Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Shs (EUSM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — EUSM

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EUSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
38 hedge funds hold EUSM right now — the highest count in 1.8 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 — +31% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+31% 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 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 68% buying

27 buying13 selling
Last quarter: 27 funds were net buyers (5 opened a brand new position + 22 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 6 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 26% entered in last year

■ 0% conviction (2yr+) ■ 74% medium ■ 26% 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

14 → 12 → 6 → 2 → 5 new funds/Q
New funds entering each quarter: 12 → 6 → 2 → 5. 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 — 66% of holders entered in last year

■ 0% veterans ■ 34% 1-2yr ■ 66% new
Of 38 current holders: 25 (66%) 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 — 7% AUM from top-100

7% from top-100 AUM funds
3 of 38 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — EUSM

In 2026 Q2, 27 hedge funds were net buyers of EUSM (5 opened a new position, 22 added to an existing one), while 13 reduced or exited (9 trimmed, 4 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: EUSM

How many hedge funds hold EUSM — quarterly history vs. share price
Quarterly hedge fund ownership of EUSM vs. share price

Market Analysis: EUSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EUSM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: EUSM
38 + Investors

Track Smart Money conviction in EUSM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 37 2.7%
13F Shares 4M 6M -30.39%
Total Value $129M $165M -21.82%
New Positions 5 2 +3
Increased Positions 22 24 -2
Closed Positions 4 4 -
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EUSM

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Institutional Holders (2026 Q2)

38 + investors

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

QUARTER:
Top 25 EUSM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Equity Management 5.58% 542,739 $16.6M
2 O'Connor Financial Group LLC 5.37% 496,003 $15.2M
3 Moneywise, INC. 3.32% 290,812 $8.9M
4 Legacy Wealth Asset Management, LLC 1.76% 261,253 $8.0M
5 SageOak Financial, LLC 1.20% 60,000 $1.8M
6 PAX Financial Group, LLC 0.74% 163,445 $5.0M
7 Values First Advisors, Inc. 0.56% 32,095 $1.2M
8 LGT Financial Advisors LLC 0.53% 3,248 $100K
9 Meriwether Wealth & Planning, LLC 0.22% 14,579 $447K
10 BAM Wealth Management, LLC 0.20% 10,422 $319K
11 Creative Financial Designs Inc /Adv 0.14% 97,684 $3.0M
12 First Heartland Consultants, Inc. 0.11% 56,320 $1.7M
13 OneAscent Financial Services LLC 0.11% 76,144 $2.3M
14 Geneos Wealth Management Inc. 0.10% 160,507 $4.9M
15 Harvest Investment Services, LLC 0.08% 17,225 $528K
16 EverSource Wealth Advisors, LLC 0.08% 75,057 $2.3M
17 Strategic Blueprint, LLC 0.07% 45,933 $1.4M
18 Wealth Enhancement Advisory Services, LLC 0.06% 1,154,392 $35.2M
19 Security Financial Services, INC. 0.04% 9,749 $299K
20 CreativeOne Wealth, LLC 0.03% 50,276 $1.5M
21 IFP Advisors, Inc 0.03% 47,733 $1.5M
22 Gts Securities LLC 0.02% 24,621 $754K
23 Kestra Advisory Services, LLC 0.01% 110,958 $3.4M
24 Merit Financial Group, LLC 0.01% 57,744 $1.8M
25 Foundations Investment Advisors, LLC 0.00% 14,527 $445K
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 (EUSM)

What does the Smart Money Trend signal show for EUSM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EUSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EUSM?

More buyers than sellers — 68% buying: Last quarter: 27 funds were net buyers (5 opened a brand new position + 22 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EUSM holders?

Smaller funds dominant — 7% AUM from top-100: 3 of 38 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EUSM?

Mostly new holders — 26% 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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