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Disclosery

SUSC ISHARES TR

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ETF (fund)

295 managers (302 13F filers) reported a position in SUSC shares at 2025-12-31, 47,834,709 shares in all. 36 filers opened a position and 17 filers sold out during the quarter.

Managers
295
13F filers
302
New
36
Added
161
Reduced
64
Sold out
17
Shares held by filers
47,834,709

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
CFS Investment Advisory Services, LLC10,942$256K0.02%+5413F-HRTimeline
WBH ADVISORY INC10,863$254K0.02%+12313F-HRTimeline
Finley Financial, LLC10,850$254K0.12%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,842$254K0.04%013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,545$247K0.01%+1,72613F-HRTimeline
Centurion Wealth Management LLC10,545$247K0.05%+1,71413F-HRTimeline
Strategic Blueprint, LLC10,382$243K0.01%-88813F-HRTimeline
Vantus Wealth LLC10,234$239K0.18%13F-HRTimeline
Veridan Wealth LLC10,198$238K0.08%+15013F-HRTimeline
Rockport Wealth LLC10,127$237K0.05%013F-HRTimeline
Midwest Capital Advisors, LLC10,017$234K0.11%+3,33113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,962$233K<0.01%-5,12213F-HR/ATimelineGroup
Kingsview Wealth Management, LLC9,928$232K<0.01%+1,12613F-HRTimeline
Advyzon Investment Management, LLC9,827$230K0.03%new13F-HRTimeline
Godfrey Financial Associates, Inc.9,777$229K0.2%13F-HRTimeline
WARNER FINANCIAL, INC9,746$228K0.08%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC9,677$226K0.01%-1,06913F-HRTimeline
Capasso Planning Partners LLC9,527$223K0.12%new13F-HRTimeline
High Falls Advisors, Inc9,259$217K0.04%+19113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,242$216K0.01%+36013F-HRTimeline
NorthRock Partners, LLC9,226$216K<0.01%new13F-HRTimeline
Level Financial Advisors9,195$215K0.06%-6513F-HRTimeline
Wharton Business Group, LLC9,190$215K0.01%-85513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC9,075$212K0.06%-78413F-HRTimeline
LVW Advisors, LLC8,827$206K0.02%new13F-HRTimeline
TME FINANCIAL, INC.8,686$203K0.14%-62313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,642$202K<0.01%new13F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC8,282$194K<0.01%+82613F-HRTimeline
BLAIR WILLIAM & CO/IL7,860$184K<0.01%-2,55013F-HRTimeline
Morton Brown Family Wealth, LLC7,571$177K0.05%+45113F-HRTimeline
Portfolio Resources Advisor Group, Inc.6,950$163K0.16%13F-HRTimeline
EASTERN BANK6,309$148K<0.01%013F-HRTimeline
Fairway Wealth LLC6,251$146K0.04%+9113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,235$146K<0.01%+6413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC5,440$127K0.01%new13F-HRTimeline
MAI Capital Management5,276$123K<0.01%+20413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,228$122K0.02%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,750$111K0.01%+2,56213F-HRTimelineGroup
GGM Financial LLC3,985$93.2K0.05%+5813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,818$89.3K<0.01%-10713F-HRTimelineGroup
Investors Portfolio Services LLC3,722$87K0.08%13F-HRTimeline
SHP Wealth Management3,558$83.2K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC3,404$79.6K<0.01%+1813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,371$79K<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,345$78.2K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC3,273$76.5K<0.01%+4013F-HRTimeline
Millstone Evans Group, LLC3,209$75K0.04%new13F-HRTimeline
Milestone Investment Advisors LLC3,000$70.2K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,896$67.7K<0.01%+2,81013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,636$61.6K0.05%+1,24613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,296$53.7K0.04%+7413F-HRTimeline
Arax Advisory Partners2,204$51.5K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,090$48.9K0.02%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,069$48.4K<0.01%+35913F-HRTimelineGroup
Glassy Mountain Advisors, Inc.2,011$47K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,947$45.5K<0.01%+14313F-HRTimeline
AMERIFLEX GROUP, INC.1,783$41.7K0.02%-1,73113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,663$38.9K<0.01%+81213F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/1,600$37.4K0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc1,588$37.1K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.23$26.7K<0.01%-113F-HRTimelineGroup
IFP Advisors, Inc1,104$25.8K<0.01%-1613F-HRTimeline
Smartleaf Asset Management LLC1,060$24.9K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,046$24.5K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,027$24K<0.01%013F-HRTimeline
Kilter Group LLC1,010$23.6K0.01%-7313F-HRTimeline
North Star Investment Management Corp.1,005$23.5K<0.01%+1413F-HRTimeline
Scarborough Advisors, LLC895$20.9K<0.01%-10513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$20.2K<0.01%+13213F-HRTimeline
Crewe Advisors LLC861$20.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.820$19.2K<0.01%+1213F-HRTimeline
Camelot Portfolios, LLC704$16.5K0.01%new13F-HRTimeline
Archer Investment Corp639$14.9K<0.01%013F-HRTimeline
DT Investment Partners, LLC638$14.9K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.638$14.9K<0.01%+1913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV614$14.4K<0.01%-90513F-HRTimeline
1 NORTH WEALTH SERVICES LLC545$12.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd488$11.4K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…434$10.1K0.01%-13213F-HR/ATimeline
Bangor Savings Bank370$8.65K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management342$8K<0.01%new13F-HRTimelineGroup
Triumph Capital Management285$6.67K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC266$6.24K<0.01%new13F-HRTimeline
Key Capital Management, INC215$5.03K<0.01%13F-HRTimeline
Community Bank, N.A.146$3.41K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC128$2.99K<0.01%13F-HRTimeline
MASECO LLP105$2.45K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC88$2.06K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC86$2K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…71$1.66K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.58$1.36K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS54$1.26K<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…31$725<0.01%new13F-HRTimeline
WHITTIER TRUST CO19$454<0.01%-9,24013F-HRTimeline
Strategic Wealth Partners, Ltd.1$21<0.01%-11813F-HRTimeline