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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
Harfst & Associates, Inc.1,711$264K0.04%013F-HRTimeline
FIRST MANHATTAN CO. LLC.1,700$262K<0.01%-53813F-HRTimeline
Van Hulzen Asset Management, LLC1,695$262K0.02%013F-HRTimeline
MJP ASSOCIATES INC /ADV1,694$261K0.03%+313F-HRTimeline
Parkshore Wealth Management, Inc.1,688$260K0.07%013F-HRTimeline
LexAurum Advisors, LLC1,654$255K0.03%-2913F-HRTimeline
Perennial Investment Advisors, LLC1,642$253K0.02%-2913F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,897$251K<0.01%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,600$247K0.01%013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.1,590$245K0.19%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,575$243K0.01%013F-HRTimeline
Harbour Trust & Investment Management Co1,574$243K0.02%+1013F-HRTimeline
Harbor Asset Planning, Inc.1,564$241K0.18%+313F-HRTimeline
Summit Financial, LLC1,558$240K<0.01%-18513F-HRTimeline
Tradewinds, LLC.4,113$240K0.06%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,551$239K0.03%013F-HRTimeline
Montis Financial, LLC1,551$239K0.05%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,544$238K<0.01%013F-HRTimelineGroup
Bath Savings Trust Co1,500$231K0.02%new13F-HRTimeline
Sulzberger Capital Advisors, Inc.1,500$231K0.23%new13F-HRTimeline
Portland Financial Advisors Inc1,495$231K0.42%new13F-HRTimeline
TriCert Investment Counsel Inc.1,480$228K0.02%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.1,479$228K0.01%-3813F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,464$226K0.06%new13F-HRTimeline
Vericrest Private Wealth1,447$223K0.2%new13F-HRTimeline
Boothe Investment Group, Inc.1,445$223K0.07%-18113F-HRTimeline
PFG Advisors1,440$222K0.01%new13F-HRTimeline
DDFG, Inc1,405$217K0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,405$216K0.01%new13F-HRTimeline
White Lighthouse Investment Management …1,379$213K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC1,378$213K<0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,606$212K0.04%013F-HRTimeline
Strategic Wealth Investment Group, LLC1,374$212K0.03%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,373$212K0.1%new13F-HRTimeline
EVERPAR ADVISORS LLC1,370$211K0.06%new13F-HRTimeline
LFA - Lugano Financial Advisors SA1,343$207K0.12%013F-HRTimeline
Beck Bode, LLC1,305$201K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,305$201K0.01%013F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp1,297$200K<0.01%new13F-HRTimelineGroup
Longview Financial Advisors LLC1,251$193K0.1%-5313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,177$182K0.04%+39613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,125$174K<0.01%+10013F-HRTimelineGroup
Golden State Wealth Management, LLC1,102$170K0.02%+213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,055$163K0.01%013F-HRTimeline
WHITTIER TRUST CO1,000$155K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,000$154K0.01%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC981$151K0.06%+313F-HRTimeline
Investors Research Corp940$145K0.03%+2213F-HRTimeline
GAMMA Investing LLC884$136K0.01%013F-HRTimeline
HOWE & RUSLING INC850$131K0.01%013F-HRTimeline
Evolution Advisers, Inc.842$129K0.05%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp832$128K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC800$123K0.02%-6013F-HRTimeline
Caldwell Trust Co800$123K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…780$120K0.01%013F-HRTimeline
Crewe Advisors LLC744$115K0.01%013F-HRTimeline
Millstone Evans Group, LLC731$113K0.06%013F-HRTimeline
Prestige Wealth Management Group LLC698$108K0.02%013F-HRTimeline
JDM Financial Group LLC696$107K0.04%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$100K0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC621$95.8K<0.01%-1413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.600$92.6K0.01%013F-HRTimelineGroup
Addison Advisors LLC585$90.3K0.04%-10,23813F-HRTimeline
Smartleaf Asset Management LLC574$87.9K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC564$87K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC557$85.9K0.02%-9113F-HRTimeline
ADIRONDACK TRUST CO549$84.7K0.03%013F-HRTimeline
Clean Yield Group539$83.2K0.02%013F-HRTimeline
Rossmore Private Capital509$78.5K0.01%013F-HRTimeline
Parallel Advisors, LLC500$77.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC478$73.8K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc468$72.3K0.01%-313F-HRTimeline
AE Wealth Management LLC468$72.2K<0.01%-2413F-HRTimeline
PRIVATE TRUST CO NA457$70.5K0.01%013F-HRTimeline
Front Row Advisors LLC423$67K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$66.5K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.390$60.2K0.02%013F-HRTimeline
Blue Trust, Inc.387$59.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.382$59K<0.01%+3513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Basepoint Wealth LLC379$58.5K0.03%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$54K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…350$54K<0.01%-65513F-HRTimelineGroup
Dunhill Financial, LLC344$53.1K0.01%-9313F-HRTimeline
Coston, McIsaac & Partners337$52K0.01%+113F-HRTimeline
Qube Research & Technologies Ltd323$49.8K<0.01%-3313F-HRTimeline
Westend Capital Management, LLC290$44.7K0.01%-21313F-HRTimeline
Wealth Enhancement Trust Services, Inc.262$40.4K<0.01%-1313F-HR/ATimeline
Armor Investment Advisors, LLC258$39.8K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.250$38.6K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC246$38K0.01%013F-HRTimeline
Westfuller Advisors, LLC244$37.6K0.01%new13F-HRTimeline
CX Institutional233$36K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.220$34K<0.01%013F-HRTimeline
Financial Life Planners186$28.7K0.02%013F-HRTimeline
Larson Financial Group LLC183$28.2K<0.01%013F-HRTimeline
Triumph Capital Management166$25.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors165$25.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC163$25.2K0.03%+8213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$23.1K0.01%013F-HRTimeline
Financial Perspectives, Inc145$22.4K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$22.4K<0.01%013F-HRTimeline
Integrity Financial Corp /WA142$21.9K0.01%013F-HRTimeline
Hughes Financial Services, LLC129$19.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC112$17.3K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…111$17.1K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC104$16K0.01%013F-HRTimeline
Bollard Group LLC96$15K<0.01%013F-HRTimeline
Rossby Financial, LCC84$13K<0.01%013F-HRTimeline
SHP Wealth Management75$11.5K<0.01%+113F-HRTimeline
Brooklyn FI, LLC74$11.3K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC72$11.2K<0.01%+3213F-HRTimelineGroup
Silver Grove Financial Group, Inc.69$10.6K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.61$9.41K<0.01%013F-HRTimeline
Downshift Financial, LLC60$9.26K<0.01%new13F-HRTimeline
Kroeger Financial Partners51$7.87K0.01%13F-HRTimeline
AdvisorNet Financial, Inc46$7.03K<0.01%013F-HRTimeline
Collier Financial41$6.37K<0.01%-15613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…39$6.02K<0.01%-113F-HRTimelineGroup
Lodestone Wealth Management LLC33$5.09K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.86K<0.01%013F-HRTimeline
PayPay Securities Corp25$3.86K0.09%-413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$2.31K<0.01%013F-HRTimeline
Abound Wealth Management13$2.01K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.10$1.54K<0.01%new13F-HRTimeline
Realta Investment Advisors4$617<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$309<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$143<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …0$49<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.