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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

498 managers (500 13F filers) reported a position in SUSA shares at 2025-09-30, 16,229,080 shares in all. 32 filers opened a position and 23 filers sold out during the quarter.

Managers
498
13F filers
500
New
32
Added
125
Reduced
191
Sold out
23
Shares held by filers
16,229,080

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Hoxton Planning & Management, LLC1,612$219K0.07%013F-HRTimeline
BOSTON FAMILY OFFICE LLC1,600$217K0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,588$215K0.01%new13F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.1,572$213K0.01%new13F-HRTimeline
Goldstein Advisors, LLC1,570$213K0.03%new13F-HRTimeline
Harbour Trust & Investment Management Co1,564$212K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.1,553$211K0.19%-30613F-HRTimeline
Montis Financial, LLC1,551$210K0.05%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,516$206K0.12%-56113F-HRTimeline
SBI Securities Co., Ltd.1,514$205K0.01%+42913F-HRTimeline
Portland Financial Advisors Inc1,510$205K0.44%new13F-HRTimeline
Bath Savings Trust Co1,500$203K0.02%new13F-HRTimeline
Sulzberger Capital Advisors, Inc.1,500$203K0.23%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,499$203K<0.01%-11513F-HRTimelineGroup
GLOBALT Investments LLC / GA1,492$202K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc1,460$198K0.03%-32713F-HRTimeline
Financial Connections Group, Inc.1,350$183K0.07%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,343$182K0.1%013F-HRTimeline
Longview Financial Advisors LLC1,339$182K0.1%-4513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,305$177K0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,172$159K0.02%+2913F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,136$154K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,120$152K0.02%-14813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,100$149K0.05%+22913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC975$132K0.06%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding967$131K0Timeline
HOWE & RUSLING INC850$115K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT843$114K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…839$114K0.01%-3213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp832$113K<0.01%013F-HRTimelineGroup
Caldwell Trust Co800$109K0.01%013F-HRTimeline
Crewe Advisors LLC744$101K0.01%013F-HRTimeline
Millstone Evans Group, LLC731$99.2K0.06%013F-HRTimeline
ADIRONDACK TRUST CO729$98.9K0.03%013F-HRTimeline
Investors Research Corp718$97.4K0.02%+7313F-HRTimeline
Prestige Wealth Management Group LLC686$93.1K0.02%013F-HR/ATimeline
Qube Research & Technologies Ltd652$88.4K<0.01%+30813F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$88.2K0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC647$87.8K0.02%-20613F-HRTimeline
FAS Wealth Partners, Inc.619$83.9K0.01%+213F-HRTimeline
AE Wealth Management LLC618$83.8K<0.01%-4713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.600$81.4K0.01%-1,48013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC564$76K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC559$75.8K<0.01%+1513F-HRTimelineGroup
Rossmore Private Capital509$69K0.01%new13F-HRTimeline
Westend Capital Management, LLC503$68.2K0.02%013F-HRTimeline
Running Point Capital Advisors, LLC495$67.1K0.02%013F-HRTimeline
Parallel Advisors, LLC494$67K<0.01%013F-HRTimeline
CoreCap Advisors, LLC478$64.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC466$63K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA457$62K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$58.5K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC423$57.4K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.410$55.6K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB400$54.3K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.390$52.9K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$47.5K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.347$47K<0.01%-3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners334$45K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.317$43K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC300$40.7K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.250$33.9K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA239$32.4K0.02%+113F-HRTimeline
CX Institutional233$32K<0.01%+113F-HRTimeline
Collier Financial196$26.6K0.02%13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…190$25.8K<0.01%013F-HRTimeline
Financial Life Planners185$25.1K0.02%new13F-HRTimeline
Larson Financial Group LLC182$24.7K<0.01%-16313F-HRTimeline
Heritage Wealth Advisors165$22.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc165$22.3K<0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$20.3K0.01%013F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC145$19.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc144$19.6K0.01%013F-HRTimeline
Hughes Financial Services, LLC129$17.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC131$17.8K<0.01%-2313F-HRTimeline
American Capital Advisory, LLC122$16.6K0.01%013F-HRTimeline
Founders Financial Alliance, LLC120$16.3K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC114$15.5K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC104$14.1K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.96$13K<0.01%013F-HRTimeline
Rossby Financial, LCC84$11.4K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC74$10K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.73$9.9K<0.01%-1,64113F-HRTimeline
Evelyn Partners Investment Management (…60$8.14K<0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…52$7.1K<0.01%013F-HRTimeline
Cloud Capital Management, LLC52$7K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…41$5.56K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.38$5.17K<0.01%013F-HRTimeline
PayPay Securities Corp32$4.4K0.16%-413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.39K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.25$3.38K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22$2.98K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC17$2.31K<0.01%-1313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$2.04K<0.01%-713F-HRTimeline
Abound Wealth Management13$1.76K<0.01%013F-HRTimeline
Biltmore Family Office, LLC10$1.36K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$271<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …0$43<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.