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Disclosery

SUSB ISHARES TR

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COM (fund)

347 managers (351 13F filers) reported a position in SUSB shares at 2026-06-30, 39,155,376 shares in all. 55 filers opened a position and 15 filers sold out during the quarter.

Managers
347
13F filers
351
New
55
Added
196
Reduced
45
Sold out
15
Shares held by filers
39,155,376

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,529,436$113M+3,979,702Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,435,889$85.9M0.01%+52,86213F-HRTimelineGroup
LPL Financial LLC2,799,686$70M0.02%+1,171,94713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,034,602$25.9M<0.01%+58,50613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…952,054$23.8M0.04%+146,45513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO884,932$22.1M<0.01%+530,96813F-HRTimelineGroup
EP Wealth Advisors, LLC768,196$19.2M0.07%+67,28013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA733,815$18.3M<0.01%+67,06813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC726,058$18.1M<0.01%+52,85113F-HRTimelineGroup
Acorns Advisers, LLC698,679$17.5M0.11%+38,50113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN679,448$17M<0.01%+70,11013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp662,852$16.6M<0.01%-7,94513F-HRTimelineGroup
Savant Capital, LLC597,293$14.9M0.04%+21,63913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC580,169$14.5M0.02%+36,77513F-HRTimeline
Wealthspire Advisors, LLC511,273$12.8M0.07%+18,80913F-HRTimeline
Perigon Wealth Management, LLC504,559$12.6M0.2%+69,39213F-HRTimeline
Modera Wealth Management, LLC497,659$12.4M0.13%+9,93013F-HRTimeline
UBS Group AGin group UBS Group AG488,152$12.2M<0.01%+10,88413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC487,159$12.2M0.44%+15,64113F-HRTimelineGroup
Allworth Financial LP486,779$12.2M0.05%+8,70613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.484,395$12.1M0.02%+17,87413F-HRTimelineGroup
Milestone Investment Advisors LLC414,403$10.4M2.24%-7,97713F-HRTimeline
Mariner, LLCin group Mariner, LLC412,165$10.3M0.01%-7,08413F-HRTimelineGroup
Francis Financial, Inc.410,670$10.3M1.68%+6,23513F-HRTimeline
Cetera Investment Advisers401,079$10M0.01%+291,99413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO382,223$9.57M0.11%+6,58513F-HRTimeline
Destination Wealth Management373,623$9.34M0.22%+12,62413F-HRTimeline
Financial Engines Advisors L.L.C.340,383$8.51M0.02%+12,73513F-HRTimeline
Odyssey Group, LLC309,835$7.74M2.1%13F-HRTimeline
Integris Wealth Management, LLC303,735$7.59M1.53%+19,13513F-HRTimeline
Fisher Asset Management, LLC296,743$7.42M<0.01%+19,08113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC293,026$7.32M0.92%+33,82613F-HRTimeline
Apella Capital, LLC287,037$7.14M0.1%+5,64913F-HRTimeline
Colorado Capital Management, Inc.267,908$6.7M2.28%+10,69713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/266,039$6.65M<0.01%+16,48313F-HRTimelineGroup
Elser Financial Planning, Inc258,666$6.46M0.28%-13,71613F-HRTimeline
Wescott Financial Advisory Group, LLC255,365$6.38M0.49%+1,46913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.239,112$5.98M0.01%+46,46413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC211,768$5.29M0.03%new13F-HRTimelineGroup
Impact Investors, Inc209,479$5.23M3.83%-32,89313F-HRTimeline
MATHER GROUP, LLC.208,674$5.21M0.05%+18,53313F-HRTimeline
IMPACTfolio, LLC181,238$4.53M1.71%+4,54213F-HRTimeline
