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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

186 managers (186 13F filers) reported a position in SUSL shares at 2025-12-31, 5,860,264 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
186
13F filers
186
New
14
Added
49
Reduced
67
Sold out
9
Shares held by filers
5,860,264

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Italy887,779$108M4.68%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV732,489$88.8M0.14%-59,47813F-HRTimeline
FMR LLCin group FMR LLC593,363$72M<0.01%+182,90613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO443,839$53.8M<0.01%-2,33213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA375,313$45.5M0.01%-3,56413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…254,439$31.3M0.04%+9,57713F-HRTimeline
Creative Planningin group Creative Planning202,524$24.6M0.02%-2,34913F-HRTimelineGroup
Allworth Financial LP191,568$23.2M0.1%-5,33313F-HRTimeline
National Philanthropic Trust156,176$18.9M0.19%new13F-HRTimeline
Ellevest, Inc.148,459$18M2.49%+5,17913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC99,715$12.1M0.05%+21,48313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/90,642$11M<0.01%+31,50813F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC83,118$10.1M0.15%+2,11413F-HRTimeline
Sanctuary Advisors, LLC78,991$9.58M0.05%-79613F-HRTimeline
OneDigital Investment Advisors LLC76,728$9.3M0.09%-1,22313F-HRTimeline
Robertson Stephens Wealth Management, L…72,632$8.81M0.25%+8,47413F-HRTimeline
One Wealth Advisors, LLC63,122$7.65M0.94%-70513F-HRTimeline
W ADVISORS, LLC56,947$6.91M3.47%-1,49713F-HRTimeline
GeoWealth Management, LLC56,439$6.84M0.25%-30,35513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,787$6.77M0.01%-5,31213F-HRTimeline
SK Wealth Management, LLC51,148$6.31M1.76%-1,65713F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC49,132$5.96M2.3%-4513F-HRTimeline
Integrated Wealth Concepts LLC42,861$5.2M0.06%-1,02213F-HRTimeline
Aptus Capital Advisors, LLC42,411$5.14M0.04%-7713F-HRTimeline
Xena Financial Planning, LLC41,724$5.06M5.94%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,684$3.6M0.01%-1,51613F-HRTimelineGroup
BFSG, LLC28,404$3.44M0.34%013F-HRTimeline
LPL Financial LLC26,053$3.16M<0.01%+77313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,775$3M<0.01%-1,09413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,811$2.89M<0.01%+45913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,507$2.85M<0.01%-51413F-HRTimelineGroup
Omega Financial Group, LLC20,788$2.52M0.84%-1,01413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,747$2.52M0.03%+1,20513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP19,108$2.32M<0.01%-7,50913F-HR/ATimelineGroup
KICKSTAND VENTURES, LLC.18,167$2.2M0.46%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,937$2.18M0.01%+1,38513F-HRTimelineGroup
Wealthspire Advisors, LLC17,129$2.08M0.02%+5,09413F-HRTimeline
MATHER GROUP, LLC.17,037$2.07M0.02%013F-HRTimeline
HB Wealth Management, LLC16,986$2.06M0.01%+2,58313F-HRTimeline
Walkner Condon Financial Advisors LLC16,901$2.05M0.28%+1,07913F-HRTimeline
Steward Partners Investment Advisory, L…16,387$1.99M0.01%013F-HRTimeline
Cetera Investment Advisers16,217$1.97M<0.01%-20413F-HRTimeline
CFS Investment Advisory Services, LLC15,999$1.94M0.14%-8913F-HRTimeline
Ashton Thomas Private Wealth, LLC15,706$1.9M0.05%-113F-HRTimeline
Values Added Financial LLC15,516$1.88M0.79%013F-HRTimeline
SAX WEALTH ADVISORS, LLC15,452$1.87M0.09%-8,94213F-HRTimeline
Keebeck Wealth Management15,261$1.85M0.21%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,646$1.78M<0.01%-16,44213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.14,493$1.76M0.49%-58413F-HRTimeline
Orgel Wealth Management, LLC13,742$1.67M0.04%-21513F-HRTimeline
Cypress Wealth Services, LLC13,388$1.62M0.22%013F-HRTimeline
Obsido Oy13,367$1.62M1%+1,00113F-HRTimeline
Affinity Capital Advisors, LLC10,581$1.28M0.18%013F-HRTimeline
Cambridge Investment Research Advisors,…9,789$1.19M<0.01%+8213F-HRTimeline
Compass Ion Advisors, LLC9,600$1.16M0.11%013F-HRTimeline
MGO ONE SEVEN LLC9,336$1.13M0.02%-24713F-HRTimeline
Bluespring Wealth Management, LLC8,844$1.07M0.09%-3,08513F-HRTimeline
Farther Finance Advisors, LLC8,708$1.06M0.01%-5,22113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,514$1.03M<0.01%-7,89113F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,514$1.03M0.01%-18013F-HRTimeline
BLAIR WILLIAM & CO/IL8,060$977K<0.01%-6413F-HRTimeline
Csenge Advisory Group8,000$970K0.04%+613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,695$933K<0.01%-8713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,679$931K0.01%+43613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,544$915K0.01%-17413F-HRTimelineGroup
Friedenthal Financial7,281$883K0.46%-59913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,187$871K0.02%-36813F-HRTimelineGroup
Crusonia Wealth Advisors LLC6,350$770K0.17%13F-HRTimeline
WealthPlan Investment Management, LLC6,281$762K0.05%-10613F-HRTimeline
