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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

515 managers (520 13F filers) reported a position in SUSA shares at 2026-03-31, 16,222,842 shares in all. 19 filers opened a position and 34 filers sold out during the quarter.

Managers
515
13F filers
520
New
19
Added
155
Reduced
188
Sold out
34
Shares held by filers
16,222,842

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HENGEHOLD CAPITAL MANAGEMENT LLC5,806$767K0.07%-28813F-HRTimeline
Bank of New Hampshire5,790$765K0.17%013F-HRTimeline
Brio Consultants, LLC5,100$751K0.09%+45413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,677$750K0.25%+29613F-HRTimeline
WealthShield Partners, LLC5,590$738K0.08%-81013F-HRTimeline
RED REEF ADVISORS LLC5,435$718K0.75%-2613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,421$716K0.15%-20213F-HRTimeline
Mechanics Bank Trust Department5,400$713K0.1%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,333$704K<0.01%+16513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC5,295$700K0.09%-10413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS5,288$698K0.62%13F-HRTimeline
HARBOUR INVESTMENTS, INC.5,258$695K0.01%+2,67913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,242$692K<0.01%-3,27213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI5,241$692K0.03%-18213F-HRTimeline
McAdam, LLC5,220$690K0.03%-2413F-HRTimeline
Modera Wealth Management, LLC5,203$687K0.01%013F-HRTimeline
NATURAL INVESTMENTS, LLC5,188$685K0.17%-62313F-HRTimeline
EP Wealth Advisors, LLC5,131$678K<0.01%+10213F-HRTimeline
Savvy Advisors, Inc.5,105$674K0.02%+53313F-HRTimeline
Kraft, Davis & Associates, LLC4,591$670K0.14%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,054$668K0.01%-1013F-HRTimelineGroup
Merit Financial Group, LLC5,046$667K<0.01%-14813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD5,000$660K<0.01%013F-HRTimelineGroup
Riverbend Wealth Management, LLC5,000$660K0.41%013F-HRTimeline
MATHER GROUP, LLC.4,991$659K0.01%+113F-HRTimeline
SCS Capital Management LLC4,984$658K0.01%-9713F-HRTimeline
Ryan Investment Management, Inc.4,959$655K0.37%-3,75113F-HRTimeline
MAI Capital Management4,941$653K<0.01%+47413F-HRTimeline
LRI Investments, LLC4,940$653K0.06%+16713F-HRTimeline
BRIGHTON JONES LLC4,905$648K0.01%new13F-HR/ATimeline
Marks Group Wealth Management, Inc4,878$644K0.06%013F-HRTimeline
TriaGen Wealth Management LLC4,869$643K0.18%-30013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,816$636K<0.01%013F-HRTimelineGroup
ProVise Management Group, LLC4,777$631K0.05%-913F-HRTimeline
Facet Wealth, Inc.4,771$630K0.01%+1,49013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,763$629K<0.01%-59013F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,662$616K0.11%013F-HRTimeline
Peak Financial Management, Inc.4,660$616K0.16%-2513F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…4,629$611K0.06%-5413F-HRTimelineGroup
West Financial Advisors, LLC4,596$607K0.1%-2613F-HRTimeline
WealthBridge Capital Management, LLC4,554$602K0.14%+113F-HRTimeline
Richmond Investment Services, LLC4,522$597K0.1%013F-HRTimeline
CWS Financial Advisors, LLC4,414$583K0.15%-4713F-HRTimeline
ASL Financial, LLC4,396$581K0.46%-8013F-HRTimeline
SAGE FINANCIAL GROUP INC4,386$579K0.04%+413F-HRTimeline
Meridian Financial Advisors, LLC4,300$568K0.31%013F-HRTimeline
First Command Advisory Services, Inc.4,295$567K<0.01%-1613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC4,284$566K<0.01%013F-HRTimeline
Connecticut Wealth Management, LLC4,260$563K0.02%+33613F-HRTimeline
Opulen Financial Group LLC4,255$562K0.4%+1013F-HRTimeline
Sharper & Granite LLC4,210$556K0.19%-14213F-HRTimeline
Western Wealth Management, LLC4,200$555K0.02%+1013F-HR/ATimeline
Bank Julius Baer & Co. Ltd, Zurich4,181$552K<0.01%-27613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,167$550K<0.01%-7,27213F-HRTimelineGroup
Mill Capital Management, LLC4,150$548K0.04%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,096$541K0.01%013F-HRTimeline
Harbor Group, Inc.4,055$536K0.08%+36113F-HRTimeline
CIBC Asset Management Inc4,010$530K<0.01%013F-HRTimeline
Progressive Investment Management Corp4,000$528K0.14%013F-HRTimeline
Bradley & Co. Private Wealth Management…3,984$526K0.28%013F-HRTimeline