Arlington Financial Advisors, LLC179,508$4.49M0.57%+99113F-HRTimeline
SEEDS INVESTOR LLC176,522$4.41M0.45%+2,55713F-HRTimeline
MML INVESTORS SERVICES, LLC171,428$4.28M0.01%+152,61513F-HRTimeline
Atomic Invest LLC167,385$4.19M0.37%-33,72113F-HRTimeline
Accredited Investors Inc.163,289$4.08M0.18%+6,35613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC159,740$3.99M0.01%+88,89613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co157,722$3.94M0.04%+16,80113F-HRTimelineGroup
NewEdge Advisors, LLC157,156$3.93M0.01%+121,55813F-HRTimeline
Bear Mountain Capital, Inc.157,921$3.93M1.14%+4,07413F-HRTimeline
Brio Consultants, LLC152,702$3.82M0.45%+3,86113F-HRTimeline
HARBOUR INVESTMENTS, INC.151,023$3.77M0.05%+8,12913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV147,386$3.68M<0.01%+133,83813F-HR/ATimeline
Plancorp, LLC147,281$3.65M0.09%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,040$3.63M0.01%+8,06613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP137,438$3.43M<0.01%-10,14713F-HR/ATimelineGroup
Avise Financial Cooperative, Inc.135,339$3.38M2.4%new13F-HRTimeline
CGN Advisors LLC134,323$3.36M0.25%+6,37213F-HRTimeline
Clarity Wealth Development LLC132,392$3.31M1.84%+2,59013F-HRTimeline
REGATTA CAPITAL GROUP, LLC123,228$3.08M0.41%+32,45213F-HRTimeline
One Capital Management, LLC121,919$3.06M0.08%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.122,101$3.05M0.02%+78,55513F-HRTimelineGroup
Cambridge Investment Research Advisors,…120,535$3.01M0.01%+48,76113F-HR/ATimeline
Northland Capital Management LLC120,212$3M1.62%-4,22713F-HRTimeline
HighTower Advisors, LLC111,833$2.79M<0.01%+17,28213F-HRTimeline
NorthRock Partners, LLC105,939$2.65M0.04%+2,74813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,943$2.62M<0.01%+8,62613F-HRTimelineGroup
One Wealth Advisors, LLC103,213$2.58M0.28%+92,31213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management101,925$2.55M0.03%+9,19713F-HRTimelineGroup
Dynamic Advisor Solutions LLC101,024$2.52M0.07%+44513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC95,058$2.38M0.03%+46013F-HRTimeline
Janney Montgomery Scott LLC93,273$2.33M<0.01%+78,95513F-HRTimeline
OneDigital Investment Advisors LLC91,508$2.29M0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,160$2.28M<0.01%+26,23513F-HRTimelineGroup
Cardinal Point Capital Management ULC91,001$2.27M0.13%+27513F-HRTimeline
Empirical Financial Services, LLC d.b.a…90,873$2.27M0.03%+3,90813F-HRTimeline
Flagstone Financial Management89,945$2.25M0.5%+3,73913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,914$2.22M<0.01%-65,49113F-HRTimelineGroup
PAYDEN & RYGEL88,579$2.21M0.17%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS81,923$2.05M0.21%+35,64313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…80,391$2.01M0.17%13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,367$2.01M0.01%+48,69613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding78,452$1.96M-2,741Timeline
GeoWealth Management, LLC77,925$1.95M0.06%+74,13813F-HRTimeline
Talisman Wealth Advisors LLC5,553$1.9M1.42%new13F-HRTimeline
Strategic Point Investment Advisors, LLC75,900$1.9M0.25%+60513F-HRTimeline
Archer Investment Management, LLC74,788$1.87M0.64%+55,37213F-HRTimeline
Plum Street Advisors, LLC73,885$1.85M0.59%+1,34113F-HRTimeline
Horst & Graben Wealth Management LLC73,827$1.84M0.24%new13F-HRTimeline
Omega Financial Group, LLC73,533$1.84M0.56%-2,36113F-HRTimeline
eCIO, Inc.72,604$1.81M0.51%+4,22613F-HRTimeline
