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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,085,558$280M+504,217Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,549,638$105M0.01%+63,68213F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding3,743,865$86.6M+3,278,028Timeline
Wealthfront Advisers LLC3,630,036$84M0.18%-58,95513F-HRTimeline
LPL Financial LLC3,341,489$77.3M0.02%+262,74513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,621,180$37.5M0.01%-30,87513F-HR/ATimelineGroup
Betterment LLC1,593,341$36.9M0.07%-8,78513F-HRTimeline
Creative Planningin group Creative Planning1,308,868$30.3M0.02%+77,46213F-HRTimelineGroup
FMR LLCin group FMR LLC1,061,700$24.6M<0.01%+131,20313F-HRTimelineGroup
Acorns Advisers, LLC1,028,616$23.8M0.18%+7,67313F-HRTimeline
Cetera Investment Advisers928,326$21.5M0.02%+6,35413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY861,162$19.9M<0.01%+25,61713F-HRTimelineGroup
Fisher Asset Management, LLC832,845$19.3M0.01%+37,94413F-HRTimeline
CWM, LLCin group CWM, LLC818,823$18.9M0.05%+152,71313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC741,792$17.2M0.13%+11,14713F-HRTimelineGroup
IMPACTfolio, LLC603,397$14M5.93%+30,59713F-HRTimeline
MML INVESTORS SERVICES, LLC469,317$10.9M0.03%+11,37413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN464,978$10.8M<0.01%+50,92813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp433,360$10M<0.01%+81,36213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/383,281$8.87M<0.01%+4,06613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC351,109$8.12M0.02%+46,61013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA320,249$7.41M<0.01%+42,72013F-HRTimelineGroup
One Wealth Advisors, LLC318,544$7.37M0.92%+3,39913F-HRTimeline
Avise Financial Cooperative, Inc.314,454$7.28M6.02%+28,25013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC272,819$6.31M<0.01%-145,72713F-HRTimelineGroup
Cambridge Investment Research Advisors,…271,606$6.28M0.02%+1,56713F-HRTimeline
Janney Montgomery Scott LLC268,193$6.21M0.02%+14,34313F-HRTimeline
Financial Engines Advisors L.L.C.262,624$6.08M0.01%-55,23413F-HRTimeline
Perigon Wealth Management, LLC252,770$5.85M0.11%+1,85413F-HRTimeline
Archer Investment Management, LLC244,396$5.65M2.38%+192,34013F-HRTimeline
Invera Wealth Advisors, LLC243,091$5.62M3.61%+7,11513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…243,186$5.61M0.01%-4,59813F-HRTimelineGroup
OneDigital Investment Advisors LLC239,270$5.54M0.05%+50,32113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.222,983$5.21M0.03%+18,07813F-HRTimelineGroup
Legacy Edge Advisors, LLC218,857$5.06M0.53%+47,24613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…210,400$4.86M0.03%-1,49313F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO205,630$4.76M0.07%-4,52613F-HRTimeline
Colorado Capital Management, Inc.204,823$4.74M1.77%+9,90713F-HRTimeline
Horst & Graben Wealth Management LLC202,382$4.7M0.64%+1,28513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC190,279$4.4M0.01%-13,42213F-HRTimeline
Composition Wealth, LLC184,364$4.27M0.06%+5,82113F-HRTimeline
Sharkey, Howes & Javer181,359$4.2M0.57%+3,69713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV180,943$4.19M0.01%+136,83413F-HRTimeline
NewEdge Advisors, LLC155,872$3.61M0.01%+51,49813F-HR/ATimeline
WESBANCO BANK INC155,698$3.6M0.1%-1,69513F-HRTimeline
GeoWealth Management, LLC144,273$3.34M0.12%+77613F-HRTimeline
