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Disclosery

SUSC ISHARES TR

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ETF (fund)

258 managers (261 13F filers) reported a position in SUSC shares at 2025-06-30, 41,729,646 shares in all. 19 filers opened a position and 25 filers sold out during the quarter.

Managers
258
13F filers
261
New
19
Added
134
Reduced
76
Sold out
25
Shares held by filers
41,729,646

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding10,311,314$240M+938,287Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,879,448$90.1M0.01%+209,76113F-HRTimelineGroup
Wealthfront Advisers LLC3,040,474$70.6M0.18%+426,72113F-HRTimeline
LPL Financial LLC2,396,363$55.7M0.02%+489,19813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,649,800$38.3M0.01%-69,91113F-HRTimelineGroup
Betterment LLC1,419,635$33M0.07%+183,72213F-HRTimeline
Creative Planningin group Creative Planning1,159,353$26.9M0.02%+40,33013F-HRTimelineGroup
Fisher Asset Management, LLC1,018,357$23.7M0.01%+31,30813F-HRTimeline
Acorns Advisers, LLC926,699$21.5M0.18%-139,85413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY800,296$18.6M<0.01%-172,25213F-HRTimelineGroup
Cetera Investment Advisers757,729$17.6M0.03%+111,70113F-HRTimeline
FMR LLCin group FMR LLC740,268$17.2M<0.01%+149,58813F-HRTimelineGroup
CWM, LLCin group CWM, LLC638,278$14.8M0.05%+100,41513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC594,111$13.8M0.13%+80,44313F-HRTimelineGroup
IMPACTfolio, LLC465,893$10.8M5.13%+17,61113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA420,023$9.76M<0.01%+22,94313F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC416,390$9.67M0.03%+48,97413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN411,712$9.56M<0.01%-1,06113F-HRTimelineGroup
UBS Group AGin group UBS Group AG376,758$8.75M<0.01%+15213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/360,944$8.38M<0.01%+7,26413F-HRTimelineGroup
One Wealth Advisors, LLC303,743$7.06M0.98%+36,38113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp295,410$6.86M<0.01%-3,02213F-HRTimelineGroup
Composition Wealth, LLC263,766$6.13M0.1%+119,64213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC260,161$6.04M0.01%+24,58513F-HRTimelineGroup
Financial Engines Advisors L.L.C.256,098$5.95M0.01%-39,62513F-HRTimeline
Invera Wealth Advisors, LLC240,054$5.58M3.64%+7,72113F-HRTimeline
Cambridge Investment Research Advisors,…228,573$5.31M0.02%+9,42513F-HRTimeline
Perigon Wealth Management, LLC214,019$4.97M0.12%+14,35113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,956$4.74M<0.01%+8,46513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC201,748$4.69M0.03%-8,04813F-HR/ATimelineGroup
Colorado Capital Management, Inc.193,635$4.5M1.93%-12,33913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO193,177$4.49M0.08%+68813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC184,347$4.28M0.01%+4,63413F-HRTimeline
Horst & Graben Wealth Management LLC172,120$4M0.66%+11,92213F-HRTimeline
OneDigital Investment Advisors LLC163,438$3.8M0.04%+15,97313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.160,868$3.74M0.03%+20,24913F-HRTimelineGroup
Sharkey, Howes & Javer158,858$3.69M0.49%+29,90213F-HRTimeline
Klaas Financial Asset Advisors, LLC156,401$3.63M0.57%+1,79713F-HRTimeline
Janney Montgomery Scott LLC150,984$3.51M0.01%+55,91013F-HRTimeline
WESBANCO BANK INC148,213$3.44M0.1%+5,07413F-HRTimeline
BARINGS LLCin group BARINGS LLC147,173$3.42M0.08%-862,21413F-HRTimelineGroup
