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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,441,883$196M0.01%-22,98413F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,063,932$144M0.09%+23,82513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,040,649$141M0.01%-8,51713F-HR/ATimelineGroup
SPINNAKER TRUST589,020$79.9M4.43%-5,63213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA540,663$73.3M0.01%-47,34713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp522,356$70.9M0.24%+18,70713F-HRTimelineGroup
IMA Advisory Services, Inc.517,615$70.2M7.08%+39,97813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.500,364$67.9M<0.01%-305,84013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC493,457$67M0.02%-96,75813F-HRTimelineGroup
UBS Group AGin group UBS Group AG452,032$61.3M0.01%-37,61513F-HRTimelineGroup
Acorns Advisers, LLC436,504$59.2M0.47%+10,16313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP418,324$56.7M1.16%-14,49413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO410,963$55.7M<0.01%-14,87113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN363,363$49.3M0.01%-8,10713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV298,212$40.5M0.07%+91,99713F-HRTimeline
Betterment LLC296,167$40.2M0.08%-10,31313F-HRTimeline
LPL Financial LLC294,519$40M0.01%-12,01313F-HRTimeline
Shira Ridge Wealth Management284,764$38.6M16.39%-2,68013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding245,816$33.3M-145,836Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.181,832$24.7M0.04%-68513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,979$24.4M0.01%-7,92013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC170,290$23.1M0.03%-3,24213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP168,701$22.9M0.03%-9,69413F-HRTimelineGroup
HM PAYSON & CO161,986$22M0.32%+3,22913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,980$22M0.03%-12,67213F-HRTimeline
Fund Evaluation Group, LLC130,046$17.6M0.64%+5,96013F-HRTimeline
World Investment Advisors101,961$13.8M0.28%-4,47413F-HRTimeline
Farrow Financial, Inc.98,276$13.3M7.74%+69613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,135$13M0.02%+77113F-HRTimeline
Cetera Investment Advisers93,749$12.7M0.01%+28,67013F-HRTimeline
Quent Capital, LLC93,169$12.6M1.06%-2,25513F-HRTimeline
HighTower Advisors, LLC88,608$12M0.01%-1,47413F-HRTimeline
Stewardship Advisors, LLC87,515$11.9M2.81%-5,59713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\78,692$10.7M0.01%-46,65313F-HRTimelineGroup
Charter Oak Capital Management, LLC73,925$10M0.79%-1,78113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,848$9.07M0.01%-1,40513F-HRTimelineGroup
eCIO, Inc.66,222$8.98M3.35%+8,04813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,779$8.65M<0.01%-49513F-HRTimelineGroup
Corundum Group, Inc.62,978$8.54M3.51%-1,12113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP59,226$8.03M0.05%-41313F-HR/ATimelineGroup
NewEdge Advisors, LLC59,142$8.02M0.04%+6,08413F-HRTimeline
Accredited Investors Inc.56,635$7.68M0.43%+1,05113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…53,770$7.29M0.03%-51113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,340$6.83M<0.01%+47,11113F-HRTimelineGroup
Elevation Capital Advisory, LLC50,320$6.83M2.73%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49,674$6.74M<0.01%-2,84313F-HRTimelineGroup
Advisory Services Network, LLC49,378$6.7M0.1%+2,01113F-HRTimeline
Cambridge Investment Research Advisors,…48,695$6.61M0.02%+2,33313F-HRTimeline
Janney Montgomery Scott LLC47,133$6.39M0.02%-5,80113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,517$6.34M0.01%-86013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC43,801$5.94M0.02%+1,18613F-HRTimeline
Destination Wealth Management43,619$5.92M0.16%+12,36213F-HRTimeline
D.A. DAVIDSON & CO.43,027$5.84M0.04%-2,79113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC42,901$5.82M3.03%-34613F-HRTimeline
Glenview Trust Co42,500$5.77M0.09%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC42,133$5.72M1.39%-5,93213F-HRTimeline
Creative Planningin group Creative Planning39,885$5.41M<0.01%-8,34913F-HRTimelineGroup
Bear Mountain Capital, Inc.37,393$5.13M1.72%-50613F-HRTimeline
Olde Wealth Management, LLC34,795$4.84M1.49%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,183$4.64M0.01%+17,81413F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP34,070$4.62M0.39%-6,07513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,657$4.57M0.01%-21,56913F-HRTimelineGroup
