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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

175 managers (175 13F filers) reported a position in SUSL shares at 2025-09-30, 5,587,914 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
175
13F filers
175
New
20
Added
48
Reduced
56
Sold out
7
Shares held by filers
5,587,914

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$104M5%-765,40613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV791,967$92.7M0.15%-2,69113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO446,171$52.2M<0.01%-14,47213F-HR/ATimelineGroup
FMR LLCin group FMR LLC410,457$48M<0.01%+21,66313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA378,877$44.3M0.01%+16,28513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…244,862$28.8M0.04%+3,47413F-HRTimeline
Creative Planningin group Creative Planning204,873$24M0.02%-13,10013F-HRTimelineGroup
Allworth Financial LP196,901$23M0.1%+7,15813F-HRTimeline
Ellevest, Inc.143,280$16.8M2.4%+15,52013F-HRTimeline
GeoWealth Management, LLC86,794$10.2M0.37%-7,92713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC81,004$9.48M0.15%+99113F-HRTimeline
Sanctuary Advisors, LLC79,787$9.34M0.05%-413F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC78,232$9.16M0.03%+90013F-HRTimelineGroup
OneDigital Investment Advisors LLC77,951$9.12M0.09%-24313F-HRTimeline
Robertson Stephens Wealth Management, L…64,158$7.51M0.23%+49513F-HRTimeline
One Wealth Advisors, LLC63,827$7.47M0.94%-1,16913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,099$7.15M0.01%+3,48813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/59,134$6.92M<0.01%-60713F-HR/ATimelineGroup
W ADVISORS, LLC58,444$6.84M3.6%-9,74913F-HRTimeline
SK Wealth Management, LLC52,805$6.23M2.32%+9,06913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC49,177$5.76M2.25%-38613F-HRTimeline
Integrated Wealth Concepts LLC43,883$5.14M0.05%-4713F-HRTimeline
Aptus Capital Advisors, LLC42,488$4.97M0.05%+2813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,335$4.6M<0.01%-14,28613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,088$3.64M<0.01%-657,01613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,200$3.57M<0.01%-24313F-HRTimelineGroup
BFSG, LLC28,404$3.32M0.32%-1213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,617$3.12M<0.01%+3,01513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,869$3.03M<0.01%-21,00213F-HRTimelineGroup
LPL Financial LLC25,280$2.96M<0.01%+2,08013F-HRTimeline
SAX WEALTH ADVISORS, LLC24,394$2.86M0.15%-55113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,021$2.81M<0.01%+1,49413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,352$2.73M<0.01%+80613F-HRTimelineGroup
Omega Financial Group, LLC21,802$2.55M0.86%-52513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,542$2.29M0.03%+1,23013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.18,167$2.13M0.47%-1,20513F-HRTimeline
MATHER GROUP, LLC.17,037$1.99M0.02%-21513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,552$1.94M0.01%013F-HRTimelineGroup
Cetera Investment Advisers16,421$1.92M<0.01%+9,55513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,405$1.92M<0.01%+8,53113F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,387$1.92M0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC16,088$1.92M0.14%-10613F-HRTimeline
Walkner Condon Financial Advisors LLC15,822$1.85M0.29%-3,39513F-HRTimeline
Ashton Thomas Private Wealth, LLC15,707$1.84M0.05%-5213F-HRTimeline
Values Added Financial LLC15,516$1.82M0.81%013F-HRTimeline
Keebeck Wealth Management15,261$1.79M0.21%013F-HRTimeline
Bond & Devick Financial Network, Inc.15,077$1.76M0.53%+1,84813F-HRTimeline
HB Wealth Management, LLC14,403$1.69M0.01%+8,35013F-HRTimeline
Orgel Wealth Management, LLC13,957$1.63M0.04%+18713F-HRTimeline
Farther Finance Advisors, LLC13,929$1.63M0.02%+213F-HRTimeline
