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Disclosery

SUSA ISHARES TR

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ESG OPTIMIZED (fund)

515 managers (520 13F filers) reported a position in SUSA shares at 2026-03-31, 16,222,842 shares in all. 19 filers opened a position and 34 filers sold out during the quarter.

Managers
515
13F filers
520
New
19
Added
155
Reduced
188
Sold out
34
Shares held by filers
16,222,842

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/1,461,098$193M0.01%-154,97113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,064,924$141M0.08%-30,85013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY999,244$132M0.01%-12,35813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA687,964$90.9M0.02%+54,54213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp575,282$76M0.25%+54,36213F-HR/ATimelineGroup
SPINNAKER TRUST572,548$75.6M4.19%-13,27013F-HRTimeline
IMA Advisory Services, Inc.522,494$69M6.74%+8,04013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC488,667$64.5M0.01%+4,59013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.487,435$64.4M<0.01%-13,72313F-HRTimelineGroup
Acorns Advisers, LLC451,156$59.6M0.44%+12,44813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP412,271$54.5M1.14%+1,26613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV397,779$52.5M0.08%+91,92713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN392,073$51.8M0.01%+13,18413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO394,202$50.7M<0.01%-14,49313F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding354,769$46.9M-22,694Timeline
LPL Financial LLC307,264$40.6M0.01%-75213F-HRTimeline
Shira Ridge Wealth Management290,974$38.4M15.21%+1,46013F-HRTimeline
Betterment LLC279,709$37M0.07%-7,97813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding247,139$32.6M+7,580Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC198,443$26.2M0.01%-408,02613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.184,874$24.4M0.04%+10113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC183,905$24.3M0.03%+3,83313F-HRTimelineGroup
HM PAYSON & CO164,695$21.8M0.31%-12,87713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP130,090$17.2M0.02%-3,49713F-HRTimelineGroup
Stewardship Advisors, LLC117,795$15.6M3.58%+5,72713F-HRTimeline
Farrow Financial, Inc.97,527$12.9M7.32%-48013F-HRTimeline
Cetera Investment Advisers96,974$12.8M0.01%+77113F-HRTimeline
World Investment Advisors94,823$12.5M0.2%-6,05113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC93,064$12.3M0.02%-18,66013F-HRTimeline
Quent Capital, LLC91,969$12.1M0.86%+28413F-HRTimeline
HighTower Advisors, LLC86,469$11.4M0.01%+2,73213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\82,528$10.9M0.01%+5,77413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…76,312$10.2M0.02%-16,84913F-HRTimeline
Charter Oak Capital Management, LLC76,374$10.1M0.78%+4,37813F-HRTimeline
Creative Planningin group Creative Planning74,628$9.86M0.01%+26,32413F-HRTimelineGroup
Fund Evaluation Group, LLC69,939$9.24M0.28%-57,77713F-HRTimeline
eCIO, Inc.66,029$8.72M3.83%-113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,410$8.38M<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,131$8.34M0.01%-3,05113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP57,289$7.57M0.05%-32213F-HRTimelineGroup
NewEdge Advisors, LLC55,559$7.34M0.03%-3,75913F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/54,260$7.17M<0.01%+71313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…53,404$7.05M0.03%-92113F-HRTimelineGroup
Accredited Investors Inc.52,961$7M0.38%+2,26513F-HRTimeline
Advisory Services Network, LLC50,520$6.67M0.09%-1,77713F-HRTimeline
Corundum Group, Inc.50,149$6.62M2.21%-93313F-HRTimeline
Janney Montgomery Scott LLC48,516$6.41M0.02%+2,10713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,178$6.1M0.01%-4,55413F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,819$6.05M0.02%-2,36213F-HRTimeline
Destination Wealth Management45,006$5.95M0.15%+65613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,408$5.86M0.01%+4,13913F-HRTimeline
Glenview Trust Co42,500$5.61M0.09%013F-HRTimeline
ASPIRIANT, LLC42,007$5.55M0.16%013F-HRTimeline
Bear Mountain Capital, Inc.38,454$5.53M1.66%+94913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC41,692$5.51M3.3%-27213F-HRTimeline