Robertson Stephens Wealth Management, L…33,605$4.56M0.14%+1,04113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management33,081$4.49M0.05%+2,32113F-HRTimelineGroup
BigSur Wealth Management LLC32,000$4.34M1.06%013F-HRTimeline
Garde Capital, Inc.31,658$4.29M0.22%-3,49213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC31,088$4.22M0.1%+8413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/30,912$4.19M0.2%-5313F-HRTimeline
SageView Advisory Group, LLC30,398$4.12M0.14%+12813F-HRTimeline
Pure Financial Advisors, LLC30,017$4.07M0.06%-3013F-HRTimeline
Modern Wealth Management, LLC29,990$4.07M0.08%-413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,907$4.03M<0.01%+1,93313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC29,578$4.01M0.01%+22713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,115$3.95M<0.01%+3313F-HRTimelineGroup
Long Run Wealth Advisors, LLC28,946$3.93M0.77%-1,50513F-HRTimeline
Steward Partners Investment Advisory, L…27,851$3.78M0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC27,497$3.73M0.01%-513F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…27,064$3.67M0.63%013F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC26,350$3.57M0.38%-76013F-HRTimeline
OneDigital Investment Advisors LLC25,404$3.45M0.04%+1,63613F-HRTimeline
CPC Advisors, LLC24,820$3.37M0.36%-35313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,797$3.36M0.02%+86813F-HRTimelineGroup
Simmons Bankin group Simmons Bank24,133$3.27M0.22%+5213F-HRTimelineGroup
VERITY Wealth Advisors23,554$3.2M2.02%013F-HRTimeline
&PARTNERS23,628$3.19M0.02%-1,82313F-HRTimeline
BAILARD, INC.23,069$3.13M0.07%+20113F-HRTimeline
Ledyard National Bank23,037$3.12M0.28%+69013F-HRTimeline
Shepherd Financial Partners LLC21,797$2.96M0.28%-56313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,604$2.93M<0.01%+913F-HRTimelineGroup
CGN Advisors LLC21,215$2.88M0.24%-513F-HRTimeline
Allworth Financial LP20,872$2.83M0.01%013F-HRTimeline
Composition Wealth, LLC20,441$2.77M0.04%-9,61313F-HRTimeline
HB Wealth Management, LLC20,084$2.72M0.02%-2,29013F-HRTimeline
Cresset Asset Management, LLC19,881$2.7M0.01%+17813F-HR/ATimeline
Private Advisor Group, LLC19,740$2.68M0.01%-16,39913F-HRTimeline
Vestmark Advisory Solutions, Inc.19,302$2.62M0.05%new13F-HRTimeline
Crestwood Advisors Group, LLC19,229$2.61M0.04%-61513F-HRTimeline
SAX WEALTH ADVISORS, LLC19,130$2.6M0.14%013F-HRTimeline
CWM, LLCin group CWM, LLC19,033$2.58M0.01%-79413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC18,616$2.54M0.05%-23713F-HRTimeline
BLAIR WILLIAM & CO/IL18,584$2.52M0.01%-1,95813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,280$2.48M0.01%013F-HRTimelineGroup
Asset Dedication, LLC18,260$2.48M0.17%-3,72313F-HRTimeline
NorthRock Partners, LLC18,201$2.47M0.04%+24213F-HRTimeline
Aprio Wealth Management, LLC17,691$2.4M0.24%+9913F-HRTimeline
Fingerlakes Wealth Management, Inc.17,579$2.38M1.56%+35913F-HRTimeline
One Wealth Advisors, LLC17,057$2.31M0.29%-2913F-HRTimeline
Sequoia Financial Advisors, LLC16,141$2.19M0.01%+3,20113F-HRTimeline
Cornerstone Wealth Management, LLC16,132$2.19M0.12%-3813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,826$2.15M<0.01%+1,68113F-HRTimelineGroup
3EDGE Asset Management, LP15,716$2.13M0.12%-7,36113F-HRTimeline
Chicago Partners Investment Group LLC14,516$2.03M0.05%-2413F-HRTimeline
Wescott Financial Advisory Group, LLC14,834$2.01M0.18%+1,10413F-HRTimeline
Litman Gregory Wealth Management LLC14,731$2M0.15%-2013F-HRTimeline
Integrated Wealth Concepts LLC14,722$2M0.02%-16813F-HRTimeline
New Covenant Trust Company, N.A.14,435$1.96M1.82%-1,84813F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC14,393$1.95M0.02%-1,54013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,289$1.94M<0.01%+44513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,203$1.93M0.04%-23013F-HRTimeline
GoalVest Advisory LLC14,123$1.92M0.41%+2,58413F-HRTimeline
First Pacific Financial14,057$1.91M0.26%-2,96813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,010$1.9M0.05%-6913F-HRTimeline
Trust Co13,822$1.87M0.19%+1,31313F-HRTimeline
Colorado Capital Management, Inc.13,030$1.85M0.72%-43913F-HRTimeline
Evercore Wealth Management, LLC13,512$1.83M0.03%013F-HRTimeline
FSA WEALTH PARTNERS, INC.13,371$1.81M0.7%-3813F-HRTimeline
Ellevest, Inc.13,347$1.81M0.26%-23513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,073$1.77M0.33%-23513F-HRTimeline
