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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

158 managers (158 13F filers) reported a position in SUSL shares at 2025-03-31, 7,127,663 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
158
13F filers
158
New
10
Added
52
Reduced
55
Sold out
12
Shares held by filers
7,127,663

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bank of Italy1,653,185$158M8.37%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV810,133$77.6M0.18%-43,02313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC696,901$66.8M0.02%-118,78713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO483,961$46.4M<0.01%-53,81813F-HRTimelineGroup
FMR LLCin group FMR LLC420,812$40.3M<0.01%+27,99013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA350,504$33.6M0.01%+1,85713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…240,183$23M0.04%+5,91713F-HRTimeline
Creative Planningin group Creative Planning225,355$21.6M0.02%+13,58913F-HRTimelineGroup
Allworth Financial LP188,350$17.7M0.1%+1,73313F-HRTimeline
Ellevest, Inc.119,336$11.4M0.76%+8,56513F-HRTimeline
GeoWealth Management, LLC111,348$10.7M0.43%-23,75813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC91,294$8.75M<0.01%-19,73613F-HRTimelineGroup
OneDigital Investment Advisors LLC87,058$8.34M0.1%+2,91913F-HRTimeline
Sanctuary Advisors, LLC83,621$8.01M0.06%-3,35913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC81,786$7.84M0.15%+10,20113F-HRTimeline
W ADVISORS, LLC70,263$6.73M4.21%013F-HRTimeline
One Wealth Advisors, LLC70,164$6.72M1%-11,88813F-HRTimeline
Robertson Stephens Wealth Management, L…65,107$6.24M0.23%+5,05513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,415$6.17M<0.01%-4,16813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,455$5.31M0.01%-1,11913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC51,973$4.98M2.33%+12613F-HRTimeline
Integrated Wealth Concepts LLC43,700$4.19M0.05%-1,49913F-HRTimeline
Aptus Capital Advisors, LLC42,520$4.07M0.05%-1,00613F-HRTimeline
SK Wealth Management, LLC42,775$3.8M2.04%+66613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,589$3.41M0.01%+13,24813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,400$3.3M<0.01%-6,15013F-HR/ATimelineGroup
BFSG, LLC28,406$2.72M0.33%+1213F-HRTimeline
SAX WEALTH ADVISORS, LLC26,063$2.5M0.18%-2,13313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,145$2.22M<0.01%-1,82213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,725$2.18M<0.01%+2,01113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,395$2.15M<0.01%+20,08813F-HRTimelineGroup
Omega Financial Group, LLC22,215$2.13M0.82%+1,74713F-HRTimeline
LPL Financial LLC22,016$2.11M<0.01%-1,53913F-HRTimeline
KICKSTAND VENTURES, LLC.20,904$2M0.52%+1,79013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,035$1.92M<0.01%+8,09613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management19,640$1.88M0.03%-2,90613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC19,474$1.87M0.38%+1,55513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,552$1.59M0.02%013F-HRTimelineGroup
MATHER GROUP, LLC.16,415$1.57M0.02%-84613F-HRTimeline
Steward Partners Investment Advisory, L…16,387$1.57M0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC16,076$1.54M0.14%-1,07613F-HRTimeline
Ashton Thomas Private Wealth, LLC15,765$1.51M0.06%-9913F-HRTimeline
FLOW TRADERS U.S. LLC15,568$1.49M0.06%new13F-HRTimeline
Values Added Financial LLC15,516$1.49M0.82%+39713F-HRTimeline
Keebeck Wealth Management15,418$1.48M0.22%-4,64613F-HRTimeline
Farther Finance Advisors, LLC15,149$1.46M0.04%-1,12913F-HRTimeline
Friedenthal Financial14,290$1.37M0.82%013F-HRTimeline
Cypress Wealth Services, LLC13,590$1.3M0.26%-1,84813F-HRTimeline
Orgel Wealth Management, LLC13,256$1.27M0.03%+1,68613F-HRTimeline
Bond & Devick Financial Network, Inc.12,550$1.2M0.44%+2,82213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,206$1.17M<0.01%-1,57913F-HRTimelineGroup
Wealthspire Advisors, LLC12,004$1.15M0.01%+1613F-HRTimeline
Zhang Financial LLC11,342$1.09M0.06%-9413F-HRTimeline
Obsido Oy11,315$1.08M0.93%+37713F-HRTimeline
MGO ONE SEVEN LLC11,151$1.07M0.04%+2,84213F-HRTimeline
Bluespring Wealth Management, LLC10,910$1.05M0.11%-11913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,811$1.04M<0.01%-63613F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES10,507$1.01M0.39%-8,30013F-HRTimeline
Affinity Capital Advisors, LLC10,870$1M0.2%+3,78013F-HRTimeline
Cambridge Investment Research Advisors,…10,276$985K<0.01%-19,19413F-HRTimeline
Compass Ion Advisors, LLC9,600$920K0.11%013F-HRTimeline
My Legacy Advisors, LLC9,296$891K0.34%-65013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,932$856K0.03%new13F-HRTimelineGroup
Martin Worley Group8,744$838K0.48%013F-HRTimeline
Csenge Advisory Group8,898$810K0.05%-72113F-HRTimeline
BLAIR WILLIAM & CO/IL8,121$778K<0.01%+1413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,958$762K-5,663Timeline
AVANTAX ADVISORY SERVICES, INC.7,911$758K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,900$757K<0.01%-1613F-HRTimelineGroup
One Capital Management, LLC7,760$743K0.03%-1,33913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,393$708K<0.01%-1,60913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,243$694K0.01%+1,88513F-HRTimeline
