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Disclosery

SUSC ISHARES TR

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ETF (fund)

294 managers (300 13F filers) reported a position in SUSC shares at 2026-03-31, 53,079,952 shares in all. 21 filers opened a position and 20 filers sold out during the quarter.

Managers
294
13F filers
300
New
21
Added
182
Reduced
62
Sold out
20
Shares held by filers
53,079,952

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
CFS Investment Advisory Services, LLC11,195$261K0.02%+25313F-HRTimeline
WBH ADVISORY INC10,962$253K0.02%+9913F-HRTimeline
Finley Financial, LLC10,850$251K0.12%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,842$251K0.04%013F-HRTimeline
PFG Advisors10,808$250K0.01%-1,47013F-HRTimeline
Independent Advisor Alliance10,714$248K<0.01%new13F-HRTimeline
Csenge Advisory Group10,566$244K0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC10,424$241K0.11%+40713F-HRTimeline
Rockport Wealth LLC10,331$239K0.04%+20413F-HRTimeline
Strategic Blueprint, LLC10,026$232K0.01%-35613F-HRTimeline
Morton Brown Family Wealth, LLC9,991$231K0.06%+2,42013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.9,976$231K0.13%13F-HRTimeline
Godfrey Financial Associates, Inc.9,967$231K0.2%+19013F-HRTimeline
Veridan Wealth LLC9,917$229K0.09%-28113F-HRTimeline
Kingsview Wealth Management, LLC9,836$228K<0.01%-9213F-HRTimeline
SAX WEALTH ADVISORS, LLC9,677$226K0.01%013F-HRTimeline
WARNER FINANCIAL, INC9,777$226K0.08%+3113F-HRTimeline
Advyzon Investment Management, LLC9,706$225K0.02%-12113F-HRTimeline
LVW Advisors, LLC9,463$219K0.02%+63613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,339$216K<0.01%+69713F-HRTimelineGroup
Capasso Planning Partners LLC9,263$214K0.12%-26413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC9,242$214K0.01%013F-HRTimeline
GTS FINANCIAL, LLC9,216$213K0.17%13F-HRTimeline
GreatBanc Trust CO9,000$208K0.15%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,780$203K<0.01%-1,76513F-HRTimeline
Wharton Business Group, LLC8,760$203K0.01%-43013F-HRTimeline
Perennial Investment Advisors, LLC8,707$201K0.02%new13F-HRTimeline
MANNING & NAPIER ADVISORS LLC8,117$188K<0.01%-16513F-HRTimeline
Portfolio Resources Advisor Group, Inc.7,950$184K0.18%+1,00013F-HRTimeline
BLAIR WILLIAM & CO/IL7,547$175K<0.01%-31313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,794$157K0.01%+2,04413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,439$149K<0.01%+20413F-HRTimelineGroup
Acropolis Investment Management, LLC6,305$146K0.01%new13F-HRTimeline
Fairway Wealth LLC6,297$146K0.04%+4613F-HRTimeline
EASTERN BANK5,777$134K<0.01%-53213F-HRTimeline
MAI Capital Management5,383$125K<0.01%+10713F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,228$121K0.02%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC5,196$120K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,351$101K<0.01%+53313F-HRTimelineGroup
GGM Financial LLC4,014$92.9K0.04%+2913F-HRTimeline
Investors Portfolio Services LLC3,750$86.8K0.08%+2813F-HRTimeline
Gen-Wealth Partners Inc3,744$86.6K0.03%+2,15613F-HRTimeline
SHP Wealth Management3,558$82.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,345$77.4K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC3,306$76.5K<0.01%-9813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,306$76.5K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC3,209$74.2K0.04%013F-HRTimeline
Milestone Investment Advisors LLC3,000$69.4K0.02%013F-HRTimeline
American Capital Advisory, LLC2,785$64.4K0.03%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,636$61K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,411$55.8K0.04%+11513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,317$53.6K0.03%+22713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,111$48.8K<0.01%+4213F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,057$47.6K0.02%+27413F-HRTimeline
Glassy Mountain Advisors, Inc.2,011$46.5K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,947$45.1K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,800$41.6K0.01%+20013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,689$39.1K<0.01%+2613F-HRTimelineGroup
Wellington Grp LLC1,213$28.1K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$26.4K<0.01%+1,11913F-HRTimelineGroup
MATHER GROUP, LLC.1,114$25.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,090$25.2K<0.01%-1413F-HRTimeline
Kilter Group LLC1,086$25.1K0.01%+7613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…1,053$24.4K<0.01%+713F-HRTimeline
Geneos Wealth Management Inc.1,027$23.8K<0.01%013F-HRTimeline
North Star Investment Management Corp.1,013$23.4K<0.01%+813F-HRTimeline
Scarborough Advisors, LLC902$20.9K<0.01%+713F-HRTimeline
Crewe Advisors LLC880$20.4K<0.01%+1913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$19.9K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.826$19.1K<0.01%+613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV680$15.7K<0.01%+6613F-HRTimeline
FAS Wealth Partners, Inc.669$15.5K<0.01%+3113F-HRTimeline
Archer Investment Corp639$14.8K<0.01%013F-HRTimeline
DT Investment Partners, LLC638$14.8K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC545$12.6K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…434$10K0.01%013F-HRTimeline
Bangor Savings Bank370$8.56K<0.01%013F-HRTimeline
Key Capital Management, INC222$5.14K<0.01%+713F-HRTimeline
Community Bank, N.A.146$3.38K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS139$3.22K<0.01%+8513F-HRTimelineGroup
Raleigh Capital Management Inc.138$3.19K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…131$3.03K<0.01%new13F-HRTimelineGroup
BLUELINE ADVISORS LLC128$2.96K<0.01%013F-HRTimeline
MASECO LLP105$2.43K<0.01%013F-HRTimeline
GW&K Investment Management, LLC93$2K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC86$2K<0.01%013F-HR/ATimeline
Arax Advisory Partners69$1.6K<0.01%-2,13513F-HRTimeline
BARRETT & COMPANY, INC.58$1.34K<0.01%013F-HRTimeline
Triumph Capital Management54$1.25K<0.01%-23113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…43$985<0.01%-2813F-HRTimeline
Financial Life Planners32$742<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…29$671<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.4$96<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1$21<0.01%013F-HRTimeline