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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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,136,131$79.2M0.01%-38,54513F-HR/ATimelineGroup
LPL Financial LLC1,548,459$39.1M0.01%+339,76513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY979,842$24.7M<0.01%-48,56813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC789,313$19.9M<0.01%-22,73413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…771,063$19.5M0.03%+252,69013F-HRTimelineGroup
EP Wealth Advisors, LLC668,484$16.9M0.09%13F-HRTimeline
Acorns Advisers, LLC657,623$16.6M0.12%+32,51213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA650,500$16.4M<0.01%-326,89013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding637,738$16.1M-88,889Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp619,170$15.6M<0.01%+47,89713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN546,447$13.8M<0.01%+37,83813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC542,668$13.7M0.08%+18,22813F-HRTimelineGroup
Wealthspire Advisors, LLC506,708$12.8M0.1%+17,24613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC486,547$12.3M0.02%+68,31113F-HRTimeline
Perigon Wealth Management, LLC480,921$12.1M0.22%+15,73113F-HRTimeline
Modera Wealth Management, LLC480,687$12.1M0.14%-4,37413F-HRTimeline
LFA - Lugano Financial Advisors SA457,113$11.5M5.96%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.448,957$11.3M0.02%+24,31713F-HRTimelineGroup
Allworth Financial LP445,511$11.2M0.05%+3,63513F-HRTimeline
UBS Group AGin group UBS Group AG438,884$11.1M<0.01%-3,86813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC437,666$11M0.43%+47,87713F-HRTimelineGroup
Milestone Investment Advisors LLC417,032$10.5M2.55%+34,33413F-HRTimeline
Mariner, LLCin group Mariner, LLC414,582$10.5M0.01%+7,97213F-HRTimelineGroup
Francis Financial, Inc.414,014$10.4M2.05%+3,36413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO396,532$10M<0.01%-32,93213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO377,376$9.52M0.14%-14,16613F-HRTimeline
Destination Wealth Management355,309$8.97M0.23%+10,46913F-HRTimeline
Financial Engines Advisors L.L.C.337,424$8.52M0.02%+34,89713F-HRTimeline
Integris Wealth Management, LLC274,046$6.92M1.57%+2,84413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC266,828$6.73M1.04%+91,88413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/262,853$6.63M<0.01%+3,85613F-HRTimelineGroup
Apella Capital, LLC260,094$6.56M0.13%+25,39013F-HRTimeline
Fisher Asset Management, LLC259,438$6.55M<0.01%+17,90213F-HRTimeline
Colorado Capital Management, Inc.244,835$6.18M2.32%+32,48813F-HRTimeline
Wescott Financial Advisory Group, LLC243,655$6.15M0.54%+24,49213F-HRTimeline
Impact Investors, Inc210,986$5.33M3.69%+36,59913F-HRTimeline
Atomic Invest LLC202,576$5.12M2.88%13F-HRTimeline
Accredited Investors Inc.196,915$4.97M0.26%+24,82213F-HRTimeline
Northland Capital Management LLC192,970$4.87M2.73%+6,69013F-HRTimeline
MATHER GROUP, LLC.181,387$4.58M0.05%+18,80113F-HRTimeline
SEEDS INVESTOR LLC168,151$4.24M0.81%+9,46413F-HRTimeline
IMPACTfolio, LLC166,336$4.2M1.76%+20,22413F-HRTimeline
Arlington Financial Advisors, LLC160,039$4.04M0.58%-4,17713F-HRTimeline
Bear Mountain Capital, Inc.149,407$3.77M1.22%+1,98013F-HRTimeline
Plancorp, LLC147,281$3.72M0.11%013F-HRTimeline
HARBOUR INVESTMENTS, INC.145,901$3.68M0.07%-34,30713F-HRTimeline
