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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,581,341$271M-10,240Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,485,956$105M0.01%+113,29613F-HRTimelineGroup
Wealthfront Advisers LLC3,688,991$86.3M0.19%+375,54813F-HRTimeline
LPL Financial LLC3,078,744$72M0.02%+187,45113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,652,055$38.6M0.01%+124,77413F-HRTimelineGroup
Betterment LLC1,602,126$37.5M0.07%+93,70513F-HRTimeline
Creative Planningin group Creative Planning1,231,406$28.8M0.02%+19,24813F-HRTimelineGroup
Acorns Advisers, LLC1,020,943$23.9M0.18%+47,72013F-HRTimeline
FMR LLCin group FMR LLC930,497$21.8M<0.01%+108,21813F-HRTimelineGroup
Cetera Investment Advisers921,972$21.6M0.02%+37,01013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY835,545$19.5M<0.01%-6,05513F-HR/ATimelineGroup
Fisher Asset Management, LLC794,901$18.6M0.01%+29,69513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC730,645$17.1M0.14%+26,86613F-HRTimelineGroup
CWM, LLCin group CWM, LLC666,110$15.6M0.04%-7,52613F-HRTimelineGroup
IMPACTfolio, LLC572,800$13.4M5.63%+68,68513F-HRTimeline
UBS Group AGgroup of 2 filers holding465,837$10.9M+76,549Timeline
MML INVESTORS SERVICES, LLC457,943$10.7M0.03%+35,37613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC418,546$9.79M<0.01%+161,99313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN414,050$9.68M<0.01%-10,51913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/379,215$8.87M<0.01%+5,21013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp351,998$8.23M<0.01%+23,20213F-HRTimelineGroup
Financial Engines Advisors L.L.C.317,858$7.43M0.01%+36,42913F-HRTimeline
One Wealth Advisors, LLC315,145$7.37M0.9%-7,73513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC304,499$7.12M0.01%+7,61813F-HRTimelineGroup
Avise Financial Cooperative, Inc.286,204$6.69M6.03%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA277,529$6.49M<0.01%-187,06113F-HRTimelineGroup
Cambridge Investment Research Advisors,…270,039$6.32M0.02%+17,12713F-HRTimeline
Janney Montgomery Scott LLC253,850$5.94M0.01%+28,20413F-HRTimeline
Perigon Wealth Management, LLC250,916$5.87M0.11%+22,43713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…247,784$5.81M0.01%+10,98913F-HRTimelineGroup
Invera Wealth Advisors, LLC235,976$5.52M3.49%-7,84813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…211,893$4.96M0.03%+8,89313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO210,156$4.91M0.07%+2,56713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.204,905$4.79M0.03%+6,34613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC203,701$4.76M0.01%+2,43113F-HRTimeline
Horst & Graben Wealth Management LLC201,097$4.7M0.71%+3,17413F-HRTimeline
Colorado Capital Management, Inc.194,916$4.56M1.71%+8,47113F-HRTimeline
OneDigital Investment Advisors LLC188,949$4.42M0.04%+2,37213F-HRTimeline
Composition Wealth, LLC178,543$4.18M0.06%-2,11713F-HRTimeline
Sharkey, Howes & Javer177,662$4.15M0.53%+2,77313F-HRTimeline
Legacy Edge Advisors, LLC171,611$4.01M0.44%+9,32213F-HRTimeline
WESBANCO BANK INC157,393$3.68M0.1%+3,58913F-HRTimeline
Long Run Wealth Advisors, LLC156,770$3.67M0.69%+3,03013F-HRTimeline
Klaas Financial Asset Advisors, LLC149,517$3.5M0.51%-3,19613F-HRTimeline
GeoWealth Management, LLC143,497$3.36M0.12%+24,09013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC128,698$3.01M0.02%-72,00613F-HRTimelineGroup
Allworth Financial LP121,567$2.84M0.01%-1,02613F-HRTimeline
Rossby Financial, LCC119,021$2.78M0.88%-4,88613F-HRTimeline
Facet Wealth, Inc.115,948$2.72M0.05%+9,87413F-HRTimeline
NewEdge Advisors, LLC104,374$2.44M0.01%+10,51413F-HRTimeline
Merit Financial Group, LLC101,038$2.36M0.02%+20,27513F-HRTimeline
Davis Wealth Advisors, LLC101,004$2.36M1.97%+12,90413F-HRTimeline
SigFig Wealth Management, LLC95,186$2.23M0.07%-3,48913F-HRTimeline
Summit Wealth Group, LLC94,624$2.21M0.52%+49513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding90,469$2.12M+25,121Timeline
BARINGS LLCin group BARINGS LLC90,424$2.11M0.04%-31,00813F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC89,381$2.09M1.02%+5,73913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management88,509$2.07M0.02%+7,05913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,217$1.95M<0.01%-70,51813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co78,755$1.84M0.02%+14,03213F-HRTimelineGroup
Sanctuary Advisors, LLC75,970$1.78M0.01%-3,47713F-HRTimeline
Charter Oak Capital Management, LLC73,243$1.71M0.13%-6,87813F-HRTimeline
Steward Partners Investment Advisory, L…72,465$1.69M0.01%+2,57413F-HRTimeline
Orion Porfolio Solutions, LLC71,541$1.67M0.01%+4,73013F-HRTimeline
Investor's Fiduciary Advisor Network, L…69,765$1.63M0.35%+4,46313F-HRTimeline
BIRCHBROOK, INC.69,555$1.63M0.81%+6,84013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC68,266$1.6M<0.01%-1,05913F-HR/ATimelineGroup
RFG Advisory, LLC64,744$1.51M0.03%+7,51313F-HRTimeline
Advisory Services Network, LLC64,531$1.51M0.02%+4,00013F-HRTimeline
HighTower Advisors, LLC64,513$1.51M<0.01%+8,92413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC60,935$1.42M0.23%+8,55413F-HRTimeline
Midwest Financial Partners Investments,…60,622$1.42M0.79%13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding59,299$1.39M+32,662Timeline
World Investment Advisors57,044$1.33M0.02%+7,76813F-HR/ATimeline
Affinity Capital Advisors, LLC56,670$1.33M0.18%-4,44113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,462$1.32M0.02%+41,50913F-HRTimelineGroup
MGO ONE SEVEN LLC55,524$1.3M0.03%+1,12613F-HRTimeline
JNBA Financial Advisors55,040$1.29M0.11%+6,27613F-HRTimeline
Farther Finance Advisors, LLC53,032$1.24M0.01%+1,91713F-HRTimeline
RCS Financial Planning, LLC52,487$1.23M0.53%+23,22213F-HRTimeline
Archer Investment Management, LLC52,056$1.22M0.65%new13F-HRTimeline
OpenArc Corporate Advisory, LLC51,850$1.21M0.02%13F-HRTimeline
Private Wealth Management Group, LLC50,856$1.19M0.32%+1,61213F-HRTimeline
WealthShield Partners, LLC50,225$1.17M0.13%+4,43713F-HRTimeline
Sequoia Financial Advisors, LLC49,833$1.17M0.01%+6,21413F-HRTimeline
LifePlan Investment Advisors, Inc.49,291$1.15M0.47%+2,21213F-HRTimeline
One Capital Management, LLC47,211$1.1M0.03%-2,73513F-HRTimeline
Trilogy Capital Inc.46,300$1.08M0.05%+2,31413F-HRTimeline
Vision Capital Management, Inc.46,140$1.08M0.13%+99013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45,330$1.06M0.04%+1,75413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…45,205$1.06M0.02%+11813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,525$1.04M<0.01%+1,22913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,109$1.03M<0.01%+10,05313F-HRTimeline
SOFI WEALTH, LLC44,050$1.03M0.05%+9,78513F-HRTimeline
THEORY FINANCIAL LLC43,488$1.02M0.34%-30013F-HRTimeline