Milestone Investment Advisors LLC12,870$1.75M0.43%+42513F-HRTimeline
Bigelow Investment Advisors, LLC12,630$1.71M0.69%+13713F-HRTimeline
FMR LLCin group FMR LLC12,540$1.7M<0.01%+2,41113F-HRTimelineGroup
Ryan Investment Management, Inc.12,503$1.7M0.94%-4013F-HRTimeline
Winthrop Advisory Group LLC12,269$1.66M0.15%-1813F-HRTimeline
Avantax Planning Partners, Inc.12,240$1.66M0.05%013F-HRTimeline
Addison Advisors LLC12,212$1.66M0.38%013F-HRTimeline
Resonant Capital Advisors, LLC12,125$1.64M0.1%013F-HRTimeline
Baker Avenue Asset Management, LP11,943$1.62M0.04%+30113F-HRTimeline
Clearstead Advisors, LLC11,914$1.62M0.02%013F-HRTimeline
Aptus Capital Advisors, LLC11,817$1.6M0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources11,483$1.56M<0.01%013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.11,466$1.56M0.47%-27313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,920$1.48M<0.01%-21413F-HRTimeline
VestGen Advisors, LLC10,566$1.43M0.05%+1713F-HRTimeline
Federation des caisses Desjardins du Qu…10,523$1.43M0.01%-14413F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC10,507$1.43M0.56%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,431$1.41M0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.10,079$1.37M0.23%-1813F-HRTimeline
Beacon Pointe Advisors, LLC10,009$1.36M0.01%+1,11013F-HRTimeline
CHOREO, LLC9,971$1.35M0.02%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich9,876$1.34M<0.01%+2713F-HRTimeline
Members Trust Co9,742$1.32M0.04%013F-HRTimeline
Portland Global Advisors LLC9,680$1.31M0.15%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd9,620$1.3M0.58%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,448$1.28M0.23%+2213F-HRTimeline
Hershey Financial Advisers, LLC9,425$1.28M1.1%new13F-HRTimeline
MGO ONE SEVEN LLC9,415$1.28M0.03%+37113F-HRTimeline
Berman McAleer LLC9,247$1.25M0.18%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,171$1.24M0.04%-53713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC9,080$1.23M1.04%+1813F-HRTimeline
WESBANCO BANK INC8,875$1.2M0.03%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,747$1.19M0.18%+96913F-HRTimeline
Mill Creek Capital Advisors, LLC8,735$1.18M0.02%-1,90113F-HRTimeline
Snowden Capital Advisors LLC8,699$1.18M0.03%-2,84313F-HRTimeline
TFC Financial Management, Inc.8,690$1.18M0.15%013F-HRTimeline
Round Rock Advisors LLC8,616$1.17M0.19%013F-HRTimeline
Haverford Trust Co8,380$1.14M0.01%-10013F-HRTimeline
PRENTISS SMITH & CO INC8,378$1.14M0.64%+3113F-HRTimeline
Destiny Capital Corp/CO8,350$1.13M0.62%-213F-HRTimeline
Mutual Advisors, LLC8,257$1.13M0.02%-25713F-HRTimeline
Abacus Planning Group, Inc.8,239$1.12M0.15%-38813F-HRTimeline
OBSIDIAN CIO, LLC8,161$1.11M0.15%-11013F-HRTimeline
Coastline Trust Co7,989$1.08M0.12%-48013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,875$1.07M0.01%-1913F-HRTimelineGroup
Moment Partners, LLC7,865$1.07M0.19%-8813F-HRTimeline
Willow Creek Wealth Management Inc.7,679$1.04M0.09%013F-HRTimeline
NEPC LLC7,646$1.04M0.03%013F-HRTimeline
Finley Financial, LLC7,610$1.03M0.48%013F-HRTimeline
Curbstone Financial Management Corp7,586$1.03M0.2%+3,47013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,527$1.02M0.09%-6213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,479$1.01M0.03%013F-HRTimelineGroup
Smart Portfolios, LLC7,293$989K0.95%-13913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,277$987K0.01%-20513F-HRTimeline
Legacy Edge Advisors, LLC7,253$984K0.12%+56713F-HRTimeline
Citrine Capital LLC7,250$983K0.46%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,198$976K-1,430Timeline
Midwest Trust Co7,178$974K0.01%+3413F-HRTimeline
Wealthspire Advisors, LLC7,176$973K0.01%-43013F-HRTimeline
McClarren Financial Advisors, Inc.4,510$969K0.59%-2,62013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,107$964K0.01%-1,37113F-HRTimeline
SK Wealth Management, LLC7,031$959K0.36%+1313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,034$954K0.09%+1713F-HRTimeline
HRT FINANCIAL LP7,014$951K<0.01%+4,98913F-HRTimeline
ASPIRIANT, LLC6,868$932K0.03%013F-HRTimeline
JNBA Financial Advisors6,708$910K0.08%+19213F-HRTimeline
WealthShield Partners, LLC6,645$901K0.1%-38013F-HRTimeline
Westside Investment Management, Inc.6,536$887K0.14%-29513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,434$873K0.06%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,296$854K0.01%013F-HRTimeline
COMERICA BANK6,283$852K<0.01%+16613F-HRTimeline
Nautilus Advisors LLC6,200$841K0.57%013F-HRTimeline