SSFI STRATEGY SHS
FollowDAY HAGAN SMART (common)
5 managers (5 13F filers) reported a position in SSFI shares at 2025-12-31, 709,161 shares in all. 0 filers opened a position and 6 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 0
- Added
- 2
- Reduced
- 1
- Sold out
- 6
- Shares held by filers
- 709,161
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 597,794 | $12.8M | 0.31% | -15,152 | 13F-HRTimeline |
| OneDigital Investment Advisors LLC | 88,875 | $1.91M | 0.02% | +30,476 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 22,236 | $477K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 255 | $5.47K | <0.01% | +60 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $21 | <0.01% | 0 | 13F-HR/ATimelineGroup |