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.
8
Holders
Avg rating(1 Elite)
$35.5M
Total Value
50% (10)
Fund Consensus
5 buying - 5 selling
Smart Money Verdict42Weak MomentumSingle Source
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See how ESUM's score breaks down across 4 SEC sources
Held by 8 funds
1 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 955,518(-34.3%) | $25.3M | 0.1% | +5.43% | 0 | |
Increased | 140,850(+18.5%) | $3.7M | 0.0% | +5.42% | 31 | |
Increased | 108,155(+6.6%) | $2.8M | 0.0% | +9.08% | 28 | |
Increased | 82,692(+151.0%) | $2.1M | 0.0% | +5.01% | 42 | |
Increased | 47,415(+7.5%) | $1.2M | 0.0% | +5.77% | 27 | |
Decreased | 7,987(-45.5%) | $209,100 | 0.0% | +11.24% | 0 | |
Increased | 3,754(+32.6%) | $98,372 | 0.0% | +7.39% | 28 | |
Decreased | 3,440(-74.5%) | $90,000 | 0.0% | +5.26% | 0 | |
Exited | 0(-100.0%) | $344,273 | 0.0% | +1.11% | 0 | |
Exited | 0(-100.0%) | $301,800 | 0.0% | +1.05% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer