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Disclosery

SUSB ISHARES TR

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COM (fund)

309 managers (312 13F filers) reported a position in SUSB shares at 2026-03-31, 30,065,957 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
309
13F filers
312
New
22
Added
142
Reduced
90
Sold out
13
Shares held by filers
30,065,957

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,383,027$84.8M0.01%+246,89613F-HRTimelineGroup
LPL Financial LLC1,627,739$40.8M0.01%+79,28013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY976,096$24.5M<0.01%-3,74613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…805,599$20.2M0.04%+34,53613F-HRTimelineGroup
EP Wealth Advisors, LLC700,916$17.6M0.09%+32,43213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC673,207$16.9M<0.01%-116,10613F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp670,797$16.8M<0.01%+51,62713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA666,747$16.7M<0.01%+16,24713F-HRTimelineGroup
Acorns Advisers, LLC660,178$16.5M0.12%+2,55513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN609,338$15.3M<0.01%+62,89113F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC575,654$14.4M0.07%+32,98613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding549,734$13.8M-88,004Timeline
COMMONWEALTH EQUITY SERVICES, LLC543,394$13.6M0.02%+56,84713F-HRTimeline
Wealthspire Advisors, LLC492,464$12.3M0.1%-14,24413F-HRTimeline
Modera Wealth Management, LLC487,729$12.2M0.15%+7,04213F-HRTimeline
Allworth Financial LP478,073$12M0.05%+32,56213F-HRTimeline
UBS Group AGin group UBS Group AG477,268$12M<0.01%+38,38413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC471,518$11.8M0.47%+33,85213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.466,521$11.7M0.02%+17,56413F-HRTimelineGroup
LFA - Lugano Financial Advisors SA457,113$11.4M5.78%013F-HRTimeline
Perigon Wealth Management, LLC435,167$10.9M0.2%-45,75413F-HRTimeline
Milestone Investment Advisors LLC422,380$10.6M2.56%+5,34813F-HRTimeline
Mariner, LLCin group Mariner, LLC419,249$10.5M0.01%+4,66713F-HRTimelineGroup
Francis Financial, Inc.404,435$10.1M1.88%-9,57913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO375,638$9.42M0.14%-1,73813F-HRTimeline
Destination Wealth Management360,999$9.05M0.24%+5,69013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO353,964$8.85M<0.01%-42,56813F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.327,648$8.21M0.02%-9,77613F-HRTimeline
Integris Wealth Management, LLC284,600$7.13M1.64%+10,55413F-HRTimeline
Apella Capital, LLC281,388$7.08M0.11%+21,29413F-HRTimeline
Fisher Asset Management, LLC277,662$6.96M<0.01%+18,22413F-HRTimeline
Elser Financial Planning, Inc272,382$6.8M0.33%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC259,200$6.5M1.01%-7,62813F-HRTimeline
Colorado Capital Management, Inc.257,211$6.45M2.4%+12,37613F-HRTimeline
Wescott Financial Advisory Group, LLC253,896$6.36M0.56%+10,24113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/249,556$6.26M<0.01%-13,29713F-HRTimelineGroup
Impact Investors, Inc242,372$6.08M4.22%+31,38613F-HRTimeline
Atomic Invest LLC201,106$5.03M2.37%-1,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,648$4.83M0.01%+113,04013F-HRTimelineGroup
MATHER GROUP, LLC.190,141$4.77M0.05%+8,75413F-HRTimeline
Arlington Financial Advisors, LLC178,517$4.47M0.64%+18,47813F-HRTimeline
IMPACTfolio, LLC176,696$4.43M1.88%+10,36013F-HRTimeline
SEEDS INVESTOR LLC173,965$4.37M0.59%+5,81413F-HRTimeline