Long Run Wealth Advisors, LLC144,808$3.36M0.71%+1,75713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…142,194$3.3M0.03%+20,40713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,958$3.06M0.01%+32,04613F-HR/ATimelineGroup
Rossby Financial, LCC122,917$2.86M1.07%-14,18613F-HRTimeline
Allworth Financial LP122,615$2.85M0.01%-11,40413F-HRTimeline
Legacy Edge Advisors, LLC119,398$2.77M0.37%-1,61613F-HRTimeline
DOHJ, LLC116,644$2.64M0.77%-57,35313F-HRTimeline
Facet Wealth, Inc.102,345$2.37M0.05%+2,43613F-HRTimeline
GeoWealth Management, LLC100,640$2.34M0.09%+29,88413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC95,283$2.21M<0.01%-1,53713F-HRTimelineGroup
NewEdge Advisors, LLC87,097$2.02M0.01%+1,47213F-HRTimeline
SigFig Wealth Management, LLC87,472$2.02M0.07%+12,80513F-HRTimeline
Topel & Distasi Wealth Management, LLC83,960$1.95M1.02%+4,27913F-HRTimeline
Summit Wealth Group, LLC82,296$1.91M0.49%-91413F-HRTimeline
Davis Wealth Advisors, LLC77,666$1.8M1.92%-913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management73,372$1.7M0.02%-3,71613F-HRTimelineGroup
Charter Oak Capital Management, LLC72,304$1.68M0.14%-4,35413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.71,739$1.67M0.01%+14313F-HRTimelineGroup
Sanctuary Advisors, LLC70,014$1.63M0.01%+8,91713F-HRTimeline
BIRCHBROOK, INC.67,059$1.56M0.83%+6,20213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co64,189$1.49M0.02%+91713F-HRTimelineGroup
Affinity Capital Advisors, LLC64,119$1.49M0.26%-6,28813F-HRTimeline
Steward Partners Investment Advisory, L…59,867$1.39M0.01%+5,95013F-HRTimeline
Merit Financial Group, LLC59,829$1.39M0.02%+20,51313F-HRTimeline
Elios Financial Group Inc.59,823$1.39M0.63%-85713F-HRTimeline
Investor's Fiduciary Advisor Network, L…59,742$1.39M0.52%-20,80013F-HRTimeline
Advisory Services Network, LLC59,628$1.38M0.02%-47913F-HRTimeline
RFG Advisory, LLC54,432$1.26M0.03%+6,67813F-HRTimeline
HighTower Advisors, LLC53,475$1.24M<0.01%-36813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC51,072$1.19M0.21%+1,23413F-HRTimeline
Vision Capital Management, Inc.50,006$1.16M0.15%+1,28313F-HRTimeline
Mutual Advisors, LLC48,795$1.13M0.03%-30713F-HRTimeline
JNBA Financial Advisors48,237$1.12M0.11%-3,57713F-HRTimeline
Private Wealth Management Group, LLC45,938$1.07M0.35%-64213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.45,002$1.05M0.01%+5,08513F-HRTimeline
MGO ONE SEVEN LLC44,716$1.04M0.03%+6,02213F-HRTimeline
LifePlan Investment Advisors, Inc.44,654$1.04M0.52%+5,76013F-HRTimeline
Orion Porfolio Solutions, LLC44,494$1.03M0.01%+11,74113F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…43,617$1.01M0.02%+3,37613F-HRTimeline
Sequoia Financial Advisors, LLC43,475$1.01M0.01%-5,35013F-HRTimeline
Austin Private Wealth, LLC43,334$1.01M0.08%+6,49813F-HRTimeline
Trilogy Capital Inc.42,861$996K0.05%+53013F-HRTimeline
World Investment Advisors42,815$995K0.02%+3,75913F-HRTimeline
THEORY FINANCIAL LLC41,235$954K0.36%+7,82613F-HRTimeline
Integrated Wealth Concepts LLC40,130$932K0.01%+10,75813F-HRTimeline
WealthShield Partners, LLC39,723$923K0.11%-65213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding39,138$909K+3,138Timeline
Farther Finance Advisors, LLC38,687$899K0.02%+89013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,931$881K<0.01%+8,80613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,882$880K0.04%+4,03113F-HRTimelineGroup
Schneider Downs Wealth Management Advis…36,619$851K0.13%+6,73713F-HRTimeline