White Lighthouse Investment Management …43,625$1.02M0.14%+5,75613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…42,943$1M0.12%13F-HRTimeline
WEALTH ALLIANCE, LLC41,746$976K0.1%+7,48613F-HRTimeline
Austin Private Wealth, LLC41,207$964K0.07%-43413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding39,285$919K-12,354Timeline
&PARTNERS38,482$899K<0.01%-1,23713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…37,871$886K0.03%+2,54713F-HRTimelineGroup
Schneider Downs Wealth Management Advis…37,753$883K0.1%-1,15813F-HRTimeline
Lifelong Wealth Advisors, Inc.37,538$878K0.23%+14,86213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,505$877K<0.01%+18,44813F-HRTimeline
GC Wealth Management RIA, LLC36,750$859K0.03%+21,13213F-HRTimeline
STOCK YARDS BANK & TRUST CO36,135$845K0.03%+5,58513F-HRTimeline
Integrated Wealth Concepts LLC35,795$837K0.01%+1,95813F-HRTimeline
PAYDEN & RYGEL35,557$831K0.06%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES35,429$828K0.31%new13F-HRTimeline
Van Hulzen Asset Management, LLC34,308$802K0.06%013F-HRTimeline
Continuum Advisory, LLC33,102$774K0.08%+5,76913F-HRTimeline
MA Private Wealth32,696$765K0.13%+8013F-HRTimeline
Oregon Pacific Wealth Management, LLC31,448$735K0.76%+1,45913F-HRTimeline
Contango Wealth Management LLC30,897$723K0.81%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC30,887$722K0.31%-6,07913F-HRTimeline
Aprio Wealth Management, LLC30,083$703K0.04%+1,03413F-HRTimeline
Hoxton Planning & Management, LLC29,921$700K0.21%+4,53613F-HRTimeline
Traveka Wealth, LLC29,909$699K0.28%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC29,806$697K<0.01%+4,43313F-HRTimelineGroup
Atria Investments, Inc29,609$692K0.01%+1,48313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,279$685K0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC27,840$651K0.06%+11,23113F-HRTimeline
Keystone Financial Services27,572$645K0.19%+4,21413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC27,323$639K0.01%-11413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,000$631K<0.01%+1,14413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP26,846$628K<0.01%+2,91613F-HR/ATimelineGroup
Asempa Wealth Advisors26,709$625K0.54%13F-HRTimeline
Neumann Capital Management, LLC25,850$604K0.17%+70013F-HRTimeline
Blue Edge Capital, LLC25,752$602K0.08%+1,00713F-HRTimeline
UMB Bank, n.a.25,729$602K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kelsey Financial, LLC25,565$598K0.51%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,736$578K<0.01%+913F-HRTimelineGroup
JB Capital LLC23,942$560K0.02%+1,83013F-HRTimeline
Venturi Wealth Management, LLC23,200$543K0.02%-66113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC23,082$540K0.27%+6,93013F-HRTimeline
Tempus Wealth Planning, LLC23,034$539K0.12%+28113F-HRTimeline
Gateway Wealth Partners, LLC22,799$533K0.06%+12,28513F-HRTimeline
Wells Financial Advisors INC22,345$523K0.99%013F-HRTimeline
American Money Management, LLC22,320$522K0.08%new13F-HRTimeline
BEACON FINANCIAL GROUP22,297$521K0.05%+1513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,113$517K0.02%-10,62413F-HRTimelineGroup
Napier Financial, LLC21,811$510K0.13%13F-HRTimeline
PROFFITT & GOODSON INC21,577$505K0.07%+26513F-HRTimeline
Regal Investment Advisors LLC21,473$502K0.03%-39713F-HRTimeline
SageView Advisory Group, LLC21,057$492K0.02%-3,62313F-HRTimeline
Spectrum Planning & Advisory Services I…20,630$482K0.25%+20913F-HRTimeline
