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Disclosery

SUSA ISHARES TR

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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
Boothe Investment Group, Inc.1,767$246K0.09%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,763$246K<0.01%new13F-HRTimelineGroup
Pointe Capital Management LLC1,752$244K0.12%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,745$243K<0.01%-1,61313F-HRTimelineGroup
Summit Financial, LLC1,744$243K<0.01%+413F-HRTimeline
Pachira Investments Inc.1,742$243K0.12%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,717$239K0.02%+313F-HRTimelineGroup
Harfst & Associates, Inc.1,711$238K0.04%-10013F-HRTimeline
Parkshore Wealth Management, Inc.1,701$237K0.09%+413F-HRTimeline
Argyle Capital Partners, LLC1,696$236K0.17%013F-HRTimeline
Van Hulzen Asset Management, LLC1,695$236K0.02%-1013F-HRTimeline
Stanich Group LLC1,689$235K0.18%+413F-HRTimeline
MJP ASSOCIATES INC /ADV1,688$235K0.03%+313F-HRTimeline
Family Manage LLC1,686$235K0.03%013F-HRTimeline
Eagle Strategies LLC1,685$235K0.03%-9213F-HRTimeline
EVOKE WEALTH, LLC1,685$235K<0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC1,669$232K0.02%+413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,657$231K0.01%-27413F-HRTimeline
Hoxton Planning & Management, LLC1,612$225K0.07%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,606$224K0.04%-27413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,601$223K0.03%-10413F-HRTimeline
BOSTON FAMILY OFFICE LLC1,600$223K0.01%013F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.1,590$222K0.21%13F-HRTimeline
Zhang Financial LLC1,588$221K0.01%-10913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,588$221K<0.01%013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.1,574$219K0.01%+213F-HRTimeline
Perigon Wealth Management, LLC1,572$219K<0.01%new13F-HRTimeline
Harbour Trust & Investment Management Co1,564$218K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.1,558$217K0.19%+513F-HRTimeline
Montis Financial, LLC1,551$216K0.04%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,507$210K0.01%-24913F-HRTimeline
Bath Savings Trust Co1,500$209K0.02%013F-HRTimeline
Sulzberger Capital Advisors, Inc.1,500$209K0.21%013F-HRTimeline
Portland Financial Advisors Inc1,495$208K0.44%-1513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,486$207K0.11%-3013F-HRTimeline
SBI Securities Co., Ltd.1,482$207K0.01%-3213F-HRTimeline
GLOBALT Investments LLC / GA1,481$206K0.01%-1113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV1,464$204K0.06%new13F-HRTimeline
Bell Investment Advisors, Inc1,459$203K0.03%-113F-HRTimeline
Vericrest Private Wealth1,447$202K0.18%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,444$201K<0.01%-5513F-HRTimelineGroup
Financial Connections Group, Inc.1,350$188K0.06%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,343$187K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,305$182K0.01%013F-HRTimelineGroup
Longview Financial Advisors LLC1,304$182K0.1%-3513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,177$164K0.05%+7713F-HRTimeline
Golden State Wealth Management, LLC1,125$157K0.02%+99413F-HRTimeline
Dunhill Financial, LLC1,103$154K0.04%-1,55013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,000$139K0.01%-13613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC978$136K0.06%+313F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding967$135K0Timeline
Glen Eagle Advisors, LLC965$134K0.02%-20713F-HRTimeline
HOWE & RUSLING INC850$118K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT843$117K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp832$116K<0.01%013F-HRTimelineGroup
Investors Research Corp817$114K0.02%+9913F-HRTimeline
Caldwell Trust Co800$111K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…799$111K0.01%-4013F-HRTimeline
Crewe Advisors LLC744$104K0.01%013F-HRTimeline
GAMMA Investing LLC734$102K0.01%new13F-HRTimeline
Millstone Evans Group, LLC731$102K0.06%013F-HRTimeline
ADIRONDACK TRUST CO729$102K0.03%013F-HRTimeline
Prestige Wealth Management Group LLC708$98.7K0.02%+2213F-HRTimeline
Lloyd Advisory Services, LLC.667$93K0.04%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors650$90.6K0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC647$90.2K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC603$84K<0.01%+4413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.600$83.6K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd576$80.3K<0.01%-7613F-HRTimeline
VALLEY NATIONAL ADVISERS INC564$78K0.01%013F-HRTimeline
Navalign, LLC518$72.2K0.02%new13F-HRTimeline
Rossmore Private Capital509$70.9K0.01%013F-HRTimeline
Westend Capital Management, LLC503$70.1K0.02%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.500$69.7K0.01%13F-HRTimeline
CoreCap Advisors, LLC478$66.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA457$63.7K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC431$60.1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.430$59.9K<0.01%+2013F-HRTimeline
Running Point Capital Advisors, LLC426$59.4K0.02%-6913F-HRTimeline
Parallel Advisors, LLC424$59.1K<0.01%-7013F-HRTimeline
Front Row Advisors LLC423$58.9K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.390$54.3K0.02%013F-HRTimeline
Blue Trust, Inc.386$53.8K<0.01%new13F-HRTimeline
Basepoint Wealth LLC377$52.6K0.03%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.350$48.8K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.347$48K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners335$46K0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.317$44.2K<0.01%013F-HRTimelineGroup
Align Financial, LLC43,754$43.8K0.03%13F-HRTimeline
Root Financial Partners, LLC300$41.8K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC258$36K0.01%new13F-HRTimeline
Integrity Financial Corp /WA255$35.5K0.02%+1613F-HRTimeline
Washington Trust Advisors, Inc.250$34.8K<0.01%013F-HRTimeline
CX Institutional233$32K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.219$30.5K<0.01%-40013F-HRTimeline
Collier Financial196$27.4K0.02%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…190$26.5K<0.01%013F-HRTimeline
Larson Financial Group LLC182$25.4K<0.01%013F-HRTimeline
Triumph Capital Management166$23.1K<0.01%new13F-HRTimeline
Heritage Wealth Advisors165$23K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc165$23K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC150$20.9K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC145$20.2K<0.01%013F-HRTimeline
Financial Perspectives, Inc145$20.1K0.01%+113F-HRTimeline
Garton & Associates Financial Advisors …133$18.5K0.01%13F-HRTimeline
Hughes Financial Services, LLC129$18K<0.01%013F-HRTimeline
American Capital Advisory, LLC122$17K0.01%013F-HRTimeline
Founders Financial Alliance, LLC120$16.7K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.114$15.9K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC114$15.9K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…107$14.9K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC104$14.5K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$13.9K<0.01%-30013F-HRTimeline
Rossby Financial, LCC84$11.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.77$10.7K<0.01%+413F-HRTimeline
SHP Wealth Management74$10.4K<0.01%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC74$10.3K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC64$8.92K0.01%+4713F-HRTimeline
Evelyn Partners Investment Management (…60$8.36K<0.01%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…52$7.29K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC40$5.57K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.38$5.33K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…34$4.74K<0.01%-713F-HRTimelineGroup
Lodestone Wealth Management LLC33$4.57K<0.01%new13F-HRTimeline
PayPay Securities Corp28$3.9K0.11%-413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC25$3.48K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.15$2.09K<0.01%013F-HRTimeline
Abound Wealth Management13$1.81K<0.01%013F-HRTimeline
Biltmore Family Office, LLC10$1.39K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$279<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$128<0.01%-2413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …0$45<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.