Strategy Shs (ELCV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Strategy Shs (ELCV) following the 2026 Q1 hedge fund 13F filings?

As of today, ELCV has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), ELCV gained +10.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Strategy Shs (ELCV)

50 + Investors. Track Smart Money conviction in ELCV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ELCV

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 5Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

51 hedge funds hold ELCV right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +55% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+55% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.

🟡

Slight buying edge — 52% buying

29 buying27 selling

Last quarter: 29 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 20 → 3 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 41% entered in last year

■ 0% conviction (2yr+) ■ 59% medium ■ 41% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

11 → 10 → 20 → 3 → 8 new funds/Q

New funds entering each quarter: 10 → 20 → 3 → 8. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 67% of holders entered in last year

■ 0% veterans ■ 33% 1-2yr ■ 67% new

Of 51 current holders: 34 (67%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

4 of 51 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	50	51	-1.96%
13F Shares	5M	5M	-4.0%
Total Value	$134M	$131M	2.21%
New Positions	8	3	+5
Increased Positions	20	34	-14
Closed Positions	9	5	+4
Reduced Positions	19	9	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-1.96%

13F Shares

-4.0%

Total Value

$134M

$131M

2.21%

New Positions

Increased Positions

-14

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ELCV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ELCV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Bare Financial Services, Inc	3.37%	440,015	$12.8M
2	O'Connor Financial Group LLC	2.43%	204,591	$5.9M
3	OneAscent Wealth Management LLC	2.33%	243,321	$7.1M
4	Faithward Advisors, LLC	2.26%	545,800	$15.8M
5	OneAscent Financial Services LLC	1.52%	968,737	$28.1M
6	Sound Financial Strategies Group, LLC	1.01%	50,909	$1.5M
7	Strategic Equity Management	0.81%	74,014	$2.1M
8	Moneywise, INC.	0.73%	57,720	$1.7M
9	PAX Financial Group, LLC	0.68%	137,113	$4.0M
10	SageOak Financial, LLC	0.65%	31,896	$925K
11	Creative Financial Designs Inc /Adv	0.61%	348,832	$10.1M
12	OneAscent Family Office, LLC	0.52%	25,912	$751K
13	LVZ, Inc.	0.51%	152,754	$4.4M
14	Values First Advisors, Inc.	0.23%	15,256	$442K
15	Schwallier Wealth Management LLC	0.17%	8,122	$236K
16	CreativeOne Wealth, LLC	0.17%	254,471	$7.4M
17	Tulsa Wealth Advisors, INC	0.14%	26,999	$783K
18	Plan A Wealth LLC	0.11%	8,109	$235K
19	49 Wealth Management, LLC	0.09%	40,364	$1.2M
20	Discipline Wealth Solutions, LLC	0.08%	27,683	$803K
21	First Heartland Consultants, Inc.	0.08%	37,826	$1.1M
22	Clarity Asset Management, Inc.	0.08%	5,446	$158K
23	Security Financial Services, INC.	0.05%	11,166	$324K
24	Bedel Financial Consulting, Inc.	0.03%	10,297	$299K
25	Valmark Advisers, Inc.	0.03%	83,971	$2.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Strategy Shs (ELCV)

What does the Smart Money Trend signal show for ELCV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ELCV?

Slight buying edge — 52% buying: Last quarter: 29 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ELCV holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 51 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ELCV?

Mostly new holders — 41% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Strategy Shs (ELCV) following the 2026 Q1 hedge fund 13F filings?

As of today, ELCV has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), ELCV has gained +10.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Strategy Shs (ELCV)

Smart Money Signals — ELCV

No change last quarter

At the ownership peak (96% of max)

Fast accumulation — +55% more funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~8 new funds per quarter

Mostly new holders — 41% entered in last year

Saturation — most institutions already know this story

Early stage — 67% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — ELCV

Hedge Fund Ownership: ELCV

Market Analysis: ELCV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ELCV

Is It Too Late to Buy Strategy Shs (ELCV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ELCV

Statistics: ELCV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Strategy Shs (ELCV)

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