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 76 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 $582 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,153
shares
|
$296,697
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,649
shares
|
$272,394
0.0% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
5,588
shares
|
$269,453
0.1% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,456
shares
|
$263,088
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
|
$245,054
0.09% of portfolio
|
Q3 2025
Reduced 22.14%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
4,954
shares
|
$238,881
0.06% of portfolio
|
Q3 2025
Reduced 37.08%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
4,919
shares
|
$237,194
0.07% of portfolio
|
Q3 2025
Reduced 93.36%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,336
shares
|
$160,861
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,662
shares
|
$80,141
0.0% of portfolio
|
Q3 2025
Added 337.37%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,636
shares
|
$78,887
0.0% of portfolio
|
Q1 2025
Reduced 70.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,174
shares
|
$56,610
0.0% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,162
shares
|
$56,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
1,149
shares
|
$55,404
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,031
shares
|
$49,714
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
840
shares
|
$40,504
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
827
shares
|
$39,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
810
shares
|
$39,058
0.0% of portfolio
|
Q2 2025
Reduced 63.71%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
759
shares
|
$36,598
0.0% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
432
shares
|
$20,831
0.01% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
250
shares
|
$12,055
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
208
shares
|
$10,029
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
50
shares
|
$2,411
0.0% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
41
shares
|
$1,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
7
shares
|
$337
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
7
shares
|
$337
0.0% of portfolio
|
Q1 2025
New holding
|
|