IMS Capital Management7,213$691K0.35%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,854$657K0.01%+613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,752$647K0.02%+1,19313F-HRTimelineGroup
WEALTH ALLIANCE, LLC6,388$612K0.07%-21313F-HRTimeline
Charter Oak Capital Management, LLC6,240$598K0.05%013F-HRTimeline
HB Wealth Management, LLC6,095$584K<0.01%+3,00113F-HRTimeline
Aries Wealth Management5,976$573K0.16%013F-HRTimeline
Perigon Wealth Management, LLC5,947$570K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,921$567K0.03%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP5,806$556K0.06%-7113F-HRTimeline
GenTrust, LLC5,675$544K0.03%013F-HRTimeline
Private Advisor Group, LLC5,646$541K<0.01%-3,05813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,419$519K<0.01%+5013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,893$469K<0.01%+4613F-HRTimeline
SkyView Investment Advisors, LLC4,874$467K0.07%+8213F-HRTimeline
PFG Investments, LLC4,798$460K0.03%+73913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,551$436K0.02%-41913F-HRTimelineGroup
Cetera Investment Advisers4,508$432K<0.01%-78113F-HRTimeline
IEQ CAPITAL, LLC4,499$431K<0.01%+213F-HRTimeline
Shared Vision Wealth Group LLC4,490$430K0.23%-60813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,211$403K0.19%-43113F-HRTimeline
Fragasso Financial Advisors Inc4,209$403K0.03%+39513F-HRTimeline
United Asset Strategies, Inc.4,202$403K0.04%-6213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,200$402K<0.01%-30013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,989$382K<0.01%+1,20913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,974$381K<0.01%013F-HRTimelineGroup
Balance Wealth Partners LLC3,941$378K0.25%13F-HRTimeline
Vested Financial Planning, LLC3,940$378K0.38%-1,22913F-HRTimeline
Redhawk Wealth Advisors, Inc.3,920$376K0.05%+1113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,885$372K0.03%-20513F-HRTimeline
Wharton Business Group, LLC3,875$371K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,639$349K0.01%+8113F-HRTimelineGroup
SWEENEY & MICHEL, LLC3,771$325K0.14%13F-HRTimeline
Apexium Financial, LP3,346$321K0.02%+1513F-HRTimeline
Strategic Blueprint, LLC3,305$317K0.02%-113F-HRTimeline
Foster Group, Inc.3,284$315K0.01%+5513F-HRTimeline
Mayflower Financial Advisors, LLC3,222$309K0.05%-59113F-HRTimeline
Veridan Wealth LLC3,203$307K0.14%-65313F-HRTimeline
LANDAAS & CO /WI /ADV3,154$302K0.08%new13F-HRTimeline
RVW Wealth, LLC3,112$298K0.03%new13F-HRTimeline
DIVERSIFIED TRUST CO3,085$296K0.01%-33013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,026$290K<0.01%+1713F-HRTimelineGroup
BOS Asset Management, LLC2,872$275K0.09%013F-HRTimeline
Ridgeline Wealth, LLC2,866$275K0.23%-48413F-HRTimeline
MKT Advisors LLC3,130$273K0.13%013F-HRTimeline
Firestone Capital Management2,811$269K0.07%-11213F-HRTimeline
JGP Wealth Management, LLC2,808$269K0.04%013F-HRTimeline
Better Money Decisions, LLC2,805$269K0.18%+813F-HRTimeline
Parallel Advisors, LLC2,763$265K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,724$261K<0.01%new13F-HRTimeline
Horizon Wealth Management, LLC2,632$252K0.04%+313F-HRTimeline
Bison Wealth, LLC2,555$245K0.02%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,451$235K0.05%013F-HRTimeline
NWAM LLC2,436$233K0.02%-65913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,319$222K0.03%+613F-HRTimeline
Elevation Capital Advisory, LLC2,250$216K0.09%new13F-HRTimeline
Milestone Asset Management Group, LLC2,246$215K0.19%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,222$212K<0.01%+1,12913F-HR/ATimelineGroup
Institute for Wealth Management, LLC.2,200$211K0.03%013F-HRTimeline
First Pacific Financial1,680$161K0.03%013F-HRTimeline
Clarity Asset Management, Inc.1,475$141K0.09%+21713F-HRTimeline
Sunbelt Securities, Inc.1,464$140K0.01%013F-HRTimeline
Evergreen Private Wealth LLC1,422$136K0.06%-3913F-HRTimeline
Your Advocates Ltd., LLP1,048$100K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$98.5K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC990$94.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…728$69.7K<0.01%+3713F-HRTimelineGroup
Financial Network Wealth Advisors LLC696$66.7K0.09%new13F-HRTimeline
CWM, LLCin group CWM, LLC694$66K<0.01%+40913F-HRTimelineGroup
UBS Group AGin group UBS Group AG635$60.8K<0.01%-1,89913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.534$51.2K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.525$51K0.04%013F-HRTimeline
DT Investment Partners, LLC530$50.8K<0.01%+3213F-HRTimeline
GHP Investment Advisors, Inc.320$30.7K<0.01%013F-HRTimeline
Larson Financial Group LLC266$25.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$24K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248$23.8K<0.01%-11013F-HRTimelineGroup
Front Row Advisors LLC221$21.2K0.01%013F-HRTimeline
Noble Wealth Management PBC180$17.2K0.01%013F-HRTimeline
Glassman Wealth Services172$16.5K<0.01%013F-HRTimeline
Capitol Family Office, Inc.164$15.7K0.02%new13F-HR/ATimeline
Nalls Sherbakoff Group, LLC141$13.5K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC137$13.1K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC98$9.39K<0.01%013F-HRTimeline
Manchester Capital Management LLC3$294<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.