Charter Oak Capital Management, LLC144,404$3.64M0.28%+2,73913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP142,859$3.61M<0.01%+12,16113F-HR/ATimelineGroup
Klaas Financial Asset Advisors, LLC136,936$3.46M0.5%-4,79113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co131,863$3.33M0.04%+19,27213F-HRTimelineGroup
Clarity Wealth Development LLC127,177$3.21M2.72%+6,82613F-HRTimeline
Brio Consultants, LLC126,830$3.2M0.42%+8,89513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…122,380$3.09M<0.01%+3,80513F-HRTimeline
One Capital Management, LLC121,159$3.06M0.09%-1,69713F-HRTimeline
CGN Advisors LLC120,970$3.05M0.24%+6,21413F-HRTimeline
Cetera Investment Advisers114,767$2.9M<0.01%+12,24213F-HRTimeline
Dynamic Advisor Solutions LLC98,256$2.48M0.08%-38,14313F-HRTimeline
NorthRock Partners, LLC97,838$2.47M0.04%new13F-HRTimeline
HighTower Advisors, LLC96,235$2.43M<0.01%-6,30513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,913$2.42M<0.01%+2,33413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management90,393$2.28M0.03%+7,74613F-HRTimelineGroup
PAYDEN & RYGEL88,579$2.24M0.16%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC87,724$2.21M0.33%-1,00913F-HRTimeline
Flagstone Financial Management86,842$2.19M0.56%+3,85113F-HRTimeline
Empirical Financial Services, LLC d.b.a…85,521$2.16M0.04%+1,22413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC85,196$2.15M0.03%+6,23113F-HRTimeline
CWM, LLCin group CWM, LLC83,547$2.11M0.01%-6,82313F-HRTimelineGroup
Kondo Wealth Advisors, Inc.82,365$2.08M0.8%-20,32213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding80,669$2.04M-4,671Timeline
Cardinal Point Capital Management ULC80,278$2.03M0.13%+2,19513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,608$2.01M<0.01%-6,02313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…77,216$1.95M0.17%-98013F-HRTimelineGroup
Strategic Point Investment Advisors, LLC76,530$1.93M0.27%+57013F-HRTimeline
Plum Street Advisors, LLC75,179$1.9M0.68%+1,08413F-HRTimeline
Omega Financial Group, LLC74,572$1.88M0.63%+56113F-HRTimeline
Cambridge Investment Research Advisors,…73,092$1.84M<0.01%+49913F-HRTimeline
STALEY CAPITAL ADVISERS INC70,000$1.77M0.07%013F-HRTimeline
Advisory Services Network, LLC62,774$1.58M0.02%+12,03613F-HRTimeline
UMB Bank, n.a.61,351$1.55M0.02%+3,11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ASSETMARK, INCin group ASSETMARK, INC60,438$1.53M<0.01%+12,02813F-HRTimelineGroup
Clarius Group, LLC59,424$1.5M0.09%+1,98913F-HRTimeline
ALBION FINANCIAL GROUP /UT58,648$1.48M0.09%+2,27813F-HRTimeline
J.Safra Asset Management Corp58,228$1.47M0.08%+27913F-HRTimeline
eCIO, Inc.55,448$1.4M0.65%+2,22413F-HRTimeline
Sequoia Financial Advisors, LLC48,563$1.23M0.01%+6,01813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,186$1.22M0.03%+26213F-HRTimeline
DAVENPORT & Co LLC47,900$1.21M0.01%+1,25913F-HRTimeline
Valeo Financial Advisors, LLC46,989$1.19M0.03%+1,09013F-HRTimeline
Fort Point Capital Partners LLC45,519$1.15M0.14%013F-HRTimeline
NewEdge Advisors, LLC45,477$1.15M<0.01%-3,50413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,651$1.13M0.01%-99213F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…44,133$1.11M0.2%-2,95713F-HRTimeline
BLAIR WILLIAM & CO/IL42,909$1.08M<0.01%+43313F-HRTimeline
Schneider Downs Wealth Management Advis…42,652$1.08M0.12%-1,18713F-HRTimeline
Decker Retirement Planning Inc.41,449$1.05M0.52%+4,66213F-HRTimeline
JNBA Financial Advisors40,358$1.02M0.09%+2,32213F-HRTimeline
BIRCHBROOK, INC.40,346$1.02M0.51%+3,46913F-HRTimeline
Opal Wealth Advisors, LLC39,768$1M0.26%-1,62313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,402$995K<0.01%+96613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,321$992K<0.01%+18,04313F-HRTimelineGroup
Legacy Edge Advisors, LLC39,142$988K0.11%+4,27613F-HRTimeline
CX Institutional38,918$982K0.03%+4,15613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,831$980K<0.01%+38413F-HRTimeline
Pine Haven Investment Counsel, Inc38,582$974K0.69%+1,76013F-HRTimeline
Summit Wealth Group, LLC38,203$964K0.23%-18013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,976$933K0.01%-4,32413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources36,358$918K<0.01%+54413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,281$916K<0.01%new13F-HRTimelineGroup
Cresset Asset Management, LLC34,873$880K<0.01%+10,20213F-HRTimeline
Level Financial Advisors34,826$879K0.23%+29713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp34,545$872K0.09%+10,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,517$871K<0.01%+6,72413F-HR/ATimelineGroup
Central Pacific Bank - Trust Division33,749$852K0.1%+9,85113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,200$838K0.04%+60013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.32,395$818K0.06%-1,06613F-HRTimelineGroup
SageView Advisory Group, LLC29,799$752K0.03%+41013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC28,989$732K0.05%-1,12613F-HRTimeline
Westfuller Advisors, LLC28,957$731K0.3%+33413F-HRTimeline
Hardy Reed LLC28,543$720K0.05%013F-HRTimeline
J. Mark Nickell & Co.28,364$716K0.66%13F-HRTimeline
MML INVESTORS SERVICES, LLC28,311$715K<0.01%+5,11813F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC26,925$680K0.12%+78813F-HRTimeline
VERITY Wealth Advisors26,322$664K0.41%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…26,259$663K0.02%+1,45613F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC25,147$635K0.02%+99913F-HRTimeline
Tempo Wealth, LLC24,996$631K0.11%13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/24,290$613K0.11%+2,06513F-HRTimeline
Avidian Wealth Enterprises, LLC24,211$611K0.02%+36113F-HRTimeline
Aptus Capital Advisors, LLC23,841$602K0.01%+54413F-HRTimeline
Diversified Enterprises, LLC23,337$589K0.04%+43613F-HRTimeline
Ally Invest Advisors Inc.22,899$578K0.04%+88313F-HRTimeline
Wealth Advisory Team LLC22,851$577K0.51%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,799$575K0.01%013F-HRTimelineGroup
Exchange Bank22,671$572K0.4%+1,50513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,886$552K0.01%013F-HRTimeline
M Holdings Securities, Inc.21,711$548K0.04%new13F-HRTimeline
CENTRAL TRUST Co21,576$545K0.01%013F-HRTimeline
Kelsey Financial, LLC21,533$543K0.47%13F-HRTimeline
Farther Finance Advisors, LLC21,512$543K0.01%+13,66613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,154$534K<0.01%-3,89413F-HRTimelineGroup
Keener Financial Planning LLC20,747$523K0.23%+69913F-HRTimeline
Continuum Advisory, LLC20,711$523K0.05%+4,44413F-HRTimeline
Shotwell Rutter Baer Inc20,600$520K0.31%+60713F-HRTimeline
HEADINVEST, LLC20,459$516K0.1%+46513F-HRTimeline
WHITTIER TRUST CO20,261$512K0.01%013F-HRTimeline
Private Wealth Management Group, LLC19,655$496K0.13%+73213F-HRTimeline
Integrated Wealth Concepts LLC19,527$493K0.01%-5,80913F-HRTimeline
