SSFI STRATEGY SHS
FollowDAY HAGAN SMART (common)
6 managers (6 13F filers) reported a position in SSFI shares at 2026-06-30, 939,578 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 2
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 939,578
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 840,069 | $17.9M | 0.37% | +213,088 | 13F-HRTimeline |
| OneDigital Investment Advisors LLC | 46,789 | $997K | 0.01% | -144,552 | 13F-HRTimeline |
| GTS SECURITIES LLC | 30,036 | $640K | 0.01% | +4,306 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 22,236 | $474K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 406 | $8.65K | <0.01% | -322 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 42 | $895 | <0.01% | -154 | 13F-HRTimeline |