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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

158 managers (159 13F filers) reported a position in SUSL shares at 2024-12-31, 7,351,655 shares in all. 8 filers opened a position and 12 filers sold out during the quarter.

Managers
158
13F filers
159
New
8
Added
47
Reduced
63
Sold out
12
Shares held by filers
7,351,655

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bank of Italy1,653,185$170M8.46%-1,548,34713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV853,156$87.9M0.21%+26,95313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC815,688$84M0.03%+42,46713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO537,779$55.4M<0.01%-36,19513F-HRTimelineGroup
FMR LLCin group FMR LLC392,822$40.5M<0.01%+51,66613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA348,647$35.9M0.01%-2,79413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…234,266$24.1M0.05%+3,12113F-HR/ATimeline
Creative Planningin group Creative Planning211,766$21.8M0.02%-1,72913F-HRTimelineGroup
Allworth Financial LP186,617$20M0.11%-8,52113F-HRTimeline
GeoWealth Management, LLC135,106$13.9M0.46%-32,91713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC111,030$11.4M0.01%+11,07213F-HRTimelineGroup
Ellevest, Inc.110,771$11.4M0.66%+6,86013F-HRTimeline
Sanctuary Advisors, LLC86,980$9.15M0.06%-2,60613F-HRTimeline
OneDigital Investment Advisors LLC84,139$8.67M0.1%-11,30113F-HRTimeline
One Wealth Advisors, LLC82,052$8.45M1.25%+12813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC71,585$7.38M0.14%+59113F-HRTimeline
W ADVISORS, LLC70,263$7.24M4.48%-1,45113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/68,583$7.07M<0.01%-2,67713F-HRTimelineGroup
Robertson Stephens Wealth Management, L…60,052$6.19M0.22%+22,27913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,574$5.83M0.01%-16913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC51,847$5.34M2.51%+1,36213F-HRTimeline
Integrated Wealth Concepts LLC45,199$4.66M0.05%-76713F-HRTimeline
Aptus Capital Advisors, LLC43,526$4.48M0.05%-27013F-HRTimeline
SK Wealth Management, LLC42,109$4.34M2.21%+7,73613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,550$4.18M<0.01%-29,63613F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,470$3.04M0.01%+1,11813F-HRTimeline
BFSG, LLC28,394$2.93M0.34%-1813F-HRTimeline
SAX WEALTH ADVISORS, LLC28,196$2.91M0.23%-57013F-HRTimeline
Independent Advisor Alliance27,208$2.8M0.04%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP24,967$2.57M<0.01%-1,56713F-HRTimelineGroup
LPL Financial LLC23,555$2.43M<0.01%+36913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,546$2.32M0.03%+7913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,341$2.3M0.01%-12213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,714$2.13M<0.01%-18613F-HRTimelineGroup
Omega Financial Group, LLC20,468$2.11M0.8%-52313F-HRTimeline
Keebeck Wealth Management20,064$2.07M0.3%-12813F-HRTimeline
KICKSTAND VENTURES, LLC.19,114$1.97M0.5%-113F-HRTimeline
RETIREMENT CAPITAL STRATEGIES18,807$1.94M0.73%-40413F-HRTimeline
Walkner Condon Financial Advisors LLC17,919$1.85M0.38%+3,00313F-HRTimeline
MATHER GROUP, LLC.17,261$1.78M0.02%013F-HRTimeline
CFS Investment Advisory Services, LLC17,152$1.77M0.16%-55213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,552$1.71M0.02%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,387$1.69M0.01%013F-HRTimeline
Farther Finance Advisors, LLC16,278$1.68M0.06%+313F-HRTimeline
Ashton Thomas Private Wealth, LLC15,864$1.63M0.06%new13F-HRTimeline
Cypress Wealth Services, LLC15,438$1.59M0.32%-2313F-HRTimeline
Values Added Financial LLC15,119$1.56M0.9%+2,74513F-HRTimeline
Friedenthal Financial14,290$1.47M0.86%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,785$1.42M<0.01%13F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding13,621$1.4M+1,691Timeline
Wealthspire Advisors, LLC11,988$1.24M0.01%-11,95113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,939$1.23M<0.01%-73513F-HRTimelineGroup
Orgel Wealth Management, LLC11,570$1.19M0.03%-19113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,447$1.18M<0.01%-31,92513F-HRTimelineGroup
Zhang Financial LLC11,436$1.18M0.07%+113F-HRTimeline
Bluespring Wealth Management, LLC11,029$1.14M0.12%-1,50513F-HRTimeline
Obsido Oy10,938$1.13M1.01%13F-HRTimeline
My Legacy Advisors, LLC9,946$1.04M0.4%-51413F-HRTimeline
Csenge Advisory Group9,619$991K0.05%-54413F-HRTimeline
Compass Ion Advisors, LLC9,600$989K0.12%013F-HRTimeline
Bond & Devick Financial Network, Inc.9,728$988K0.42%013F-HRTimeline
One Capital Management, LLC9,099$938K0.03%+1313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,002$928K<0.01%+6,65113F-HRTimelineGroup
Martin Worley Group8,744$901K0.56%13F-HRTimeline
Private Advisor Group, LLC8,704$897K0.01%+50113F-HRTimeline
TOWNSQUARE CAPITAL LLC8,562$882K0.01%013F-HRTimeline
MGO ONE SEVEN LLC8,309$856K0.03%+28313F-HRTimeline
BLAIR WILLIAM & CO/IL8,107$835K<0.01%-3313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,916$816K<0.01%-53013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,911$815K0.01%-7413F-HRTimeline
IMS Capital Management7,213$743K0.34%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,190$741K<0.01%new13F-HRTimelineGroup
Affinity Capital Advisors, LLC7,090$735K0.14%-4813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,848$706K0.01%-1,40613F-HRTimelineGroup
WEALTH ALLIANCE, LLC6,601$680K0.08%+12613F-HRTimeline
Charter Oak Capital Management, LLC6,240$643K0.06%013F-HRTimeline
Aries Wealth Management5,976$616K0.17%013F-HRTimeline
BEACON FINANCIAL GROUP5,877$606K0.07%-1313F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…5,846$602K0.12%-1,13413F-HRTimeline
GenTrust, LLC5,675$585K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,559$573K0.02%+1713F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,369$553K<0.01%-27513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,358$552K<0.01%+5,29713F-HRTimeline
Cetera Investment Advisers5,289$545K<0.01%+14713F-HRTimeline
Vested Financial Planning, LLC5,169$533K0.5%13F-HRTimeline
Shared Vision Wealth Group LLC5,098$525K0.28%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,970$512K0.03%-14013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,847$499K<0.01%-1,23613F-HRTimeline
SkyView Investment Advisors, LLC4,792$494K0.08%-18713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,642$478K0.24%-2413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,500$464K<0.01%-20013F-HRTimelineGroup
IEQ CAPITAL, LLC4,497$463K<0.01%+313F-HRTimeline
United Asset Strategies, Inc.4,264$439K0.04%-12613F-HRTimeline
Humankind Investments LLC4,105$424K0.11%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,090$421K0.04%-10013F-HRTimeline
PFG Investments, LLC4,059$418K0.03%+27413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,974$409K<0.01%+1,12913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.3,909$403K0.05%+1313F-HRTimeline
Veridan Wealth LLC3,856$400K0.19%13F-HRTimeline
Wharton Business Group, LLC3,875$399K0.02%-1,11513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,858$398K0.03%new13F-HRTimeline
Fragasso Financial Advisors Inc3,814$393K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC3,813$393K0.06%-1013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,558$367K0.01%-1,09113F-HRTimelineGroup
DIVERSIFIED TRUST CO3,415$352K0.01%013F-HRTimeline
Ridgeline Wealth, LLC3,350$345K0.28%13F-HRTimeline
Apexium Financial, LP3,331$343K0.02%+6313F-HRTimeline
Strategic Blueprint, LLC3,306$341K0.02%-19613F-HRTimeline
Foster Group, Inc.3,229$333K0.01%+4213F-HRTimeline
MKT Advisors LLC3,130$330K0.14%013F-HRTimeline
NWAM LLC3,095$319K0.02%013F-HRTimeline
HB Wealth Management, LLC3,094$319K<0.01%-14113F-HRTimeline
Regal Investment Advisors LLC3,064$316K0.02%-16613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,009$310K<0.01%+613F-HRTimelineGroup
Dynamic Advisor Solutions LLC2,956$305K0.01%-7913F-HRTimeline
Firestone Capital Management2,923$301K0.07%+513F-HRTimeline
BOS Asset Management, LLC2,872$296K0.11%013F-HRTimeline
JGP Wealth Management, LLC2,808$289K0.04%+8613F-HRTimeline
Better Money Decisions, LLC2,797$288K0.2%-38313F-HRTimeline
Mariner, LLCin group Mariner, LLC2,780$286K<0.01%+4913F-HRTimelineGroup
Parallel Advisors, LLC2,763$285K0.01%013F-HRTimeline
Horizon Wealth Management, LLC2,629$271K0.05%+38113F-HRTimeline
Bison Wealth, LLC2,555$263K0.03%13F-HRTimeline
UBS Group AGin group UBS Group AG2,534$261K<0.01%+2,17713F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC2,451$253K0.06%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,313$238K0.03%+813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,307$238K<0.01%-413F-HR/ATimelineGroup
Milestone Asset Management Group, LLC2,244$231K0.21%13F-HRTimeline
Institute for Wealth Management, LLC.2,200$227K0.03%013F-HRTimeline
High Falls Advisors, Inc2,151$222K0.05%-94913F-HRTimeline
Advisory Services Network, LLC2,127$219K<0.01%-14813F-HRTimeline
Triad Wealth Partners, LLC2,050$211K0.08%new13F-HRTimeline
Janney Montgomery Scott LLC2,050$211K<0.01%013F-HRTimeline
First Pacific Financial1,680$173K0.04%+1,08013F-HRTimeline
Sunbelt Securities, Inc.1,464$151K0.01%013F-HRTimeline
Evergreen Private Wealth LLC1,461$151K0.07%013F-HRTimeline
Clarity Asset Management, Inc.1,258$130K0.08%-213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,093$113K<0.01%+86713F-HRTimelineGroup
Your Advocates Ltd., LLP1,048$108K0.04%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$106K<0.01%-1,07213F-HRTimelineGroup
NewEdge Advisors, LLC990$102K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…691$71.2K<0.01%+4913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.534$55K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.525$54.1K0.04%13F-HRTimeline
DT Investment Partners, LLC498$51.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC358$36.9K<0.01%-7713F-HRTimelineGroup
Global Retirement Partners, LLC345$35.5K<0.01%+113F-HRTimeline
GHP Investment Advisors, Inc.320$33K<0.01%-25513F-HRTimeline
CWM, LLCin group CWM, LLC285$29K<0.01%+1413F-HRTimelineGroup
Larson Financial Group LLC266$27.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$25.8K<0.01%013F-HRTimeline
Front Row Advisors LLC221$22.8K0.01%-613F-HRTimeline
Noble Wealth Management PBC180$18.5K0.01%13F-HRTimeline
Glassman Wealth Services172$17.7K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC137$14.1K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC98$10.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC3$315<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.