Merit Financial Group, LLC127,395$2.95M0.02%+26,35713F-HRTimeline
Facet Wealth, Inc.121,067$2.8M0.05%+5,11913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC121,045$2.8M0.01%-7,65313F-HRTimelineGroup
Allworth Financial LP120,706$2.79M0.01%-86113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding106,595$2.47M+16,126Timeline
Davis Wealth Advisors, LLC99,956$2.31M1.92%-1,04813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,579$2.28M0.01%new13F-HRTimeline
SigFig Wealth Management, LLC98,454$2.28M0.07%+3,26813F-HRTimeline
Summit Wealth Group, LLC96,649$2.24M0.51%+2,02513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management91,237$2.11M0.02%+2,72813F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC91,152$2.11M1.09%+1,77113F-HRTimeline
Gateway Wealth Partners, LLC86,139$1.99M0.08%+63,34013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co83,847$1.94M0.02%+5,09213F-HRTimelineGroup
Rossby Financial, LCC80,980$1.87M0.39%-38,04113F-HRTimeline
Steward Partners Investment Advisory, L…77,581$1.8M0.01%+5,11613F-HRTimeline
Sanctuary Advisors, LLC76,668$1.77M0.01%+69813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,666$1.75M<0.01%-7,55113F-HRTimelineGroup
Orion Porfolio Solutions, LLC74,717$1.73M0.01%+3,17613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…74,495$1.72M0.02%+18,03313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,608$1.7M<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC72,495$1.68M<0.01%+4,22913F-HRTimelineGroup
BIRCHBROOK, INC.72,177$1.67M0.82%+2,62213F-HRTimeline
Charter Oak Capital Management, LLC70,981$1.64M0.13%-2,26213F-HRTimeline
Investor's Fiduciary Advisor Network, L…69,754$1.61M0.49%-1113F-HRTimeline
Farther Finance Advisors, LLC68,941$1.59M0.02%+15,90913F-HRTimeline
HighTower Advisors, LLC68,249$1.58M<0.01%+3,73613F-HRTimeline
Midwest Financial Partners Investments,…67,772$1.57M0.83%+7,15013F-HRTimeline
Integrated Wealth Concepts LLC65,299$1.51M0.01%+29,50413F-HRTimeline
RFG Advisory, LLC63,940$1.48M0.03%-80413F-HRTimeline
Advisory Services Network, LLC62,975$1.46M0.02%-1,55613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC62,030$1.44M0.24%+1,09513F-HRTimeline
MGO ONE SEVEN LLC60,257$1.39M0.03%+4,73313F-HRTimeline
World Investment Advisors59,785$1.38M0.02%+2,74113F-HRTimeline
OpenArc Corporate Advisory, LLC59,648$1.38M0.02%+7,79813F-HRTimeline
Skyline Advisors, Inc.58,124$1.34M0.47%new13F-HRTimeline
JNBA Financial Advisors57,934$1.34M0.11%+2,89413F-HRTimeline
SOFI WEALTH, LLC56,392$1.3M0.06%+12,34213F-HRTimeline
WealthShield Partners, LLC55,067$1.27M0.14%+4,84213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding54,597$1.26M-4,702Timeline
Cerity Partners LLCin group Cerity Partners LLC54,275$1.26M<0.01%new13F-HRTimelineGroup
RCS Financial Planning, LLC54,099$1.25M0.65%+1,61213F-HRTimeline
Affinity Capital Advisors, LLC54,058$1.25M0.18%-2,61213F-HRTimeline
One Capital Management, LLC53,084$1.23M0.03%+5,87313F-HRTimeline
Private Wealth Management Group, LLC52,141$1.21M0.32%+1,28513F-HRTimeline
LifePlan Investment Advisors, Inc.51,360$1.19M0.47%+2,06913F-HRTimeline
Trilogy Capital Inc.49,799$1.15M0.05%+3,49913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…48,098$1.11M0.03%+2,76813F-HR/ATimelineGroup
THEORY FINANCIAL LLC47,390$1.1M0.38%+3,90213F-HRTimeline
Vision Capital Management, Inc.46,629$1.08M0.14%+48913F-HRTimeline
Empirical Financial Services, LLC d.b.a…45,852$1.06M0.02%+64713F-HRTimeline