Bluespring Wealth Management, LLC3,908$516K0.04%-4113F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…3,906$516K0.4%013F-HRTimeline
North Star Investment Management Corp.3,859$510K0.03%013F-HRTimeline
Ulland Investment Advisors, LLC3,855$509K0.44%013F-HRTimeline
Heartwood Wealth Advisors LLC3,830$506K0.04%new13F-HRTimeline
Peregrine Asset Advisers, Inc.3,822$505K0.14%+3513F-HRTimeline
Bell Bank3,802$502K0.02%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.3,775$499K0.5%-2513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,773$498K0.02%013F-HRTimelineGroup
WARNER FINANCIAL, INC3,711$490K0.17%+313F-HRTimeline
Asempa Wealth Advisors3,660$487K0.42%013F-HRTimeline
Weaver Consulting Group3,682$486K0.12%013F-HRTimeline
McGinn Penninger Investment Management,…3,618$478K0.31%-97013F-HRTimeline
COREPATH WEALTH PARTNERS LLC3,461$476K0.32%+23413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,599$475K0.01%013F-HRTimelineGroup
Diversified Enterprises, LLC3,573$472K0.03%+1913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,550$469K0.14%+3713F-HRTimeline
Integrated Investment Consultants, LLC3,549$469K0.1%+3513F-HRTimeline
Sound View Wealth Advisors Group, LLC3,530$466K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,429$453K0.01%-1,26713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,416$451K0.01%+313F-HRTimeline
Highview Capital Management LLC/DE/3,413$451K0.16%013F-HRTimeline
WIN ADVISORS, INC3,365$445K0.2%-4013F-HRTimeline
J. Mark Nickell & Co.3,363$444K0.4%013F-HR/ATimeline
KMG FIDUCIARY PARTNERS, LLC3,353$443K0.03%-4013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,350$443K0.01%013F-HR/ATimeline
Continuum Advisory, LLC3,279$433K0.04%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,277$433K0.03%+713F-HRTimeline
Sound Stewardship, LLC3,226$426K0.2%013F-HRTimeline
Global View Capital Management LLC3,224$426K0.11%+12413F-HRTimeline
TrustBankin group TrustBank3,212$424K0.16%013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,201$423K0.01%-14413F-HRTimelineGroup
TRILLIUM ASSET MANAGEMENT, LLC3,148$416K0.01%013F-HRTimeline
Tradition Wealth Management, LLC3,148$416K0.03%-1913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,142$415K0.02%-17313F-HRTimeline
Pine Haven Investment Counsel, Inc3,084$407K0.3%-8513F-HRTimeline
Arkos Global Advisors3,048$403K0.05%-10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,760$402K0.01%013F-HRTimeline
Sand Hill Global Advisors, LLC3,038$401K0.01%013F-HRTimeline
PFG Investments, LLC3,015$398K0.02%-23113F-HRTimeline
Arrowroot Family Office, LLC3,006$397K0.13%+313F-HR/ATimeline
PINNACLE ASSOCIATES LTD2,998$396K0.01%-5613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,998$396K0.02%013F-HRTimeline
BridgePort Financial Solutions, LLC2,983$394K0.11%-5813F-HRTimeline
Sanctuary Advisors, LLC2,963$391K<0.01%-43713F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC2,925$386K0.05%-1,01213F-HRTimeline
Fusion Family Wealth, LLC2,884$381K0.03%013F-HRTimeline
Investment Research Partners LLC2,880$380K0.15%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,865$378K<0.01%-213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,843$376K<0.01%+1,09813F-HRTimelineGroup
Avail Investment Partners, LLC2,831$374K0.4%13F-HRTimeline
Sigma Planning Corp2,823$373K0.01%013F-HRTimeline
Financial Planning Hawaii, Inc.2,803$370K0.22%013F-HRTimeline
Penobscot Investment Management Company…2,756$364K0.03%+70013F-HRTimeline
Wealth Architects, LLC2,734$361K0.03%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,732$361K0.11%+48313F-HRTimeline
Klingman & Associates, LLC2,719$359K0.02%+2513F-HRTimeline
Aufman Associates Inc2,692$356K0.17%+11113F-HRTimeline
SWP FINANCIAL LLC2,671$353K0.18%+18913F-HRTimeline
Kelman-Lazarov, Inc.2,630$347K0.05%-5713F-HRTimeline
Xcelsior Advisor Partners LLC2,608$345K0.13%+8713F-HRTimeline
Arkadios Wealth Advisors2,601$344K0.01%-313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,597$343K<0.01%-14313F-HRTimelineGroup
High Probability Advisors, LLC2,581$341K0.04%+713F-HRTimeline
HCR Wealth Advisors2,550$337K0.03%013F-HRTimeline
OLIO Financial Planning2,547$336K0.09%013F-HRTimeline
Acropolis Investment Management, LLC2,540$336K0.01%013F-HRTimeline
GUERRA PAN ADVISORS, LLC2,525$334K0.21%013F-HRTimeline
Dakota Wealth Management2,516$332K0.01%+413F-HR/ATimeline
LGL PARTNERS, LLC2,511$332K0.14%+613F-HRTimeline
