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Funds Holding SSUS

On this page, we present all of the funds holding SSUS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SSUS, with a link to that fund's top holdings. The next columns indicate the amount of SSUS stock held by each of the funds holding SSUS, followed by the SSUS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 67 funds holding SSUS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Integrated Wealth Concepts LLC. For more details on the positions held by Integrated Wealth Concepts LLC (or by any of the other funds holding SSUS), click the fund name in the "Holder" column of the funds-holding-SSUS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Integrated Wealth Concepts LLC1,487,296$52,992 12/31/2023
     SSUS1,487,296$52,992 12/31/2023
CWM LLC1,376,029$52,908 03/31/2024
     SSUS1,376,029$52,908 03/31/2024
Raymond James Financial Services Advisors Inc.1,066,297$40,999 03/31/2024
     SSUS1,066,297$40,999 03/31/2024
Royal Bank of Canada918,163$32,714 12/31/2023
     SSUS918,163$32,714 12/31/2023
Raymond James & Associates812,357$31,235 03/31/2024
     SSUS812,357$31,235 03/31/2024
Donald L. Hagan LLC755,815$29,061 03/31/2024
     SSUS755,815$29,061 03/31/2024
Prospera Financial Services Inc809,924$28,858 12/31/2023
     SSUS809,924$28,858 12/31/2023
Founders Financial Securities LLC599,629$23,056 03/31/2024
     SSUS599,629$23,056 03/31/2024
Ashton Thomas Private Wealth LLC588,351$22,622 03/31/2024
     SSUS588,351$22,622 03/31/2024
IHT Wealth Management LLC577,587$20,579 12/31/2023
     SSUS577,587$20,579 12/31/2023
Resources Investment Advisors LLC.405,355$14,443 12/31/2023
     SSUS405,355$14,443 12/31/2023
Pacific Sage Partners LLC351,697$13,523 03/31/2024
     SSUS351,697$13,523 03/31/2024
Commonwealth Equity Services LLC357,141$12,725 12/31/2023
     SSUS357,141$12,725 12/31/2023
Morgan Stanley321,118$11,441 12/31/2023
     SSUS321,118$11,441 12/31/2023
LPL Financial LLC279,306$9,952 12/31/2023
     SSUS279,306$9,952 12/31/2023
Wealth Enhancement Advisory Services LLC209,967$8,073 03/31/2024
     SSUS209,967$8,073 03/31/2024
Advisor Group Holdings Inc.195,248$6,957 12/31/2023
     SSUS195,248$6,957 12/31/2023
Steward Partners Investment Advisory LLC178,830$6,372 12/31/2023
     SSUS178,830$6,372 12/31/2023
SkyOak Wealth LLC175,267$6,245 12/31/2023
     SSUS175,267$6,245 12/31/2023
Stratos Wealth Advisors LLC143,019$5,499 03/31/2024
     SSUS143,019$5,499 03/31/2024
Stifel Financial Corp133,003$4,739 12/31/2023
     SSUS133,003$4,739 12/31/2023
ARQ Wealth Advisors LLC131,799$4,696 12/31/2023
     SSUS131,799$4,696 12/31/2023
SPC Financial Inc.107,752$3,839 12/31/2023
     SSUS107,752$3,839 12/31/2023
Eqis Capital Management Inc.93,728$3,340 12/31/2023
     SSUS93,728$3,340 12/31/2023
Janney Montgomery Scott LLC90,966$3,241 12/31/2023
     SSUS90,966$3,241 12/31/2023
Prosperity Wealth Management Inc.90,116$3,211 12/31/2023
     SSUS90,116$3,211 12/31/2023
Raymond James Trust N.A.65,011$2,500 03/31/2024
     SSUS65,011$2,500 03/31/2024
Cambridge Investment Research Advisors Inc.57,014$2,192 03/31/2024
     SSUS57,014$2,192 03/31/2024
Roman Butler Fullerton & Co.51,938$1,880 12/31/2023
