Skip to content
Disclosery

SUSA ISHARES TR

Follow

ESG OPTIMIZED (fund)

532 managers (536 13F filers) reported a position in SUSA shares at 2025-12-31, 17,044,452 shares in all. 36 filers opened a position and 18 filers sold out during the quarter.

Managers
532
13F filers
536
New
36
Added
157
Reduced
169
Sold out
18
Shares held by filers
17,044,452

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Westside Investment Management, Inc.6,541$912K0.15%+513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,434$897K0.04%013F-HRTimeline
WealthShield Partners, LLC6,400$892K0.1%-24513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,365$887K0.07%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,300$878K0.01%-1,57513F-HRTimelineGroup
COMERICA BANK6,292$877K<0.01%+913F-HRTimeline
Nautilus Advisors LLC6,200$864K0.56%013F-HRTimeline
J.W. COLE ADVISORS, INC.11,058$856K0.02%-3,14513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,094$849K0.07%+4913F-HRTimeline
Farther Finance Advisors, LLC6,045$842K0.01%+6313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,000$836K0.24%new13F-HRTimeline
Capital Investment Counsel, LLC6,000$836K0.12%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,939$828K0.05%013F-HRTimelineGroup
Well Done, LLC5,905$823K0.12%013F-HRTimeline
Rollins Financial Advisors, LLC5,878$819K0.12%-9013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,831$812K0.01%-46513F-HRTimeline
NATURAL INVESTMENTS, LLC5,811$809K0.2%new13F-HRTimeline
Bank of New Hampshire5,790$807K0.18%-20013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,623$783K0.18%+47313F-HRTimeline
Orion Porfolio Solutions, LLC5,577$777K0.01%+77213F-HRTimeline
RED REEF ADVISORS LLC5,461$761K0.77%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,423$756K0.04%-2513F-HRTimeline
Mechanics Bank Trust Department5,400$752K0.1%+14513F-HRTimeline
Walkner Condon Financial Advisors LLC5,399$752K0.1%+113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,381$750K0.26%-6513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,353$746K0.01%13F-HR/ATimelineGroup
McAdam, LLC5,244$731K0.03%-213F-HRTimeline
Modera Wealth Management, LLC5,203$725K0.01%-27013F-HRTimeline
Merit Financial Group, LLC5,194$724K0.01%+13813F-HRTimeline
TriaGen Wealth Management LLC5,169$720K0.19%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,168$720K<0.01%+1,77913F-HRTimelineGroup
SCS Capital Management LLC5,081$708K0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,064$706K0.01%+1,68713F-HRTimelineGroup
EP Wealth Advisors, LLC5,029$701K<0.01%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD5,000$697K<0.01%-40013F-HRTimelineGroup
Riverbend Wealth Management, LLC5,000$697K0.44%013F-HRTimeline
MATHER GROUP, LLC.4,990$695K0.01%+113F-HRTimeline
TruNorth Capital Management, LLC4,935$688K0.13%013F-HRTimeline
Marks Group Wealth Management, Inc4,878$680K0.07%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,816$671K<0.01%013F-HRTimelineGroup
ProVise Management Group, LLC4,786$667K0.05%-8913F-HRTimeline
LRI Investments, LLC4,773$665K0.05%-54413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,760$663K<0.01%+2,23213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,696$654K0.01%-2213F-HRTimelineGroup
Global Retirement Partners, LLC4,692$654K0.01%-113F-HRTimeline
Peak Financial Management, Inc.4,685$653K0.17%-11013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…4,683$653K0.05%+1,01413F-HRTimelineGroup
Kraft, Davis & Associates, LLC4,591$652K0.15%-50613F-HRTimeline
Kesler, Norman & Wride, LLC4,662$650K0.11%013F-HRTimeline
Brio Consultants, LLC4,646$647K0.08%-2813F-HRTimeline
West Financial Advisors, LLC4,622$644K0.11%-3213F-HRTimeline
McGinn Penninger Investment Management,…4,588$639K0.37%-1,42013F-HRTimeline
Savvy Advisors, Inc.4,572$637K0.02%-1913F-HRTimeline
WealthBridge Capital Management, LLC4,553$634K0.14%013F-HRTimeline
Richmond Investment Services, LLC4,522$630K0.11%013F-HRTimeline
MAI Capital Management4,467$622K<0.01%-27713F-HRTimeline
CWS Financial Advisors, LLC4,461$622K0.17%+713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich4,457$621K<0.01%-5,41913F-HRTimeline
ASL Financial, LLC4,476$613K0.48%13F-HRTimeline
SAGE FINANCIAL GROUP INC4,382$611K0.04%+313F-HRTimeline
Sharper & Granite LLC4,352$606K0.21%+10513F-HRTimeline
First Command Advisory Services, Inc.4,311$601K<0.01%+18913F-HRTimeline
