MSTR

Accumulating

Strategy Inc

Aug 28, 2026 · Held by 5 equity funds across 3 families · institutional blended weight 0.039% · ~$14M est. exposure

Institutional blended weight over time

AUM-weighted weight of MSTR across all stock-picking funds, last 30 trading sessions.

2026-07-170.003% → 0.039%2026-08-28

Day

+0.003%

Week

+0.005%

Month

+0.038%

Change in blended weight over each window. Bought across every horizon — sustained accumulation.

Fund	Provider	Shares	Weight	Δ today
ULTY	YieldMax	217,000	3.902% ~$20M	+0.003%
BLOK	Amplify	110,140	1.324% ~$13M	+0.000%
FDRS	Corgi Funds	3,872	0.798%	—

Plus 31 option positions on MSTR (income funds) — excluded from the institutional blend.