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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

528 managers (535 13F filers) reported a position in SUSA shares at 2026-06-30, 16,372,379 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
528
13F filers
535
New
44
Added
138
Reduced
175
Sold out
22
Shares held by filers
16,372,379

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,440,521$222M0.01%-20,57713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,180,021$182M0.01%+180,77713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,057,780$163M0.08%-7,14413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA669,168$103M0.02%-18,79613F-HRTimelineGroup
SPINNAKER TRUST565,699$87.3M4.24%-6,84913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp563,054$86.9M0.25%+182,03513F-HRTimelineGroup
IMA Advisory Services, Inc.524,325$80.9M5.06%+1,83113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV505,698$78M0.1%+107,91913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.482,294$74.4M<0.01%-5,14113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC479,718$74M0.01%-8,94913F-HRTimelineGroup
Acorns Advisers, LLC451,365$69.6M0.45%+20913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP434,837$67.1M0.84%+22,56613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN390,877$60.3M0.01%-1,19613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO381,259$58.4M<0.01%-12,94313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding340,735$52.6M-14,034Timeline
Shira Ridge Wealth Management288,096$44.5M15.51%-2,87813F-HRTimeline
LPL Financial LLC280,854$43.3M0.01%-26,41013F-HRTimeline
Betterment LLC270,917$41.8M0.07%-8,79213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding234,487$36.2M-12,652Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.192,575$29.7M0.04%+7,70113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC189,670$29.2M0.03%+5,76513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC178,987$27.6M0.01%-19,45613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP131,445$20.3M0.02%+1,35513F-HRTimelineGroup
HM PAYSON & CO128,070$19.8M0.26%-36,62513F-HRTimeline
Stewardship Advisors, LLC125,349$19.3M4.02%+7,55413F-HRTimeline
Cetera Investment Advisers95,352$14.7M0.01%-1,62213F-HRTimeline
Farrow Financial, Inc.92,788$14.3M7.64%-4,73913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,668$14M0.02%-2,39613F-HRTimeline
Quent Capital, LLC90,467$14M0.86%-1,50213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\83,066$12.8M0.01%+53813F-HRTimelineGroup
World Investment Advisors94,823$12.5M0.21%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…78,893$12.3M0.02%+2,58113F-HRTimeline
Creative Planningin group Creative Planning76,050$11.7M0.01%+1,42213F-HRTimelineGroup
HighTower Advisors, LLC72,894$11.2M0.01%-13,57513F-HRTimeline
Fund Evaluation Group, LLC70,915$10.9M0.3%+97613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,410$9.78M<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,537$9.34M<0.01%-2,59413F-HRTimelineGroup
eCIO, Inc.60,027$9.26M2.6%-6,00213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,905$8.63M<0.01%+1,64513F-HRTimelineGroup
Beacon Pointe Advisors, LLC54,403$8.39M0.04%+24,03813F-HRTimeline
NewEdge Advisors, LLC53,342$8.23M0.02%-2,21713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,635$8.13M0.01%+6,45713F-HRTimelineGroup
Accredited Investors Inc.52,268$8.06M0.35%-69313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…51,561$7.96M0.03%-1,84313F-HRTimelineGroup
Advisory Services Network, LLC51,394$7.93M0.09%+87413F-HRTimeline
Janney Montgomery Scott LLC49,249$7.6M0.01%+73313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP48,155$7.43M0.04%-9,13413F-HRTimelineGroup
Corundum Group, Inc.47,936$7.4M2.19%-2,21313F-HRTimeline
Destination Wealth Management47,522$7.33M0.17%+2,51613F-HRTimeline
Cambridge Investment Research Advisors,…46,081$7.11M0.02%+26213F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS44,767$6.91M0.01%+35913F-HRTimeline
MML INVESTORS SERVICES, LLC43,611$6.73M0.01%+7,18113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,704$6.61M<0.01%+5,78213F-HRTimelineGroup
Glenview Trust Co42,500$6.56M0.09%013F-HR/ATimeline
ASPIRIANT, LLC40,507$6.25M0.15%-1,50013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC39,993$6.17M3.09%-1,69913F-HRTimeline
D.A. DAVIDSON & CO.39,892$6.16M0.03%-4413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC39,580$6.11M0.02%+7,83113F-HRTimelineGroup
