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Disclosery

SSUS STRATEGY SHS

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DAY HAGAN SMART (fund)

70 managers (71 13F filers) reported a position in SSUS shares at 2025-03-31, 11,201,153 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
70
13F filers
71
New
5
Added
17
Reduced
38
Sold out
4
Shares held by filers
11,201,153

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,436,529$58.5M0.02%-289,46513F-HRTimelineGroup
Integrated Wealth Concepts LLC1,212,766$49.4M0.58%-38,17113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA904,264$36.8M0.01%-56,56213F-HR/ATimelineGroup
Prospera Financial Services Inc815,520$33.2M0.76%-11,93313F-HRTimeline
CWM, LLCin group CWM, LLC779,270$31.7M0.13%-91,56313F-HRTimelineGroup
Donald L. Hagan, LLC702,603$28.6M14.93%+25,67613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC564,691$22.7M1.92%-12,90813F-HRTimeline
IHT Wealth Management, LLC540,868$22M0.69%-24,08913F-HRTimeline
LPL Financial LLC477,593$19.4M0.01%+20,29613F-HRTimeline
Ashton Thomas Private Wealth, LLC449,766$18.3M0.7%-52,14613F-HRTimeline
Pacific Sage Partners, LLC389,322$15.8M3.57%-4,22613F-HRTimeline
OneDigital Investment Advisors LLC379,402$15.4M0.18%-22,85213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…364,401$14.8M0.03%+199,21113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY326,315$13.3M<0.01%+9,90513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC225,988$9.2M0.01%+11,46313F-HRTimeline
SPC Financial, Inc.218,744$8.91M0.78%+8,30713F-HRTimeline
Steward Partners Investment Advisory, L…184,794$7.52M0.07%-3,08413F-HRTimeline
SkyOak Wealth, LLC160,073$6.52M1.43%-4,39813F-HRTimeline
J2 Capital Management Inc159,529$6.49M5.97%+116,60813F-HRTimeline
Encompass More Asset Management94,937$3.86M1.15%+2,82813F-HRTimeline
Freedom Investment Management, Inc.78,498$3.2M0.27%-3,22813F-HRTimeline
GTS SECURITIES LLC69,723$2.84M0.12%+41,51813F-HRTimeline
Cambridge Investment Research Advisors,…56,484$2.3M0.01%-4,86113F-HRTimeline
ROMAN BUTLER FULLERTON & CO51,084$2M0.78%+1,08013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding48,460$1.97M-3,575Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,786$1.54M<0.01%+2,18813F-HRTimelineGroup
Cresset Asset Management, LLC37,129$1.51M0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC35,438$1.44M0.08%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,046$1.35M<0.01%-18,73413F-HRTimelineGroup
Janney Montgomery Scott LLC30,822$1.25M<0.01%-1,09813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…28,807$1.17M0.55%-1,17113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV28,694$1.17M<0.01%-4,48513F-HRTimeline
HighTower Advisors, LLC26,360$1.07M<0.01%-95613F-HRTimeline
Sylvest Advisors, LLC22,367$911K0.57%-3,79613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,036$897K<0.01%+6,84713F-HR/ATimelineGroup
Destiny Wealth Partners, LLC20,766$845K0.13%013F-HRTimeline
Atria Wealth Solutions, Inc.18,573$756K0.01%-91113F-HRTimeline
ARQ WEALTH ADVISORS, LLC17,398$708K0.26%-72513F-HRTimeline
Discipline Wealth Solutions, LLC13,485$549K0.26%-61,89413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,855$442K0.02%+87213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,738$437K<0.01%-1,55313F-HRTimelineGroup
Well Done, LLC9,864$415K0.08%-1,63813F-HRTimeline
Palumbo Wealth Management LLC9,309$379K0.13%013F-HRTimeline
MGB Wealth Management, LLC8,988$366K0.13%-1513F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC8,773$357K0.27%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…7,581$297K0.06%+5013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,238$295K0.13%-90513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,000$285K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,908$281K<0.01%+14713F-HRTimelineGroup
WEALTH EFFECTS LLC6,427$262K0.11%-16913F-HRTimeline
Aptus Capital Advisors, LLC6,086$248K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,532$225K<0.01%-1,30013F-HRTimelineGroup
Accurate Wealth Management, LLC5,560$216K0.04%-20913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,064$206K<0.01%-213F-HRTimelineGroup
AE Wealth Management LLC4,642$189K<0.01%-6,76013F-HRTimeline
Allworth Financial LP3,336$133K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,556$104K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,507$102K<0.01%-3,04813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT2,232$90.9K<0.01%+65213F-HRTimeline
AdvisorNet Financial, Inc1,636$66.6K<0.01%-3,99713F-HRTimeline
MAI Capital Management1,250$50.9K<0.01%-17813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,149$46.8K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.542$22.1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN382$15.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC377$15.3K<0.01%+513F-HRTimelineGroup
TSFG, LLC193$8K<0.01%013F-HRTimeline
Truvestments Capital LLC50$2.03K<0.01%-7813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40$1.63K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7$285<0.01%13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.