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 77 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $546 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
92,109
shares
|
$3.53 Million
1.28% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
81,726
shares
|
$3.14 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
75,379
shares
|
$2.89 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,740
shares
|
$2.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
63,024
shares
|
$2.42 Million
0.23% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
61,345
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
51,084
shares
|
$1.96 Million
0.8% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
35,598
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
34,547
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
33,179
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
30,822
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
28,807
shares
|
$1.11 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
28,205
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
27,316
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 79.33%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
26,163
shares
|
$1 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
23,755
shares
|
$911,241
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
20,766
shares
|
$796,583
0.14% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,484
shares
|
$747,406
0.01% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
18,123
shares
|
$695,198
0.3% of portfolio
|
Q4 2024
Reduced 35.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,577
shares
|
$635,893
0.0% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,189
shares
|
$582,650
0.0% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,291
shares
|
$471,482
0.0% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,402
shares
|
$437,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
9,864
shares
|
$378,383
0.07% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
9,309
shares
|
$357,093
0.15% of portfolio
|
Q3 2024
Reduced 2.44%
|