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Disclosery

SUSB ISHARES TR

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COM (fund)

306 managers (308 13F filers) reported a position in SUSB shares at 2025-12-31, 28,870,608 shares in all. 20 filers opened a position and 19 filers sold out during the quarter.

Managers
306
13F filers
308
New
20
Added
160
Reduced
67
Sold out
19
Shares held by filers
28,870,608

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
Wells Financial Advisors INC10,660$269K0.51%013F-HRTimeline
Beacon Pointe Advisors, LLC10,660$269K<0.01%new13F-HRTimeline
Berger Financial Group, Inc10,629$268K0.02%-2,61513F-HRTimeline
Affinity Capital Advisors, LLC10,491$265K0.04%+1913F-HRTimeline
LRI Investments, LLC10,447$264K0.02%+7313F-HRTimeline
Compound Planning, Inc.10,419$263K0.01%-42413F-HRTimeline
WESBANCO BANK INC10,319$260K0.01%+1,41113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC10,261$259K0.12%+3613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT10,168$257K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,787$247K0.04%+713F-HRTimeline
AMARA FINANCIAL, LLC.9,671$244K0.17%-25113F-HRTimeline
COMERICA BANK9,606$242K<0.01%-3,01113F-HRTimeline
Cadia Private Client LLC9,516$240K0.19%13F-HRTimeline
4Thought Financial Group Inc.9,510$240K0.12%+27313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,463$239K0.11%+60013F-HRTimeline
PDS Planning, Inc9,098$230K0.02%+33313F-HRTimeline
DORVAL Corp9,074$229K0.07%013F-HRTimeline
PFG Investments, LLC9,045$228K0.01%-8713F-HRTimeline
Seaside Wealth Management, Inc.8,939$226K0.06%new13F-HRTimeline
SWEENEY & MICHEL, LLC8,922$225K0.07%+13313F-HRTimeline
MAI Capital Management8,926$225K<0.01%-3013F-HRTimeline
Orion Capital Management LLC8,901$225K0.08%013F-HRTimeline
True Link Financial Advisors, LLC8,867$224K0.01%new13F-HRTimeline
American Money Management, LLC8,704$220K0.03%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,588$217K<0.01%013F-HRTimelineGroup
First Pacific Financial8,408$212K0.03%+9313F-HRTimeline
Bigelow Investment Advisors, LLC8,292$209K0.08%new13F-HRTimeline
ANB BANK8,259$208K0.08%new13F-HRTimeline
Creative Planningin group Creative Planning8,258$208K<0.01%+12213F-HRTimelineGroup
CWC Advisors, LLC.8,247$208K0.1%+6013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,982$201K<0.01%-3313F-HRTimeline
PRIVATE TRUST CO NA7,260$183K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC6,982$176K0.05%+2,42913F-HRTimeline
Evergreen Private Wealth LLC6,788$171K0.07%+16813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,694$169K0.01%+13913F-HRTimelineGroup
Finley Financial, LLC6,150$155K0.07%013F-HRTimeline
Cherry Tree Wealth Management, LLC6,109$154K0.03%-4,38113F-HRTimeline
Front Row Advisors LLC6,090$154K0.05%+77513F-HRTimeline
Steward Partners Investment Advisory, L…6,063$153K<0.01%-1113F-HRTimeline
American Capital Advisory, LLC5,890$149K0.06%013F-HRTimeline
BLUELINE ADVISORS LLC5,609$142K0.12%13F-HRTimeline
WFA of San Diego, LLC5,501$139K0.1%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,469$138K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,342$135K<0.01%+2,77813F-HRTimelineGroup
MOTCO5,319$134K0.01%+45813F-HRTimeline
Clarity Asset Management, Inc.5,044$127K0.07%+3813F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …4,885$123K0.02%+413F-HRTimelineGroup
Morton Brown Family Wealth, LLC4,675$118K0.03%+37313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,590$116K<0.01%+81913F-HRTimelineGroup
Mascoma Wealth Management LLC4,258$107K0.02%-4,68313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,783$95.5K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC3,703$93.5K0.03%-37513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,467$87K<0.01%-15713F-HR/ATimelineGroup
SHP Wealth Management3,402$85.9K0.01%13F-HRTimeline
Armor Investment Advisors, LLC3,200$80.8K0.03%-2,57913F-HRTimeline
Gould Capital, LLC3,057$77.2K0.05%+15013F-HRTimeline
Litman Gregory Wealth Management LLC3,045$76.9K0.01%new13F-HRTimeline
Creative Capital Management Investments…2,991$75.5K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,953$74.5K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC2,629$66.4K0.02%+15513F-HRTimeline
AE Wealth Management LLC1,958$49.4K<0.01%-9013F-HRTimeline
Fort Vancouver Investment Management, L…1,924$48.6K0.03%+16613F-HRTimeline
Sachetta, LLC1,744$44K0.02%013F-HRTimeline
SOFI WEALTH, LLC1,722$43.5K<0.01%+30813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,708$43.1K<0.01%+69213F-HRTimelineGroup
Bangor Savings Bank1,680$42.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,678$42.4K0.02%new13F-HRTimeline
PITTENGER & ANDERSON INC1,590$40.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,590$40.1K<0.01%+1,37213F-HRTimeline
Clearstead Trust, LLC1,572$39.7K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,485$37.5K0.02%-1,44013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,470$37.1K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.1,081$27.3K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,000$25.2K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.795$20.1K<0.01%+1213F-HRTimeline
CVA Family Office, LLC781$19.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC754$19K<0.01%-4513F-HRTimeline
MANNING & NAPIER ADVISORS LLC749$18.9K<0.01%+7513F-HRTimeline
Triumph Capital Management694$17.5K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.609$15.4K<0.01%-6613F-HRTimelineGroup
DT Investment Partners, LLC592$14.9K<0.01%-51813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/550$13.9K<0.01%+35013F-HRTimelineGroup
Your Advocates Ltd., LLP541$13.6K<0.01%+7013F-HRTimeline
Geneos Wealth Management Inc.400$10.1K<0.01%-26613F-HRTimeline
Winthrop Capital Management, LLC365$9K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…355$8.95K<0.01%+28413F-HRTimelineGroup
Smartleaf Asset Management LLC308$7.78K<0.01%013F-HRTimeline
Root Financial Partners, LLC301$7.6K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management299$7.55K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC289$7.29K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.275$6.96K0.01%13F-HRTimeline
Tradewinds Capital Management, LLC268$6.76K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC193$4.88K<0.01%+2913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS190$4.8K<0.01%+12013F-HRTimelineGroup
Gen-Wealth Partners Inc177$4.47K<0.01%-11213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.25$4.19K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC159$4.01K<0.01%+2513F-HRTimeline
Coston, McIsaac & Partners177$4K<0.01%+313F-HRTimeline
Elyxium Wealth, LLC146$3.67K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC123$3.1K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management116$3K<0.01%013F-HRTimeline
Community Bank, N.A.75$1.89K<0.01%013F-HRTimeline
Arax Advisory Partners64$1.62K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48$1.21K<0.01%013F-HRTimeline
GAMMA Investing LLC16$404<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$50<0.01%new13F-HRTimelineGroup