Bear Mountain Capital, Inc.39,189$6.08M1.76%+73513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management39,116$6.04M0.06%+2,56213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,874$6M0.01%-16713F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC37,420$5.77M1.14%-72713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…36,569$5.64M0.11%+7,23613F-HRTimelineGroup
Arax Advisory Partners35,082$5.41M0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,751$5.36M0.01%-32613F-HRTimelineGroup
Olde Wealth Management, LLC34,653$5.35M1.52%-3613F-HRTimeline
Garde Capital, Inc.34,525$5.33M0.24%-14013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,192$5.28M0.02%+6,75513F-HRTimelineGroup
MGO ONE SEVEN LLC33,985$5.24M0.09%-39613F-HRTimeline
BigSur Wealth Management LLC32,000$4.94M1.19%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP30,516$4.71M0.33%-1,10213F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC30,158$4.65M0.1%+92813F-HRTimeline
Modern Wealth Management, LLC29,197$4.51M0.05%-9413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,780$4.44M<0.01%-1,07213F-HRTimelineGroup
Pure Financial Advisors, LLC28,649$4.42M0.06%+40213F-HRTimeline
Robertson Stephens Wealth Management, L…27,952$4.31M0.11%-21213F-HRTimeline
NorthRock Partners, LLC26,909$4.15M0.06%-33713F-HRTimeline
SageView Advisory Group, LLC25,224$3.89M0.13%-4,06413F-HRTimeline
CPC Advisors, LLC24,789$3.82M0.52%+31413F-HRTimeline
OneDigital Investment Advisors LLC24,528$3.78M0.03%+22813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,349$3.76M<0.01%+3,71913F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC23,724$3.66M0.31%-13613F-HR/ATimeline
VERITY Wealth Advisors23,263$3.59M2.17%-29113F-HRTimeline
BAILARD, INC.23,001$3.55M0.07%-94613F-HRTimeline
3EDGE Asset Management, LP22,615$3.49M0.16%+8,69313F-HRTimeline
&PARTNERS22,505$3.46M0.01%+1,08513F-HRTimeline
Simmons Bankin group Simmons Bank22,310$3.44M0.2%013F-HRTimelineGroup
Ledyard National Bank22,096$3.41M0.27%-1,56813F-HRTimeline
Steward Partners Investment Advisory, L…21,755$3.36M0.02%-51913F-HRTimeline
BLAIR WILLIAM & CO/IL21,329$3.29M0.01%+3,79113F-HRTimeline
Private Advisor Group, LLC20,872$3.22M0.01%+1,70013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,851$3.22M<0.01%new13F-HRTimelineGroup
CGN Advisors LLC20,793$3.21M0.23%-33513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC20,387$3.14M0.06%+78813F-HRTimeline
Shepherd Financial Partners LLC20,337$3.14M0.26%+1213F-HRTimeline
Allworth Financial LP20,133$3.11M0.01%+40313F-HRTimeline
Fingerlakes Wealth Management, Inc.20,132$3.11M1.67%+1,34313F-HRTimeline
HB Wealth Management, LLC20,081$3.1M0.02%-14513F-HRTimeline
Cresset Asset Management, LLC19,884$3.07M0.01%+413F-HRTimeline
Crestwood Advisors Group, LLC19,830$3.06M0.05%-8013F-HRTimeline
FSA WEALTH PARTNERS, INC.19,329$2.98M0.75%+12,48213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,295$2.82M0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC18,205$2.81M<0.01%+2,09813F-HRTimelineGroup
Composition Wealth, LLC18,088$2.79M0.03%-2,15513F-HRTimeline
Aprio Wealth Management, LLC17,990$2.78M0.14%-16013F-HRTimeline
SAX WEALTH ADVISORS, LLC20,245$2.67M0.11%+5613F-HRTimeline
TIAAgroup of 3 filers holding16,564$2.56M+2,201Timeline
Integrated Wealth Concepts LLC16,361$2.52M0.01%+1,96013F-HRTimeline
One Wealth Advisors, LLC16,354$2.52M0.28%-5113F-HRTimeline
Wescott Financial Advisory Group, LLC15,903$2.45M0.19%+1113F-HRTimeline
GoalVest Advisory LLC15,440$2.38M0.44%-65613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding15,044$2.32M-644Timeline
Cornerstone Wealth Management, LLC14,790$2.28M0.1%-12613F-HRTimeline
Chicago Partners Investment Group LLC15,012$2.28M0.05%-10513F-HRTimeline
Asset Dedication, LLC14,400$2.22M0.14%-4,04213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.14,234$2.2M0.54%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,929$2.15M0.04%013F-HRTimeline
Evercore Wealth Management, LLC13,358$2.06M0.03%013F-HRTimeline
Winthrop Advisory Group LLC13,163$2.03M0.14%+1,57313F-HRTimeline
Milestone Investment Advisors LLC13,089$2.02M0.44%-5813F-HRTimeline
Ryan Investment Management, Inc.12,961$2M0.91%+8,00213F-HRTimeline
Ellevest, Inc.12,809$1.97M0.23%-19613F-HRTimeline
First Pacific Financial12,260$1.89M0.23%-20413F-HRTimeline
Clearstead Advisors, LLC12,184$1.88M0.02%-25013F-HRTimeline
New Covenant Trust Company, N.A.12,145$1.87M1.41%-94013F-HRTimeline
Resonant Capital Advisors, LLC12,054$1.86M0.09%+2413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/11,896$1.84M0.29%-1,49513F-HRTimeline
Trust Co11,857$1.83M0.17%-1,87913F-HRTimeline