Kondo Wealth Advisors, Inc.71,253$1.78M0.6%-10,11413F-HRTimeline
Advisory Services Network, LLC70,063$1.75M0.02%+4,08013F-HRTimeline
STALEY CAPITAL ADVISERS INC70,000$1.75M0.07%013F-HRTimeline
Sharkey, Howes & Javer68,172$1.7M0.21%new13F-HRTimeline
Vise Technologies, Inc.66,516$1.66M0.02%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT64,474$1.61M0.09%+5,59213F-HRTimeline
XY Planning Network, Inc.62,437$1.56M0.2%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/61,080$1.53M0.24%+36,95513F-HRTimeline
UMB Bank, n.a.59,620$1.49M0.02%-50513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
J.Safra Asset Management Corp58,133$1.45M0.07%-23413F-HRTimeline
Decker Retirement Planning Inc.55,774$1.39M0.47%+12,26413F-HRTimeline
Integrated Wealth Concepts LLC53,419$1.33M0.01%+31,21613F-HRTimeline
Legacy Edge Advisors, LLC53,355$1.33M0.12%+5,52813F-HR/ATimeline
DAVENPORT & Co LLC53,008$1.32M0.01%+3,07313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,331$1.26M<0.01%+5,59713F-HRTimelineGroup
Scott Capital Advisors, LLC46,883$1.17M0.18%new13F-HRTimeline
Opal Wealth Advisors, LLC46,827$1.17M0.25%+4,38813F-HRTimeline
Fort Point Capital Partners LLC45,519$1.14M0.12%013F-HRTimeline
Merit Financial Group, LLC45,441$1.14M0.01%new13F-HR/ATimeline
Aptus Capital Advisors, LLC45,067$1.13M0.01%+21,04913F-HRTimeline
Davis Wealth Advisors, LLC45,001$1.12M0.87%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,278$1.11M<0.01%+1,22813F-HRTimeline
BIRCHBROOK, INC.43,642$1.09M0.51%+1,89013F-HRTimeline
JNBA Financial Advisors42,716$1.07M0.08%+57713F-HRTimeline
Wealth Advisory Team LLC42,713$1.07M0.87%13F-HRTimeline
Pine Haven Investment Counsel, Inc42,352$1.06M0.71%+3,37513F-HRTimeline
Schneider Downs Wealth Management Advis…41,640$1.04M0.1%+59813F-HRTimeline
CX Institutional41,406$1.03M0.03%+1,65613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,041$1M<0.01%+3,41313F-HRTimelineGroup
Cresset Asset Management, LLC39,778$994K<0.01%+4,90513F-HRTimeline
BLAIR WILLIAM & CO/IL39,706$992K<0.01%-3,17913F-HRTimeline
Mutual Advisors, LLC39,015$975K0.02%+8,26513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding37,441$936K+1,783Timeline
Summit Wealth Group, LLC37,195$930K0.19%+11413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…36,343$908K0.14%-7,22713F-HRTimeline
Central Pacific Bank - Trust Division36,242$906K0.09%+2,49313F-HRTimeline
Level Financial Advisors35,262$881K0.2%+41513F-HRTimeline
Farther Finance Advisors, LLC35,223$880K0.01%+14,22613F-HRTimeline
SigFig Wealth Management, LLC34,853$872K0.02%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp34,545$863K0.08%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,445$861K<0.01%+4213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC34,357$859K0.02%+1,59613F-HRTimeline
Orion Porfolio Solutions, LLC33,818$845K0.01%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,200$830K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…32,211$805K<0.01%+27,18913F-HRTimeline
Hardy Reed LLC31,897$797K0.05%+32413F-HRTimeline
Creative Planningin group Creative Planning31,888$797K<0.01%-5,78313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,729$768K0.01%013F-HRTimelineGroup
LexAurum Advisors, LLC30,674$767K0.09%+6,55713F-HRTimeline
Mason & Associates Inc30,535$763K0.12%+29613F-HRTimeline
Westfuller Advisors, LLC29,839$746K0.27%-7,36013F-HRTimeline
Eley Financial Management, Inc29,794$745K0.24%+1,20113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding29,860$741KnewTimeline