Accredited Investors Inc.156,933$3.93M0.21%-39,98213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…154,405$3.87M0.01%+118,12413F-HRTimelineGroup
Bear Mountain Capital, Inc.153,847$3.87M1.16%+4,44013F-HRTimeline
Brio Consultants, LLC148,841$3.72M0.45%+22,01113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP147,585$3.7M0.01%+4,72613F-HRTimelineGroup
Plancorp, LLC147,281$3.69M0.1%013F-HRTimeline
HARBOUR INVESTMENTS, INC.142,894$3.58M0.06%-3,00713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co140,921$3.53M0.04%+9,05813F-HRTimelineGroup
Charter Oak Capital Management, LLC138,119$3.46M0.27%-6,28513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…137,974$3.45M0.01%+15,59413F-HRTimeline
Clarity Wealth Development LLC129,802$3.25M2.66%+2,62513F-HRTimeline
CGN Advisors LLC127,951$3.21M0.25%+6,98113F-HRTimeline
Northland Capital Management LLC124,439$3.12M1.71%-68,53113F-HRTimeline
One Capital Management, LLC121,919$3.06M0.08%+76013F-HRTimeline
Clearstead Advisors, LLC118,848$2.98M0.03%new13F-HRTimeline
Cetera Investment Advisers109,085$2.73M<0.01%-5,68213F-HRTimeline
NorthRock Partners, LLC103,191$2.59M0.04%+5,35313F-HRTimeline
Dynamic Advisor Solutions LLC100,579$2.52M0.08%+2,32313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,317$2.41M<0.01%+40413F-HRTimelineGroup
HighTower Advisors, LLC94,551$2.37M<0.01%-1,68413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC94,598$2.37M0.03%+9,40213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management92,728$2.32M0.03%+2,33513F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC90,776$2.28M0.34%+3,05213F-HRTimeline
Cardinal Point Capital Management ULC90,726$2.27M0.14%+10,44813F-HRTimeline
PAYDEN & RYGEL88,579$2.22M0.17%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…86,965$2.18M0.04%+1,44413F-HRTimeline
Flagstone Financial Management86,206$2.16M0.54%-63613F-HRTimeline
Kondo Wealth Advisors, Inc.81,367$2.04M0.77%-99813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding81,193$2.04M+524Timeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…78,624$1.97M0.18%13F-HRTimelineGroup
Omega Financial Group, LLC75,894$1.9M0.63%+1,32213F-HRTimeline
Strategic Point Investment Advisors, LLC75,295$1.89M0.27%-1,23513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,168$1.88M<0.01%+62,97613F-HRTimelineGroup
Plum Street Advisors, LLC72,544$1.82M0.63%-2,63513F-HRTimeline
Cambridge Investment Research Advisors,…71,774$1.8M<0.01%-1,31813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC70,844$1.78M<0.01%+10,40613F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC70,000$1.75M0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC69,473$1.74M<0.01%-14,07413F-HRTimelineGroup
eCIO, Inc.68,378$1.71M0.75%+12,93013F-HRTimeline
Advisory Services Network, LLC65,983$1.65M0.02%+3,20913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC64,925$1.63M<0.01%+25,52313F-HRTimelineGroup
UMB Bank, n.a.60,125$1.51M0.02%-1,22613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALBION FINANCIAL GROUP /UT58,882$1.48M0.1%+23413F-HRTimeline
J.Safra Asset Management Corp58,367$1.46M0.08%+13913F-HRTimeline
DAVENPORT & Co LLC49,935$1.25M0.01%+2,03513F-HRTimeline
Legacy Edge Advisors, LLC47,827$1.2M0.13%+8,68513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS46,280$1.16M1.03%13F-HRTimeline
Fort Point Capital Partners LLC45,519$1.14M0.15%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,734$1.12M<0.01%+5,41313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,546$1.1M0.01%-1,10513F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…43,570$1.09M0.19%-56313F-HRTimeline
