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 79 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
69,723
shares
|
$2.98 Million
0.12% of portfolio
|
Q1 2025
Added 147.2%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,740
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
63,024
shares
|
$2.69 Million
0.23% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
56,484
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
51,084
shares
|
$2.18 Million
0.8% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
37,786
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
37,129
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
35,438
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,046
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 56.69%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,883
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
30,822
shares
|
$1.32 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
|
$1.23 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
28,694
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,360
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
23,755
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
22,367
shares
|
$956,412
0.57% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
22,036
shares
|
$942,259
0.0% of portfolio
|
Q1 2025
Added 45.08%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
20,766
shares
|
$887,954
0.14% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
18,573
shares
|
$794,181
0.01% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
17,398
shares
|
$743,938
0.27% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,577
shares
|
$708,832
0.0% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
13,485
shares
|
$576,618
0.28% of portfolio
|
Q1 2025
Reduced 82.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,738
shares
|
$459,156
0.0% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
9,864
shares
|
$421,784
0.07% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
9,309
shares
|
$398,052
0.13% of portfolio
|
Q3 2024
Reduced 2.44%
|