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Disclosery

SSUS STRATEGY SHS

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DAY HAGAN SMART (fund)

68 managers (68 13F filers) reported a position in SSUS shares at 2025-12-31, 9,127,083 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
5
Added
24
Reduced
26
Sold out
6
Shares held by filers
9,127,083

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.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,248,996$60.9M0.02%+12,19613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,145,269$55.8M1.36%+98913F-HRTimeline
Integrated Wealth Concepts LLC947,804$46.2M0.55%-41,00613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA819,500$40M0.01%-2,29013F-HRTimelineGroup
Prospera Financial Services Inc680,543$33.2M0.54%-79,72713F-HRTimeline
CWM, LLCin group CWM, LLC668,637$32.6M0.09%-68,35513F-HRTimelineGroup
IHT Wealth Management, LLC513,817$25M0.61%-3,96013F-HRTimeline
LPL Financial LLC383,269$18.7M0.01%-4,57313F-HRTimeline
Pacific Sage Partners, LLC367,796$17.9M2.84%+5,09613F-HRTimeline
OneDigital Investment Advisors LLC362,848$17.7M0.17%-17,92113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…198,567$9.83M0.01%+8,97713F-HRTimeline
AlphaCore Capital LLC185,892$9.06M0.2%new13F-HRTimeline
Steward Partners Investment Advisory, L…169,319$8.25M0.05%-4,60213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY148,868$7.26M<0.01%-121,12113F-HR/ATimelineGroup
SkyOak Wealth, LLC147,060$7.17M1.29%-1,71813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,126$5.76M0.01%-41613F-HRTimeline
J2 Capital Management Inc108,290$5.28M3.85%+2,09513F-HRTimeline
Vise Technologies, Inc.93,695$4.57M0.09%+80,78413F-HRTimeline
Independent Wealth Advisors LLC75,347$3.67M3.83%13F-HRTimeline
Discipline Wealth Solutions, LLC69,905$3.41M0.63%+2,92413F-HRTimeline
Cambridge Investment Research Advisors,…56,499$2.75M0.01%-7613F-HRTimeline
ROMAN BUTLER FULLERTON & CO53,591$2.64M0.69%-37513F-HRTimeline
GTS SECURITIES LLC47,644$2.32M0.08%+30,40713F-HRTimeline
Vestmark Advisory Solutions, Inc.45,979$2.24M0.03%+18,32613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC45,944$2.24M0.11%+18,29113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,657$2.23M<0.01%+11,83513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,662$2.13M<0.01%+8613F-HRTimelineGroup
Cresset Asset Management, LLC37,129$1.81M0.01%013F-HRTimeline
Janney Montgomery Scott LLC30,176$1.47M<0.01%-30613F-HRTimeline
Destiny Wealth Partners, LLC20,766$1.03M0.12%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,619$956K<0.01%+2213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,510$854K<0.01%-22813F-HRTimelineGroup
Keating Financial Advisory Services, In…16,522$805K0.11%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,561$710K<0.01%+113F-HRTimelineGroup
HighTower Advisors, LLC13,374$652K<0.01%+3,56713F-HRTimeline
ARQ WEALTH ADVISORS, LLC13,171$642K0.17%-47313F-HRTimeline
Signal Advisors Wealth, LLC12,653$617K0.05%+2,12213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,196$546K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,959$486K0.01%+4813F-HRTimeline
Creative Planningin group Creative Planning9,295$453K<0.01%+1,10913F-HRTimelineGroup
MGB Wealth Management, LLC8,036$392K0.11%+1713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…7,537$367K0.07%-3013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,000$341K<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,775$330K<0.01%+6213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,200$302K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO6,033$299K<0.01%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,118$298K0.11%+1,03613F-HRTimeline
Tailwinds Wealth, LLC5,895$287K0.31%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,822$284K<0.01%-2,69613F-HRTimelineGroup
Sylvest Advisors, LLC5,697$278K0.15%-4,38513F-HRTimeline
Aptus Capital Advisors, LLC5,678$277K<0.01%+2913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,381$262K0.01%-21,02313F-HRTimelineGroup
Accurate Wealth Management, LLC5,269$262K0.03%-18713F-HRTimeline
Freedom Investment Management, Inc.4,903$239K0.07%-1613F-HRTimeline
WEALTH EFFECTS LLC4,589$224K0.07%-99913F-HRTimeline
Palumbo Wealth Management LLC4,266$208K0.05%-68813F-HRTimeline
Allworth Financial LP3,336$163K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,087$102K<0.01%-22913F-HRTimelineGroup
AdvisorNet Financial, Inc1,636$79.8K<0.01%013F-HRTimeline
MAI Capital Management1,179$57.5K<0.01%+513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,149$56K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.840$41K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT810$39.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC759$37K<0.01%013F-HRTimelineGroup
Accordant Advisory Group Inc755$36.8K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG577$28.1K<0.01%-1,08513F-HRTimelineGroup
Geneos Wealth Management Inc.208$10.1K<0.01%013F-HRTimeline
Truvestments Capital LLC93$4.54K<0.01%+4313F-HRTimeline