PRESILIUM PRIVATE WEALTH, LLC29,500$737K0.11%+3,07713F-HRTimeline
Skyline Advisors, Inc.28,744$718K0.23%new13F-HRTimeline
Avidian Wealth Enterprises, LLC27,884$697K0.02%+3,49313F-HRTimeline
AdvisorNet Financial, Inc27,713$693K0.03%+19,34913F-HRTimeline
Sanctuary Advisors, LLC27,130$678K<0.01%new13F-HRTimeline
VERITY Wealth Advisors26,322$658K0.4%013F-HRTimeline
Midwest Financial Partners Investments,…26,084$652K0.27%+5,86413F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.25,959$649K0.04%-5213F-HRTimelineGroup
Diversified Enterprises, LLC25,334$633K0.03%-613F-HRTimeline
J. Mark Nickell & Co.24,790$620K0.49%-3,57413F-HRTimeline
Continuum Advisory, LLC24,715$618K0.05%+3,86113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC24,088$602K0.04%+71013F-HRTimeline
M Holdings Securities, Inc.24,009$600K0.08%+2,29613F-HRTimeline
Ally Invest Advisors Inc.23,975$599K0.04%+93613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,955$599K<0.01%-51,21313F-HRTimelineGroup
Johnson Bixby & Associates, LLC23,895$597K0.07%+3,60813F-HRTimeline
Tempo Wealth, LLC23,818$595K0.09%-1,20613F-HRTimeline
Townsend Financial Planning, LLC23,755$594K0.52%+5,30113F-HRTimeline
Beacon Pointe Advisors, LLC23,524$588K<0.01%+6,75013F-HRTimeline
Parallel Advisors, LLC23,305$582K0.01%+1,73413F-HRTimeline
Kelsey Financial, LLC23,002$575K0.44%+50013F-HRTimeline
Exchange Bank22,826$570K0.36%013F-HRTimeline
&PARTNERS22,542$563K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,320$558K<0.01%+11,90913F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC22,324$558K0.01%+43813F-HRTimeline
CENTRAL TRUST Co22,279$557K0.01%+90313F-HRTimeline
Keener Financial Planning LLC22,259$556K0.2%+75113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC22,152$554K<0.01%+11,78013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC21,778$546K0.02%+5,08713F-HRTimeline
ANB BANK21,645$541K0.2%+7,89413F-HRTimeline
Sequoia Financial Advisors, LLC21,633$541K<0.01%-19,74113F-HRTimeline
Shotwell Rutter Baer Inc21,579$539K0.3%+40613F-HRTimeline
Private Wealth Management Group, LLC21,570$539K0.13%+1,57613F-HRTimeline
HEADINVEST, LLC21,566$539K0.1%+50013F-HRTimeline
THEORY FINANCIAL LLC21,495$537K0.17%new13F-HRTimeline
OpenArc Corporate Advisory, LLC21,482$537K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…20,446$511K0.02%new13F-HRTimelineGroup
Evergreen Private Wealth LLC20,176$504K0.19%+11,57913F-HRTimeline
SageView Advisory Group, LLC19,941$498K0.02%-9,70213F-HRTimeline
Midwest Capital Advisors, LLC19,579$489K0.2%+21413F-HRTimeline
Joel Adams & Associates, Inc.19,553$489K0.31%+21513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,370$484K<0.01%new13F-HRTimelineGroup
Traveka Wealth, LLC18,559$464K0.15%new13F-HRTimeline
TRUEFG, LLC18,398$460K0.11%-10813F-HRTimeline
RFG Advisory, LLC18,009$450K0.01%new13F-HRTimeline
Marshall Financial Group, LLC17,648$441K0.06%+4,29413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,591$440K0.07%+35113F-HRTimeline
SGL Investment Advisors, Inc.17,684$439K0.15%+53613F-HRTimeline
MGO ONE SEVEN LLC17,344$433K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,001$425K<0.01%+7,20013F-HRTimelineGroup
Indivisible Partners16,915$423K0.02%new13F-HRTimeline
Aprio Wealth Management, LLC16,623$415K0.02%-43213F-HRTimeline
One Day In July LLC16,579$414K0.03%-1,99313F-HRTimeline
Tradition Wealth Management, LLC16,367$409K0.03%+7713F-HRTimeline
Equita Financial Network, Inc.16,203$405K0.11%+2,67913F-HRTimeline