Institutional Ownership
Strategy Shs
CUSIP 86280R787EVENTIDE US MRKTESUMQ1 2026
Institutional Holders
38
13F filers
Shares Held
5.34M
Aggregate institutional
Institutional Value
$136.59M
Q1 2026
Net New Holders
-2
2 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased24
Decreased9
Sold out4
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creativeone Wealth, LLC | 1.42M | $37.10M | +1.38M | Added |
| 2 | Wealth Enhancement Advisory Services, LLC | 955.5K | $25.26M | −497.8K | Reduced |
| 3 | Strategic Equity Management | 524.4K | $13.73M | −5.9K | Reduced |
| 4 | O'Connor Financial Group LLC | 496.1K | $12.99M | −2.0K | Reduced |
| 5 | Moneywise, Inc. | 277.5K | $7.27M | +8.3K | Added |
| 6 | Legacy Wealth Asset Management, LLC | 250.3K | $6.55M | +16.5K | Added |
| 7 | Pax Financial Group, LLC | 160.8K | $4.21M | +3.9K | Added |
| 8 | Lpl Financial LLC | 140.8K | $3.69M | +22.0K | Added |
| 9 | Geneos Wealth Management Inc. | 118.2K | $3.09M | −4.8K | Reduced |
| 10 | Kestra Advisory Services, LLC | 108.2K | $2.83M | +6.7K | Added |
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