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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, 16,371,072 shares in all. 44 filers opened a position and 22 filers sold out during the quarter.

Managers
528
13F filers
535
New
44
Added
137
Reduced
176
Sold out
22
Shares held by filers
16,371,072

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
MORRIS FINANCIAL CONCEPTS, INC.5,854$903K0.28%+17713F-HRTimeline
Rollins Financial Advisors, LLC5,799$895K0.12%-7913F-HRTimeline
Bank of New Hampshire5,790$893K0.19%013F-HRTimeline
Rehmann Capital Advisory Group5,733$885K0.04%-20713F-HRTimeline
Farther Finance Advisors, LLC5,521$852K0.01%-92913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,471$844K<0.01%+3,66813F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS5,468$844K0.09%+18013F-HRTimeline
McAdam, LLC5,449$841K0.03%+22913F-HRTimeline
RED REEF ADVISORS LLC5,445$840K0.77%+1013F-HRTimeline
Sigma Planning Corp5,429$838K0.02%+2,60613F-HRTimeline
Mechanics Bank Trust Department5,400$833K0.1%013F-HRTimeline
Walkner Condon Financial Advisors LLC5,296$817K0.09%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.5,261$812K0.01%+313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,241$809K0.04%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,210$804K<0.01%-3213F-HRTimelineGroup
Modera Wealth Management, LLC5,203$803K0.01%013F-HRTimeline
Brio Consultants, LLC5,116$789K0.09%+1613F-HRTimeline
Savvy Advisors, Inc.5,110$788K0.02%+513F-HRTimeline
Riverbend Wealth Management, LLC5,000$772K0.39%013F-HRTimeline
MATHER GROUP, LLC.4,986$769K0.01%-513F-HRTimeline
Peak Financial Management, Inc.4,960$765K0.18%+30013F-HRTimeline
LRI Investments, LLC4,940$762K0.06%013F-HRTimeline
Merit Financial Group, LLC4,914$758K<0.01%-13213F-HR/ATimeline
SCS Capital Management LLC4,886$754K0.01%-9813F-HRTimeline
Marks Group Wealth Management, Inc4,878$753K0.07%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,819$744K0.14%-60213F-HRTimeline
ProVise Management Group, LLC4,777$737K0.05%013F-HRTimeline
BRIGHTON JONES LLC4,776$737K0.01%-12913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,764$735K0.01%+113F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,747$732K<0.01%-6913F-HRTimelineGroup
TriaGen Wealth Management LLC4,742$732K0.18%-12713F-HRTimeline
Facet Wealth, Inc.4,722$729K0.01%-4913F-HRTimeline
Kesler, Norman & Wride, LLC4,662$719K0.11%013F-HRTimeline
CWS Financial Advisors, LLC4,602$710K0.16%+18813F-HRTimeline
Kraft, Davis & Associates, LLC4,591$706K0.15%013F-HRTimeline
West Financial Advisors, LLC4,559$703K0.11%-3713F-HRTimeline
WealthBridge Capital Management, LLC4,554$703K0.14%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,536$700K<0.01%-79713F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC4,518$697K0.08%-3,55713F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…4,488$692K0.06%-14113F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,400$679K<0.01%-60013F-HRTimelineGroup
ASL Financial, LLC4,396$678K0.48%013F-HRTimeline
SAGE FINANCIAL GROUP INC4,389$677K0.04%+313F-HRTimeline
Talisman Wealth Advisors LLC4,590$675K0.5%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,369$674K<0.01%+8513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,396$669KnewTimeline
Bank Julius Baer & Co. Ltd, Zurich4,295$658K<0.01%+11413F-HRTimeline
Opulen Financial Group LLC4,261$658K0.41%+613F-HRTimeline
TRUST CO OF VERMONT4,253$656K0.02%13F-HRTimeline
Sharper & Granite LLC4,247$655K0.2%+3713F-HRTimeline
Global Assets Advisory, LLC4,243$655K0.14%new13F-HRTimeline
Western Wealth Management, LLC4,168$643K0.02%-3213F-HRTimeline
Mill Capital Management, LLC4,150$640K0.04%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,096$632K0.01%013F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC4,078$629K0.04%new13F-HRTimeline
TruNorth Capital Management, LLC4,066$627K0.1%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,057$626K<0.01%-11013F-HRTimelineGroup
Peregrine Asset Advisers, Inc.4,039$623K0.14%+21713F-HRTimeline
CIBC Asset Management Inc4,010$619K<0.01%013F-HRTimeline
Progressive Investment Management Corp4,000$617K0.14%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,984$615K0.29%013F-HRTimeline
Meridian Financial Advisors, LLC3,975$613K0.29%-32513F-HRTimeline
