SSUS Institutional Ownership & Shareholders
DAY HAGAN/NED DAVIS RESEARCH (SSUS) is currently held by 71 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $449.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ashton Thomas Private Wealth, Llc is currently the largest disclosed institutional shareholder of SSUS tracked by InsiderSet, reporting ownership valued at approximately $81.04M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $81.91M, representing an estimated gain of +1.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed SSUS value among the investors covered in this analysis. Major shareholders include Ashton Thomas Private Wealth, Llc, Raymond James Financial Inc, Integrated Wealth Concepts Llc, and several other long-term asset managers with concentrated positions in DAY HAGAN/NED DAVIS RESEARCH (SSUS).
This page ranks the largest institutional SSUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
71
Total Reported Value
$449.22M
Largest Holder
Ashton Thomas Private Wealth, Llc
Largest Position
$81.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, Llc | 1.69% | 1,465,162 | $81,038,109 | $81,913,251 | +$875,142 | +1.08% | |
| Raymond James Financial Inc | 0.01% | 943,344 | $52,176,377 | $52,739,816 | +$563,439 | +1.08% | |
| Integrated Wealth Concepts Llc | 0.31% | 864,921 | $47,838,805 | $48,355,398 | +$516,593 | +1.08% | |
| Royal Bank Of Canada | 0.01% | 747,914 | $41,367,000 | $41,813,852 | +$446,852 | +1.08% | |
| Cwm, Llc | 0.07% | 532,307 | $24,851,003 | $29,759,847 | +$4,908,844 | +19.75% | |
| Prospera Financial Services Inc | 0.36% | 442,285 | $24,462,686 | $24,726,960 | +$264,274 | +1.08% | |
| Onedigital Investment Advisors Llc | 0.18% | 393,733 | $21,777,389 | $22,012,549 | +$235,160 | +1.08% | |
| Lpl Financial Llc | 0.00% | 379,534 | $20,992,024 | $21,218,721 | +$226,697 | +1.08% | |
| Pacific Sage Partners, Llc | 2.58% | 339,955 | $19,064,701 | $19,005,966 | -$58,735 | -0.31% | |
| Iht Wealth Management, Llc | 0.38% | 326,874 | $18,079,391 | $18,274,643 | +$195,252 | +1.08% | |
| Alphacore Capital Llc | 0.20% | 193,189 | $10,685,284 | $10,800,675 | +$115,391 | +1.08% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 156,703 | $8,667,217 | $8,760,842 | +$93,625 | +1.08% | |
| Skyoak Wealth, Llc | 1.31% | 144,134 | $8,083,035 | $8,058,143 | -$24,892 | -0.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 118,672 | $6,740,632 | $6,634,631 | -$106,001 | -1.57% | |
| Ameriprise Financial Inc | 0.00% | 119,349 | $6,601,193 | $6,672,480 | +$71,287 | +1.08% | |
| Morgan Stanley | 0.00% | 115,144 | $6,368,624 | $6,437,390 | +$68,766 | +1.08% | |
| Commonwealth Equity Services, Llc | 0.01% | 104,525 | $5,861,740 | $5,843,711 | -$18,029 | -0.31% | |
| Independent Wealth Advisors Llc | 3.41% | 73,393 | $4,115,865 | $4,103,204 | -$12,661 | -0.31% | |
| Vise Technologies, Inc. | 0.03% | 70,178 | $3,935,593 | $3,923,462 | -$12,131 | -0.31% | |
| Roman Butler Fullerton & Co | 0.74% | 57,309 | $3,223,082 | $3,203,991 | -$19,091 | -0.59% | |
| Virtu Financial Llc | 0.09% | 53,908 | $2,982,000 | $3,013,851 | +$31,851 | +1.07% | |
| Stifel Financial Corp | 0.00% | 47,910 | $2,649,902 | $2,678,519 | +$28,617 | +1.08% | |
| Goldman Sachs Group Inc | 0.00% | 44,251 | $2,447,523 | $2,473,954 | +$26,431 | +1.08% | |
| Discipline Wealth Solutions, Llc | 0.21% | 43,578 | $2,443,829 | $2,436,328 | -$7,501 | -0.31% | |
| Elevation Point Wealth Partners, Llc | 0.04% | 40,827 | $2,258,141 | $2,282,527 | +$24,386 | +1.08% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 40,687 | $2,250,398 | $2,274,700 | +$24,302 | +1.08% | |
