STRATEGY SHS

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ESUM·86280R787·US·ETF·Unknown - Unknown

ESUM (STRATEGY SHS) is held by 8 institutional investors as of Q1 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($25.3M), LPL Financial LLC ($3.7M), Kestra Advisory Services, LLC ($2.8M). Net institutional sentiment: Mixed.

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

Positions (8)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	955,518(-34.3%)	$25.3M	0.1%	+12.51%	0
LPL Financial LLC	Increased	140,850(+18.5%)	$3.7M	0.0%	+12.49%	31
Kestra Advisory Services, LLC	Increased	108,155(+6.6%)	$2.8M	0.0%	+16.41%	28
JONES FINANCIAL COMPANIES LLLP	Increased	82,692(+151.0%)	$2.1M	0.0%	+12.06%	42
MFMerit Financial Group, LLC	Increased	47,415(+7.5%)	$1.2M	0.0%	+12.87%	27
Sanctuary Advisors, LLC	Decreased	7,987(-45.5%)	$209,100	0.0%	+18.70%	0
OSAIC HOLDINGS, INC.	Increased	3,754(+32.6%)	$98,372	0.0%	+14.59%	28
ROYAL BANK OF CANADA	Decreased	3,440(-74.5%)	$90,000	0.0%	+12.33%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$344,273	0.0%	+1.11%	0
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$301,800	0.0%	+1.05%	0

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

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer