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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,464,867$186M0.01%-20,75013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,049,166$133M0.01%-6,93113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,040,107$132M0.08%+42,73413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.806,204$102M<0.01%-8,11413F-HRTimelineGroup
SPINNAKER TRUST594,652$75.4M4.53%-10,61013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC590,215$74.8M0.02%-60,73213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA588,010$74.5M0.01%+15,20913F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp503,649$63.8M0.22%-12,40113F-HRTimelineGroup
UBS Group AGin group UBS Group AG489,647$62.1M0.01%-36,97113F-HRTimelineGroup
IMA Advisory Services, Inc.477,637$60.5M6.49%+7,91813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP432,818$54.9M1.2%-50,80713F-HRTimeline
Acorns Advisers, LLC426,341$54M0.46%+44,16313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO425,834$54M<0.01%-1,073,86113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding391,652$49.6M+65,258Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN371,470$47.1M0.01%-10,08513F-HRTimelineGroup
LPL Financial LLC306,532$38.9M0.01%+3,96613F-HRTimeline
Betterment LLC306,480$38.8M0.08%+123,45113F-HRTimeline
Shira Ridge Wealth Management287,444$36.4M16.64%-3413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV206,215$26.1M0.06%+67,14713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,899$23.8M0.01%-14,32913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.182,517$23.1M0.04%+36,32713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP178,395$22.6M0.03%-4,38313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC174,652$22.1M0.03%-36,85313F-HRTimeline
Mariner, LLCin group Mariner, LLC173,532$22M0.03%+8,14013F-HRTimelineGroup
HM PAYSON & CO158,757$20.1M0.32%+69,46613F-HRTimeline
Money Design Co.,Ltd.133,471$16.9M0.79%+54213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\125,345$15.9M0.02%-10,92713F-HRTimelineGroup
Fund Evaluation Group, LLC124,086$15.7M0.61%-4,55913F-HRTimeline
World Investment Advisors106,435$13.5M0.31%+1,29913F-HRTimeline
Farrow Financial, Inc.97,580$12.4M7.5%+1,26013F-HRTimeline
Quent Capital, LLC95,424$12.1M1.17%-2,04413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,364$12.1M0.02%-1,32813F-HRTimeline
Stewardship Advisors, LLC93,112$11.8M2.99%-1,83113F-HRTimeline
HighTower Advisors, LLC90,082$11.4M0.01%+11,58313F-HRTimeline
Charter Oak Capital Management, LLC75,706$9.6M0.81%-68413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,253$8.65M0.01%-14,50413F-HRTimelineGroup
Cetera Investment Advisers65,079$8.25M0.01%+13,22113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,274$8.15M<0.01%-4913F-HRTimelineGroup
Corundum Group, Inc.64,099$8.12M3.59%-2,19313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP59,639$7.56M0.05%-70813F-HRTimelineGroup
eCIO, Inc.58,174$7.37M3.11%+28,44213F-HRTimeline
Accredited Investors Inc.55,584$7.05M0.42%-4,14913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,226$7M0.01%+4,77813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…54,281$6.88M0.03%-1,96313F-HRTimelineGroup
NewEdge Advisors, LLC53,058$6.73M0.03%-1,57213F-HRTimeline
Janney Montgomery Scott LLC52,934$6.71M0.02%+4,20513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/52,517$6.66M<0.01%+18313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,377$6.14M0.01%-4,16213F-HR/ATimelineGroup
Creative Planningin group Creative Planning48,234$6.11M0.01%-82013F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC48,065$6.09M1.5%-1,79913F-HRTimeline
Advisory Services Network, LLC47,367$6.09M0.1%-28,48613F-HRTimeline
Cambridge Investment Research Advisors,…46,362$5.88M0.02%-2,58213F-HRTimeline
D.A. DAVIDSON & CO.45,818$5.81M0.04%-5,58613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC43,247$5.48M3.08%+47213F-HRTimeline
MML INVESTORS SERVICES, LLC42,615$5.4M0.02%+4,90713F-HRTimeline
Glenview Trust Co42,500$5.39M0.09%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP40,145$5.09M0.47%-8,40413F-HRTimelineGroup
Bear Mountain Capital, Inc.37,899$4.85M1.74%+1,50713F-HRTimeline
Private Advisor Group, LLC36,139$4.58M0.02%-13313F-HRTimeline
Garde Capital, Inc.35,150$4.46M0.24%-2,46713F-HRTimeline
Robertson Stephens Wealth Management, L…32,564$4.13M0.14%-1,86513F-HRTimeline
BigSur Wealth Management LLC32,000$4.06M1.02%013F-HRTimeline