Meridian Financial Advisors, LLC4,300$599K0.33%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,284$597K<0.01%013F-HRTimeline
Opulen Financial Group LLC4,245$592K0.43%+5913F-HRTimeline
Western Wealth Management, LLC4,190$584K0.03%+35913F-HRTimeline
TRUST CO OF VERMONT4,172$581K0.02%+1613F-HRTimeline
Mill Capital Management, LLC4,150$578K0.04%+2,25013F-HRTimeline
Pacific Center for Financial Services4,257$578K0.15%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,096$571K0.01%-4213F-HRTimeline
CIBC Asset Management Inc4,010$559K<0.01%013F-HRTimeline
Progressive Investment Management Corp4,000$557K0.13%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,984$555K0.3%013F-HRTimeline
Bluespring Wealth Management, LLC3,949$550K0.05%013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC3,937$549K0.07%013F-HRTimeline
Connecticut Wealth Management, LLC3,924$547K0.02%+83713F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…3,906$544K0.43%13F-HRTimeline
North Star Investment Management Corp.3,859$538K0.03%-1013F-HRTimeline
Ulland Investment Advisors, LLC3,855$537K0.43%-2513F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,800$530K0.53%13F-HRTimeline
Peregrine Asset Advisers, Inc.3,787$528K0.15%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,773$526K0.02%+86913F-HRTimelineGroup
WARNER FINANCIAL, INC3,708$517K0.18%+313F-HRTimeline
Harbor Group, Inc.3,694$515K0.08%+513F-HRTimeline
Weaver Consulting Group3,682$513K0.13%013F-HRTimeline
Asempa Wealth Advisors3,660$510K0.44%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,599$502K0.01%+81313F-HRTimelineGroup
BIRCHBROOK, INC.3,569$497K0.25%-4013F-HRTimeline
Diversified Enterprises, LLC3,554$495K0.03%+913F-HRTimeline
Sound View Wealth Advisors Group, LLC3,530$492K0.03%+113F-HRTimeline
Integrated Investment Consultants, LLC3,514$490K0.1%-69613F-HR/ATimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,513$490K0.15%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,413$476K0.01%-47713F-HRTimeline
Highview Capital Management LLC/DE/3,413$476K0.17%013F-HRTimeline
WIN ADVISORS, INC3,405$474K0.2%new13F-HRTimeline
Sanctuary Advisors, LLC3,400$474K<0.01%+17413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,393$473K0.03%-6213F-HRTimeline
J. Mark Nickell & Co.3,363$469K0.43%13F-HRTimeline
Facet Wealth, Inc.3,281$468K0.01%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,350$467K0.01%-25013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,345$466K0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,315$462K0.02%-8913F-HRTimeline
COREPATH WEALTH PARTNERS LLC3,227$459K0.31%+713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,270$456K0.03%013F-HRTimeline
PFG Investments, LLC3,246$452K0.02%-10913F-HRTimeline
Sound Stewardship, LLC3,226$449K0.22%-15813F-HRTimeline
TrustBankin group TrustBank3,212$448K0.19%13F-HRTimelineGroup
Pine Haven Investment Counsel, Inc3,169$442K0.31%+2513F-HRTimeline
Tradition Wealth Management, LLC3,167$441K0.03%+413F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,148$439K0.01%-50013F-HRTimeline
Arkos Global Advisors3,148$439K0.06%-29113F-HRTimeline
Smartleaf Asset Management LLC3,099$435K0.02%+2,63313F-HRTimeline
Global View Capital Management LLC3,100$432K0.08%-2,32913F-HRTimeline
PINNACLE ASSOCIATES LTD3,054$426K0.01%+1013F-HRTimeline
LVZ, Inc.3,049$425K0.05%013F-HR/ATimeline
BridgePort Financial Solutions, LLC3,041$424K0.11%-2413F-HRTimeline
Sand Hill Global Advisors, LLC3,038$423K0.01%013F-HRTimeline
Arrowroot Family Office, LLC3,003$418K0.15%+12413F-HRTimeline
VILLERE ST DENIS J & CO LLC3,000$418K0.04%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,998$418K0.02%013F-HRTimeline
Fusion Family Wealth, LLC2,884$402K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,883$402K<0.01%013F-HRTimelineGroup
Investment Research Partners LLC2,880$401K0.17%-11713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,867$400K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp2,823$393K0.01%013F-HRTimeline
Financial Planning Hawaii, Inc.2,803$391K0.23%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,760$385K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,740$382K<0.01%+8913F-HRTimelineGroup
Wealth Architects, LLC2,734$381K0.03%013F-HRTimeline
WJ Wealth Management, LLC2,700$376K0.16%013F-HRTimeline
