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Disclosery

SUSC ISHARES TR

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ETF (fund)

298 managers (304 13F filers) reported a position in SUSC shares at 2026-06-30, 48,576,922 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
298
13F filers
304
New
25
Added
131
Reduced
109
Sold out
21
Shares held by filers
48,576,922

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 holding8,754,369$203M-3,331,189Timeline
Wealthfront Advisers LLC4,479,955$104M0.2%+849,91913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,370,382$102M0.01%-179,25613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,839,473$88.9M+95,608Timeline
LPL Financial LLC2,725,729$63.1M0.01%-615,76013F-HRTimeline
Betterment LLC1,701,109$39.4M0.07%+107,76813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,625,101$37.6M0.01%+3,92113F-HRTimelineGroup
Creative Planningin group Creative Planning1,365,749$31.6M0.02%+56,88113F-HRTimelineGroup
FMR LLCin group FMR LLC1,106,589$25.6M<0.01%+44,88913F-HRTimelineGroup
Acorns Advisers, LLC1,092,474$25.3M0.16%+63,85813F-HRTimeline
Fisher Asset Management, LLC877,984$20.3M0.01%+45,13913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY860,284$19.9M<0.01%-87813F-HRTimelineGroup
Cetera Investment Advisers754,331$17.5M0.02%-173,99513F-HRTimeline
IMPACTfolio, LLC617,579$14.3M5.38%+14,18213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC536,959$12.4M0.08%-204,83313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN515,182$11.9M<0.01%+50,20413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/404,070$9.35M<0.01%+20,78913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC396,953$9.19M0.02%-72,36413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV377,815$8.75M0.01%+196,87213F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp366,146$8.48M<0.01%-67,21413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC314,795$7.29M0.01%-36,31413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA296,316$6.86M<0.01%-23,93313F-HRTimelineGroup
One Wealth Advisors, LLC294,788$6.82M0.75%-23,75613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC283,494$6.56M<0.01%+10,67513F-HRTimelineGroup
Financial Engines Advisors L.L.C.268,637$6.22M0.01%+6,01313F-HRTimeline
Invera Wealth Advisors, LLC257,659$5.97M3.2%+14,56813F-HRTimeline
Avise Financial Cooperative, Inc.238,683$5.53M3.92%-75,77113F-HRTimeline
Cambridge Investment Research Advisors,…237,395$5.5M0.01%-34,21113F-HR/ATimeline
Perigon Wealth Management, LLC236,290$5.47M0.09%-16,48013F-HRTimeline
Legacy Edge Advisors, LLC235,522$5.45M0.5%+16,66513F-HR/ATimeline
Janney Montgomery Scott LLC214,518$4.97M0.01%-53,67513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…212,037$4.92M0.01%-31,14913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC207,251$4.8M0.01%+16,97213F-HRTimeline
Colorado Capital Management, Inc.203,978$4.72M1.61%-84513F-HRTimeline
NewEdge Advisors, LLC197,981$4.58M0.01%+42,10913F-HRTimeline
Composition Wealth, LLC192,466$4.46M0.05%+8,10213F-HRTimeline
OneDigital Investment Advisors LLC191,247$4.43M0.04%-48,02313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO184,489$4.29M0.05%-21,14113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.176,209$4.08M0.02%-46,77413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…168,242$3.85M0.01%+69,66313F-HRTimeline
Horst & Graben Wealth Management LLC163,562$3.77M0.5%-38,82013F-HRTimeline
WESBANCO BANK INC157,588$3.65M0.09%+1,89013F-HRTimeline
GeoWealth Management, LLC153,203$3.55M0.11%+8,93013F-HRTimeline
Allworth Financial LP152,586$3.53M0.02%+31,88013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…148,123$3.43M0.02%-62,27713F-HRTimelineGroup
Sharkey, Howes & Javer141,884$3.28M0.4%-39,47513F-HRTimeline
Facet Wealth, Inc.133,593$3.09M0.04%+12,52613F-HRTimeline
Vise Technologies, Inc.124,501$2.88M0.03%new13F-HRTimeline
Savant Capital, LLC122,399$2.83M0.01%+1,35413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding116,924$2.71M+10,329Timeline
Farther Finance Advisors, LLC114,811$2.66M0.02%+45,87013F-HRTimeline
Merit Financial Group, LLC108,907$2.52M0.02%-18,48813F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management100,273$2.32M0.02%+9,03613F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC98,495$2.28M<0.01%+26,00013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co98,288$2.28M0.02%+14,44113F-HRTimelineGroup
Summit Wealth Group, LLC97,913$2.27M0.46%+1,26413F-HRTimeline
Topel & Distasi Wealth Management, LLC97,349$2.25M1.09%+6,19713F-HRTimeline
Integrated Wealth Concepts LLC91,261$2.11M0.01%+25,96213F-HRTimeline
Davis Wealth Advisors, LLC86,847$2.01M1.56%-13,10913F-HRTimeline
Rossby Financial, LCC84,767$1.96M0.36%+3,78713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,239$1.93M<0.01%+7,57313F-HRTimelineGroup
Archer Investment Management, LLC79,609$1.84M0.63%-164,78713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding80,946$1.84M+26,349Timeline
BIRCHBROOK, INC.74,185$1.72M0.81%+2,00813F-HRTimeline
Steward Partners Investment Advisory, L…73,459$1.7M0.01%-4,12213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…72,441$1.68M0.01%-2,05413F-HRTimelineGroup
SigFig Wealth Management, LLC71,806$1.67M0.04%-26,64813F-HRTimeline
Beacon Pointe Advisors, LLC69,877$1.62M0.01%+39,29113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC67,452$1.56M0.24%+5,42213F-HRTimeline
Sanctuary Advisors, LLC66,196$1.53M0.01%-10,47213F-HRTimeline
Skyline Advisors, Inc.62,842$1.45M0.46%+4,71813F-HRTimeline
SOFI WEALTH, LLC61,965$1.43M0.06%+5,57313F-HRTimeline
Midwest Financial Partners Investments,…61,409$1.42M0.59%-6,36313F-HRTimeline
Orion Porfolio Solutions, LLC61,304$1.42M0.01%-13,41313F-HRTimeline
Vision Capital Management, Inc.61,063$1.41M0.16%+14,43413F-HRTimeline
HighTower Advisors, LLC60,921$1.41M<0.01%-7,32813F-HRTimeline
World Investment Advisors58,612$1.36M0.02%-1,17313F-HRTimeline
JNBA Financial Advisors58,470$1.35M0.1%+53613F-HRTimeline
RCS Financial Planning, LLC58,299$1.35M0.64%+4,20013F-HRTimeline
Advisory Services Network, LLC57,658$1.33M0.02%-5,31713F-HRTimeline
Private Wealth Management Group, LLC55,901$1.29M0.3%+3,76013F-HRTimeline
One Capital Management, LLC53,084$1.23M0.03%013F-HRTimeline
OpenArc Corporate Advisory, LLC52,667$1.22M0.01%-6,98113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,256$1.21M<0.01%-21,35213F-HRTimelineGroup
Trilogy Capital Inc.50,520$1.17M0.05%+72113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,950$1.13M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,543$1.13M<0.01%+11,83713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding48,344$1.12M+6,157Timeline
Empirical Financial Services, LLC d.b.a…47,894$1.11M0.02%+2,04213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,569$1.1M<0.01%+22,34513F-HRTimelineGroup
RFG Advisory, LLC47,230$1.09M0.02%-16,71013F-HRTimeline
White Lighthouse Investment Management …46,388$1.07M0.13%+1,80013F-HRTimeline
STOCK YARDS BANK & TRUST CO44,530$1.03M0.03%+5,99513F-HR/ATimeline
