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 69 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $557 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,740
shares
|
$3.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
53,532
shares
|
$2.45 Million
0.98% of portfolio
|
Q2 2025
Added 296.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
48,054
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 45.42%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
46,565
shares
|
$2.13 Million
0.66% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
44,440
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,020
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
37,129
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
30,692
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
28,069
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
24,842
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,032
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 123.8%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
23,755
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
20,766
shares
|
$951,913
0.13% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,398
shares
|
$797,524
0.27% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
15,697
shares
|
$719,550
0.41% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
14,492
shares
|
$664,313
0.03% of portfolio
|
Q2 2025
Reduced 79.21%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
14,023
shares
|
$642,814
0.03% of portfolio
|
Q2 2025
Reduced 60.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,306
shares
|
$472,427
0.0% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
9,864
shares
|
$452,165
0.08% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
8,936
shares
|
$409,626
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,049
shares
|
$368,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
7,874
shares
|
$360,944
0.11% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
7,556
shares
|
$346,367
0.07% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
7,000
shares
|
$320,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
6,596
shares
|
$302,360
0.12% of portfolio
|
Q2 2025
Added 2.63%
|