Cypress Wealth Services, LLC13,388$1.57M0.26%-18613F-HRTimeline
Obsido Oy12,366$1.45M0.96%+71913F-HRTimeline
Wealthspire Advisors, LLC12,035$1.41M0.01%+1613F-HRTimeline
Bluespring Wealth Management, LLC11,929$1.4M0.12%-8113F-HRTimeline
Affinity Capital Advisors, LLC10,581$1.25M0.19%013F-HRTimeline
Cambridge Investment Research Advisors,…9,707$1.14M<0.01%-1113F-HRTimeline
Compass Ion Advisors, LLC9,600$1.12M0.11%013F-HRTimeline
MGO ONE SEVEN LLC9,583$1.12M0.03%-513F-HRTimeline
Sequoia Financial Advisors, LLC8,694$1.02M0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,124$951K<0.01%-1113F-HRTimeline
Csenge Advisory Group7,994$936K0.04%-2813F-HRTimeline
Friedenthal Financial7,880$922K0.48%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,782$911K<0.01%-41513F-HRTimelineGroup
One Capital Management, LLC7,760$908K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,718$903K0.01%+3113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,555$884K0.02%+1713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,243$848K<0.01%013F-HRTimeline
IMS Capital Management7,163$838K0.39%-5013F-HRTimeline
WealthPlan Investment Management, LLC6,387$748K0.05%-9313F-HRTimeline
Charter Oak Capital Management, LLC6,240$730K0.06%013F-HRTimeline
Aries Wealth Management5,976$699K0.17%013F-HRTimeline
Private Advisor Group, LLC5,767$675K<0.01%-8113F-HRTimeline
GenTrust, LLC5,675$664K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,638$660K0.01%-1,39313F-HRTimelineGroup
Perigon Wealth Management, LLC5,603$656K0.01%-1913F-HRTimeline
RVW Wealth, LLC5,552$650K0.05%-8013F-HRTimeline
BEACON FINANCIAL GROUP5,443$637K0.06%013F-HRTimeline
Fragasso Financial Advisors Inc5,006$590K0.04%+38613F-HRTimeline
Relyea Zuckerberg Hanson LLC4,731$554K0.06%+1213F-HRTimeline
PFG Investments, LLC4,685$548K0.03%-12113F-HRTimeline
SkyView Investment Advisors, LLC4,666$546K0.07%-9813F-HRTimeline
Redhawk Wealth Advisors, Inc.4,647$544K0.06%+44213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,600$538K<0.01%+1,00013F-HRTimelineGroup
Apexium Financial, LP4,509$528K0.03%013F-HRTimeline
IEQ CAPITAL, LLC4,503$527K<0.01%+213F-HRTimeline
Shared Vision Wealth Group LLC4,479$527K0.22%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,445$520K0.02%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,410$516K<0.01%+17313F-HRTimelineGroup
Compound Planning, Inc.4,278$501K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,137$484K0.19%-6613F-HRTimeline
Vested Financial Planning, LLC4,019$470K0.38%+7913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,885$455K0.03%013F-HRTimeline
Wharton Business Group, LLC3,875$454K0.02%013F-HRTimeline
SWEENEY & MICHEL, LLC3,756$432K0.15%-9713F-HRTimeline
Balance Wealth Partners LLC3,664$429K0.11%-8313F-HRTimeline
Foster Group, Inc.3,539$414K0.01%+4413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,460$405K<0.01%+8613F-HR/ATimelineGroup
JGP Wealth Management, LLC3,398$400K0.04%+58513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,319$388K<0.01%-20013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,343$387K<0.01%+49213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,225$377K<0.01%-1,66813F-HRTimeline
Mayflower Financial Advisors, LLC3,222$377K0.05%013F-HRTimeline
MKT Advisors LLC3,130$368K0.14%013F-HRTimeline
Horizon Wealth Management, LLC3,138$367K0.05%+47213F-HRTimeline
Veridan Wealth LLC3,118$365K0.13%13F-HRTimeline
United Asset Strategies, Inc.3,072$360K0.03%-1,30613F-HRTimeline
Strategic Blueprint, LLC3,065$359K0.02%013F-HRTimeline
LANDAAS & CO /WI /ADV3,021$354K0.08%-13313F-HRTimeline
Beacon Pointe Advisors, LLC3,010$352K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,957$346K0.01%-34413F-HRTimelineGroup
BOS Asset Management, LLC2,872$336K0.09%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,845$333K<0.01%013F-HRTimelineGroup