White Lighthouse Investment Management …44,588$1.03M0.14%+96313F-HRTimeline
Mariner, LLCin group Mariner, LLC44,419$1.03M<0.01%+14,61313F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…44,259$1.02M0.12%+1,31613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding42,187$976K+2,902Timeline
WEALTH ALLIANCE, LLC41,751$966K0.1%+513F-HRTimeline
&PARTNERS41,262$954K<0.01%+2,78013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,146$952K<0.01%+3,64113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…39,719$919K0.03%+1,84813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,211$907K<0.01%-5,31413F-HRTimelineGroup
GC Wealth Management RIA, LLC38,903$900K0.04%+2,15313F-HRTimeline
STOCK YARDS BANK & TRUST CO38,535$892K0.03%+2,40013F-HRTimeline
Schneider Downs Wealth Management Advis…38,307$886K0.1%+55413F-HRTimeline
Sequoia Financial Advisors, LLC38,070$881K<0.01%-11,76313F-HRTimeline
Lifelong Wealth Advisors, Inc.37,716$873K0.23%+17813F-HRTimeline
Contango Wealth Management LLC36,532$845K0.99%+5,63513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,706$840K<0.01%+9,70613F-HRTimelineGroup
Hoxton Planning & Management, LLC35,868$830K0.25%+5,94713F-HRTimeline
PAYDEN & RYGEL35,557$823K0.06%013F-HRTimeline
Van Hulzen Asset Management, LLC34,308$794K0.06%013F-HRTimeline
Navigation Group, LLC33,826$783K0.18%13F-HRTimeline
RWA WEALTH PARTNERS, LLC33,548$776K0.01%+22,30413F-HRTimeline
Continuum Advisory, LLC32,983$763K0.07%-11913F-HRTimeline
MA Private Wealth32,696$757K0.13%013F-HRTimeline
Patriot Financial Group Insurance Agenc…32,484$752K0.04%+16,33113F-HRTimeline
Venturi Wealth Management, LLC31,968$740K0.03%+8,76813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC31,312$727K0.32%+42513F-HRTimeline
Atria Investments, Inc30,882$715K0.01%+1,27313F-HRTimeline
Traveka Wealth, LLC30,651$709K0.27%+74213F-HRTimeline
Beacon Pointe Advisors, LLC30,586$708K<0.01%+15,79213F-HRTimeline
Aprio Wealth Management, LLC30,308$701K0.04%+22513F-HRTimeline
Oregon Pacific Wealth Management, LLC28,615$662K0.69%-2,83313F-HRTimeline
McIlrath & Eck, LLC28,483$659K0.05%+64313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC27,625$639K0.01%+30213F-HRTimelineGroup
Keystone Financial Services27,565$638K0.19%-713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.27,327$632K0.18%+14,24713F-HRTimeline
Kelsey Financial, LLC27,137$628K0.55%+1,57213F-HRTimeline
Neumann Capital Management, LLC26,250$607K0.18%+40013F-HRTimeline
UMB Bank, n.a.25,729$595K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Savvy Advisors, Inc.25,496$590K0.02%+10,53313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,224$584K<0.01%+48813F-HRTimelineGroup
Evergreen Private Wealth LLC25,095$581K0.23%+5,29313F-HRTimeline
JB Capital LLC23,802$551K0.02%-14013F-HRTimeline
BEACON FINANCIAL GROUP23,566$545K0.05%+1,26913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC23,440$542K0.26%+35813F-HRTimeline
EQ LLC23,259$538K0.15%+2,76513F-HRTimeline
Wells Financial Advisors INC23,045$533K2.43%+70013F-HRTimeline
MBE Wealth Management, LLC22,927$530K0.22%+3,64113F-HRTimeline
Tempus Wealth Planning, LLC22,818$528K0.12%-21613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,668$524K0.02%+55513F-HRTimelineGroup
LexAurum Advisors, LLC22,292$516K0.07%13F-HRTimeline
Focus Financial Network, Inc.21,968$508K0.02%+1,46413F-HRTimeline
PROFFITT & GOODSON INC21,577$499K0.08%013F-HRTimeline
Peak Financial Management, Inc.21,545$499K0.13%+1,78513F-HRTimeline
