Institutional Ownership
Strategy Shs
CUSIP 86280R126EVENTIDE LARGE CESLVQ1 2026
Institutional Holders
6
13F filers
Shares Held
155.7K
Aggregate institutional
Institutional Value
$4.08M
Q1 2026
Net New Holders
+4
4 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased0
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Silver Oak Securities, Incorporated | 84.5K | $2.22M | +84.5K | New |
| 2 | Mosaic Family Wealth Partners, LLC | 30.9K | $809.2K | +30.9K | New |
| 3 | Creative Financial Designs Inc /Adv | 21.3K | $558.9K | +8.9K | Added |
| 4 | Commonwealth Equity Services, LLC | 14.5K | $379.2K | +14.5K | New |
| 5 | Values First Advisors, Inc. | 3.1K | $82.0K | +7 | Added |
| 6 | Ifp Advisors, Inc | 1.4K | $37.8K | +1.4K | New |