Klingman & Associates, LLC2,694$375K0.02%013F-HRTimeline
Kelman-Lazarov, Inc.2,687$374K0.05%+113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,619$365K0.01%-5513F-HRTimeline
Arkadios Wealth Advisors2,604$363K0.01%+9213F-HRTimeline
Aufman Associates Inc2,581$360K0.18%-813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,579$359K0.01%+79513F-HRTimeline
High Probability Advisors, LLC2,574$359K0.05%+613F-HRTimeline
HCR Wealth Advisors2,550$355K0.04%013F-HRTimeline
OLIO Financial Planning2,547$355K0.1%+25413F-HRTimeline
Acropolis Investment Management, LLC2,540$354K0.02%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,525$352K0.02%013F-HR/ATimeline
GUERRA PAN ADVISORS, LLC2,525$352K0.21%013F-HRTimeline
Xcelsior Advisor Partners LLC2,521$351K0.17%13F-HRTimeline
Dakota Wealth Management2,512$350K0.01%+513F-HR/ATimeline
LGL PARTNERS, LLC2,505$349K0.15%+713F-HRTimeline
Catherine Avery Investment Management L…2,493$347K0.21%013F-HRTimeline
Allodium Investment Consultants, LLC2,487$347K0.18%-1,00613F-HRTimeline
SWP FINANCIAL LLC2,482$346K0.17%-10113F-HRTimeline
Dorsey & Whitney Trust CO LLC2,451$342K0.02%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,442$340K0.25%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,389$333K0.02%-713F-HRTimeline
Flagship Private Wealth, LLC2,366$330K0.13%+613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,361$329K0.02%+1913F-HRTimelineGroup
Grove Bank & Trust2,328$324K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO2,323$324K0.01%013F-HRTimeline
Balanced Rock Investment Advisors LLC2,307$321K0.23%-11713F-HRTimeline
Kennebec Savings Bank2,307$321K0.28%+54613F-HRTimeline
White Lighthouse Investment Management …2,304$321K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC2,295$320K0.01%+35313F-HRTimeline
SIGNATUREFD, LLC2,278$317K<0.01%013F-HRTimeline
Focus Financial Network, Inc.2,274$317K0.01%-3713F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,249$313K0.09%+6413F-HRTimeline
Princeton Global Asset Management LLC2,242$312K0.05%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,238$312K<0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC2,193$312K0.21%013F-HRTimeline
VestGen Advisors, LLC2,224$310K0.01%-8,34213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,220$309K0.02%-30013F-HRTimeline
Forza Wealth Management, LLC2,192$305K0.11%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,150$300K0.01%013F-HRTimeline
Axis Wealth Partners, LLC2,122$296K0.16%+513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,092$292K<0.01%-913F-HRTimelineGroup
Magnus Financial Group LLC2,084$290K0.02%+513F-HRTimeline
Brooklyn Investment Group2,060$290K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,076$289K0.01%new13F-HRTimelineGroup
Frederick Financial Consultants, LLC2,074$289K0.16%013F-HRTimeline
Penobscot Investment Management Company…2,056$286K0.02%013F-HRTimeline
Cornerstone Advisory, LLC2,045$285K0.03%+513F-HRTimeline
Capital Advisors Wealth Management, LLC2,027$282K0.04%+313F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,026$282K0.04%013F-HRTimeline
Dynamic Advisor Solutions LLC2,021$282K0.01%-2513F-HRTimeline
Mason & Associates Inc2,020$281K0.05%013F-HRTimeline
Private Wealth Management Group, LLC2,017$281K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC2,000$279K0.25%new13F-HRTimeline
Traveka Wealth, LLC2,000$279K0.11%013F-HRTimeline
Geneos Wealth Management Inc.1,986$277K0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,964$274K0.03%-7113F-HRTimeline
ETF Portfolio Partners, Inc.1,919$267K0.07%+3313F-HRTimeline
JFS WEALTH ADVISORS, LLC1,916$267K0.02%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,913$267K<0.01%new13F-HRTimeline
May Hill Capital, LLC1,913$267K0.07%new13F-HR/ATimeline
Goldstein Advisors, LLC1,910$266K0.03%+34013F-HRTimeline
Wood Tarver Financial Group, LLC1,910$266K0.07%+12313F-HRTimeline
Creekside Partners1,873$261K0.11%+213F-HRTimeline
Clear Creek Financial Management, LLC1,859$259K0.02%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,857$259K0.04%13F-HRTimeline
Financial Insights, Inc.1,840$256K0.09%013F-HRTimeline
SigFig Wealth Management, LLC1,832$255K0.01%-24513F-HRTimeline
Refined Wealth Management1,812$252K0.17%-2113F-HRTimeline
Pathway Financial Advisors LLC1,765$250K0.03%new13F-HRTimeline
DAVENPORT & Co LLC1,774$247K<0.01%013F-HRTimeline