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 70 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $607 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
5,588
shares
|
$273,979
0.1% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,456
shares
|
$267,507
0.04% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
5,082
shares
|
$249,170
0.09% of portfolio
|
Q3 2025
Reduced 22.14%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
4,954
shares
|
$242,894
0.06% of portfolio
|
Q3 2025
Reduced 37.08%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,336
shares
|
$163,564
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,662
shares
|
$81,487
0.0% of portfolio
|
Q3 2025
Added 337.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,636
shares
|
$80,213
0.0% of portfolio
|
Q1 2025
Reduced 70.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,174
shares
|
$57,561
0.0% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,162
shares
|
$56,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,149
shares
|
$56,335
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
840
shares
|
$41,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
810
shares
|
$39,714
0.0% of portfolio
|
Q2 2025
Reduced 63.71%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
759
shares
|
$37,213
0.0% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
432
shares
|
$21,180
0.01% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
250
shares
|
$12,257
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
208
shares
|
$10,198
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
50
shares
|
$2,451
0.0% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
7
shares
|
$343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7
shares
|
$343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|