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Disclosery

SUSC ISHARES TR

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ETF (fund)

299 managers (305 13F filers) reported a position in SUSC shares at 2026-06-30, 48,576,834 shares in all. 25 filers opened a position and 21 filers sold out during the quarter.

Managers
299
13F filers
305
New
25
Added
130
Reduced
111
Sold out
21
Shares held by filers
48,576,834

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
RETIREMENT INCOME SOLUTIONS, INC10,842$251K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,728$248K<0.01%-1,28613F-HRTimelineGroup
PFG Advisors10,708$248K0.01%-10013F-HRTimeline
Morton Brown Family Wealth, LLC10,680$247K0.06%+68913F-HRTimeline
Fairlight Advisors10,650$247K0.2%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,643$246K<0.01%-3,54613F-HRTimelineGroup
CURTIS WEALTH MANAGEMENT LLC10,581$245K0.21%-4,08313F-HRTimeline
Midwest Capital Advisors, LLC10,544$244K0.1%+12013F-HRTimeline
Rockport Wealth LLC10,331$239K0.04%013F-HRTimeline
Vestmark Advisory Solutions, Inc.10,190$236K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.10,090$234K0.18%+12313F-HRTimeline
Western Wealth Management, LLC10,040$232K0.01%-1,53913F-HRTimeline
Larson Financial Group LLC10,036$232K0.01%-4,65913F-HRTimeline
CFS Investment Advisory Services, LLC10,046$232K0.02%-1,14913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.9,976$231K0.13%013F-HRTimeline
Two West Capital Advisors LLC10,086$230K0.11%new13F-HRTimeline
Csenge Advisory Group9,855$228K0.01%-71113F-HRTimeline
WARNER FINANCIAL, INC9,827$228K0.07%+5013F-HRTimeline
Veridan Wealth LLC9,824$227K0.08%-9313F-HRTimeline
Legacy Financial Group LLC9,808$227K0.03%new13F-HRTimeline
UPTICK PARTNERS, LLC9,788$227K0.04%-4,78213F-HRTimeline
Strategic Blueprint, LLC9,761$226K0.01%-26513F-HRTimeline
J.W. COLE ADVISORS, INC.9,737$225K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC9,693$224K0.02%-1313F-HRTimeline
Goldstein Advisors, LLC9,594$222K0.02%new13F-HRTimeline
Hilltop Partners LLC9,580$222K0.05%new13F-HRTimeline
GTS FINANCIAL, LLC9,538$222K0.16%+32213F-HRTimeline
WEDBUSH SECURITIES INC9,417$218K0.01%-7,09913F-HRTimeline
Capasso Planning Partners LLC9,342$216K0.11%+7913F-HRTimeline
TME FINANCIAL, INC.9,081$210K0.13%new13F-HRTimeline
GreatBanc Trust CO9,000$208K0.13%013F-HRTimeline
Sovereign Financial Group, Inc.8,921$207K0.03%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,880$206K<0.01%-45913F-HRTimelineGroup
Wharton Business Group, LLC8,760$203K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,666$201K0.02%+1,87213F-HRTimelineGroup
WBH ADVISORY INC8,652$200K0.01%-2,31013F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,551$199K<0.01%+43413F-HRTimeline
JFS WEALTH ADVISORS, LLC8,560$198K0.01%-3,45413F-HRTimeline
BLAIR WILLIAM & CO/IL7,755$180K<0.01%+20813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,620$153K<0.01%+4,50913F-HRTimelineGroup
Founders Financial Alliance, LLC6,586$152K0.02%new13F-HRTimeline
Acropolis Investment Management, LLC6,495$150K0.01%+19013F-HR/ATimeline
Fairway Wealth LLC6,369$147K0.03%+7213F-HRTimeline
EASTERN BANK5,777$134K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5,228$121K0.02%13F-HRTimelineGroup
Brooklyn FI, LLC5,007$114K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,555$105K<0.01%-1,88413F-HRTimelineGroup
GGM Financial LLC4,060$94K0.04%+4613F-HRTimeline
Gen-Wealth Partners Inc4,040$93.5K0.03%+29613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,839$88.9K0.05%+1,20313F-HRTimeline
Investors Portfolio Services LLC3,793$87.8K0.07%+4313F-HRTimeline
SHP Wealth Management3,558$82.4K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,335$77.2K<0.01%-1,01613F-HRTimelineGroup
Millstone Evans Group, LLC3,209$74.3K0.04%013F-HRTimeline
American Capital Advisory, LLC3,013$69.7K0.03%+22813F-HRTimeline
Milestone Investment Advisors LLC3,000$69.5K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.2,569$59.5K0.02%+51213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,522$58.4K0.03%+11113F-HRTimeline
Parallel Advisors, LLC2,486$57.6K<0.01%new13F-HRTimeline
First Bancorp, Inc /ME/2,374$55K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC2,287$52.9K<0.01%-1,01913F-HRTimeline
Glassy Mountain Advisors, Inc.2,011$46.6K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,982$46K<0.01%+3513F-HRTimeline
Buck Wealth Strategies, LLC1,868$43.2K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,800$41.7K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,748$40.5K<0.01%+5913F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,698$39.3K<0.01%+87213F-HRTimeline
IFP Advisors, Inc1,426$33K<0.01%+33613F-HRTimeline
MATHER GROUP, LLC.1,331$30.8K<0.01%+21713F-HRTimeline
Kroeger Financial Partners1,317$30.5K0.03%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$26.4K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,069$24.8K<0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,065$24.7K<0.01%+1213F-HRTimeline
Geneos Wealth Management Inc.1,027$23.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,024$23.7K<0.01%+1113F-HRTimeline
Crewe Advisors LLC880$20.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC854$19.8K<0.01%new13F-HRTimeline
Kilter Group LLC824$19.1K0.01%-26213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV797$18.5K<0.01%+11713F-HRTimeline
FAS Wealth Partners, Inc.705$16.3K<0.01%+3613F-HRTimeline
DT Investment Partners, LLC646$15K<0.01%+813F-HRTimeline
MJT & Associates Financial Advisory Gro…585$13.5K0.01%+15113F-HRTimeline
1 NORTH WEALTH SERVICES LLC545$12.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/433$10K<0.01%new13F-HRTimelineGroup
Bangor Savings Bank370$8.57K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…271$6.27K<0.01%+14013F-HRTimelineGroup
Timbuktu Capital Management, LLC213$4.93K0.01%13F-HRTimeline
Key Capital Management, INC155$3.59K<0.01%-6713F-HRTimeline
Community Bank, N.A.146$3.38K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC138$3.19K<0.01%+1013F-HRTimeline
MASECO LLP105$2.43K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC87$2.02K<0.01%+113F-HRTimeline
GW&K Investment Management, LLC93$2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.58$1.34K<0.01%013F-HRTimeline
Triumph Capital Management56$1.3K<0.01%+213F-HRTimeline
JPL Wealth Management, LLC38$880<0.01%new13F-HRTimeline
Gleason Group, Inc.13$310<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.5$120<0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.1$22<0.01%013F-HRTimeline