Focus Financial Network, Inc.20,504$479K0.02%+25413F-HRTimeline
EQ LLC20,494$479K0.14%+4,21913F-HRTimeline
CHOREO, LLC20,352$477K0.01%-3,32713F-HRTimeline
Evergreen Private Wealth LLC19,802$463K0.18%+58713F-HRTimeline
Peak Financial Management, Inc.19,760$462K0.12%-20713F-HRTimeline
MBE Wealth Management, LLC19,286$451K0.19%+1,22613F-HRTimeline
Bragg Financial Advisors, Inc19,030$445K0.01%+84913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,945$443K0.01%+13013F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC18,913$442K0.01%+22213F-HRTimeline
Golden State Wealth Management, LLC18,835$440K0.05%+46513F-HRTimeline
AE Wealth Management LLC18,496$433K<0.01%+7,12013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC18,289$428K0.01%-1,79213F-HRTimeline
Braun-Bostich & Associates Inc.17,743$415K0.26%+81213F-HRTimeline
Dynamic Advisor Solutions LLC17,208$402K0.01%+2713F-HRTimeline
WEDBUSH SECURITIES INC16,488$386K0.01%-4813F-HRTimeline
Patriot Financial Group Insurance Agenc…16,153$378K0.05%+2,15413F-HRTimeline
Carr Financial Group Corp16,018$375K0.1%+23313F-HRTimeline
Buttonwood Financial Group, LLC15,816$371K0.2%-14,38313F-HRTimeline
Cornerstone Financial Management LLC15,831$370K0.35%13F-HR/ATimeline
Occidental Asset Management, LLC15,594$365K0.04%+1913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC15,403$360K0.17%+99913F-HRTimeline
Talisman Wealth Advisors LLC15,170$356K0.28%+3,09213F-HRTimeline
Larson Financial Group LLC14,969$350K0.01%-71313F-HRTimeline
Savvy Advisors, Inc.14,963$350K0.01%+93913F-HRTimeline
Maia Wealth LLC14,770$348K0.06%-8,19513F-HRTimeline
Beacon Pointe Advisors, LLC14,794$346K<0.01%+82513F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC14,306$336K0.29%13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,350$336K0.11%+2,97113F-HRTimeline
XY Planning Network, Inc.14,343$335K0.06%new13F-HRTimeline
True Link Financial Advisors, LLC14,314$335K0.02%+5,34213F-HRTimeline
UPTICK PARTNERS, LLC14,180$332K0.07%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,140$331KnewTimeline
RED REEF ADVISORS LLC13,550$317K0.32%13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,472$315K0.01%-72513F-HRTimeline
Capital Asset Advisory Services LLC13,412$314K0.01%+1,68113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC13,412$314K0.01%+1,68113F-HR/ATimeline
Keener Financial Planning LLC13,416$313K0.14%+3,04313F-HRTimeline
Tribridge Partners Financial LLC13,355$312K0.13%new13F-HRTimeline
COMERICA BANK13,252$310K<0.01%-88413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,084$306K<0.01%+97913F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.13,080$306K0.09%+1,01013F-HRTimeline
Five Pine Wealth Management13,031$305K0.2%+4013F-HRTimeline
WEALTHGARDEN F.S. LLC12,549$295K0.19%-1,19713F-HRTimeline
Two West Capital Advisors LLC12,569$294K0.17%+51313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC12,557$294K0.11%new13F-HRTimeline
PFG Advisors12,278$287K0.01%-11,73313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,266$287K<0.01%-42013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co11,991$280K0.01%+10213F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,878$278K0.04%-41713F-HRTimeline
JFS WEALTH ADVISORS, LLC11,737$274K0.02%+1813F-HRTimeline
Baker Avenue Asset Management, LP11,582$271K0.01%+1,46813F-HRTimeline
Western Wealth Management, LLC11,515$269K0.01%+2,58913F-HRTimeline
RWA WEALTH PARTNERS, LLC11,244$263K<0.01%-47113F-HRTimeline