SSUS institutional holders

STRATEGY SHS · 13F, 2026Q2

Managers holding72
Shares held8,603,442
Reported value$475.8m
Quarter flows11 new, 21 added, 27 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Integrated Wealth Concepts LLC1,611,134$89.1m0.4%
Ashton Thomas Private Wealth, LLC1,465,162$81.0m1.7%
RAYMOND JAMES FINANCIAL INC943,344$52.2m0.0%
ROYAL BANK OF CANADA747,914$41.4m0.0%
Prospera Financial Services Inc442,285$24.5m0.4%
OneDigital Investment Advisors LLC393,733$21.8m0.2%
LPL Financial LLC379,534$21.0m0.0%
Pacific Sage Partners, LLC353,250$19.5m2.8%
IHT Wealth Management, LLC326,874$18.1m0.4%
AlphaCore Capital LLC193,189$10.7m0.2%
Steward Partners Investment Advisory, LLC156,703$8.7m0.0%
SkyOak Wealth, LLC144,880$8.0m1.3%
Vise Technologies, Inc.127,534$7.1m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC125,537$7.0m0.0%
AMERIPRISE FINANCIAL INC119,349$6.6m0.0%
MORGAN STANLEY115,144$6.4m0.0%
Cambridge Investment Research Advisors, Inc.108,466$6.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC105,296$5.8m0.0%
Independent Wealth Advisors LLC77,252$4.3m3.9%
Discipline Wealth Solutions, LLC63,936$3.5m0.3%
Virtu Financial LLC53,908$3.0m0.1%
ROMAN BUTLER FULLERTON & CO53,440$2.9m0.7%
STIFEL FINANCIAL CORP47,910$2.6m0.0%
GOLDMAN SACHS GROUP INC44,251$2.4m0.0%
ELEVATION POINT WEALTH PARTNERS, LLC40,827$2.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SSUS"). SSUS price history · All 13F data

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