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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,616,069$225M0.02%+174,18613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,095,774$153M0.08%+31,84213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,011,602$141M0.01%-29,04713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA633,422$88.3M0.02%+92,75913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC606,469$84.5M0.03%+426,49013F-HRTimelineGroup
SPINNAKER TRUST585,818$81.6M4.37%-3,20213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp520,920$72.6M0.23%-1,43613F-HR/ATimelineGroup
IMA Advisory Services, Inc.514,454$71.7M6.88%-3,16113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.501,158$69.8M<0.01%+79413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC484,077$67.5M0.02%-9,38013F-HRTimelineGroup
Acorns Advisers, LLC438,708$61.1M0.46%+2,20413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP411,005$57.3M1.17%-7,31913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO408,695$56.9M<0.01%-2,26813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN378,889$52.8M0.01%+15,52613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding377,463$52.6M-74,569Timeline
LPL Financial LLC308,016$42.9M0.01%+13,49713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV305,852$42.6M0.06%+7,64013F-HRTimeline
Shira Ridge Wealth Management289,514$40.3M16.21%+4,75013F-HRTimeline
Betterment LLC287,687$40.1M0.08%-8,48013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding239,559$33.4M-6,257Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.184,773$25.7M0.04%+2,94113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC180,072$25.1M0.03%+9,78213F-HRTimelineGroup
HM PAYSON & CO177,572$24.7M0.35%+15,58613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP133,587$18.6M0.02%-35,11413F-HRTimelineGroup
Fund Evaluation Group, LLC127,716$17.8M0.59%-2,33013F-HRTimeline
Stewardship Advisors, LLC112,068$15.6M3.61%+24,55313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,724$15.6M0.02%-50,25613F-HRTimeline
World Investment Advisors100,874$14.1M0.23%-1,08713F-HR/ATimeline
Farrow Financial, Inc.98,007$13.7M7.85%-26913F-HRTimeline
Cetera Investment Advisers96,203$13.4M0.01%+2,45413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,161$13.2M0.02%-1,97413F-HRTimeline
Quent Capital, LLC91,685$12.8M0.92%-1,48413F-HRTimeline
HighTower Advisors, LLC83,737$11.7M0.01%-4,87113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\76,754$10.7M0.01%-1,93813F-HRTimelineGroup
Charter Oak Capital Management, LLC71,996$10M0.77%-1,92913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,182$9.22M0.01%-66613F-HR/ATimelineGroup
eCIO, Inc.66,030$9.2M4.28%-19213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,410$8.84M<0.01%-36913F-HRTimelineGroup
NewEdge Advisors, LLC59,318$8.27M0.03%+17613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP57,611$8.03M0.05%-1,61513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…54,325$7.57M0.03%+55513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/53,547$7.46M<0.01%+3,87313F-HRTimelineGroup
Advisory Services Network, LLC52,297$7.29M0.1%+2,91913F-HRTimeline
Corundum Group, Inc.51,082$7.12M2.39%-11,89613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,732$7.07M0.01%+3,21513F-HRTimelineGroup
Accredited Investors Inc.50,696$7.06M0.38%-5,93913F-HRTimeline
Creative Planningin group Creative Planning48,304$6.73M<0.01%+8,41913F-HRTimelineGroup
Cambridge Investment Research Advisors,…48,181$6.71M0.02%-51413F-HRTimeline
Janney Montgomery Scott LLC46,409$6.47M0.01%-72413F-HRTimeline
Destination Wealth Management44,350$6.18M0.16%+73113F-HRTimeline
MML INVESTORS SERVICES, LLC43,867$6.11M0.01%+6613F-HRTimeline
D.A. DAVIDSON & CO.42,691$5.95M0.04%-33613F-HRTimeline
Glenview Trust Co42,500$5.92M0.09%013F-HRTimeline
ASPIRIANT, LLC42,007$5.85M0.17%+35,13913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC41,964$5.85M2.94%-93713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,269$5.61M0.01%+29,34913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,240$5.47M0.01%+5,05713F-HR/ATimelineGroup
Roof Eidam Maycock Peralta, LLC39,164$5.46M1.24%-2,96913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC38,289$5.34M0.01%+32,53613F-HRTimelineGroup
Bear Mountain Capital, Inc.37,505$5.32M1.72%+11213F-HRTimeline
Granite Investment Partners, LLC36,688$5.11M0.3%new13F-HRTimeline
MGO ONE SEVEN LLC35,471$4.94M0.1%+26,05613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management35,108$4.89M0.06%+2,02713F-HRTimelineGroup
