STRATEGY SHS EVENTIDE LARGE C is a security (CUSIP 86280R118) tracked across SEC portfolio filings. 13 institutional managers reported $10.8M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $3.1M | 133,148 |
| Valmark Advisers, Inc. | AKRON, OH | $2.2M | 77,447 |
| PAX Financial Group, LLC | SAN ANTONIO, TX | $1.6M | 56,976 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | ST. LOUIS, MO | $986K | 34,316 |
| 49 WEALTH MANAGEMENT, LLC | AUSTIN, TX | $787K | 33,731 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $746K | 25,977 |
| Whitaker-Myers Wealth Managers, LTD. | Mansfield, OH | $474K | 16,497 |
| EverSource Wealth Advisors, LLC | BIRMINGHAM, AL | $449K | 15,615 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $149K | 5,177 |
| Values First Advisors, Inc. | JOHNSON CITY, TN | $145K | 5,038 |
| IFP Advisors, Inc | TAMPA, FL | $57K | 1,987 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $2K | 89 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $335 | 11,670 |