STRATEGY SHS EVENTIDE US MRKT is a security (CUSIP 86280R787) tracked across SEC portfolio filings. 37 institutional managers reported $155.6M on Form 13F as of 2026-06-30.
Showing 15 of 37 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $37.1M | 1,417,296 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $35.2M | 1,154,392 |
| O'Connor Financial Group LLC | QUINCY, IL | $15.2M | 496,003 |
| Strategic Equity Management | TUCSON, AZ | $13.7M | 524,422 |
| MONEYWISE, INC. | FOREST, VA | $8.9M | 290,812 |
| Legacy Wealth Asset Management, LLC | WOODBURY, MN | $8.0M | 261,253 |
| PAX Financial Group, LLC | SAN ANTONIO, TX | $5.0M | 163,445 |
| LPL Financial LLC | FORT MILL, SC | $3.7M | 140,850 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $3.4M | 110,958 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $3.1M | 118,179 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $3.0M | 97,684 |
| EverSource Wealth Advisors, LLC | BIRMINGHAM, AL | $2.3M | 75,057 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $2.1M | 82,692 |
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $1.9M | 70,865 |
| SageOak Financial, LLC | TULSA, OK | $1.8M | 60,000 |