| Janney Montgomery Scott Llc | 0.00% | 36,100 | $1,997,000 | $2,018,254 | +$21,254 | +1.06% | |
| Susquehanna International Group, Llp | 0.00% | 22,712 | $1,256,201 | $1,269,767 | +$13,566 | +1.08% | |
| Destiny Wealth Partners, Llc | 0.14% | 18,482 | $1,006,899 | $1,033,279 | +$26,380 | +2.62% | |
| Signal Advisors Wealth, Llc | 0.04% | 17,141 | $961,267 | $958,307 | -$2,960 | -0.31% | |
| Osaic Holdings, Inc. | 0.00% | 17,007 | $940,757 | $950,815 | +$10,058 | +1.07% | |
| Mercer Global Advisors Inc | 0.00% | 16,065 | $888,555 | $898,151 | +$9,596 | +1.08% | |
| Creative Planning | 0.00% | 14,531 | $814,898 | $812,389 | -$2,509 | -0.31% | |
| Bank Of New York Mellon Corp | 0.00% | 14,560 | $805,333 | $814,010 | +$8,677 | +1.08% | |
| Keating Financial Advisory Services, Inc. | 0.10% | 13,322 | $736,861 | $744,797 | +$7,936 | +1.08% | |
| Gts Securities Llc | 0.01% | 11,764 | $650,667 | $657,693 | +$7,026 | +1.08% | |
| Arq Wealth Advisors, Llc | 0.07% | 10,792 | $605,216 | $603,352 | -$1,864 | -0.31% | |
| J2 Capital Management Inc | 0.38% | 10,782 | $604,646 | $602,793 | -$1,853 | -0.31% | |
| Citadel Advisors Llc | 0.00% | 10,682 | $590,821 | $597,202 | +$6,381 | +1.08% | |
| Beacon Pointe Advisors, Llc | 0.00% | 8,536 | $472,108 | $477,225 | +$5,117 | +1.08% | |
| Pnc Financial Services Group, Inc. | 0.00% | 7,566 | $418,475 | $422,995 | +$4,520 | +1.08% | |
| Cetera Investment Advisers | 0.00% | 7,336 | $405,754 | $410,136 | +$4,382 | +1.08% | |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | 6,932 | $388,766 | $387,549 | -$1,217 | -0.31% | |
| Envestnet Asset Management Inc | 0.00% | 7,008 | $387,638 | $391,798 | +$4,160 | +1.07% | |
| Heritage Oak Wealth Advisors Llc | 0.11% | 6,472 | $362,966 | $361,832 | -$1,134 | -0.31% | |
| Ethos Financial Group, Llc | 0.02% | 6,529 | $347,996 | $365,019 | +$17,023 | +4.89% | |
| Independent Financial Group, Llc | 0.01% | 5,964 | $334,461 | $333,431 | -$1,030 | -0.31% | |
| Aptus Capital Advisors, Llc | 0.00% | 5,950 | $329,095 | $332,648 | +$3,553 | +1.08% | |
| Hrt Financial Lp | 0.00% | 5,335 | $295,000 | $298,265 | +$3,265 | +1.11% | |
| Williams & Novak, Llc | 0.17% | 5,050 | $283,204 | $282,332 | -$872 | -0.31% |
Frequently asked questions about SSUS
Who are the largest institutional holders of SSUS?
The largest institutional holders of SSUS reported in the latest SEC Form 13F filings include Ashton Thomas Private Wealth, Llc, Raymond James Financial Inc, Integrated Wealth Concepts Llc, Royal Bank Of Canada, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported SSUS position.
What is SSUS institutional ownership?
This page tracks SSUS positions reported by institutional investment managers through SEC Form 13F. DAY HAGAN/NED DAVIS RESEARCH (SSUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SSUS?
InsiderSet currently tracks 71 institutional managers reporting SSUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SSUS shareholders.
How much SSUS stock do institutions own?
Institutional investment managers disclosed approximately $449.22M in SSUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SSUS institutional ownership last updated?
The latest SSUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SSUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SSUS position after the reporting date.
Are institutions buying or selling SSUS?
Institutional buying and selling can be analyzed by comparing SSUS positions across consecutive 13F reporting periods. InsiderSet's SSUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SSUS ownership changes.
How has SSUS institutional ownership changed over time?
InsiderSet tracks SSUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.