Olde Wealth Management, LLC34,679$4.83M1.49%-11613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,641$4.83M0.01%+5,06313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,269$4.64M<0.01%+3,36213F-HRTimelineGroup
Aprio Wealth Management, LLC33,207$4.63M0.27%+15,51613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP32,954$4.59M0.36%-1,11613F-HRTimelineGroup
Garde Capital, Inc.32,252$4.49M0.27%+59413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC32,162$4.48M0.11%+1,07413F-HRTimeline
BigSur Wealth Management LLC32,000$4.46M1.08%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,723$4.42M0.02%+4,22613F-HRTimelineGroup
Modern Wealth Management, LLC30,799$4.29M0.08%+80913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…30,483$4.25M0.09%+3,41913F-HRTimelineGroup
SageView Advisory Group, LLC29,897$4.17M0.14%-50113F-HRTimeline
Pure Financial Advisors, LLC29,801$4.15M0.06%-21613F-HRTimeline
Robertson Stephens Wealth Management, L…29,558$4.12M0.12%-4,04713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,144$4.06M<0.01%+2913F-HRTimelineGroup
Long Run Wealth Advisors, LLC28,940$4.03M0.76%-613F-HRTimeline
NorthRock Partners, LLC26,848$3.74M0.06%+8,64713F-HRTimeline
CPC Advisors, LLC25,063$3.49M0.35%+24313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,701$3.44M<0.01%+3,09713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,634$3.43M0.01%-16313F-HRTimelineGroup
Simmons Bankin group Simmons Bank23,930$3.33M0.22%-20313F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC23,860$3.32M0.34%-2,49013F-HRTimeline
VERITY Wealth Advisors23,554$3.28M2.04%013F-HRTimeline
BAILARD, INC.23,439$3.27M0.07%+37013F-HRTimeline
OneDigital Investment Advisors LLC23,055$3.21M0.03%-2,34913F-HRTimeline
Financially in Tune, LLC23,034$3.21M3%13F-HRTimeline
Ledyard National Bank22,631$3.15M0.27%-40613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,516$3.14M<0.01%-11,14113F-HRTimelineGroup
Steward Partners Investment Advisory, L…21,860$3.05M0.02%-5,99113F-HRTimeline
Shepherd Financial Partners LLC21,455$2.99M0.28%-34213F-HRTimeline
CGN Advisors LLC21,142$2.95M0.23%-7313F-HRTimeline
&PARTNERS21,095$2.94M0.02%-2,53313F-HRTimeline
HB Wealth Management, LLC20,207$2.82M0.02%+12313F-HRTimeline
SAX WEALTH ADVISORS, LLC20,189$2.81M0.13%+1,05913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,693$2.79M0.06%+1,07713F-HRTimeline
Private Advisor Group, LLC19,999$2.79M0.01%+25913F-HRTimeline
Cresset Asset Management, LLC19,865$2.77M0.01%-1613F-HRTimeline
Composition Wealth, LLC19,741$2.75M0.04%-70013F-HRTimeline
Allworth Financial LP19,720$2.75M0.01%-1,15213F-HRTimeline
Crestwood Advisors Group, LLC19,229$2.68M0.04%013F-HRTimeline
Asset Dedication, LLC18,820$2.62M0.17%+56013F-HRTimeline
Fingerlakes Wealth Management, Inc.18,466$2.57M1.64%+88713F-HRTimeline
BLAIR WILLIAM & CO/IL18,464$2.57M0.01%-12013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,280$2.55M0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,322$2.41M0.01%-1,71113F-HRTimelineGroup
Elevation Capital Advisory, LLC16,746$2.33M0.95%-33,57413F-HRTimeline
One Wealth Advisors, LLC16,263$2.27M0.28%-79413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,156$2.25M<0.01%+33013F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC16,066$2.24M0.12%-6613F-HRTimeline
Wescott Financial Advisory Group, LLC15,969$2.23M0.19%+1,13513F-HRTimeline
GoalVest Advisory LLC15,629$2.18M0.42%+1,50613F-HRTimeline
Chicago Partners Investment Group LLC15,140$2.14M0.05%+62413F-HRTimeline
Litman Gregory Wealth Management LLC14,656$2.04M0.15%-7513F-HRTimeline
Integrated Wealth Concepts LLC14,522$2.02M0.02%-20013F-HRTimeline
FMR LLCin group FMR LLC14,450$2.01M<0.01%+1,91013F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC14,393$2.01M0.02%013F-HRTimelineGroup
First Pacific Financial14,075$1.96M0.26%+1813F-HRTimeline
New Covenant Trust Company, N.A.14,021$1.96M1.77%-41413F-HRTimeline
3EDGE Asset Management, LP14,025$1.95M0.1%-1,69113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,974$1.95M0.04%-3613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,961$1.95M<0.01%-32813F-HRTimelineGroup
Trust Co13,800$1.92M0.18%-2213F-HRTimeline
Evercore Wealth Management, LLC13,512$1.88M0.03%013F-HRTimeline
AE Wealth Management LLC13,479$1.88M0.01%+12,86113F-HRTimeline
Ellevest, Inc.13,365$1.86M0.26%+1813F-HRTimeline
FSA WEALTH PARTNERS, INC.13,219$1.84M0.66%-15213F-HRTimeline
