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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

166 managers (166 13F filers) reported a position in SUSL shares at 2025-06-30, 7,078,362 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
166
13F filers
166
New
12
Added
54
Reduced
56
Sold out
4
Shares held by filers
7,078,362

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Italy1,653,185$179M8.65%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV794,658$86.1M0.19%-15,47513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC688,104$74.6M0.02%-8,79713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO460,643$49.9M<0.01%-23,31813F-HRTimelineGroup
FMR LLCin group FMR LLC388,794$42.1M<0.01%-32,01813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA362,592$39.3M0.01%+12,08813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…241,388$26.4M0.04%+1,20513F-HRTimeline
Creative Planningin group Creative Planning217,973$23.6M0.02%-7,38213F-HRTimelineGroup
Allworth Financial LP189,743$20.6M0.1%+1,39313F-HRTimeline
Ellevest, Inc.127,760$13.8M2.21%+8,42413F-HRTimeline
GeoWealth Management, LLC94,721$10.3M0.4%-16,62713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC80,013$8.67M0.15%-1,77313F-HRTimeline
Sanctuary Advisors, LLC79,791$8.65M0.05%-3,83013F-HRTimeline
OneDigital Investment Advisors LLC78,194$8.47M0.09%-8,86413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC77,332$8.38M0.03%new13F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC73,469$7.96M<0.01%-17,82513F-HRTimelineGroup
W ADVISORS, LLC68,193$7.39M4.24%-2,07013F-HRTimeline
One Wealth Advisors, LLC64,996$7.04M0.98%-5,16813F-HRTimeline
Robertson Stephens Wealth Management, L…63,663$6.9M0.24%-1,44413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,741$6.47M<0.01%-4,67413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,611$6.24M0.01%+2,15613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,621$5.81M<0.01%+19,22113F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC49,563$5.37M2.3%-2,41013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,871$5.08M<0.01%+34,66513F-HRTimelineGroup
SK Wealth Management, LLC43,736$4.78M2.07%+96113F-HRTimeline
Integrated Wealth Concepts LLC43,930$4.76M0.05%+23013F-HRTimeline
Aptus Capital Advisors, LLC42,460$4.6M0.05%-6013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,443$3.41M0.01%-4,14613F-HR/ATimelineGroup
BFSG, LLC28,416$3.08M0.34%+1013F-HRTimeline
SAX WEALTH ADVISORS, LLC24,945$2.7M0.16%-1,11813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,602$2.56M<0.01%+45713F-HR/ATimelineGroup
LPL Financial LLC23,200$2.51M<0.01%+1,18413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,546$2.44M<0.01%-17913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,527$2.44M<0.01%+2,49213F-HRTimelineGroup
Omega Financial Group, LLC22,327$2.42M0.87%+11213F-HRTimeline
KICKSTAND VENTURES, LLC.19,372$2.1M0.49%-1,53213F-HRTimeline
Walkner Condon Financial Advisors LLC19,217$2.08M0.38%-25713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,312$1.98M0.03%-1,32813F-HRTimelineGroup
MATHER GROUP, LLC.17,252$1.87M0.02%+83713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,552$1.79M0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,387$1.78M0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC16,194$1.75M0.14%+11813F-HRTimeline
Ashton Thomas Private Wealth, LLC15,759$1.71M0.06%-613F-HRTimeline
Values Added Financial LLC15,516$1.68M0.82%013F-HRTimeline
Keebeck Wealth Management15,261$1.65M0.22%-15713F-HRTimeline
Farther Finance Advisors, LLC13,927$1.51M0.03%-1,22213F-HRTimeline
Orgel Wealth Management, LLC13,770$1.49M0.04%+51413F-HRTimeline
Cypress Wealth Services, LLC13,574$1.47M0.26%-1613F-HRTimeline
Bond & Devick Financial Network, Inc.13,229$1.43M0.48%+67913F-HRTimeline
Wealthspire Advisors, LLC12,019$1.3M0.01%+1513F-HRTimeline
Bluespring Wealth Management, LLC12,010$1.3M0.12%+1,10013F-HRTimeline
Obsido Oy11,647$1.26M0.96%+33213F-HRTimeline
Affinity Capital Advisors, LLC10,581$1.15M0.2%-28913F-HRTimeline
Cambridge Investment Research Advisors,…9,718$1.05M<0.01%-55813F-HRTimeline
Compass Ion Advisors, LLC9,600$1.04M0.11%013F-HRTimeline
MGO ONE SEVEN LLC9,588$1.04M0.03%-1,56313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP9,500$1.03M<0.01%new13F-HRTimelineGroup
My Legacy Advisors, LLC9,025$990K0.35%-27113F-HRTimeline
Martin Worley Group8,744$947K0.46%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,197$888K<0.01%+29713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,180$886K<0.01%+26913F-HRTimeline
BLAIR WILLIAM & CO/IL8,135$881K<0.01%+1413F-HRTimeline
Friedenthal Financial7,880$854K0.47%-6,41013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,874$853K<0.01%+48113F-HRTimelineGroup
One Capital Management, LLC7,760$841K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,687$833K0.01%-27113F-HRTimelineGroup
Csenge Advisory Group8,022$831K0.04%-87613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,538$817K0.02%+78613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,243$785K0.01%013F-HRTimeline
IMS Capital Management7,213$782K0.37%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,031$762K0.01%+17713F-HRTimelineGroup
Cetera Investment Advisers6,866$744K<0.01%+2,35813F-HRTimeline
WealthPlan Investment Management, LLC6,480$702K0.05%new13F-HRTimeline
Charter Oak Capital Management, LLC6,240$676K0.06%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,154$667K0.03%+23313F-HRTimelineGroup
HB Wealth Management, LLC6,053$656K0.01%-4213F-HRTimeline
Aries Wealth Management5,976$648K0.17%013F-HRTimeline
