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Disclosery

SUSC ISHARES TR

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ETF (fund)

265 managers (269 13F filers) reported a position in SUSC shares at 2025-09-30, 45,744,098 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
265
13F filers
269
New
31
Added
159
Reduced
50
Sold out
16
Shares held by filers
45,744,098

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TME FINANCIAL, INC.9,309$219K0.16%-63413F-HRTimeline
Level Financial Advisors9,260$218K0.06%-3,93013F-HRTimeline
WHITTIER TRUST CO9,259$218K<0.01%+1913F-HRTimeline
High Falls Advisors, Inc9,068$214K0.04%new13F-HRTimeline
True Link Financial Advisors, LLC8,972$211K0.01%new13F-HRTimeline
Western Wealth Management, LLC8,926$210K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8,882$209K0.01%+2,76413F-HRTimeline
Valtinson Bruner Financial Planning LLC8,856$209K0.06%new13F-HRTimeline
Centurion Wealth Management LLC8,831$208K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,819$208K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC8,802$207K<0.01%-9813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,746$206K0.01%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC7,456$176K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC7,120$168K0.05%+1913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,794$160K<0.01%013F-HRTimelineGroup
Midwest Capital Advisors, LLC6,686$158K0.08%+7313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,545$154K0.01%new13F-HRTimelineGroup
EASTERN BANK6,309$149K<0.01%-1,39213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,171$145K<0.01%+1813F-HRTimelineGroup
Fairway Wealth LLC6,160$145K0.04%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,228$123K0.02%13F-HRTimelineGroup
MAI Capital Management5,072$120K<0.01%+54013F-HRTimeline
Grey Fox Wealth Advisors, LLC5,067$119K0.02%new13F-HRTimeline
GGM Financial LLC3,927$92.5K0.05%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,925$92.5K<0.01%+46513F-HRTimelineGroup
AMERIFLEX GROUP, INC.3,514$82.8K0.03%+88213F-HRTimeline
Aptus Capital Advisors, LLC3,386$79.8K<0.01%+48113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,345$78.8K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC3,233$76.2K<0.01%-1,34313F-HRTimeline
Milestone Investment Advisors LLC3,000$70.7K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,595$61.1K0.01%-68613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,222$52.2K0.03%+5513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,188$51.5K<0.01%new13F-HRTimelineGroup
Glassy Mountain Advisors, Inc.2,011$47.4K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,804$42.5K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,710$40.3K<0.01%-2,15413F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/1,600$37.7K0.01%+1,00013F-HRTimelineGroup
Gen-Wealth Partners Inc1,588$37.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,519$35.8K<0.01%-7,72713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,390$32.7K0.03%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.24$26.9K<0.01%-1,11813F-HRTimelineGroup
IFP Advisors, Inc1,120$26.4K<0.01%-5313F-HR/ATimeline
Kilter Group LLC1,083$25.5K0.01%+26613F-HRTimeline
Geneos Wealth Management Inc.1,027$24.2K<0.01%013F-HRTimeline
Scarborough Advisors, LLC1,000$23.6K<0.01%-13513F-HRTimeline
North Star Investment Management Corp.991$23.3K<0.01%+1113F-HRTimeline
MATHER GROUP, LLC.959$22.6K<0.01%new13F-HRTimeline
Crewe Advisors LLC861$20.3K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\851$20.1K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.808$19K<0.01%+913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…730$17.2K<0.01%013F-HRTimeline
Rise Advisors, LLC690$16.3K0.01%+713F-HRTimeline
Archer Investment Corp639$15.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.619$14.6K<0.01%+613F-HRTimeline
MJT & Associates Financial Advisory Gro…566$13.3K0.01%-1413F-HRTimeline
1 NORTH WEALTH SERVICES LLC545$12.8K0.01%013F-HRTimeline
Bangor Savings Bank370$8.72K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…310$7.3K<0.01%new13F-HRTimelineGroup
Community Bank, N.A.146$3.44K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.119$2.81K<0.01%new13F-HRTimeline
MASECO LLP105$2.47K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.86$2.03K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.58$1.37K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS54$1.27K<0.01%-713F-HRTimelineGroup
Financial Life Planners31$739<0.01%new13F-HRTimeline