (STOCK Act)58

Holder Quality

83

★★★★★

Elite

59

★★★★

Strong

11

★★★

Solid

49

★★

Below

12

★

Weak

Held by 10 funds

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ESUM.

Top Holders

Top Holders (10)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	1.2M(+20.8%)	$35.2M	0.1%	+13.49%	35
LPL Financial LLC	Increased	146,822(+4.2%)	$4.5M	0.0%	+15.75%	28
JONES FINANCIAL COMPANIES LLLP	Increased	121,045(+46.4%)	$3.6M	0.0%	+12.26%	36
Kestra Advisory Services, LLC	Increased	110,958(+2.6%)	$3.4M	0.0%	+18.75%	27
MFMerit Financial Group, LLC	Increased	57,744(+21.8%)	$1.8M	0.0%	+13.00%	31
RAYMOND JAMES FINANCIAL INC	New	12,721	$389,708	0.0%	+1.59%	33
CITADEL ADVISORS LLC	New	11,367	$348,228	0.0%	+1.59%	36
OSAIC HOLDINGS, INC.	Increased	8,688(+131.4%)	$266,340	0.0%	+8.33%	37
Sanctuary Advisors, LLC	Increased	8,668(+8.5%)	$265,544	0.0%	+19.20%	25
Equitable Holdings, Inc.	New	6,806	$208,506	0.0%	+1.59%	32
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$90,000	0.0%	+14.40%	0

ESUMSTRATEGY SHS

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer