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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

193 managers (193 13F filers) reported a position in SUSL shares at 2026-06-30, 5,857,350 shares in all. 17 filers opened a position and 13 filers sold out during the quarter.

Managers
193
13F filers
193
New
17
Added
67
Reduced
53
Sold out
13
Shares held by filers
5,857,350

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bank of Italy887,779$118M5.37%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV681,991$90.5M0.11%-24,84713F-HR/ATimeline
FMR LLCin group FMR LLC485,256$64.4M<0.01%+29,99013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO422,643$55.7M<0.01%-20,36913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA381,495$50.6M0.01%+4,75713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…201,362$26.6M0.04%-79913F-HRTimeline
Creative Planningin group Creative Planning198,802$26.4M0.02%-6,55413F-HRTimelineGroup
Allworth Financial LP193,400$25.7M0.11%+2,59313F-HRTimeline
Ellevest, Inc.163,219$21.7M2.55%+7,21513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC145,170$19.3M0.06%+30,71413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC86,464$11.5M0.15%+4,12313F-HRTimeline
Trilogy Capital Inc.80,901$10.7M0.42%+2,82813F-HRTimeline
Sanctuary Advisors, LLC78,919$10.5M0.05%-70713F-HRTimeline
OneDigital Investment Advisors LLC77,823$10.3M0.09%+56213F-HRTimeline
Robertson Stephens Wealth Management, L…77,743$10.3M0.25%-2,33213F-HRTimeline
Xena Financial Planning, LLC70,355$9.34M8.96%+10,47713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,884$8.61M<0.01%+2,61813F-HRTimelineGroup
One Wealth Advisors, LLC61,596$8.18M0.9%-20613F-HRTimeline
SK Wealth Management, LLC49,426$6.8M1.53%-1,39413F-HRTimeline
Quantinno Capital Management LP50,170$6.66M0.01%+25,00513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC50,128$6.65M2.33%+85813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,949$6.5M0.01%-3,04713F-HRTimeline
W ADVISORS, LLC47,110$6.25M2.84%-6,18913F-HRTimeline
GeoWealth Management, LLC43,947$5.83M0.18%-7,10013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,467$5.64M<0.01%+39,87213F-HRTimelineGroup
Integrated Wealth Concepts LLC41,388$5.49M0.03%-34013F-HRTimeline
LPL Financial LLC41,239$5.47M<0.01%+3,88313F-HRTimeline
Aptus Capital Advisors, LLC40,057$5.32M0.04%-27713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,597$4.99M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,636$4.2M<0.01%-39213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,219$3.88M<0.01%+76013F-HRTimelineGroup
BFSG, LLC28,404$3.77M0.33%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,478$3.25M<0.01%+75913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,613$3.13M<0.01%+16313F-HRTimelineGroup
HB Wealth Management, LLC23,443$3.11M0.02%+4,38613F-HRTimeline
GTS SECURITIES LLC23,404$3.11M0.07%+1,18313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,106$3.07M0.03%+1,46713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,906$2.78M0.02%013F-HRTimelineGroup
BAILARD, INC.18,479$2.45M0.05%new13F-HRTimeline
Bluespring Wealth Management, LLC18,022$2.39M0.05%+6,43613F-HRTimeline
Omega Financial Group, LLC18,019$2.39M0.73%-76613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,892$2.38M<0.01%+15,04713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.17,511$2.32M0.57%+1,45513F-HRTimeline
KICKSTAND VENTURES, LLC.17,483$2.32M0.42%013F-HRTimeline
Steward Partners Investment Advisory, L…16,387$2.18M0.01%013F-HRTimeline
MATHER GROUP, LLC.16,140$2.14M0.02%-21513F-HRTimeline
Walkner Condon Financial Advisors LLC15,798$2.1M0.24%-1,22513F-HRTimeline
Cetera Investment Advisers15,750$2.09M<0.01%-83213F-HRTimeline
Ashton Thomas Private Wealth, LLC15,647$2.08M0.04%013F-HRTimeline
CFS Investment Advisory Services, LLC15,502$2.05M0.14%-24013F-HRTimeline
Keebeck Wealth Management15,101$2M0.2%-7213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,515$1.93M<0.01%-7,83613F-HRTimelineGroup
Values Added Financial LLC14,052$1.87M0.67%-1,46113F-HRTimeline
Obsido Oy13,849$1.84M0.98%+45413F-HRTimeline
Orgel Wealth Management, LLC13,411$1.78M0.03%-12413F-HRTimeline
SAX WEALTH ADVISORS, LLC15,460$1.76M0.07%+813F-HRTimeline
Cypress Wealth Services, LLC13,229$1.76M0.22%-29613F-HRTimeline
MGO ONE SEVEN LLC12,635$1.68M0.03%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,373$1.64M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,263$1.46M<0.01%+4,47013F-HRTimelineGroup
Affinity Capital Advisors, LLC10,577$1.41M0.17%-1,53213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,375$1.38M0.02%new13F-HRTimeline
Compass Ion Advisors, LLC9,787$1.3M0.11%+8113F-HRTimeline
Cambridge Investment Research Advisors,…9,409$1.25M<0.01%+1313F-HR/ATimeline
Farther Finance Advisors, LLC8,805$1.17M0.01%+49513F-HRTimeline
Sequoia Financial Advisors, LLC8,723$1.16M0.01%+20913F-HRTimeline
BLAIR WILLIAM & CO/IL8,559$1.14M<0.01%+12513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,467$1.12M<0.01%+54113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,414$1.12M0.01%+73513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES8,350$1.11M0.38%+6,43913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,756$1.03M0.01%+58613F-HRTimelineGroup
Vise Technologies, Inc.7,635$1.01M0.01%new13F-HRTimeline
Csenge Advisory Group7,632$1.01M0.04%-16113F-HRTimeline
Friedenthal Financial7,281$967K0.45%013F-HRTimeline
Crusonia Wealth Advisors LLC7,275$966K0.16%+2013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,244$962K0.02%+1313F-HRTimelineGroup
Perigon Wealth Management, LLC7,231$960K0.02%-20713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,922$919K<0.01%-12,08413F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,879$914K0.01%+2,36913F-HRTimelineGroup
GTS FINANCIAL, LLC7,536$817K0.6%+11013F-HRTimeline
Aries Wealth Management6,051$803K0.16%013F-HRTimeline
RVW Wealth, LLC5,845$776K0.05%+12413F-HRTimeline
WealthPlan Investment Management, LLC5,759$765K0.04%013F-HRTimeline
PFG Investments, LLC5,569$739K0.03%+213F-HRTimeline
BEACON FINANCIAL GROUP5,443$723K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,259$698K<0.01%-34313F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC5,150$684K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK5,058$672K<0.01%+2,83413F-HRTimelineGroup
Wealthspire Advisors, LLC5,022$667K<0.01%-26413F-HRTimeline
JGP Wealth Management, LLC5,011$665K0.06%+23713F-HRTimeline
Fragasso Financial Advisors Inc4,995$663K0.04%+1013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,768$633K0.05%+1013F-HR/ATimeline
SmartHarvest Portfolios, LLC4,655$618K0.2%013F-HRTimeline
Merit Financial Group, LLC4,554$605K<0.01%-67813F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,529$601K0.02%-313F-HRTimelineGroup
IEQ CAPITAL, LLC4,509$599K<0.01%+113F-HRTimeline
Shared Vision Wealth Group LLC4,479$595K0.2%013F-HRTimeline
Compound Planning, Inc.4,136$549K0.01%-1813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,072$541K0.17%-6613F-HRTimeline
Beacon Pointe Advisors, LLC4,026$534K<0.01%+1,66113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,998$531K<0.01%013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,919$520K<0.01%-20013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,881$515K<0.01%+1,03613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,727$495K<0.01%013F-HRTimelineGroup
Peak Retirement Planning, Inc.3,700$491K0.08%+1,15113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,638$483K0.03%013F-HRTimeline
Redhawk Wealth Advisors, Inc.3,617$480K0.05%+813F-HRTimeline
Madson Wealth Advisors Inc3,550$471K0.32%-24213F-HRTimeline
Foster Group, Inc.3,478$462K0.01%-3113F-HRTimeline
Horizon Wealth Management, LLC3,473$461K0.06%+6913F-HRTimeline
SWEENEY & MICHEL, LLC3,305$456K0.12%-4313F-HRTimeline
WIN ADVISORS, INC3,411$453K0.16%-36413F-HRTimeline
Strategic Blueprint, LLC3,408$452K0.02%013F-HRTimeline
Private Advisor Group, LLC3,369$447K<0.01%-2,34513F-HRTimeline
Mayflower Financial Advisors, LLC3,222$428K0.04%013F-HRTimeline
MKT Advisors LLC3,130$415K0.13%013F-HRTimeline
GenTrust, LLC3,112$413K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,060$406K<0.01%+28113F-HRTimeline
LANDAAS & CO /WI /ADV3,021$401K0.07%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,956$392K<0.01%+40613F-HRTimelineGroup
Veridan Wealth LLC2,918$387K0.14%-8213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,900$385K<0.01%+81413F-HRTimelineGroup
BOS Asset Management, LLC2,872$381K0.09%013F-HRTimeline
EP Wealth Advisors, LLC2,819$374K<0.01%013F-HRTimeline
Bigelow Investment Advisors, LLC2,814$374K0.14%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,806$373K<0.01%+49513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,771$368K<0.01%013F-HRTimelineGroup
Balance Wealth Partners LLC2,770$368K0.1%-38613F-HRTimeline
Parallel Advisors, LLC2,763$367K0.01%013F-HRTimeline
IFP Advisors, Inc2,743$364K0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,618$348K<0.01%013F-HRTimeline
Ridgeline Wealth, LLC2,557$339K0.2%-113F-HRTimeline
Vested Financial Planning, LLC2,549$338K0.23%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,451$325K0.05%013F-HRTimeline
Abundance Wealth Counselors2,438$324K0.02%new13F-HRTimeline
NewEdge Advisors, LLC2,418$321K<0.01%new13F-HRTimeline
One Capital Management, LLC2,797$318K0.01%013F-HRTimeline
Zhang Financial LLC2,334$310K0.01%013F-HRTimeline
Firestone Capital Management2,319$308K0.06%+513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,233$297K0.03%+413F-HRTimeline
Wharton Business Group, LLC2,200$292K0.01%-52513F-HRTimeline
Institute for Wealth Management, LLC.2,200$292K0.03%013F-HRTimeline
Horst & Graben Wealth Management LLC2,203$292K0.04%-213F-HRTimeline
NorthCrest Asset Manangement, LLC2,082$276K0.01%new13F-HRTimeline
Milestone Asset Management Group, LLC2,019$268K0.14%-8213F-HRTimeline
DIVERSIFIED TRUST CO1,901$252K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,862$247K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,814$241K0.03%013F-HR/ATimeline
Janney Montgomery Scott LLC1,800$239K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC1,782$237K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,773$235K0.01%-1,05513F-HRTimelineGroup
Confluence Wealth Services, Inc.1,752$233K0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC1,738$231K<0.01%new13F-HRTimeline
Meridian Financial Partners LLC1,695$226K0.08%new13F-HRTimeline
First Pacific Financial1,698$225K0.03%+413F-HRTimeline
SUMMITRY LLC1,619$215K0.01%new13F-HRTimeline
Cascade Financial Partners, LLC1,616$215K0.02%new13F-HRTimeline
SWS Partners1,600$212K0.05%new13F-HRTimeline
Davis Wealth Advisors, LLC1,583$210K0.16%-92513F-HRTimeline
Advisory Services Network, LLC1,547$205K<0.01%+5813F-HRTimeline
Glassy Mountain Advisors, Inc.1,441$191K0.05%+313F-HRTimeline
Your Advocates Ltd., LLP1,421$189K0.05%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,245$165K<0.01%013F-HRTimelineGroup
Family Capital Trust Co1,200$159K0.05%013F-HR/ATimeline
Larson Financial Group LLC1,094$145K<0.01%+27113F-HRTimeline
Keystone Financial Group, Inc.1,054$140K0.07%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$136K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.955$127K<0.01%+63513F-HRTimeline
AE Wealth Management LLC881$117K<0.01%+2113F-HRTimeline
DT Investment Partners, LLC652$86.6K0.01%+1213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC563$74.8K<0.01%-113F-HRTimelineGroup
UBS Group AGin group UBS Group AG471$62.5K<0.01%+17213F-HRTimelineGroup
Community Financial Services Group, LLC444$58.9K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.437$58K<0.01%-2113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Midway Capital Research & Management400$53.1K0.04%013F-HRTimeline
Oakmont Advisory Group, LLC361$47.9K0.04%new13F-HRTimeline
SIGNATUREFD, LLC285$37.8K<0.01%new13F-HRTimeline
Triumph Capital Management280$37.2K0.01%-8013F-HRTimeline
HARBOUR INVESTMENTS, INC.267$35.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$33.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248$32.9K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC217$28.8K<0.01%13F-HRTimeline
Noble Wealth Management PBC180$23.9K0.01%013F-HRTimeline
Glassman Wealth Services172$22.8K<0.01%013F-HRTimeline
Capitol Family Office, Inc.155$20.6K0.02%013F-HRTimeline
Gladwyn Financial Advisors, Inc.129$17.1K0.01%013F-HRTimeline
Front Row Advisors LLC123$16.9K<0.01%-8713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…91$12.1K<0.01%-1,72713F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$9.96K0.01%013F-HRTimeline
Rossby Financial, LCC57$7.63K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC46$6.11K<0.01%013F-HRTimeline
Abound Wealth Management25$3.32K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$6<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.