Who Owns Strategy Shares (SSUS)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $144.2M of Strategy Shares (SSUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ashton Thomas Private Wealth, LLC ($81.0M), Prospera Financial Services Inc ($24.5M), SkyOak Wealth, LLC ($8.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($7.0M), Cambridge Investment Research Advisors, Inc. ($6.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ashton Thomas Private Wealth, LLC$81.0M1.5MAdded
2Prospera Financial Services Inc$24.5M442,285Trimmed
3SkyOak Wealth, LLC$8.0M144,880Trimmed
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.0M125,537Trimmed
5Cambridge Investment Research Advisors, Inc.$6.0M108,466Added
6COMMONWEALTH EQUITY SERVICES, LLC$5.8M105,296Trimmed
7Independent Wealth Advisors LLC$4.3M77,252Added
8Discipline Wealth Solutions, LLC$3.5M63,936Added
9ARQ WEALTH ADVISORS, LLC$602,86710,995Trimmed
10J2 Capital Management Inc$577,21510,436Trimmed
11ENVESTNET ASSET MANAGEMENT INC$387,6387,008Trimmed
12Leonard Rickey Investment Advisors P.L.L.C.$383,4286,932Added
13HERITAGE OAK WEALTH ADVISORS LLC$363,2926,568Added
14INDEPENDENT FINANCIAL GROUP, LLC$329,8695,964Trimmed
15Signal Advisors Wealth, LLC$326,7715,908Trimmed
16Accurate Wealth Management, LLC$292,3775,269Hold
17Williams & Novak, LLC$248,8954,500New
18Gratus Wealth Advisors, LLC$228,1544,125New
19AE Wealth Management LLC$221,2404,000Trimmed
20AdvisorNet Financial, Inc$51,715935Hold
21ASSETMARK, INC$41,980759Hold
22Accordant Advisory Group Inc$33,186600Hold
23Tradewinds Capital Management, LLC$16,317295Hold
24Farther Finance Advisors, LLC$12,943234New
25CREATIVE FINANCIAL DESIGNS INC /ADV$11,504208New

Source: SEC Form 13F filings · as of 2026-06-30