Harbor Group, Inc.3,942$608K0.07%-11313F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…3,906$603K0.42%013F-HRTimeline
Vise Technologies, Inc.3,890$600K0.01%new13F-HRTimeline
North Star Investment Management Corp.3,859$595K0.03%013F-HRTimeline
Heartwood Wealth Advisors LLC3,830$591K0.05%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,795$586K0.5%+2013F-HRTimeline
Sanctuary Advisors, LLC3,787$584K<0.01%+82413F-HRTimeline
Bell Bank3,766$581K0.02%-3613F-HRTimeline
WARNER FINANCIAL, INC3,713$573K0.17%+213F-HRTimeline
Weaver Consulting Group3,682$568K0.12%013F-HRTimeline
NWAM LLC3,662$565K0.03%new13F-HRTimeline
Asempa Wealth Advisors3,660$565K0.43%013F-HRTimeline
First Command Advisory Services, Inc.3,606$556K<0.01%-68913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,593$554K0.01%-613F-HRTimelineGroup
Continuum Advisory, LLC3,591$554K0.04%+31213F-HRTimeline
Diversified Enterprises, LLC3,580$552K0.03%+713F-HRTimeline
Integrated Investment Consultants, LLC3,549$548K0.11%013F-HRTimeline
Sound View Wealth Advisors Group, LLC3,530$545K0.03%013F-HRTimeline
Odyssey Group, LLC3,511$542K0.15%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,503$541K0.02%-27013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co3,450$532K0.01%-1,60413F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,429$529K<0.01%+1,51513F-HRTimeline
COREPATH WEALTH PARTNERS LLC3,441$529K0.33%-2013F-HRTimeline
Highview Capital Management LLC/DE/3,413$527K0.15%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,388$523K0.05%+3513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,376$521K0.01%-4013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,370$520K0.01%-5913F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,325$513K0.01%-2513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,272$505K0.04%-513F-HRTimeline
Sound Stewardship, LLC3,226$498K0.21%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,205$495K0.13%-34513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,180$491K0.01%-2113F-HRTimelineGroup
McGinn Penninger Investment Management,…3,173$490K0.3%-44513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,148$486K0.01%013F-HRTimeline
Tradition Wealth Management, LLC3,134$484K0.03%-1413F-HRTimeline
Pine Haven Investment Counsel, Inc3,084$476K0.32%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,067$473K<0.01%new13F-HRTimelineGroup
Sand Hill Global Advisors, LLC3,038$469K0.01%013F-HRTimeline
Arkos Global Advisors3,029$467K0.06%-1913F-HRTimeline
PFG Investments, LLC3,017$466K0.02%+213F-HRTimeline
Arrowroot Family Office, LLC3,006$464K0.13%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,998$463K0.02%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,987$461K0.01%-1113F-HRTimeline
TrustBankin group TrustBank2,985$461K0.16%-22713F-HRTimelineGroup
Fusion Family Wealth, LLC2,884$445K0.03%013F-HRTimeline
Investment Research Partners LLC2,873$443K0.15%-713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,865$442K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,843$439K<0.01%013F-HRTimelineGroup
Avail Investment Partners, LLC2,831$437K0.34%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,821$435K<0.01%-5,91813F-HRTimelineGroup
Financial Planning Hawaii, Inc.2,803$433K0.23%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,760$426K0.01%013F-HRTimeline
Penobscot Investment Management Company…2,756$425K0.03%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,741$423K0.1%+913F-HRTimeline
BridgePort Financial Solutions, LLC2,739$423K0.11%-24413F-HRTimeline
Wealth Architects, LLC2,734$422K0.03%013F-HRTimeline
Klingman & Associates, LLC2,719$420K0.02%013F-HRTimeline
Aufman Associates Inc2,694$416K0.17%+213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,690$415K0.02%+30113F-HRTimeline
SWP FINANCIAL LLC2,674$413K0.19%+313F-HRTimeline
OLIO Financial Planning2,662$411K0.1%+11513F-HRTimeline
Kelman-Lazarov, Inc.2,631$406K0.05%+113F-HRTimeline
Xcelsior Advisor Partners LLC2,608$402K0.05%013F-HRTimeline
Ulland Investment Advisors, LLC2,605$402K0.3%-1,25013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,589$400K<0.01%-813F-HRTimelineGroup
High Probability Advisors, LLC2,585$399K0.04%+413F-HRTimeline
HCR Wealth Advisors2,550$393K0.04%013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,525$390K0.22%013F-HRTimeline