Decker Retirement Planning Inc.43,510$1.09M0.49%+2,06113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,050$1.08M<0.01%+4,21913F-HRTimeline
BLAIR WILLIAM & CO/IL42,885$1.07M<0.01%-2413F-HRTimeline
Opal Wealth Advisors, LLC42,439$1.06M0.24%+2,67113F-HRTimeline
JNBA Financial Advisors42,139$1.06M0.09%+1,78113F-HRTimeline
BIRCHBROOK, INC.41,752$1.05M0.51%+1,40613F-HRTimeline
Sequoia Financial Advisors, LLC41,374$1.04M0.01%-7,18913F-HRTimeline
Schneider Downs Wealth Management Advis…41,042$1.03M0.11%-1,61013F-HRTimeline
CX Institutional39,750$996K0.03%+83213F-HRTimeline
Pine Haven Investment Counsel, Inc38,977$977K0.72%+39513F-HRTimeline
Creative Planningin group Creative Planning37,671$944K<0.01%+29,41313F-HRTimelineGroup
Westfuller Advisors, LLC37,199$932K0.4%+8,24213F-HRTimeline
Summit Wealth Group, LLC37,081$929K0.21%-1,12213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources36,628$918K<0.01%+27013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding35,658$894K+9,399Timeline
NewEdge Advisors, LLC35,598$892K<0.01%-9,87913F-HR/ATimeline
Cresset Asset Management, LLC34,873$874K<0.01%013F-HRTimeline
Level Financial Advisors34,847$873K0.22%+2113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp34,545$866K0.09%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…34,403$862K<0.01%-11413F-HRTimelineGroup
Central Pacific Bank - Trust Division33,749$846K0.11%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,200$832K0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC32,761$821K0.02%-15,42513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,671$793K<0.01%-5,30513F-HRTimelineGroup
Hardy Reed LLC31,573$791K0.06%+3,03013F-HRTimeline
Mutual Advisors, LLC30,750$771K0.02%+12,45413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,729$770K0.01%+7,93013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,417$762K<0.01%+9,26313F-HRTimelineGroup
Mason & Associates Inc30,239$756K0.15%+17,87713F-HRTimeline
SageView Advisory Group, LLC29,643$743K0.03%-15613F-HRTimeline
Eley Financial Management, Inc28,593$717K0.26%new13F-HR/ATimeline
J. Mark Nickell & Co.28,364$711K0.64%013F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC27,436$688K0.02%+2,28913F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC26,423$662K0.12%-50213F-HRTimeline
VERITY Wealth Advisors26,322$660K0.44%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.26,011$652K0.05%-6,38413F-HRTimelineGroup
Diversified Enterprises, LLC25,340$635K0.03%+2,00313F-HRTimeline
Tempo Wealth, LLC25,024$627K0.11%+2813F-HRTimeline
Avidian Wealth Enterprises, LLC24,391$611K0.02%+18013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/24,125$605K0.11%-16513F-HRTimeline
LexAurum Advisors, LLC24,117$604K0.08%13F-HRTimeline
Aptus Capital Advisors, LLC24,018$602K0.01%+17713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC23,378$586K0.05%-5,61113F-HRTimeline
Ally Invest Advisors Inc.23,039$577K0.04%+14013F-HRTimeline
Exchange Bank22,826$572K0.4%+15513F-HRTimeline
Kelsey Financial, LLC22,502$564K0.49%+96913F-HRTimeline
Integrated Wealth Concepts LLC22,203$557K<0.01%+2,67613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,886$549K0.01%013F-HRTimeline
M Holdings Securities, Inc.21,713$543K0.04%+213F-HRTimeline
Parallel Advisors, LLC21,571$541K0.01%+10,62713F-HR/ATimeline
Keener Financial Planning LLC21,508$539K0.23%+76113F-HRTimeline