Milestone Investment Advisors LLC13,113$1.83M0.44%+24313F-HRTimeline
M Holdings Securities, Inc.12,970$1.81M0.13%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.12,868$1.79M0.02%-6,43413F-HRTimeline
Sequoia Financial Advisors, LLC12,631$1.76M0.01%-3,51013F-HRTimeline
Clearstead Advisors, LLC12,614$1.76M0.02%+70013F-HRTimeline
Colorado Capital Management, Inc.12,397$1.75M0.66%-63313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/12,408$1.73M0.31%-66513F-HRTimeline
Baker Avenue Asset Management, LP12,316$1.72M0.04%+37313F-HRTimeline
Winthrop Advisory Group LLC12,306$1.71M0.15%+3713F-HR/ATimeline
Resonant Capital Advisors, LLC12,073$1.68M0.09%-5213F-HRTimeline
Aptus Capital Advisors, LLC11,817$1.65M0.01%013F-HRTimeline
Avantax Planning Partners, Inc.11,775$1.64M0.05%-46513F-HRTimeline
Bigelow Investment Advisors, LLC11,719$1.63M0.64%-91113F-HRTimeline
Addison Advisors LLC11,643$1.62M0.36%-56913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,603$1.62M+4,405Timeline
FRANKLIN RESOURCES INCin group Franklin Resources11,439$1.59M<0.01%-4413F-HRTimelineGroup
Bond & Devick Financial Network, Inc.11,156$1.55M0.44%-31013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,842$1.51M0.01%+41113F-HRTimeline
Beacon Pointe Advisors, LLC10,734$1.5M0.01%+72513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC10,507$1.46M0.57%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,258$1.43M0.05%+1,08713F-HRTimeline
SOA Wealth Advisors, LLC.10,079$1.4M0.24%013F-HRTimeline
CHOREO, LLC9,971$1.4M0.02%013F-HRTimeline
WHI TRUST Co LLC10,000$1.39M1.07%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,986$1.39M0.08%13F-HRTimeline
Waverly Advisors, LLC9,845$1.37M0.01%+3,96913F-HRTimeline
Members Trust Co9,742$1.36M0.04%013F-HRTimeline
Portland Global Advisors LLC9,680$1.35M0.14%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd9,620$1.34M0.65%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,472$1.32M0.24%+2413F-HRTimeline
Berman McAleer LLC9,339$1.3M0.18%+9213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,110$1.27M<0.01%new13F-HRTimelineGroup
DSM CAPITAL PARTNERS LLC8,775$1.22M0.02%new13F-HRTimeline
Evergreen Wealth Partners LLC8,755$1.22M1.03%13F-HRTimeline
Snowden Capital Advisors LLC8,717$1.21M0.03%+1813F-HRTimeline
Ryan Investment Management, Inc.8,710$1.21M0.67%-3,79313F-HRTimeline
TFC Financial Management, Inc.8,690$1.21M0.15%013F-HRTimeline
Federation des caisses Desjardins du Qu…8,668$1.21M<0.01%-1,85513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,621$1.2M0.17%-12613F-HR/ATimeline
SK Wealth Management, LLC8,422$1.19M0.33%+1,39113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,555$1.19M0.97%-52513F-HRTimeline
Round Rock Advisors LLC8,527$1.19M0.18%-8913F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,514$1.19M0.01%13F-HRTimelineGroup
WESBANCO BANK INC8,508$1.19M0.03%-36713F-HRTimeline
PRENTISS SMITH & CO INC8,384$1.17M0.7%+613F-HRTimeline
Haverford Trust Co8,380$1.17M0.01%013F-HRTimeline
Destiny Capital Corp/CO8,350$1.16M0.6%013F-HRTimeline
Mutual Advisors, LLC8,263$1.15M0.02%+613F-HRTimeline
RIVERBRIDGE PARTNERS LLC8,260$1.15M0.02%new13F-HRTimeline
Abacus Planning Group, Inc.8,240$1.15M0.15%+113F-HRTimeline
Coastline Trust Co7,877$1.1M0.1%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mill Creek Capital Advisors, LLC7,823$1.09M0.02%-91213F-HRTimeline
Moment Partners, LLC7,803$1.09M0.22%-6213F-HRTimeline
Midwest Trust Co7,724$1.08M0.01%+54613F-HRTimeline
Financial Planning Fort Collins, LLC7,721$1.08M0.94%13F-HRTimeline
NEPC LLC7,646$1.07M0.02%013F-HRTimeline
Finley Financial, LLC7,610$1.06M0.49%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,539$1.05M0.09%+1213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,476$1.04M0.03%-313F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC7,280$1.01M0.01%+313F-HRTimeline
Citrine Capital LLC7,250$1.01M0.47%013F-HRTimeline
Smart Portfolios, LLC7,233$1.01M1%-6013F-HRTimeline
Wealthspire Advisors, LLC7,176$1000K0.01%013F-HRTimeline
Legacy Edge Advisors, LLC7,156$997K0.11%-9713F-HRTimeline
Curbstone Financial Management Corp7,146$996K0.19%-44013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,131$994K0.01%+2413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,052$983K0.09%+1813F-HRTimeline
Rehmann Capital Advisory Group7,033$980K0.05%+5,24213F-HRTimeline
McClarren Financial Advisors, Inc.2,906$964K0.58%-1,60413F-HRTimeline
JNBA Financial Advisors6,759$942K0.08%+5113F-HRTimeline
Apella Capital, LLC6,590$918K0.02%new13F-HRTimeline