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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

490 managers (493 13F filers) reported a position in SUSA shares at 2025-06-30, 16,961,013 shares in all. 32 filers opened a position and 16 filers sold out during the quarter.

Managers
490
13F filers
493
New
32
Added
121
Reduced
195
Sold out
16
Shares held by filers
16,961,013

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LexAurum Advisors, LLC1,678$213K0.03%-13813F-HRTimeline
Perennial Investment Advisors, LLC1,664$211K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC1,662$211K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.1,714$208K0.02%+1,64913F-HRTimeline
Summit Financial, LLC1,632$207K<0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,614$205K<0.01%new13F-HRTimelineGroup
Hoxton Planning & Management, LLC1,612$204K0.07%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,607$204K0.04%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC1,600$203K0.01%new13F-HRTimeline
Longview Financial Advisors LLC1,384$175K0.11%013F-HRTimeline
Financial Connections Group, Inc.1,350$171K0.07%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,343$170K0.1%-46,50313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,305$165K0.01%-53813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,268$161K0.02%-7313F-HRTimeline
Glen Eagle Advisors, LLC1,143$145K0.02%-2813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,136$144K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,085$138K<0.01%-19013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC975$124K0.06%+613F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding967$123K0Timeline
Opal Wealth Advisors, LLC915$116K0.03%+713F-HRTimeline
Capital Investment Advisory Services, L…871$110K0.01%-32813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC871$110K0.04%-31913F-HRTimeline
Cranbrook Wealth Management, LLC853$108K0.02%-4013F-HRTimeline
HOWE & RUSLING INC850$108K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT843$107K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp832$105K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co800$101K0.01%013F-HRTimeline
Crewe Advisors LLC744$94.3K0.01%013F-HRTimeline
Millstone Evans Group, LLC731$92.7K0.06%013F-HRTimeline
ADIRONDACK TRUST CO729$92.4K0.03%-1,62513F-HRTimeline
Prestige Wealth Management Group LLC686$87K0.02%013F-HR/ATimeline
AE Wealth Management LLC665$84.3K<0.01%+31413F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$82.4K0.01%013F-HRTimelineGroup
Investors Research Corp645$81.8K0.02%+5213F-HRTimeline
FAS Wealth Partners, Inc.617$78.2K0.01%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC564$71K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC544$69K<0.01%+2713F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners540$68.4K0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC526$66.7K<0.01%013F-HRTimeline
Westend Capital Management, LLC503$63.8K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC495$62.7K0.02%013F-HRTimeline
Parallel Advisors, LLC494$62.6K<0.01%-20013F-HRTimeline
CoreCap Advisors, LLC478$60.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC466$58.7K0.01%-4813F-HRTimeline
PRIVATE TRUST CO NA457$57.9K0.01%-6613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$54.6K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC423$53.6K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.410$51K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.390$49.4K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.386$49K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$44.4K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC345$43.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd344$43.6K<0.01%-44413F-HRTimeline
Coston, McIsaac & Partners333$42K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC330$41.8K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.317$40.2K<0.01%013F-HRTimelineGroup
Transce3nd, LLC266$33.7K0.01%+513F-HRTimeline
Integrity Financial Corp /WA238$30.2K0.02%013F-HRTimeline
CX Institutional232$29K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$26.2K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…190$24.1K<0.01%013F-HRTimeline
Brooklyn Investment Group186$23.6K<0.01%new13F-HR/ATimeline
Heritage Wealth Advisors165$20.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc164$20.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$19.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$19K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$18.4K<0.01%-15513F-HRTimeline
Financial Perspectives, Inc144$18.2K0.01%+113F-HRTimeline
Hughes Financial Services, LLC129$16.6K<0.01%013F-HRTimeline
American Capital Advisory, LLC122$15.5K0.01%+613F-HRTimeline
Founders Financial Alliance, LLC120$15.2K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC114$14.4K0.01%-9413F-HRTimeline
Tanglewood Legacy Advisors, LLC104$13.2K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.96$12.2K<0.01%new13F-HRTimeline
Rossby Financial, LCC84$10.6K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC74$9.38K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…52$6.63K<0.01%-7713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC45$5.7K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…41$5.2K<0.01%-413F-HRTimelineGroup
Clarity Asset Management, Inc.38$4.82K<0.01%013F-HRTimeline
PayPay Securities Corp36$4.56K0.22%-213F-HRTimeline
Financial Network Wealth Advisors LLC30$3.8K<0.01%-2013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.17K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.22$2.79K<0.01%013F-HRTimeline
Abound Wealth Management13$1.65K<0.01%013F-HRTimeline
Biltmore Family Office, LLC10$1.27K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9$1.14K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC5$639<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$254<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.