# STRATEGY SHS EVENTIDE US MRKT

STRATEGY SHS EVENTIDE US MRKT is a security (CUSIP 86280R787) tracked across SEC portfolio filings. 37 institutional managers reported $157.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: STRATEGY SHS
- Class: EVENTIDE US MRKT
- CUSIP: 86280R787
- 13F holders: 37
- 13F value: $157.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 37 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $37.1M | 1,417,296 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $35.2M | 1,154,392 |
| [O'Connor Financial Group LLC](https://search.stillhousedata.com/firm/168636) | QUINCY, IL | $15.2M | 496,003 |
| [Strategic Equity Management](https://search.stillhousedata.com/firm/112142) | 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](https://search.stillhousedata.com/firm/284164) | SAN ANTONIO, TX | $5.0M | 163,445 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $4.9M | 160,507 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $3.7M | 140,850 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $3.4M | 110,958 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $3.0M | 97,684 |
| [EverSource Wealth Advisors, LLC](https://search.stillhousedata.com/firm/286340) | 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](https://search.stillhousedata.com/firm/166927) | TULSA, OK | $1.8M | 60,000 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/86280R787.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.