D.A. DAVIDSON & CO.39,936$5.28M0.03%-2,75513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,041$5.16M0.01%-19913F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC38,147$5.04M1.16%-1,01713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,922$4.89M<0.01%+4,65313F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management36,554$4.83M0.06%+1,44613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC36,430$4.81M0.01%-7,43713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,077$4.63M0.01%+43613F-HRTimelineGroup
Olde Wealth Management, LLC34,689$4.58M1.45%+1013F-HRTimeline
Garde Capital, Inc.34,665$4.58M0.27%+2,41313F-HRTimeline
MGO ONE SEVEN LLC34,381$4.54M0.09%-1,09013F-HRTimeline
BigSur Wealth Management LLC32,000$4.23M1.19%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC31,749$4.19M0.02%+2613F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP31,618$4.18M0.33%-1,33613F-HRTimelineGroup
Beacon Pointe Advisors, LLC30,365$4.01M0.02%+19,63113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,852$3.94M<0.01%+70813F-HRTimelineGroup
Modern Wealth Management, LLC29,291$3.9M0.07%-1,50813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…29,333$3.87M0.08%-1,15013F-HRTimelineGroup
SageView Advisory Group, LLC29,288$3.87M0.14%-60913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC29,230$3.86M0.11%-2,93213F-HRTimeline
Pure Financial Advisors, LLC28,247$3.73M0.05%-1,55413F-HRTimeline
Robertson Stephens Wealth Management, L…28,164$3.72M0.1%-1,39413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,437$3.62M0.01%+2,80313F-HRTimelineGroup
NorthRock Partners, LLC27,246$3.6M0.06%+39813F-HRTimeline
CPC Advisors, LLC24,475$3.23M0.52%-58813F-HRTimeline
OneDigital Investment Advisors LLC24,300$3.21M0.03%+1,24513F-HRTimeline
BAILARD, INC.23,947$3.16M0.07%+50813F-HRTimeline
Relyea Zuckerberg Hanson LLC23,860$3.15M0.32%013F-HRTimeline
Ledyard National Bank23,664$3.13M0.27%+1,03313F-HRTimeline
VERITY Wealth Advisors23,554$3.11M2.08%013F-HRTimeline
Financially in Tune, LLC23,152$3.06M2.63%+11813F-HRTimeline
Simmons Bankin group Simmons Bank22,310$2.95M0.2%-1,62013F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,274$2.94M0.02%+41413F-HRTimeline
&PARTNERS21,420$2.83M0.01%+32513F-HRTimeline
SAX WEALTH ADVISORS, LLC20,189$2.81M0.14%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,630$2.8M<0.01%-4,07113F-HRTimelineGroup
CGN Advisors LLC21,128$2.79M0.22%-1413F-HRTimeline
Shepherd Financial Partners LLC20,325$2.68M0.25%-1,13013F-HRTimeline
Composition Wealth, LLC20,243$2.67M0.04%+50213F-HRTimeline
HB Wealth Management, LLC20,226$2.67M0.02%+1913F-HRTimeline
Crestwood Advisors Group, LLC19,910$2.63M0.04%+68113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,599$2.63M0.05%-9413F-HRTimeline
Cresset Asset Management, LLC19,880$2.63M0.01%+1513F-HRTimeline
Allworth Financial LP19,730$2.61M0.01%+1013F-HRTimeline
Private Advisor Group, LLC19,172$2.53M0.01%-82713F-HRTimeline
Fingerlakes Wealth Management, Inc.18,789$2.48M1.65%+32313F-HRTimeline
Asset Dedication, LLC18,442$2.44M0.17%-37813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,295$2.42M0.01%+1513F-HRTimelineGroup
Aprio Wealth Management, LLC18,150$2.4M0.13%-15,05713F-HRTimeline
BLAIR WILLIAM & CO/IL17,538$2.32M0.01%-92613F-HRTimeline
Chicago Partners Investment Group LLC15,117$2.18M0.05%-2313F-HRTimeline
One Wealth Advisors, LLC16,405$2.17M0.27%+14213F-HRTimeline
FMR LLCin group FMR LLC16,107$2.13M<0.01%+1,65713F-HRTimelineGroup
GoalVest Advisory LLC16,096$2.13M0.42%+46713F-HRTimeline
Wescott Financial Advisory Group, LLC15,892$2.1M0.18%-7713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding15,688$2.07M+1,295Timeline
Cornerstone Wealth Management, LLC14,916$1.97M0.1%-1,15013F-HRTimeline
CWM, LLCin group CWM, LLC14,686$1.94M0.01%-2,63613F-HRTimelineGroup
Integrated Wealth Concepts LLC14,401$1.9M0.02%-12113F-HRTimeline
TIAAgroup of 2 filers holding14,363$1.9M+402Timeline
EVERGREEN CAPITAL MANAGEMENT LLC13,929$1.84M0.04%-4513F-HRTimeline
3EDGE Asset Management, LP13,922$1.84M0.09%-10313F-HRTimeline
M Holdings Securities, Inc.12,220$1.82M0.12%-75013F-HRTimeline
Trust Co13,736$1.81M0.17%-6413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,391$1.77M0.31%+98313F-HRTimeline
Evercore Wealth Management, LLC13,358$1.76M0.03%-15413F-HRTimeline
Colorado Capital Management, Inc.11,492$1.74M0.65%-90513F-HRTimeline
Milestone Investment Advisors LLC13,147$1.74M0.42%+3413F-HRTimeline
New Covenant Trust Company, N.A.13,085$1.73M1.54%-93613F-HRTimeline
Ellevest, Inc.13,005$1.72M0.24%-36013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,145$1.67M<0.01%-2,01113F-HRTimelineGroup
Sequoia Financial Advisors, LLC12,644$1.67M0.01%+1313F-HRTimeline
First Pacific Financial12,464$1.65M0.21%-1,61113F-HRTimeline
Clearstead Advisors, LLC12,434$1.64M0.02%-18013F-HRTimeline
