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 71 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
53,966
shares
|
$2.6 Million
0.75% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
43,576
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
37,129
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
33,822
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
30,482
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
27,653
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
27,653
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,404
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 88.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
23,755
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
20,766
shares
|
$1 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
19,597
shares
|
$944,967
0.0% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
17,738
shares
|
$855,326
0.0% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
17,398
shares
|
$838,931
0.26% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,237
shares
|
$831,168
0.03% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,126
shares
|
$681,155
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
12,911
shares
|
$622,568
0.02% of portfolio
|
Q3 2025
Reduced 86.65%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
10,531
shares
|
$507,804
0.05% of portfolio
|
Q3 2025
Added 113.18%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
10,082
shares
|
$486,154
0.26% of portfolio
|
Q3 2025
Reduced 35.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,807
shares
|
$472,893
0.0% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,518
shares
|
$410,737
0.0% of portfolio
|
Q3 2025
Reduced 64.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
8,186
shares
|
$394,728
0.0% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
8,019
shares
|
$386,676
0.11% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
7,567
shares
|
$364,880
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,000
shares
|
$337,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,713
shares
|
$323,700
0.0% of portfolio
|
Q3 2025
Reduced 76.08%
|