MGO ONE SEVEN LLC44,057$1.02M0.02%-16,20013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…43,051$997K0.03%+3,33213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS42,218$977K<0.01%+1,07213F-HRTimeline
Kelsey Financial, LLC41,767$967K0.73%+14,63013F-HRTimeline
THEORY FINANCIAL LLC41,371$958K0.3%-6,01913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,806$945K<0.01%+1,59513F-HRTimelineGroup
GC Wealth Management RIA, LLC39,492$914K0.05%+58913F-HRTimeline
Schneider Downs Wealth Management Advis…38,910$901K0.08%+60313F-HRTimeline
Affinity Capital Advisors, LLC37,533$866K0.11%-16,52513F-HRTimeline
WEALTH ALLIANCE, LLC36,128$836K0.07%-5,62313F-HRTimeline
PAYDEN & RYGEL35,557$823K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…35,106$813K0.03%-12,99213F-HRTimelineGroup
Navigation Group, LLC35,097$813K0.16%+1,27113F-HRTimeline
Van Hulzen Asset Management, LLC34,308$794K0.06%013F-HRTimeline
Turner Financial Group, Inc.34,293$794K0.79%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,187$791K<0.01%-20,08813F-HRTimelineGroup
&PARTNERS33,848$783K<0.01%-7,41413F-HRTimeline
LifePlan Investment Advisors, Inc.33,753$781K0.27%-17,60713F-HRTimeline
RWA WEALTH PARTNERS, LLC33,548$777K0.01%013F-HRTimeline
Venturi Wealth Management, LLC32,145$744K0.03%+17713F-HRTimeline
Gateway Wealth Partners, LLC31,692$734K0.04%-54,44713F-HRTimeline
Continuum Advisory, LLC31,208$723K0.06%-1,77513F-HRTimeline
Hoxton Planning & Management, LLC30,515$706K0.18%-5,35313F-HRTimeline
Aprio Wealth Management, LLC30,233$700K0.03%-7513F-HRTimeline
MA Private Wealth30,107$697K0.1%-2,58913F-HRTimeline
Savvy Advisors, Inc.29,786$690K0.01%+4,29013F-HRTimeline
Lifelong Wealth Advisors, Inc.29,664$687K0.16%-8,05213F-HRTimeline
Traveka Wealth, LLC29,071$673K0.22%-1,58013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC28,287$655K0.19%-3,02513F-HRTimeline
Focus Financial Network, Inc.26,749$619K0.02%+4,78113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC26,515$614K0.01%-1,11013F-HRTimelineGroup
LexAurum Advisors, LLC26,098$604K0.07%+3,80613F-HRTimeline
UMB Bank, n.a.25,729$596K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP25,528$591K<0.01%+6,28013F-HR/ATimelineGroup
Evergreen Private Wealth LLC25,095$581K0.21%013F-HRTimeline
Tempus Wealth Planning, LLC24,695$572K0.11%+1,87713F-HRTimeline
Keystone Financial Services23,977$555K0.14%-3,58813F-HRTimeline
Sequoia Financial Advisors, LLC23,943$554K<0.01%-14,12713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC23,471$543K0.25%+3113F-HRTimeline
Wells Financial Advisors INC23,045$534K4.95%013F-HRTimeline
BEACON FINANCIAL GROUP22,867$529K0.05%-69913F-HRTimeline
Peak Financial Management, Inc.22,145$513K0.12%+60013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.21,811$505K0.12%-5,51613F-HRTimeline
Keener Financial Planning LLC21,246$491K0.18%+7,80413F-HRTimeline
Level Financial Advisors20,448$473K0.11%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,388$472K0.01%+1,37413F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC20,209$468K0.44%-8,40613F-HRTimeline
PROFFITT & GOODSON INC19,840$459K0.06%-1,73713F-HRTimeline
Napier Financial, LLC19,338$448K0.09%+1313F-HRTimeline
CHOREO, LLC19,301$447K<0.01%-1,28813F-HRTimeline
Bragg Financial Advisors, Inc19,229$445K0.01%+1,01713F-HRTimeline
MBE Wealth Management, LLC19,209$445K0.16%-3,71813F-HRTimeline
American Money Management, LLC19,132$443K0.06%+29513F-HRTimeline
Cornerstone Planning Group LLC19,053$434K0.05%-1,33313F-HRTimeline