PAYDEN & RYGEL35,557$826K0.07%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC35,284$820K0.38%+6,41113F-HRTimeline
Van Hulzen Asset Management, LLC34,308$797K0.07%013F-HRTimeline
Willow Creek Wealth Management Inc.34,237$795K0.07%-62613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,224$795K-1,735Timeline
MERCER GLOBAL ADVISORS INC /ADV33,596$780K<0.01%+37113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,344$751K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC31,998$743K0.03%+2,86813F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …31,724$738K0.03%-6,45113F-HRTimelineGroup
FLOW TRADERS U.S. LLC31,674$736K0.03%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC31,496$732K0.01%-6,28113F-HRTimelineGroup
MA Private Wealth30,670$712K0.13%013F-HRTimeline
STOCK YARDS BANK & TRUST CO30,550$710K0.02%013F-HRTimeline
WEALTH ALLIANCE, LLC30,114$700K0.08%-2,37213F-HRTimeline
Oregon Pacific Wealth Management, LLC29,761$691K0.65%-59113F-HRTimeline
Aprio Wealth Management, LLC28,720$667K0.08%+3,48213F-HRTimeline
Mariner, LLCin group Mariner, LLC27,496$639K<0.01%+5,47313F-HRTimelineGroup
Neumann Capital Management, LLC26,950$626K0.2%-32513F-HRTimeline
Continuum Advisory, LLC25,944$603K0.07%+33913F-HRTimeline
UMB Bank, n.a.25,729$598K0.01%013F-HR/ATimeline
SOFI WEALTH, LLC25,618$595K0.04%+11,06113F-HRTimeline
Atria Wealth Solutions, Inc.25,445$591K0.01%-172,49313F-HRTimeline
Blue Edge Capital, LLC25,154$584K0.09%-3,47913F-HRTimeline
PFG Advisors25,059$582K0.03%-15513F-HRTimeline
Diversified Enterprises, LLC24,948$580K0.04%+7,06213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,906$579K<0.01%+1,92413F-HRTimelineGroup
Buttonwood Financial Group, LLC24,965$575K0.29%+2,29013F-HRTimeline
CHOREO, LLC24,465$568K0.01%-12,08713F-HRTimeline
Venturi Wealth Management, LLC23,943$556K0.03%-85613F-HRTimeline
SageView Advisory Group, LLC24,026$555K0.02%-1,87413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,480$545K<0.01%+5713F-HR/ATimelineGroup
First Horizon Advisors, Inc.23,384$543K0.01%+12,36313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,228$537K<0.01%+2,93813F-HRTimelineGroup
Keystone Financial Services22,866$531K0.18%+43113F-HRTimeline
MBE Wealth Management, LLC22,835$530K0.23%+4213F-HRTimeline
Lifelong Wealth Advisors, Inc.22,610$525K0.17%+3,43813F-HRTimeline
Wells Financial Advisors INC22,345$519K0.71%013F-HRTimeline
Tempus Wealth Planning, LLC22,272$517K0.13%+4,50313F-HRTimeline
BEACON FINANCIAL GROUP22,127$514K0.05%-1713F-HRTimeline
Hoxton Planning & Management, LLC21,819$507K0.18%+85213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,755$505K<0.01%-144,40313F-HR/ATimelineGroup
Evergreen Private Wealth LLC20,460$475K0.2%+2,29913F-HRTimeline
PROFFITT & GOODSON INC20,341$473K0.07%-35813F-HRTimeline
Peak Financial Management, Inc.19,535$454K0.13%+1,21213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,358$450K<0.01%-413F-HRTimeline
Spectrum Planning & Advisory Services I…18,943$440K0.28%-41913F-HRTimeline
JB Capital LLC18,806$437K0.02%+3,20413F-HRTimeline
Regal Investment Advisors LLC18,559$431K0.03%+1,86713F-HRTimeline
Maia Wealth LLC17,959$417K0.08%+3,20213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,881$415K0.02%+74013F-HRTimeline
Dynamic Advisor Solutions LLC17,581$408K0.01%-2,51213F-HRTimeline
Golden State Wealth Management, LLC17,451$405K0.05%-81513F-HRTimeline
Focus Financial Network, Inc.16,991$395K0.02%-1,29513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC16,825$391K0.01%+11813F-HRTimelineGroup