Baker Avenue Asset Management, LP12,232$1.62M0.04%-8413F-HRTimeline
Resonant Capital Advisors, LLC12,030$1.59M0.08%-4313F-HRTimeline
Aptus Capital Advisors, LLC11,809$1.56M0.01%-813F-HRTimeline
Avantax Planning Partners, Inc.11,648$1.54M0.04%-12713F-HRTimeline
Winthrop Advisory Group LLC11,590$1.53M0.13%-71613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC10,861$1.43M0.55%+35413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,835$1.43M0.01%-713F-HRTimeline
Addison Advisors LLC10,823$1.43M0.32%-82013F-HRTimeline
Bond & Devick Financial Network, Inc.10,519$1.39M0.39%-63713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,494$1.39M-1,109Timeline
Bigelow Investment Advisors, LLC10,241$1.35M0.54%-1,47813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,055$1.33M0.04%-20313F-HRTimeline
WHI TRUST Co LLC10,000$1.32M1%013F-HRTimeline
CHOREO, LLC9,971$1.32M0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.9,939$1.31M0.25%-14013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC9,920$1.31M0.07%-6613F-HRTimeline
NEPC LLC9,903$1.31M0.03%+2,25713F-HRTimeline
Members Trust Co9,646$1.27M0.04%-9613F-HRTimeline
Pilgrim Partners Asia Pte Ltd9,620$1.27M0.54%013F-HRTimeline
Portland Global Advisors LLC9,555$1.26M0.13%-12513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,478$1.25M0.22%+613F-HRTimeline
Federation des caisses Desjardins du Qu…9,442$1.25M<0.01%+77413F-HRTimeline
Berman McAleer LLC9,339$1.23M0.17%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,982$1.19M<0.01%+6,09913F-HRTimelineGroup
SK Wealth Management, LLC8,661$1.16M0.32%+23913F-HRTimeline
WESBANCO BANK INC8,773$1.16M0.03%+26513F-HRTimeline
Financial Planning Fort Collins, LLC8,001$1.16M0.91%+28013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,739$1.15M<0.01%-37113F-HRTimelineGroup
TFC Financial Management, Inc.8,690$1.15M0.14%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,568$1.13M0.93%+1313F-HRTimeline
Round Rock Advisors LLC8,314$1.1M0.17%-21313F-HRTimeline
Destiny Capital Corp/CO8,313$1.1M0.59%-3713F-HRTimeline
PRENTISS SMITH & CO INC8,278$1.09M0.63%-10613F-HRTimeline
Abacus Planning Group, Inc.8,241$1.09M0.15%+113F-HRTimeline
Haverford Trust Co8,180$1.08M0.01%-20013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC8,075$1.07M0.15%-54613F-HRTimeline
Wealthspire Advisors, LLC8,051$1.06M0.01%+87513F-HRTimeline
Apella Capital, LLC7,364$1.06M0.02%+77413F-HRTimeline
Legacy Edge Advisors, LLC8,004$1.06M0.11%+84813F-HRTimeline
Mutual Advisors, LLC7,989$1.06M0.02%-27413F-HRTimeline
Midwest Trust Co7,950$1.05M0.01%+22613F-HRTimeline
Evergreen Wealth Partners LLC7,879$1.04M0.79%-87613F-HRTimeline
Coastline Trust Co7,877$1.04M0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mill Creek Capital Advisors, LLC7,835$1.04M0.02%+1213F-HRTimeline
Moment Partners, LLC7,765$1.03M0.18%-3813F-HRTimeline
Finley Financial, LLC7,610$1.01M0.47%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC7,550$997K0.08%+1113F-HRTimeline
Smart Portfolios, LLC7,488$989K0.99%+25513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,459$985K0.03%-1713F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO7,356$972K0.01%+22513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,308$965K0.01%+2813F-HRTimeline
Citrine Capital LLC7,265$960K0.42%+1513F-HRTimeline
Curbstone Financial Management Corp7,146$944K0.18%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,069$934K0.09%+1713F-HRTimeline
McClarren Financial Advisors, Inc.6,927$915K0.54%+4,02113F-HRTimeline
Waverly Advisors, LLC6,876$908K0.01%-2,96913F-HRTimeline
FSA WEALTH PARTNERS, INC.6,847$904K0.43%-6,37213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,313$880K0.01%+1313F-HRTimelineGroup
Westside Investment Management, Inc.6,551$865K0.13%+1013F-HRTimeline
Farther Finance Advisors, LLC6,450$859K0.01%+40513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,365$841K0.08%013F-HRTimeline
Nautilus Advisors LLC6,200$819K0.56%013F-HRTimeline
JNBA Financial Advisors6,119$808K0.07%-64013F-HRTimeline
Snowden Capital Advisors LLC6,017$795K0.02%-2,70013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,000$793K0.23%013F-HRTimeline
Capital Investment Counsel, LLC6,000$793K0.11%013F-HRTimeline
Rehmann Capital Advisory Group5,940$785K0.04%-1,09313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,939$785K0.04%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,918$782K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,911$781K0.01%+8013F-HRTimeline
Well Done, LLC5,905$780K0.11%013F-HRTimeline
Rollins Financial Advisors, LLC5,878$776K0.12%013F-HRTimeline