Destination Wealth Management31,257$3.96M0.12%+87613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC31,004$3.93M0.11%+92013F-HRTimeline
SageView Advisory Group, LLC30,270$3.93M0.15%-59013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/30,965$3.92M0.2%-2,08513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,760$3.9M0.05%-2,30913F-HRTimelineGroup
Long Run Wealth Advisors, LLC30,451$3.86M0.81%-1,69313F-HRTimeline
Composition Wealth, LLC30,054$3.81M0.06%+8,07513F-HRTimeline
Pure Financial Advisors, LLC30,047$3.81M0.07%+54113F-HRTimeline
Modern Wealth Management, LLC29,994$3.8M0.09%new13F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC29,351$3.72M0.01%+45713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,082$3.69M<0.01%-1,81313F-HRTimelineGroup
Steward Partners Investment Advisory, L…27,851$3.53M0.03%-77913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,974$3.52M<0.01%+2,39013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,502$3.49M0.01%+2,09413F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC27,110$3.44M0.4%-1,12313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…27,064$3.43M0.47%013F-HRTimelineGroup
&PARTNERS25,451$3.23M0.02%+4,15813F-HRTimeline
CPC Advisors, LLC25,173$3.19M0.4%+6313F-HRTimeline
Permanens Capital L.P.24,577$3.12M0.42%-24,06413F-HRTimeline
Simmons Bankin group Simmons Bank24,081$3.05M0.22%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,929$3.03M0.01%-28913F-HRTimelineGroup
OneDigital Investment Advisors LLC23,768$3.01M0.03%-7,63113F-HRTimeline
VERITY Wealth Advisors23,554$2.99M2.01%013F-HRTimeline
3EDGE Asset Management, LP23,077$2.92M0.18%-24,01013F-HRTimeline
BAILARD, INC.22,868$2.9M0.07%-1,48213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,678$2.87M<0.01%+6,90713F-HRTimelineGroup
HB Wealth Management, LLC22,374$2.84M0.02%+5513F-HRTimeline
Shepherd Financial Partners LLC22,360$2.83M0.3%-15113F-HRTimeline
Ledyard National Bank22,347$2.83M0.27%+1,21813F-HRTimeline
Asset Dedication, LLC21,983$2.79M0.2%-50613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,595$2.74M0.01%+45313F-HRTimelineGroup
CGN Advisors LLC21,220$2.69M0.24%013F-HRTimeline
Allworth Financial LP20,872$2.65M0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL20,542$2.6M0.01%-46513F-HRTimeline
Crestwood Advisors Group, LLC19,844$2.52M0.05%-83213F-HRTimeline
CWM, LLCin group CWM, LLC19,827$2.51M0.01%-1,84013F-HRTimelineGroup
Cresset Asset Management, LLC19,703$2.5M0.01%013F-HR/ATimeline
SAX WEALTH ADVISORS, LLC19,130$2.42M0.15%-70513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,853$2.39M0.05%-2,46013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,369$2.32M0.01%+1,30013F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK18,280$2.32M0.01%013F-HRTimelineGroup
NorthRock Partners, LLC17,959$2.28M0.06%+25113F-HR/ATimeline
Aprio Wealth Management, LLC17,592$2.23M0.25%-23913F-HRTimeline
Fingerlakes Wealth Management, Inc.17,220$2.18M1.63%+3113F-HRTimeline
One Wealth Advisors, LLC17,086$2.17M0.3%-29313F-HRTimeline
First Pacific Financial17,025$2.16M0.32%-94113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,400$2.08M<0.01%+6,32513F-HRTimelineGroup
New Covenant Trust Company, N.A.16,283$2.05M1.83%013F-HRTimeline
Cornerstone Wealth Management, LLC16,170$2.05M0.12%-3,00813F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC15,933$2.02M0.02%-83213F-HRTimelineGroup
Integrated Wealth Concepts LLC14,890$1.89M0.02%+1,96613F-HRTimeline
Chicago Partners Investment Group LLC14,540$1.88M0.05%-12113F-HRTimeline
Litman Gregory Wealth Management LLC14,751$1.87M0.15%013F-HRTimeline
J.W. COLE ADVISORS, INC.14,433$1.83M0.04%+7,59213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,145$1.79M<0.01%-1,71213F-HR/ATimelineGroup
Colorado Capital Management, Inc.13,469$1.79M0.77%-1,46713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,079$1.78M0.05%-21913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,887$1.76M0.01%+1613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,844$1.75M<0.01%-1,34013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC13,730$1.74M0.17%+1,99113F-HRTimeline
Ellevest, Inc.13,582$1.72M0.27%-187,27213F-HRTimeline
Evercore Wealth Management, LLC13,512$1.71M0.03%013F-HRTimeline
FSA WEALTH PARTNERS, INC.13,409$1.7M0.82%-93213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,308$1.69M0.33%013F-HRTimeline
Sequoia Financial Advisors, LLC12,940$1.64M0.01%-84213F-HRTimeline
Ryan Investment Management, Inc.12,543$1.59M1.02%13F-HRTimeline
Trust Co12,509$1.59M0.18%-1,03413F-HRTimeline