Joel Adams & Associates, Inc.19,195$484K0.36%+3,58013F-HRTimeline
Johnson Bixby & Associates, LLC19,072$481K0.06%+25713F-HRTimeline
Midwest Capital Advisors, LLC18,907$477K0.23%+1,97213F-HRTimeline
Aprio Wealth Management, LLC18,870$476K0.03%-7,30113F-HRTimeline
One Day In July LLC18,572$469K0.04%-3,54713F-HRTimeline
Townsend Financial Planning, LLC18,406$465K0.46%13F-HRTimeline
Mutual Advisors, LLC18,296$462K0.01%+7,52113F-HRTimeline
Midwest Financial Partners Investments,…18,114$457K0.25%13F-HRTimeline
One Wealth Advisors, LLC17,526$442K0.05%-4,60013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,203$434K0.07%-3,45713F-HRTimeline
SAX WEALTH ADVISORS, LLC16,691$421K0.02%013F-HRTimeline
Tradition Wealth Management, LLC16,404$414K0.03%+15413F-HRTimeline
Resonant Capital Advisors, LLC16,260$410K0.02%+3713F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,859$400K0.09%+99213F-HRTimeline
TRUEFG, LLC15,651$395K0.11%+29713F-HRTimeline
SGL Investment Advisors, Inc.15,226$385K0.15%+63813F-HRTimeline
Goepper Burkhardt LLC15,094$381K0.12%+1,50013F-HRTimeline
Janney Montgomery Scott LLC14,883$376K<0.01%+1,20013F-HRTimeline
Institute for Wealth Management, LLC.14,871$375K0.04%-3,40213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,800$374K<0.01%-38,93313F-HRTimeline
Rehmann Capital Advisory Group14,586$368K0.02%+5613F-HRTimeline
Avantax Planning Partners, Inc.14,322$361K0.01%-51413F-HRTimeline
Symmetry Partners, LLC14,298$361K0.02%-2,46813F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…14,231$359K0.29%13F-HRTimeline
RED REEF ADVISORS LLC14,119$356K0.36%13F-HRTimeline
Veridan Wealth LLC13,984$353K0.12%+22313F-HRTimeline
Cornerstone Financial Management LLC13,949$352K0.33%13F-HR/ATimeline
Private Advisor Group, LLC13,766$347K<0.01%-6,62613F-HRTimeline
Equita Financial Network, Inc.13,759$347K0.1%+2,20113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,619$344K<0.01%+1513F-HRTimeline
Marshall Financial Group, LLC13,474$340K0.07%+75713F-HRTimeline
Betterment LLC13,447$339K<0.01%-43713F-HRTimeline
EASTERN BANK13,253$335K0.01%013F-HRTimeline
Sensenig Capital Advisors, Inc13,101$331K0.34%13F-HRTimeline
Signature Resources Capital Management,…12,830$324K0.16%+44513F-HRTimeline
Sigma Planning Corp12,765$322K0.01%+13213F-HRTimeline
Larson Financial Group LLC12,745$322K0.01%-7,13013F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,602$318K0.04%-25013F-HRTimeline
Silver Oak Advisory Group, Inc.12,566$317K0.14%+2713F-HRTimeline
Waverly Advisors, LLC12,481$315K<0.01%-1,00013F-HRTimeline
VALLEY NATIONAL ADVISERS INC12,459$314K0.04%+1,57713F-HRTimeline
Mason & Associates Inc12,362$312K0.06%+6013F-HRTimeline
Financial Plan, Inc.12,305$311K0.04%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,192$308K<0.01%-44,92713F-HRTimelineGroup
Western Wealth Management, LLC11,739$296K0.01%+30613F-HRTimeline
Napier Financial, LLC11,342$286K0.07%13F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC11,141$281K0.23%13F-HRTimeline
AdvisorNet Financial, Inc11,097$280K0.01%+2,05213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,069$279K0.02%+49113F-HR/ATimeline
Godfrey Financial Associates, Inc.11,041$279K0.24%13F-HRTimeline
Tribridge Partners Financial LLC11,021$278K0.12%new13F-HRTimeline
Parallel Advisors, LLC10,944$276K0.01%+2,01913F-HRTimeline
Wealthfront Advisers LLC10,926$276K<0.01%+90813F-HRTimeline