ESUM

STRATEGY SHS

Institutional Ownership · Q4 2025

Filing: Q4 2025

STRATEGY SHS (ESUM) is held by 195 institutional investors with combined holdings of $867M. Major holders include Ashton Thomas Private Wea, LPL Financial LLC, WEALTH ENHANCEMENT ADVISO.

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Institutional Holders

195

Total Value

$866.8M

Ownership %

—

🏦 Top Institutional Holders

Ashton Thomas Private Wealth, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2.1M shares

$62.8M

Integrated Wealth Concepts LLC

947.8K shares

$46.2M

ROYAL BANK OF CANADA (RY, RYLBF)

886.0K shares

$41.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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