     SSUS51,938$1,880 12/31/2023
Accordant Advisory Group Inc38,502$1,480 03/31/2024
     SSUS38,502$1,480 03/31/2024
Mercer Global Advisors Inc. ADV41,198$1,468 12/31/2023
     SSUS41,198$1,468 12/31/2023
HighTower Advisors LLC36,799$1,309 12/31/2023
     SSUS36,799$1,309 12/31/2023
Susquehanna International Group LLP32,493$1,158 12/31/2023
     SSUS32,493$1,158 12/31/2023
Prosperity Financial Group Inc.27,543$981 12/31/2023
     SSUS27,543$981 12/31/2023
Well Done LLC23,876$918 03/31/2024
     SSUS23,876$918 03/31/2024
RWM Asset Management LLC21,409$823 03/31/2024
     SSUS21,409$823 03/31/2024
TD Waterhouse Canada Inc.21,805$777 12/31/2023
     SSUS21,805$777 12/31/2023
Bank of Montreal Can20,485$737 12/31/2023
     SSUS20,485$737 12/31/2023
Arete Wealth Advisors LLC17,742$632 12/31/2023
     SSUS17,742$632 12/31/2023
Truist Financial Corp16,992$605 12/31/2023
     SSUS16,992$605 12/31/2023
Atria Wealth Solutions Inc.16,699$595 12/31/2023
     SSUS16,699$595 12/31/2023
Wealth Effects LLC14,239$547 03/31/2024
     SSUS14,239$547 03/31/2024
Envestnet Portfolio Solutions Inc.14,159$504 12/31/2023
     SSUS14,159$504 12/31/2023
Envestnet Asset Management Inc.13,347$476 12/31/2023
     SSUS13,347$476 12/31/2023
Williams & Novak LLC13,260$472 03/31/2024
     SSUS13,260$472 03/31/2024
Palumbo Wealth Management LLC9,466$364 03/31/2024
     SSUS9,466$364 03/31/2024
Triumph Capital Management8,708$334 03/31/2024
     SSUS8,708$334 03/31/2024
MGB Wealth Management LLC8,956$319 12/31/2023
     SSUS8,956$319 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.7,600$292 03/31/2024
     SSUS7,600$292 03/31/2024
Mount Yale Investment Advisors LLC8,046$287 12/31/2023
     SSUS8,046$287 12/31/2023
Kingsview Wealth Management LLC7,474$266 12/31/2023
     SSUS7,474$266 12/31/2023
Encompass More Asset Management7,321$261 12/31/2023
     SSUS7,321$261 12/31/2023
Western Wealth Management LLC7,208$257 12/31/2023
     SSUS7,208$257 12/31/2023
Jane Street Group LLC7,180$256 12/31/2023
     SSUS7,180$256 12/31/2023
GTS Securities LLC7,100$253 12/31/2023
     SSUS7,100$253 12/31/2023
Orion Portfolio Solutions LLC6,844$243 12/31/2023
     SSUS6,844$243 12/31/2023
Regal Investment Advisors LLC6,784$242 12/31/2023
     SSUS6,784$242 12/31/2023
Lincoln National Corp6,582$235 12/31/2023
     SSUS6,582$235 12/31/2023
Kestra Advisory Services LLC6,437$229 12/31/2023
     SSUS6,437$229 12/31/2023
Integrated Investment Consultants LLC5,630$216 03/31/2024
     SSUS5,630$216 03/31/2024
Hollencrest Capital Management1,724$61 12/31/2023
     SSUS1,724$61 12/31/2023
Wells Fargo & Company MN750$27 12/31/2023
     SSUS750$27 12/31/2023
AlphaMark Advisors LLC382$15 03/31/2024
     SSUS382$15 03/31/2024
Financial Gravity Asset Management Inc.237$8 12/31/2023
     SSUS237$8 12/31/2023
Tsfg LLC192$7 03/31/2024
     SSUS192$7 03/31/2024
Householder Group Estate & Retirement Specialist LLC146$5 12/31/2023
     SSUS146$5 12/31/2023
UBS Group AG122$4 12/31/2023
     SSUS122$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     SSUS0$0 12/31/2023

See Summary: Institutional Holders of SSUS
See Details: Top 10 Hedge Funds Holding SSUS
Also See: SSUS Holdings Changes

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