CENTRAL TRUST Co21,376$536K0.01%-20013F-HRTimeline
Shotwell Rutter Baer Inc21,173$531K0.31%+57313F-HRTimeline
HEADINVEST, LLC21,066$528K0.11%+60713F-HRTimeline
Farther Finance Advisors, LLC20,997$524K<0.01%-51513F-HRTimeline
Continuum Advisory, LLC20,854$523K0.05%+14313F-HRTimeline
Johnson Bixby & Associates, LLC20,287$508K0.06%+1,21513F-HRTimeline
Midwest Financial Partners Investments,…20,220$507K0.27%+2,10613F-HRTimeline
Private Wealth Management Group, LLC19,994$501K0.13%+33913F-HRTimeline
Archer Investment Management, LLC19,416$487K0.2%new13F-HRTimeline
Midwest Capital Advisors, LLC19,365$485K0.23%+45813F-HRTimeline
Joel Adams & Associates, Inc.19,338$485K0.36%+14313F-HRTimeline
MML INVESTORS SERVICES, LLC18,813$472K<0.01%-9,49813F-HRTimeline
One Day In July LLC18,572$466K0.04%013F-HRTimeline
TRUEFG, LLC18,506$464K0.12%+2,85513F-HRTimeline
Townsend Financial Planning, LLC18,454$463K0.45%+4813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,240$432K0.07%+3713F-HRTimeline
SGL Investment Advisors, Inc.17,148$428K0.16%+1,92213F-HRTimeline
Aprio Wealth Management, LLC17,055$427K0.02%-1,81513F-HRTimeline
SAX WEALTH ADVISORS, LLC16,691$421K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC16,774$420K<0.01%+6,11413F-HRTimeline
Tradition Wealth Management, LLC16,290$408K0.03%-11413F-HRTimeline
Resonant Capital Advisors, LLC16,136$404K0.02%-12413F-HRTimeline
AMARA FINANCIAL, LLC.15,512$389K0.27%+5,84113F-HRTimeline
Goepper Burkhardt LLC15,194$381K0.13%+10013F-HRTimeline
Investor's Fiduciary Advisor Network, L…15,100$378K0.12%-75913F-HRTimeline
VALLEY NATIONAL ADVISERS INC14,636$366K0.05%+2,17713F-HRTimeline
Janney Montgomery Scott LLC14,318$359K<0.01%-56513F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…14,231$357K0.28%013F-HRTimeline
RED REEF ADVISORS LLC14,219$356K0.37%+10013F-HRTimeline
Avantax Planning Partners, Inc.14,192$356K0.01%-13013F-HRTimeline
Symmetry Partners, LLC14,169$355K0.02%-12913F-HRTimeline
Cornerstone Financial Management LLC13,945$350K0.32%-413F-HR/ATimeline
ANB BANK13,751$345K0.14%+5,49213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,548$340K<0.01%-7113F-HRTimeline
Equita Financial Network, Inc.13,524$339K0.11%-23513F-HRTimeline
Signature Resources Capital Management,…13,468$338K0.16%+63813F-HRTimeline
Sigma Planning Corp13,371$335K0.01%+60613F-HRTimeline
Marshall Financial Group, LLC13,354$335K0.05%-12013F-HRTimeline
Veridan Wealth LLC13,284$333K0.13%-70013F-HRTimeline
EASTERN BANK13,253$332K0.01%013F-HRTimeline
Rehmann Capital Advisory Group13,017$326K0.02%-1,56913F-HRTimeline
Silver Oak Advisory Group, Inc.12,940$324K0.14%+37413F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,572$315K0.04%-3013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,421$311K0.02%+1,35213F-HRTimeline
Financial Plan, Inc.12,305$308K0.03%013F-HRTimeline
True Link Financial Advisors, LLC12,211$306K0.02%+3,34413F-HR/ATimeline
Western Wealth Management, LLC12,182$305K0.01%+44313F-HR/ATimeline
Independent Advisor Alliance11,593$291K<0.01%new13F-HRTimeline
American Money Management, LLC11,565$290K0.05%+2,86113F-HRTimeline
LRI Investments, LLC11,268$282K0.03%+82113F-HRTimeline
Waverly Advisors, LLC11,218$281K<0.01%-1,26313F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC11,141$279K0.22%013F-HRTimeline
Godfrey Financial Associates, Inc.11,049$277K0.24%+813F-HRTimeline
Berger Financial Group, Inc11,042$277K0.02%+41313F-HRTimeline
Tribridge Partners Financial LLC11,021$276K0.11%013F-HRTimeline