Institutional Ownership Strategy Shs Day Hagan/Ned Dav (SSUS)
This table provides information about the institutional ownership of Strategy Shs Day Hagan/Ned Dav (SSUS). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $602 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,361,437
shares
|
$65.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
1,144,280
shares
|
$55.3 Million
1.43% of portfolio
|
Q3 2025
Added 131.1%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,108,323
shares
|
$53.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,293
shares
|
$42.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
830,559
shares
|
$40.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
806,368
shares
|
$39 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
760,270
shares
|
$36.7 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
736,992
shares
|
$35.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
679,682
shares
|
$32.8 Million
18.49% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
523,828
shares
|
$25.3 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
393,230
shares
|
$19 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
380,769
shares
|
$18.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
362,700
shares
|
$17.5 Million
2.93% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
317,480
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
224,972
shares
|
$10.9 Million
2.2% of portfolio
|
Q1 2023
Added 125.06%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
211,864
shares
|
$10.2 Million
4.01% of portfolio
|
Q2 2023
Added 53.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
189,590
shares
|
$9.16 Million
0.01% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
183,542
shares
|
$8.87 Million
0.7% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
173,674
shares
|
$8.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
148,778
shares
|
$7.19 Million
1.37% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
118,542
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.07%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
106,195
shares
|
$5.13 Million
4.03% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
96,711
shares
|
$4.67 Million
0.19% of portfolio
|
Q2 2025
Added 53.45%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
74,110
shares
|
$3.58 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
66,981
shares
|
$3.24 Million
0.91% of portfolio
|
Q3 2025
Added 25.12%
|