STRATEGY SHS
ESUM·86280R787·US·ETF·Unknown - Unknown
ESUM (STRATEGY SHS) is held by 9 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.
9
Holders
$49.8M
Total Value
90% (10)
Consensus
9 buying - 1 selling
13F: Insider & Congress: Updated regularly
Who's Trading
Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none
No recent insider, activist, or congressional trades for ESUM.
Top Holders
Checking access…
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 1.2M(+20.8%) | $35.2M | 0.1% | +11.61% | 35 | |
Increased | 146,822(+4.2%) | $4.5M | 0.0% | +13.48% | 28 | |
Increased | 121,045(+46.4%) | $3.6M | 0.0% | +9.33% | 36 | |
Increased | 110,958(+2.6%) | $3.4M | 0.0% | +17.55% | 27 | |
Increased | 57,744(+21.8%) | $1.8M | 0.0% | +11.81% | 31 | |
New | 12,721 | $389,708 | 0.0% | +1.06% | 33 | |
New | 11,367 | $348,228 | 0.0% | +1.06% | 36 | |
Increased | 8,688(+131.4%) | $266,340 | 0.0% | +7.09% | 37 | |
Increased | 8,668(+8.5%) | $265,544 | 0.0% | +18.59% | 25 | |
Exited | 0(-100.0%) | $90,000 | 0.0% | +12.71% | 0 |
ESUMSTRATEGY SHSContinue exploring
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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer