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Disclosery

SUSB ISHARES TR

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COM (fund)

288 managers (290 13F filers) reported a position in SUSB shares at 2025-09-30, 27,096,277 shares in all. 18 filers opened a position and 14 filers sold out during the quarter.

Managers
288
13F filers
290
New
18
Added
153
Reduced
61
Sold out
14
Shares held by filers
27,096,277

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
PFG Investments, LLC9,132$231K0.01%+14413F-HRTimeline
DORVAL Corp9,074$230K0.08%013F-HRTimeline
AdvisorNet Financial, Inc9,045$229K0.01%+7513F-HRTimeline
MAI Capital Management8,956$227K<0.01%+8613F-HRTimeline
Mascoma Wealth Management LLC8,941$226K0.05%013F-HRTimeline
Parallel Advisors, LLC8,925$226K<0.01%-7,40313F-HRTimeline
WESBANCO BANK INC8,908$225K0.01%013F-HRTimeline
Orion Capital Management LLC8,901$225K0.08%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC8,863$224K0.11%+20413F-HRTimeline
SWEENEY & MICHEL, LLC8,789$222K0.07%+26713F-HRTimeline
PDS Planning, Inc8,765$222K0.02%+9613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,588$217K<0.01%new13F-HRTimelineGroup
First Pacific Financial8,315$210K0.03%+9113F-HRTimeline
&PARTNERS8,196$207K<0.01%new13F-HRTimeline
CWC Advisors, LLC.8,187$207K0.1%-5113F-HRTimeline
Creative Planningin group Creative Planning8,136$206K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC8,015$203K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,943$201K<0.01%-60213F-HRTimelineGroup
Farther Finance Advisors, LLC7,846$199K<0.01%+2,58613F-HRTimeline
PRIVATE TRUST CO NA7,260$184K0.02%013F-HRTimeline
Evergreen Private Wealth LLC6,620$168K0.07%-40613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,555$166K0.01%+97813F-HRTimelineGroup
HM PAYSON & CO6,400$162K<0.01%013F-HRTimeline
Finley Financial, LLC6,150$156K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…6,074$154K<0.01%+14513F-HRTimeline
American Capital Advisory, LLC5,890$149K0.07%013F-HRTimeline
Armor Investment Advisors, LLC5,779$146K0.05%-1,13413F-HRTimeline
WFA of San Diego, LLC5,501$139K0.1%013F-HRTimeline
Front Row Advisors LLC5,315$135K0.05%013F-HRTimeline
Clarity Asset Management, Inc.5,006$127K0.07%+5513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,881$124K0.02%13F-HRTimelineGroup
MOTCO4,861$123K0.01%+45313F-HRTimeline
VSM Wealth Advisory, LLC4,553$115K0.04%+63513F-HRTimeline
Morton Brown Family Wealth, LLC4,302$109K0.03%+1413F-HRTimeline
Grey Fox Wealth Advisors, LLC4,230$107K0.02%new13F-HRTimeline
Running Point Capital Advisors, LLC4,078$103K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,783$95.7K<0.01%-50013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,771$95.4K<0.01%+13113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC3,624$92K<0.01%+3,08913F-HRTimelineGroup
AllSquare Wealth Management LLC3,080$78K0.04%013F-HRTimeline
Creative Capital Management Investments…2,991$75.7K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,953$74.7K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,925$74K0.03%+1,47713F-HRTimeline
Gould Capital, LLC2,907$73.6K0.05%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,564$64.8K<0.01%+22313F-HRTimelineGroup
Rossby Financial, LCC2,474$62.5K0.02%new13F-HRTimeline
AE Wealth Management LLC2,048$51.8K<0.01%-1,30913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,777$45K<0.01%new13F-HRTimelineGroup
Fort Vancouver Investment Management, L…1,758$44.5K0.02%013F-HRTimeline
Sachetta, LLC1,744$44.1K0.02%013F-HRTimeline
Bangor Savings Bank1,680$42.5K<0.01%013F-HRTimeline
Clearstead Trust, LLC1,572$39.8K0.01%-1,57213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,470$37.2K<0.01%013F-HRTimelineGroup
SOFI WEALTH, LLC1,414$35.8K<0.01%+27513F-HRTimeline
DT Investment Partners, LLC1,110$28.1K<0.01%+20013F-HRTimeline
Cape Investment Advisory, Inc.1,081$27.4K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,016$25.7K<0.01%+4213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,000$25.3K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC813$20.6K<0.01%+13613F-HRTimeline
WealthShield Partners, LLC799$20.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.783$19.8K<0.01%+813F-HRTimeline
CVA Family Office, LLC781$19.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.675$17.1K<0.01%-15713F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC674$17.1K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.666$16.9K<0.01%+26613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC501$12.7K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP471$11.9K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA452$11.4K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC365$9K<0.01%+32413F-HRTimeline
Smartleaf Asset Management LLC308$7.79K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.57K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC289$7.32K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc289$7.32K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC267$6.76K<0.01%+4013F-HRTimeline
IFP Advisors, Inc218$5.52K<0.01%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$5.06K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.25$4.2K<0.01%-14113F-HRTimelineGroup
FMR LLCin group FMR LLC164$4.15K<0.01%+7413F-HRTimelineGroup
Coston, McIsaac & Partners174$4K<0.01%+213F-HRTimeline
Global Retirement Partners, LLC134$3.39K<0.01%-35213F-HRTimeline
Tanglewood Legacy Advisors, LLC123$3.11K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%013F-HRTimeline
Archer Investment Corp80$2.02K<0.01%new13F-HRTimeline
Community Bank, N.A.75$1.9K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71$1.78K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS70$1.77K<0.01%-1813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV48$1.22K<0.01%-1,48813F-HRTimeline
Scarborough Advisors, LLC19$486<0.01%013F-HRTimeline