Bigelow Investment Advisors, LLC12,493$1.58M0.7%-3913F-HRTimeline
Milestone Investment Advisors LLC12,445$1.58M0.41%-1,91613F-HRTimeline
Winthrop Advisory Group LLC12,287$1.56M0.15%-47913F-HRTimeline
Avantax Planning Partners, Inc.12,240$1.55M0.05%013F-HRTimeline
Addison Advisors LLC12,212$1.55M0.39%-1513F-HRTimeline
Resonant Capital Advisors, LLC12,125$1.54M0.1%013F-HRTimeline
Clearstead Advisors, LLC11,914$1.51M0.02%-36013F-HRTimeline
Aptus Capital Advisors, LLC11,817$1.5M0.01%013F-HRTimeline
Bond & Devick Financial Network, Inc.11,739$1.49M0.49%-13413F-HRTimeline
Baker Avenue Asset Management, LP11,642$1.48M0.04%-1,67913F-HRTimeline
Snowden Capital Advisors LLC11,542$1.46M0.04%+57713F-HRTimeline
GoalVest Advisory LLC11,539$1.46M0.36%+2,82213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources11,483$1.46M<0.01%-1,26213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,134$1.41M<0.01%-1,79813F-HRTimeline
VestGen Advisors, LLC10,549$1.36M0.05%-62713F-HRTimeline
Federation des caisses Desjardins du Qu…10,667$1.35M0.01%-11,47013F-HRTimeline
Mill Creek Capital Advisors, LLC10,636$1.35M0.03%+1713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,510$1.33M0.05%013F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC10,507$1.33M0.57%-80513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,431$1.32M0.01%-13013F-HRTimeline
FMR LLCin group FMR LLC10,129$1.28M<0.01%+15113F-HRTimelineGroup
SOA Wealth Advisors, LLC.10,097$1.28M0.24%-2,98813F-HRTimeline
CHOREO, LLC9,971$1.26M0.02%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,849$1.25M<0.01%+113F-HR/ATimeline
Members Trust Co9,742$1.23M0.04%+20513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,708$1.23M0.05%+58013F-HRTimeline
Portland Global Advisors LLC9,680$1.23M0.14%-10013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,644$1.22M0.04%-36213F-HRTimeline
Integrated Investment Consultants, LLC9,560$1.21M0.24%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,426$1.19M0.24%+2013F-HRTimeline
Parkside Advisors LLC9,217$1.17M0.26%-20113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC9,062$1.15M1.05%+28813F-HRTimeline
MGO ONE SEVEN LLC9,044$1.15M0.04%013F-HRTimeline
Beacon Pointe Advisors, LLC8,899$1.13M0.01%-30613F-HRTimeline
WESBANCO BANK INC8,875$1.12M0.03%-47613F-HRTimeline
Mutual Advisors, LLC8,514$1.11M0.03%+11913F-HRTimeline
TFC Financial Management, Inc.8,690$1.1M0.15%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,628$1.09M-7,976Timeline
Abacus Planning Group, Inc.8,627$1.09M0.16%-15613F-HR/ATimeline
Round Rock Advisors LLC8,616$1.09M0.19%-31113F-HRTimeline
Haverford Trust Co8,480$1.07M0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,478$1.07M0.02%+88413F-HRTimeline
Coastline Trust Co8,469$1.07M0.12%-35113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Destiny Capital Corp/CO8,352$1.06M0.64%013F-HRTimeline
PRENTISS SMITH & CO INC8,347$1.06M0.63%-9513F-HRTimeline
Good Life Advisors, LLC8,312$1.05M0.07%+22313F-HRTimeline
OBSIDIAN CIO, LLC8,271$1.05M0.15%-72113F-HRTimeline
McGinn Penninger Investment Management,…8,098$1.03M0.65%-1413F-HRTimeline
Moment Partners, LLC7,953$1.01M0.19%-9413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,894$1M0.01%-1013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC7,778$986K0.17%-18213F-HRTimeline
Willow Creek Wealth Management Inc.7,679$973K0.09%013F-HRTimeline
NEPC LLC7,646$969K0.02%-27813F-HRTimeline
Finley Financial, LLC7,610$965K0.48%013F-HRTimeline
Wealthspire Advisors, LLC7,606$964K0.01%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,589$962K0.09%-68613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,482$948K0.01%-1,76713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,479$948K0.03%-2,90713F-HRTimelineGroup
Smart Portfolios, LLC7,432$942K0.95%-8113F-HRTimeline
Citrine Capital LLC7,250$919K0.49%013F-HRTimeline
Midwest Trust Co7,144$906K0.01%13F-HRTimeline
McClarren Financial Advisors, Inc.7,130$904K0.59%+2,66213F-HRTimeline
SK Wealth Management, LLC7,018$896K0.39%+42113F-HRTimeline
WealthShield Partners, LLC7,025$890K0.11%-29513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,017$889K0.1%+1613F-HRTimeline
ASPIRIANT, LLC6,868$871K0.03%013F-HRTimeline
Westside Investment Management, Inc.6,831$866K0.16%-39613F-HRTimeline
Legacy Edge Advisors, LLC6,686$847K0.11%+17613F-HRTimeline
JNBA Financial Advisors6,516$826K0.08%+19713F-HRTimeline
Sharper & Granite LLC6,357$809K0.31%-60213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,296$798K0.01%013F-HRTimeline