SSXU Institutional Ownership & Shareholders
RESEARCH SMART SECTOR INT (SSXU) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.57M 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 SSXU tracked by InsiderSet, reporting ownership valued at approximately $27.36M 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 $26.33M, representing an estimated loss of -3.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SSXU value among the investors covered in this analysis. Major shareholders include Ashton Thomas Private Wealth, Llc, Janney Montgomery Scott Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in RESEARCH SMART SECTOR INT (SSXU).
This page ranks the largest institutional SSXU 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
9
Total Reported Value
$32.57M
Largest Holder
Ashton Thomas Private Wealth, Llc
Largest Position
$27.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
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 | 0.57% | 772,234 | $27,355,694 | $26,325,071 | -$1,030,623 | -3.77% | |
| Janney Montgomery Scott Llc | 0.00% | 47,498 | $1,683,000 | $1,619,183 | -$63,817 | -3.79% | |
| Raymond James Financial Inc | 0.00% | 41,379 | $1,465,814 | $1,410,589 | -$55,225 | -3.77% | |
| Discipline Wealth Solutions, Llc | 0.07% | 22,409 | $796,636 | $763,912 | -$32,724 | -4.11% | |
| Gts Securities Llc | 0.01% | 15,954 | $565,155 | $543,864 | -$21,291 | -3.77% | |
| Lpl Financial Llc | 0.00% | 12,614 | $446,840 | $430,005 | -$16,835 | -3.77% | |
| Signal Advisors Wealth, Llc | 0.01% | 6,713 | $238,647 | $228,843 | -$9,804 | -4.11% | |
| Morgan Stanley | 0.00% | 453 | $16,047 | $15,443 | -$604 | -3.77% | |
| Allworth Financial Lp | 0.00% | 143 | $5,066 | $4,875 | -$191 | -3.77% |
Frequently asked questions about SSXU
Who are the largest institutional holders of SSXU?
The largest institutional holders of SSXU reported in the latest SEC Form 13F filings include Ashton Thomas Private Wealth, Llc, Janney Montgomery Scott Llc, Raymond James Financial Inc, Discipline Wealth Solutions, Llc, and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported SSXU position.
What is SSXU institutional ownership?
This page tracks SSXU positions reported by institutional investment managers through SEC Form 13F. RESEARCH SMART SECTOR INT (SSXU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SSXU?
InsiderSet currently tracks 9 institutional managers reporting SSXU 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 SSXU shareholders.
How much SSXU stock do institutions own?
Institutional investment managers disclosed approximately $32.57M in SSXU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SSXU institutional ownership last updated?
The latest SSXU 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 SSXU 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 SSXU position after the reporting date.
Are institutions buying or selling SSXU?
Institutional buying and selling can be analyzed by comparing SSXU positions across consecutive 13F reporting periods. InsiderSet's SSXU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SSXU ownership changes.
How has SSXU institutional ownership changed over time?
InsiderSet tracks SSXU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.