Golden State Wealth Management, LLC18,272$423K0.04%-1,44313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,897$414K0.01%-4,77113F-HRTimelineGroup
True Link Financial Advisors, LLC17,667$409K0.02%+2,15313F-HR/ATimeline
JB Capital LLC17,643$408K0.01%-6,15913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC17,635$408K0.17%+1,57313F-HRTimeline
Ashton Thomas Private Wealth, LLC17,517$406K0.01%+8,73713F-HRTimeline
Cornerstone Financial Management LLC17,344$402K0.32%+1,69913F-HR/ATimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,255$399K0.11%+8613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC17,243$399K0.1%+4,02913F-HRTimeline
Dynamic Advisor Solutions LLC16,799$389K0.01%-41113F-HRTimeline
SageView Advisory Group, LLC16,663$386K0.01%-4,38313F-HRTimeline
AE Wealth Management LLC16,537$383K<0.01%+1,38513F-HRTimeline
Talisman Wealth Advisors LLC16,478$381K0.28%+2,38613F-HRTimeline
Carr Financial Group Corp16,321$378K0.09%+18513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC16,275$377K0.03%new13F-HRTimeline
Williams Financial, LLC16,173$374K0.19%new13F-HRTimeline
Private Advisor Group, LLC15,939$369K<0.01%new13F-HRTimeline
Occidental Asset Management, LLC15,634$362K0.04%013F-HRTimeline
XY Planning Network, Inc.15,596$361K0.05%+1,21813F-HRTimeline
Blue Edge Capital, LLC15,565$360K0.04%+4613F-HRTimeline
Maia Wealth LLC15,317$355K0.05%+48813F-HRTimeline
Regal Investment Advisors LLC15,119$350K0.02%-5,23913F-HRTimeline
Braun-Bostich & Associates Inc.14,890$345K0.19%-2,15713F-HRTimeline
Spectrum Planning & Advisory Services I…14,807$343K0.15%-4,75413F-HRTimeline
Arax Advisory Partners14,389$333K<0.01%+14,32013F-HRTimeline
Atria Investments, Inc14,301$331K<0.01%-16,58113F-HRTimeline
Five Pine Wealth Management14,207$329K0.19%+31013F-HRTimeline
RED REEF ADVISORS LLC14,159$328K0.3%+51013F-HRTimeline
EQ LLC14,111$327K0.08%-9,14813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,019$325K<0.01%+18013F-HRTimelineGroup
Tribridge Partners Financial LLC13,355$304K0.12%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC12,964$300K<0.01%-5,91613F-HRTimeline
SAX WEALTH ADVISORS, LLC12,515$290K0.01%+2,83813F-HRTimeline
Asempa Wealth Advisors12,354$286K0.22%-2,62313F-HRTimeline
WEALTHGARDEN F.S. LLC12,175$282K0.16%-53813F-HRTimeline
Pine Valley Investments Ltd Liability Co12,108$280K0.01%+6213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC12,102$280K0.01%+2,86013F-HRTimeline
Portfolio Resources Advisor Group, Inc.12,091$280K0.24%+4,14113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,071$279K-1,587Timeline
NOTTINGHAM ADVISORS, INC.12,135$277K0.03%+31713F-HRTimeline
ZENITH SOLUTIONS, INC.11,940$276K0.25%13F-HRTimeline
Baker Avenue Asset Management, LP11,915$276K0.01%+14713F-HRTimeline
Capital Asset Advisory Services LLC11,848$274K0.01%-4,96813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,848$274K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC11,800$273K<0.01%+1,96413F-HRTimeline
HARBOUR INVESTMENTS, INC.11,681$270K<0.01%-2,05413F-HRTimeline
Perennial Investment Advisors, LLC11,511$266K0.02%+2,80413F-HRTimeline
Buttonwood Financial Group, LLC11,108$257K0.15%-4,09413F-HRTimeline
Patriot Financial Group Insurance Agenc…11,022$255K0.03%-21,46213F-HRTimeline
Klaas Financial Asset Advisors, LLC10,943$253K0.03%-1,19313F-HRTimeline
Centurion Wealth Management LLC10,873$252K0.06%-83513F-HRTimeline
Finley Financial, LLC10,850$251K0.1%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,842$251K0.04%013F-HRTimeline