EQ LLC16,599$386K0.15%+1,94513F-HRTimeline
Bragg Financial Advisors, Inc16,350$380K0.01%-86313F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,877$369K0.01%+1,45713F-HRTimeline
Larson Financial Group LLC15,280$355K0.01%+16713F-HRTimeline
Braun-Bostich & Associates Inc.15,165$352K0.24%+95113F-HRTimeline
Atria Investments, Inc15,118$351K<0.01%+3,14513F-HRTimeline
Occidental Asset Management, LLC15,100$351K0.05%+2513F-HRTimeline
&PARTNERS14,726$348K<0.01%+7,18013F-HRTimeline
WEDBUSH SECURITIES INC14,967$348K0.01%+1,50013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC14,765$343K0.18%+3,25713F-HRTimeline
LexAurum Advisors, LLC14,569$338K0.05%-18013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC14,146$329K0.18%+1,82713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,091$327K0.01%+2,72513F-HRTimelineGroup
Savvy Advisors, Inc.14,036$326K0.02%+60613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP13,747$319K<0.01%new13F-HRTimelineGroup
Carr Financial Group Corp13,627$317K0.09%+14913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC13,586$316K0.01%-1,34213F-HRTimeline
HARBOUR INVESTMENTS, INC.13,583$316K0.01%-34113F-HRTimeline
Patriot Financial Group Insurance Agenc…13,446$312K0.04%-54813F-HRTimeline
Level Financial Advisors13,190$306K0.1%+27513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,990$302K0.01%new13F-HRTimelineGroup
WEALTHGARDEN F.S. LLC12,873$298K0.25%+413F-HRTimeline
Five Pine Wealth Management12,755$296K0.22%+20913F-HRTimeline
Capasso Planning Partners LLC12,623$293K0.17%+3713F-HRTimeline
RWA WEALTH PARTNERS, LLC12,415$288K<0.01%-5,62613F-HRTimeline
NOTTINGHAM ADVISORS, INC.12,254$285K0.04%+1,01913F-HRTimeline
COMERICA BANK12,160$282K<0.01%+95613F-HRTimeline
Pine Valley Investments Ltd Liability Co12,074$280K0.02%+1,40913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,824$275K<0.01%-47913F-HRTimelineGroup
Modera Wealth Management, LLC11,494$267K<0.01%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC11,491$267K0.22%new13F-HRTimeline
AE Wealth Management LLC11,288$262K<0.01%+2,02313F-HRTimeline
Strategic Blueprint, LLC11,147$259K0.01%-3,64713F-HRTimeline
Marshall Financial Group, LLC10,969$253K0.05%+60513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,854$252K<0.01%-4413F-HR/ATimelineGroup
Finley Financial, LLC10,850$252K0.13%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,842$252K0.05%-3,90613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC10,788$251K0.08%-80313F-HRTimeline
Two West Capital Advisors LLC10,588$245K0.16%new13F-HRTimeline
BLAIR WILLIAM & CO/IL10,468$243K<0.01%+4113F-HRTimeline
My Legacy Advisors, LLC10,521$243K0.09%-1,69813F-HRTimeline
JFS WEALTH ADVISORS, LLC10,198$237K0.02%+83813F-HRTimeline
Rockport Wealth LLC10,127$235K0.05%013F-HRTimeline
CFS Investment Advisory Services, LLC10,076$234K0.02%+64713F-HRTimeline
Wharton Business Group, LLC10,045$233K0.01%013F-HRTimeline
TME FINANCIAL, INC.9,943$231K0.19%-48213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.9,976$231K0.13%13F-HRTimeline
SAX WEALTH ADVISORS, LLC9,885$230K0.01%+45013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,638$224K0.11%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,584$223K0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP9,583$223K0.01%-59113F-HRTimeline
Capital Asset Advisory Services LLC9,584$222K0.01%new13F-HRTimeline
Private Advisor Group, LLC9,454$220K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC9,335$217K0.04%+64913F-HRTimeline