Firestone Capital Management2,819$330K0.07%+413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,771$324K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,763$323K0.01%013F-HRTimeline
IFP Advisors, Inc2,755$322K0.01%-16113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,725$319K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,681$314K<0.01%-17813F-HRTimeline
Ridgeline Wealth, LLC2,560$300K0.22%013F-HRTimeline
FLOW TRADERS U.S. LLC2,463$288K0.01%new13F-HRTimeline
NWAM LLC2,436$288K0.02%013F-HR/ATimeline
MARINO, STRAM & ASSOCIATES LLC2,451$287K0.05%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,297$269K0.03%-2813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,249$263K<0.01%-10513F-HRTimelineGroup
Milestone Asset Management Group, LLC2,248$263K0.17%+113F-HRTimeline
Institute for Wealth Management, LLC.2,200$257K0.03%013F-HRTimeline
Horst & Graben Wealth Management LLC2,152$252K0.04%013F-HRTimeline
Triad Wealth Partners, LLC2,050$240K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,036$238K<0.01%+1,18613F-HRTimelineGroup
DIVERSIFIED TRUST CO2,006$235K<0.01%-55513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,911$224K0.09%013F-HRTimeline
Janney Montgomery Scott LLC1,800$211K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,800$211K0.01%new13F-HRTimeline
Confluence Wealth Services, Inc.1,755$205K0.01%new13F-HRTimeline
First Pacific Financial1,685$197K0.03%+513F-HRTimeline
AE Wealth Management LLC1,551$182K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.1,480$173K0.1%+413F-HRTimeline
Sunbelt Securities, Inc.1,464$171K0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.1,430$167K0.05%new13F-HRTimeline
Evergreen Private Wealth LLC1,418$166K0.07%-413F-HRTimeline
Advisory Services Network, LLC1,406$165K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,405$164K<0.01%+1,20913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,384$162K<0.01%+39913F-HRTimelineGroup
Root Financial Partners, LLC1,318$154K0.01%new13F-HRTimeline
Family Capital Trust Co1,200$140K0.05%new13F-HRTimeline
Your Advocates Ltd., LLP1,049$123K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$120K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC990$116K<0.01%013F-HRTimeline
DT Investment Partners, LLC590$69.1K0.01%+313F-HRTimeline
Keystone Financial Group, Inc.525$61.4K0.03%013F-HRTimeline
Clean Yield Group455$53.3K0.02%new13F-HRTimeline
Larson Financial Group LLC373$43.6K<0.01%-10113F-HRTimeline
GHP Investment Advisors, Inc.320$37.5K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC302$35.4K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.267$31.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$29.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248$29K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC218$25.5K<0.01%+113F-HRTimeline
Front Row Advisors LLC210$24.6K0.01%-1113F-HRTimeline
Noble Wealth Management PBC180$21.1K0.01%13F-HRTimeline
Glassman Wealth Services172$20.1K<0.01%013F-HRTimeline
Capitol Family Office, Inc.164$19.2K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.147$17.2K<0.01%new13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC142$16.6K0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC137$16K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.128$15K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC98$11.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…75$8.78K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$8.78K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.34$3.98K<0.01%new13F-HRTimeline
Abound Wealth Management25$2.93K<0.01%new13F-HRTimeline
Financial Freedom, LLC21$2.46K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG16$1.87K<0.01%-8313F-HRTimelineGroup
Biltmore Family Office, LLC8$936<0.01%013F-HRTimeline
Manchester Capital Management LLC3$361<0.01%013F-HRTimeline