Dakota Wealth Management2,519$389K0.01%+313F-HRTimeline
LGL PARTNERS, LLC2,515$388K0.14%+413F-HRTimeline
VILLERE ST DENIS J & CO LLC2,500$386K0.05%013F-HRTimeline
Catherine Avery Investment Management L…2,493$385K0.17%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,489$384K<0.01%013F-HRTimeline
Allodium Investment Consultants, LLC2,488$384K0.16%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,480$383K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services2,454$379K0.08%+113F-HRTimeline
Dorsey & Whitney Trust CO LLC2,451$378K0.02%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,442$377K0.25%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC2,416$373K0.05%-50913F-HRTimeline
Acropolis Investment Management, LLC2,407$371K0.01%-13313F-HR/ATimeline
Arkadios Wealth Advisors2,383$368K0.01%-21813F-HRTimeline
Flagship Private Wealth, LLC2,355$363K0.13%+413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,337$361K0.02%013F-HRTimelineGroup
Grove Bank & Trust2,328$359K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO2,323$358K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC2,315$357K0.01%013F-HRTimeline
Global View Capital Management LLC2,303$355K0.07%-92113F-HRTimeline
SIGNATUREFD, LLC2,278$351K<0.01%013F-HRTimeline
Forza Wealth Management, LLC2,267$350K0.11%+7513F-HRTimeline
Kennebec Savings Bank2,260$349K0.28%-4713F-HRTimeline
Balanced Rock Investment Advisors LLC2,255$348K0.22%-4513F-HRTimeline
Richmond Investment Services, LLC2,253$348K0.11%-2,26913F-HRTimeline
Princeton Global Asset Management LLC2,242$346K0.05%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,172$335K0.04%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,170$335K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,150$332K0.01%013F-HRTimeline
Focus Financial Network, Inc.2,132$329K0.01%-6513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,112$326K0.02%new13F-HRTimeline
Frederick Financial Consultants, LLC2,074$320K0.14%013F-HRTimeline
LVZ, Inc.2,068$319K0.03%013F-HRTimeline
Cornerstone Advisory, LLC2,054$317K0.03%+413F-HRTimeline
Magnus Financial Group LLC2,030$313K0.02%+313F-HRTimeline
Dynamic Advisor Solutions LLC2,022$312K0.01%+113F-HRTimeline
Perigon Wealth Management, LLC2,020$312K<0.01%-2313F-HRTimeline
ETF Portfolio Partners, Inc.2,012$310K0.07%013F-HRTimeline
WJ Wealth Management, LLC2,000$309K0.12%013F-HRTimeline
Traveka Wealth, LLC2,000$309K0.1%013F-HRTimeline
Capital Advisors Wealth Management, LLC1,998$308K0.04%+713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,994$308K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,993$308K0.01%013F-HRTimeline
BIRCHBROOK, INC.1,991$307K0.14%-28913F-HRTimeline
Mason & Associates Inc1,982$306K0.05%-3813F-HRTimeline
WEALTHGARDEN F.S. LLC1,977$305K0.17%-21613F-HRTimeline
Wood Tarver Financial Group, LLC1,979$305K0.07%+6713F-HRTimeline
Hoxton Planning & Management, LLC1,975$305K0.08%013F-HRTimeline
Private Wealth Management Group, LLC1,967$304K0.07%-5013F-HRTimeline
IAG Wealth Partners, LLC1,964$303K0.03%013F-HRTimeline
January Capital Advisors LLC1,960$302K0.25%013F-HRTimeline
Axis Wealth Partners, LLC1,955$302K0.14%+313F-HRTimeline
Goldstein Advisors, LLC1,955$302K0.03%-413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,943$300K<0.01%+7313F-HRTimelineGroup
VestGen Advisors, LLC1,938$299K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,916$296K0.01%013F-HRTimeline
May Hill Capital, LLC1,913$295K0.06%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,893$292K0.01%-8,16213F-HRTimeline
Creekside Partners1,873$289K0.1%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,863$288K0.01%-1,27913F-HRTimeline
Pathway Financial Advisors LLC1,869$288K0.03%+10413F-HRTimeline
Values Added Financial LLC1,860$287K0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,858$287K<0.01%+113F-HRTimelineGroup
Financial Insights, Inc.1,840$284K0.07%013F-HRTimeline
Family Manage LLC1,798$277K0.03%013F-HRTimeline
Stanich Group LLC1,793$277K0.17%+9913F-HRTimeline
DAVENPORT & Co LLC1,774$274K<0.01%013F-HRTimeline
Pointe Capital Management LLC1,752$270K0.12%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,743$269K0.04%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,737$268K0.02%+313F-HRTimelineGroup
Eagle Strategies LLC1,735$268K0.03%013F-HRTimeline