Aptus Capital Advisors, LLC11,809$1.82M0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…11,649$1.8M0.01%+2,20713F-HRTimeline
Avantax Planning Partners, Inc.11,648$1.8M0.04%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,440$1.77M<0.01%-2,70513F-HR/ATimelineGroup
Baker Avenue Asset Management, LP11,404$1.76M0.03%-82813F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC10,861$1.68M0.59%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,836$1.67M0.01%+113F-HRTimeline
Members Trust Co10,765$1.66M0.05%+1,11913F-HRTimeline
Bond & Devick Financial Network, Inc.10,648$1.64M0.4%+12913F-HRTimeline
MAI Capital Management10,587$1.63M0.01%+5,64613F-HRTimeline
Hershey Financial Advisers, LLC10,571$1.63M1.17%new13F-HRTimeline
EP Wealth Advisors, LLC10,217$1.58M0.01%+5,08613F-HRTimeline
WHI TRUST Co LLC10,000$1.54M1%013F-HRTimeline
Bigelow Investment Advisors, LLC9,998$1.54M0.56%-24313F-HRTimeline
SOA Wealth Advisors, LLC.9,939$1.53M0.26%013F-HRTimeline
NEPC LLC9,903$1.53M0.03%013F-HRTimeline
CHOREO, LLC9,844$1.52M0.02%-12713F-HRTimeline
SK Wealth Management, LLC9,547$1.52M0.34%+88613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,760$1.51M0.09%-16013F-HRTimeline
J.W. COLE ADVISORS, INC.9,742$1.5M0.03%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,698$1.5M-796Timeline
Pilgrim Partners Asia Pte Ltd9,620$1.48M0.65%013F-HRTimeline
Colorado Capital Management, Inc.9,395$1.47M0.5%-2,09713F-HRTimeline
Portland Global Advisors LLC9,505$1.47M0.14%-5013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,495$1.47M0.23%+1713F-HRTimeline
Berman McAleer LLC9,254$1.43M0.17%-8513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,134$1.41M<0.01%+15213F-HRTimelineGroup
WESBANCO BANK INC8,624$1.33M0.03%-14913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,579$1.32M0.97%+1113F-HRTimeline
Sequoia Financial Advisors, LLC8,563$1.32M0.01%-4,08113F-HRTimeline
TFC Financial Management, Inc.8,523$1.32M0.15%-16713F-HRTimeline
Destiny Capital Corp/CO8,312$1.28M0.6%-113F-HRTimeline
Abacus Planning Group, Inc.8,262$1.27M0.16%+2113F-HRTimeline
PRENTISS SMITH & CO INC8,220$1.27M0.7%-5813F-HRTimeline
Haverford Trust Co8,180$1.26M0.01%013F-HRTimeline
Round Rock Advisors LLC8,139$1.26M0.16%-17513F-HRTimeline
Quantinno Capital Management LP8,121$1.25M<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC8,051$1.24M0.01%013F-HRTimeline
Mutual Advisors, LLC8,008$1.24M0.02%+1913F-HRTimeline
Financial Planning Fort Collins, LLC7,854$1.22M0.96%-14713F-HRTimeline
Evergreen Wealth Partners LLC7,809$1.2M0.72%-7013F-HRTimeline
Legacy Edge Advisors, LLC7,792$1.2M0.11%-21213F-HR/ATimeline
Coastline Trust Co7,707$1.19M0.11%-17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Moment Partners, LLC7,622$1.18M0.21%-14313F-HRTimeline
Finley Financial, LLC7,610$1.17M0.47%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,558$1.17M0.08%+813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,460$1.15M0.03%+113F-HRTimelineGroup
Bluespring Wealth Management, LLC7,455$1.15M0.02%+3,54713F-HRTimeline
Midwest Trust Co7,401$1.14M0.01%-54913F-HRTimeline
Apella Capital, LLC7,271$1.12M0.02%-9313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,156$1.1M0.01%-15213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,082$1.09M0.1%+1313F-HRTimeline
Waverly Advisors, LLC7,028$1.08M0.01%+15213F-HRTimeline
Curbstone Financial Management Corp6,966$1.07M0.18%-18013F-HRTimeline
McClarren Financial Advisors, Inc.6,935$1.07M0.55%+813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,776$1.05M0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.6,373$983K0.13%-17813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,365$982K0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,349$980K0.01%+3613F-HRTimelineGroup
Nautilus Advisors LLC6,200$966K0.57%013F-HRTimeline
Connecticut Wealth Management, LLC6,207$958K0.04%+1,94713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,098$941K0.07%+29213F-HRTimeline
NATURAL INVESTMENTS, LLC6,008$926K0.2%+82013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,000$926K0.22%013F-HRTimeline
Capital Investment Counsel, LLC6,000$926K0.11%013F-HRTimeline
Snowden Capital Advisors LLC5,959$919K0.02%-5813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,037$919K0.01%-1,31913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,939$916K0.04%013F-HRTimelineGroup
JNBA Financial Advisors5,930$915K0.07%-18913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,911$912K0.01%013F-HRTimeline
Well Done, LLC5,905$911K0.12%013F-HRTimeline
Global Retirement Partners, LLC5,897$910K0.01%13F-HRTimeline