DAY HAGAN/NED DAVIS RESEARCH (SSUS) Institutional Shareholders

DAY HAGAN/NED DAVIS RESEARCH (SSUS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $451.90M in SSUS holdings during the latest filing period.

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 $80.97M, representing an estimated loss of -0.09% 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

69

Total Reported Value

$451.90M

Largest Holder

Ashton Thomas Private Wealth, Llc

Largest Position

$81.04M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

82

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Ashton Thomas Private Wealth, Llc1.69%1,465,162$81,038,109$80,965,731-$72,378-0.09%
Raymond James Financial Inc0.01%943,344$52,176,377$52,129,755-$46,622-0.09%
Integrated Wealth Concepts Llc0.31%864,921$47,838,805$47,796,053-$42,752-0.09%
Royal Bank Of Canada0.01%747,914$41,367,000$41,330,176-$36,824-0.09%
Cwm, Llc0.07%532,307$24,851,003$29,415,604+$4,564,601+18.37%
Prospera Financial Services Inc0.36%442,285$24,462,686$24,440,934-$21,752-0.09%
Onedigital Investment Advisors Llc0.18%393,733$21,777,389$21,757,922-$19,467-0.09%
Lpl Financial Llc0.00%379,534$20,992,024$20,973,277-$18,747-0.09%
Pacific Sage Partners, Llc2.78%353,250$19,538,281$19,520,807-$17,474-0.09%
Iht Wealth Management, Llc0.38%326,874$18,079,391$18,063,253-$16,138-0.09%
Alphacore Capital Llc0.20%193,189$10,685,284$10,675,740-$9,544-0.09%
Steward Partners Investment Advisory, Llc0.04%156,703$8,667,217$8,659,502-$7,715-0.09%
Skyoak Wealth, Llc1.31%144,880$8,013,313$8,006,156-$7,157-0.09%
Vise Technologies, Inc.0.08%127,534$7,053,924$7,047,605-$6,319-0.09%
Wealth Enhancement Advisory Services, Llc0.01%125,537$6,966,063$6,937,250-$28,813-0.41%
Ameriprise Financial Inc0.00%119,349$6,601,193$6,595,297-$5,896-0.09%
Morgan Stanley0.00%115,144$6,368,624$6,362,927-$5,697-0.09%
Commonwealth Equity Services, Llc0.01%105,296$5,823,900$5,818,720-$5,180-0.09%
Independent Wealth Advisors Llc3.87%77,252$4,272,819$4,268,992-$3,827-0.09%
Discipline Wealth Solutions, Llc0.31%63,936$3,536,313$3,533,142-$3,171-0.09%
Virtu Financial Llc0.09%53,908$2,982,000$2,978,988-$3,012-0.10%
Roman Butler Fullerton & Co0.70%53,440$2,939,757$2,953,126+$13,369+0.45%
Stifel Financial Corp0.00%47,910$2,649,902$2,647,535-$2,367-0.09%
Goldman Sachs Group Inc0.00%44,251$2,447,523$2,445,337-$2,186-0.09%
Elevation Point Wealth Partners, Llc0.04%40,827$2,258,141$2,256,125-$2,016-0.09%
Vestmark Advisory Solutions, Inc.0.02%40,687$2,250,398$2,248,388-$2,010-0.09%
Janney Montgomery Scott Llc0.00%36,100$1,997,000$1,994,908-$2,092-0.10%
Susquehanna International Group, Llp0.00%22,712$1,256,201$1,255,079-$1,122-0.09%
Destiny Wealth Partners, Llc0.14%18,482$1,006,899$1,021,326+$14,427+1.43%
Osaic Holdings, Inc.0.00%17,007$940,757$939,817-$940-0.10%
Mercer Global Advisors Inc0.00%16,065$888,555$887,762-$793-0.09%
Bank Of New York Mellon Corp0.00%14,560$805,333$804,594-$739-0.09%
Keating Financial Advisory Services, Inc.0.10%13,322$736,861$736,182-$679-0.09%
Gts Securities Llc0.01%11,764$650,667$650,086-$581-0.09%
Arq Wealth Advisors, Llc0.07%10,995$602,867$607,590+$4,723+0.78%
Citadel Advisors Llc0.00%10,682$590,821$590,294-$527-0.09%
J2 Capital Management Inc0.39%10,436$577,215$576,700-$515-0.09%
Beacon Pointe Advisors, Llc0.00%8,536$472,108$471,704-$404-0.09%
Pnc Financial Services Group, Inc.0.00%7,566$418,475$418,102-$373-0.09%
Cetera Investment Advisers0.00%7,336$405,754$405,392-$362-0.09%
Envestnet Asset Management Inc0.00%7,008$387,638$387,266-$372-0.10%
Leonard Rickey Investment Advisors P.L.L.C.0.06%6,932$383,428$383,066-$362-0.09%
Heritage Oak Wealth Advisors Llc0.11%6,568$363,292$362,952-$340-0.09%
Ethos Financial Group, Llc0.02%6,529$347,996$360,796+$12,800+3.68%
Independent Financial Group, Llc0.01%5,964$329,869$329,574-$295-0.09%
Aptus Capital Advisors, Llc0.00%5,950$329,095$328,801-$294-0.09%
Signal Advisors Wealth, Llc0.02%5,908$326,771$326,480-$291-0.09%
Hrt Financial Lp0.00%5,335$295,000$294,815-$185-0.06%
Accurate Wealth Management, Llc0.03%5,269$292,377$291,168-$1,209-0.41%
Wealth Effects Llc0.07%4,810$266,041$265,803-$238-0.09%
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Frequently asked questions about SSUS

  • Who owns the most SSUS stock?

    The largest holders of SSUS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DAY HAGAN/NED DAVIS RESEARCH (SSUS).

  • Is SSUS widely held by superinvestors?

    Many widely followed stocks like SSUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SSUS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.