VILLERE ST DENIS J & CO LLC2,500$330K0.04%-50013F-HRTimeline
Catherine Avery Investment Management L…2,493$329K0.15%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,489$329K<0.01%-13013F-HRTimeline
Allodium Investment Consultants, LLC2,488$329K0.16%+113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,480$328K<0.01%-2,28013F-HRTimelineGroup
Pacific Center for Financial Services2,453$324K0.08%-1,80413F-HRTimeline
Dorsey & Whitney Trust CO LLC2,451$324K0.02%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC2,442$323K0.24%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,389$316K0.02%013F-HRTimeline
Flagship Private Wealth, LLC2,351$311K0.13%-1513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,337$309K0.02%-2413F-HRTimelineGroup
Grove Bank & Trust2,328$308K0.03%013F-HRTimeline
DIVERSIFIED TRUST CO2,323$307K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC2,315$306K0.01%+2013F-HRTimeline
Kennebec Savings Bank2,307$305K0.27%013F-HRTimeline
Balanced Rock Investment Advisors LLC2,300$304K0.21%-713F-HRTimeline
BIRCHBROOK, INC.2,280$301K0.15%-1,28913F-HRTimeline
SIGNATUREFD, LLC2,278$301K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC2,242$296K0.05%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,238$296K<0.01%013F-HRTimeline
Focus Financial Network, Inc.2,197$290K0.01%-7713F-HRTimeline
WEALTHGARDEN F.S. LLC2,193$290K0.2%013F-HRTimeline
Forza Wealth Management, LLC2,192$290K0.1%013F-HRTimeline
VestGen Advisors, LLC1,938$290K0.01%-28613F-HRTimeline
Brooklyn Investment Group2,182$288K0.01%+12213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,170$287K0.02%-5013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,150$284K0.01%013F-HRTimeline
Frederick Financial Consultants, LLC2,074$274K0.14%013F-HRTimeline
LVZ, Inc.2,068$273K0.03%-98113F-HRTimeline
Cornerstone Advisory, LLC2,050$271K0.03%+513F-HRTimeline
Perigon Wealth Management, LLC2,043$270K<0.01%+47113F-HRTimeline
Magnus Financial Group LLC2,027$268K0.02%-5713F-HRTimeline
Dynamic Advisor Solutions LLC2,021$267K0.01%013F-HRTimeline
Private Wealth Management Group, LLC2,017$266K0.07%013F-HRTimeline
ETF Portfolio Partners, Inc.2,012$266K0.07%+9313F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,897$264K<0.01%-1613F-HRTimeline
WJ Wealth Management, LLC2,000$264K0.12%-70013F-HRTimeline
Strategic Financial Concepts, LLC2,000$264K0.07%013F-HRTimeline
Traveka Wealth, LLC2,000$264K0.1%013F-HRTimeline
Geneos Wealth Management Inc.1,993$263K0.01%+713F-HRTimeline
Capital Advisors Wealth Management, LLC1,991$263K0.04%-3613F-HRTimeline
Hoxton Planning & Management, LLC1,975$261K0.08%+36313F-HRTimeline
Mason & Associates Inc2,020$260K0.05%013F-HRTimeline
IAG Wealth Partners, LLC1,964$259K0.03%013F-HRTimeline
January Capital Advisors LLC1,960$259K0.35%13F-HRTimeline
Goldstein Advisors, LLC1,959$259K0.03%+4913F-HRTimeline
Axis Wealth Partners, LLC1,952$258K0.14%-17013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,916$253K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC1,914$253K<0.01%-3,66313F-HRTimeline
May Hill Capital, LLC1,913$253K0.06%013F-HRTimeline
Wood Tarver Financial Group, LLC1,912$252K0.07%+213F-HRTimeline
Creekside Partners1,873$247K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,870$247K<0.01%-20,64613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,857$245K<0.01%+9413F-HRTimelineGroup
Financial Insights, Inc.1,840$243K0.08%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,803$238K<0.01%new13F-HRTimelineGroup
Family Manage LLC1,798$238K0.03%+11213F-HRTimeline
Refined Wealth Management1,787$236K0.15%-2513F-HRTimeline
Pathway Financial Advisors LLC1,765$235K0.03%013F-HRTimeline
DAVENPORT & Co LLC1,774$234K<0.01%013F-HRTimeline
Pointe Capital Management LLC1,752$231K0.11%013F-HRTimeline
Summit Financial, LLC1,743$230K<0.01%-113F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,743$230K0.04%-11413F-HRTimeline
Eagle Strategies LLC1,735$229K0.03%+5013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,734$229K0.02%+1713F-HRTimelineGroup
Harfst & Associates, Inc.1,711$226K0.04%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,701$225K0.01%new13F-HRTimelineGroup
Argyle Capital Partners, LLC1,696$224K0.16%013F-HRTimeline
Van Hulzen Asset Management, LLC1,695$224K0.02%013F-HRTimeline
Stanich Group LLC1,694$224K0.17%+513F-HRTimeline