SageView Advisory Group, LLC21,046$487K0.02%-1113F-HRTimeline
CHOREO, LLC20,589$476K0.01%+23713F-HRTimeline
Regal Investment Advisors LLC20,358$471K0.03%-1,11513F-HRTimeline
Cornerstone Planning Group LLC20,386$470K0.06%+20,12013F-HRTimeline
Golden State Wealth Management, LLC19,715$456K0.05%+88013F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,579$453K0.01%+66613F-HRTimeline
Spectrum Planning & Advisory Services I…19,561$453K0.22%-1,06913F-HRTimeline
Napier Financial, LLC19,325$447K0.1%-2,48613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,248$445K<0.01%-7,59813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC19,014$439K0.01%+6913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC18,880$437K0.01%+59113F-HRTimeline
American Money Management, LLC18,837$436K0.07%-3,48313F-HRTimeline
Bragg Financial Advisors, Inc18,212$421K0.01%-81813F-HRTimeline
Dynamic Advisor Solutions LLC17,210$398K0.01%+213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.17,169$397K0.12%+2,81913F-HRTimeline
Braun-Bostich & Associates Inc.17,047$394K0.25%-69613F-HRTimeline
Capital Asset Advisory Services LLC16,816$392K0.02%+3,40413F-HRTimeline
WEDBUSH SECURITIES INC16,516$382K0.01%+2813F-HRTimeline
Carr Financial Group Corp16,136$373K0.1%+11813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC16,062$372K0.17%+65913F-HRTimeline
Cornerstone Financial Management LLC15,645$362K0.33%-18613F-HR/ATimeline
Occidental Asset Management, LLC15,634$362K0.04%+4013F-HRTimeline
Blue Edge Capital, LLC15,519$359K0.05%-10,23313F-HRTimeline
True Link Financial Advisors, LLC15,514$359K0.02%+1,20013F-HR/ATimeline
Buttonwood Financial Group, LLC15,202$352K0.22%-61413F-HRTimeline
AE Wealth Management LLC15,152$351K<0.01%-3,34413F-HRTimeline
Asempa Wealth Advisors14,977$345K0.3%-11,73213F-HRTimeline
Maia Wealth LLC14,829$343K0.06%+5913F-HRTimeline
Larson Financial Group LLC14,695$340K0.01%-27413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC14,664$339K0.32%+35813F-HRTimeline
UPTICK PARTNERS, LLC14,570$337K0.07%+39013F-HRTimeline
XY Planning Network, Inc.14,378$331K0.05%+3513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,189$328K<0.01%new13F-HRTimelineGroup
Talisman Wealth Advisors LLC14,092$326K0.26%-1,07813F-HRTimeline
Five Pine Wealth Management13,897$322K0.2%+86613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,839$320K<0.01%+75513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,735$318K<0.01%+26313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,658$316K-482Timeline
RED REEF ADVISORS LLC13,649$316K0.33%+9913F-HRTimeline
Keener Financial Planning LLC13,442$311K0.13%+2613F-HRTimeline
Tribridge Partners Financial LLC13,355$309K0.13%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC13,214$306K0.1%+65713F-HRTimeline
WEALTHGARDEN F.S. LLC12,713$294K0.2%+16413F-HRTimeline
Klaas Financial Asset Advisors, LLC12,136$281K0.04%-137,38113F-HRTimeline
Pine Valley Investments Ltd Liability Co12,046$279K0.01%+5513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,014$278K<0.01%+2,05213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC12,014$278K0.02%+27713F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,818$273K0.04%-6013F-HRTimeline
Baker Avenue Asset Management, LP11,768$272K0.01%+18613F-HRTimeline
Centurion Wealth Management LLC11,708$271K0.06%+1,16313F-HRTimeline
Western Wealth Management, LLC11,579$268K0.01%+6413F-HR/ATimeline