Private Advisor Group, LLC5,848$634K<0.01%+20213F-HRTimeline
GenTrust, LLC5,675$615K0.03%013F-HRTimeline
RVW Wealth, LLC5,632$610K0.05%+2,52013F-HRTimeline
Perigon Wealth Management, LLC5,622$609K0.01%-32513F-HRTimeline
BEACON FINANCIAL GROUP5,443$590K0.06%-36313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,893$530K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC4,832$524K0.06%-1,55613F-HRTimeline
PFG Investments, LLC4,806$521K0.03%+813F-HRTimeline
SkyView Investment Advisors, LLC4,764$514K0.07%-11013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,719$511K0.06%new13F-HRTimeline
Fragasso Financial Advisors Inc4,620$501K0.03%+41113F-HRTimeline
Shared Vision Wealth Group LLC4,479$499K0.25%-1113F-HRTimeline
Apexium Financial, LP4,509$489K0.03%+1,16313F-HRTimeline
IEQ CAPITAL, LLC4,501$488K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,445$482K0.02%-10613F-HRTimelineGroup
United Asset Strategies, Inc.4,378$474K0.04%+17613F-HRTimeline
Mariner, LLCin group Mariner, LLC4,237$459K<0.01%+24813F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.4,205$456K0.06%+28513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,203$455K0.2%-813F-HRTimeline
Vested Financial Planning, LLC3,940$427K0.38%013F-HRTimeline
SWEENEY & MICHEL, LLC3,853$421K0.15%+8213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,885$421K0.03%013F-HRTimeline
Wharton Business Group, LLC3,875$420K0.02%013F-HRTimeline
Balance Wealth Partners LLC3,747$406K0.24%-19413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,600$390K<0.01%-60013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,519$381K<0.01%-1,90013F-HRTimelineGroup
Foster Group, Inc.3,495$379K0.01%+21113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,374$366K<0.01%-19,02113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,301$358K0.01%-33813F-HRTimelineGroup
Mayflower Financial Advisors, LLC3,222$349K0.05%013F-HRTimeline
LANDAAS & CO /WI /ADV3,154$342K0.08%013F-HRTimeline
MKT Advisors LLC3,130$338K0.13%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP3,084$334K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC3,065$332K0.02%-24013F-HRTimeline
IFP Advisors, Inc2,916$316K0.01%new13F-HRTimeline
BOS Asset Management, LLC2,872$311K0.1%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,859$310K<0.01%+13513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,845$308K<0.01%-1,12913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,851$308K<0.01%+62913F-HRTimelineGroup
Firestone Capital Management2,815$305K0.07%+413F-HRTimeline
JGP Wealth Management, LLC2,813$305K0.04%+513F-HRTimeline
Better Money Decisions, LLC2,812$305K0.19%+713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,771$300K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC2,763$299K0.01%013F-HRTimeline
Horizon Wealth Management, LLC2,666$289K0.05%+3413F-HRTimeline
DIVERSIFIED TRUST CO2,561$277K0.01%-52413F-HRTimeline
Ridgeline Wealth, LLC2,560$277K0.23%-30613F-HRTimeline
Bison Wealth, LLC2,555$277K0.02%013F-HRTimeline
NWAM LLC2,436$271K0.02%013F-HR/ATimeline
MARINO, STRAM & ASSOCIATES LLC2,451$266K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,354$255K<0.01%-67213F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,325$252K0.03%+613F-HRTimeline
Milestone Asset Management Group, LLC2,247$243K0.18%+113F-HRTimeline
Institute for Wealth Management, LLC.2,200$238K0.03%013F-HRTimeline
Horst & Graben Wealth Management LLC2,152$233K0.04%new13F-HRTimeline
Triad Wealth Partners, LLC2,050$222K0.04%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,911$207K0.08%-8,59613F-HRTimeline
First Pacific Financial1,680$182K0.03%013F-HRTimeline
Clarity Asset Management, Inc.1,476$160K0.1%+113F-HRTimeline
Evergreen Private Wealth LLC1,422$154K0.06%013F-HRTimeline
Sunbelt Securities, Inc.1,464$151K0.01%013F-HRTimeline
Your Advocates Ltd., LLP1,049$114K0.04%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$111K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC990$107K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…985$107K<0.01%+25713F-HRTimelineGroup
CWM, LLCin group CWM, LLC850$92K<0.01%+15613F-HRTimelineGroup
DT Investment Partners, LLC587$63.6K0.01%+5713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC567$61.4K<0.01%new13F-HRTimelineGroup
Keystone Financial Group, Inc.525$58K0.04%013F-HRTimeline
Larson Financial Group LLC474$51.3K<0.01%+20813F-HRTimeline
First Horizon Advisors, Inc.420$45.6K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.320$34.7K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC302$32.7K0.04%-39413F-HRTimeline
HARBOUR INVESTMENTS, INC.267$28.9K<0.01%-26713F-HRTimeline
CoreCap Advisors, LLC250$27.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248$26.9K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC221$23.9K0.01%013F-HRTimeline
Global Retirement Partners, LLC217$23.6K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…196$21.2K<0.01%-8,73613F-HRTimelineGroup
Glassman Wealth Services172$18.6K<0.01%013F-HRTimeline
Capitol Family Office, Inc.164$17.8K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC141$15.3K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC137$14.8K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.128$13.9K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG99$10.7K<0.01%-53613F-HRTimelineGroup
Cherry Tree Wealth Management, LLC98$10.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC8$867<0.01%new13F-HRTimeline
Manchester Capital Management LLC3$333<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.