Perigon Wealth Management, LLC6,198$752K0.01%+59513F-HRTimeline
Charter Oak Capital Management, LLC6,159$747K0.06%-8113F-HRTimeline
Aries Wealth Management5,976$725K0.16%013F-HRTimeline
Private Advisor Group, LLC5,737$696K<0.01%-3013F-HRTimeline
RVW Wealth, LLC5,721$694K0.05%+16913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,505$668K0.01%-13313F-HRTimelineGroup
BEACON FINANCIAL GROUP5,443$660K0.07%013F-HRTimeline
Fragasso Financial Advisors Inc5,021$609K0.04%+1513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,864$590K0.02%+41913F-HRTimelineGroup
JGP Wealth Management, LLC4,821$585K0.06%+1,42313F-HRTimeline
Relyea Zuckerberg Hanson LLC4,745$575K0.06%+1413F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,695$569K0.36%13F-HRTimeline
PFG Investments, LLC4,686$568K0.03%+113F-HRTimeline
SmartHarvest Portfolios, LLC4,655$564K0.2%13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,598$558K<0.01%+18813F-HRTimelineGroup
Shared Vision Wealth Group LLC4,479$555K0.22%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,509$546K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC4,505$546K<0.01%+213F-HRTimeline
Merit Financial Group, LLC4,265$517K<0.01%new13F-HRTimeline
SkyView Investment Advisors, LLC4,262$517K0.07%-40413F-HRTimeline
Compound Planning, Inc.4,206$510K0.02%-7213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,137$502K0.19%013F-HRTimeline
Vested Financial Planning, LLC4,019$487K0.38%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,000$485K<0.01%-60013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,883$471K<0.01%+54013F-HRTimelineGroup
SWEENEY & MICHEL, LLC3,767$461K0.14%+1113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,755$455K0.03%-13013F-HRTimeline
Foster Group, Inc.3,638$441K0.01%+9913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,619$439K<0.01%+30013F-HRTimelineGroup
Strategic Blueprint, LLC3,408$413K0.02%+34313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,392$411K<0.01%-6813F-HR/ATimelineGroup
Horizon Wealth Management, LLC3,371$409K0.06%+23313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,357$407K0.05%13F-HRTimeline
Balance Wealth Partners LLC3,336$404K0.13%-32813F-HRTimeline
Redhawk Wealth Advisors, Inc.3,257$395K0.04%-1,39013F-HRTimeline
Mayflower Financial Advisors, LLC3,222$391K0.05%013F-HRTimeline
MKT Advisors LLC3,130$382K0.13%013F-HRTimeline
GenTrust, LLC3,112$377K0.02%-2,56313F-HRTimeline
Veridan Wealth LLC3,076$373K0.13%-4213F-HRTimeline
LANDAAS & CO /WI /ADV3,021$366K0.08%013F-HRTimeline
United Asset Strategies, Inc.2,930$355K0.03%-14213F-HRTimeline
MML INVESTORS SERVICES, LLC2,880$349K<0.01%+19913F-HRTimeline
BOS Asset Management, LLC2,872$348K0.09%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,866$347K0.01%-9113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,845$345K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC2,819$342K<0.01%13F-HRTimeline
Wharton Business Group, LLC2,810$341K0.01%-1,06513F-HRTimeline
One Capital Management, LLC2,797$339K0.01%-4,96313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,771$336K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,763$335K0.01%013F-HRTimeline
IFP Advisors, Inc2,747$333K0.01%-813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,688$326K<0.01%-53713F-HRTimeline
Ridgeline Wealth, LLC2,558$310K0.22%-213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,514$305K<0.01%+26513F-HRTimelineGroup
Beacon Pointe Advisors, LLC2,506$304K<0.01%-50413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,451$297K0.05%013F-HRTimeline
Davis Wealth Advisors, LLC2,383$289K0.24%new13F-HRTimeline
Firestone Capital Management2,308$280K0.06%-51113F-HRTimeline
Milestone Asset Management Group, LLC2,249$273K0.15%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,231$271K<0.01%+84713F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,223$270K0.03%-7413F-HRTimeline
Institute for Wealth Management, LLC.2,200$267K0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC2,177$264K<0.01%+14113F-HRTimelineGroup
Horst & Graben Wealth Management LLC2,152$261K0.04%013F-HRTimeline
DIVERSIFIED TRUST CO2,006$243K<0.01%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,911$232K0.09%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,862$226K0.01%+6213F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,814$220K0.03%13F-HRTimeline
Janney Montgomery Scott LLC1,800$218K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC1,782$216K0.02%new13F-HRTimeline
Confluence Wealth Services, Inc.1,773$215K0.01%+1813F-HRTimeline
Sunbelt Securities, Inc.1,709$207K0.01%+24513F-HRTimeline
First Pacific Financial1,690$205K0.03%+513F-HRTimeline
Meridian Financial Partners LLC1,669$205K0.08%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,629$198K<0.01%+1,48213F-HRTimelineGroup
Clarity Asset Management, Inc.1,462$177K0.1%-1813F-HRTimeline
Glassy Mountain Advisors, Inc.1,434$174K0.05%+413F-HRTimeline
Evergreen Private Wealth LLC1,418$172K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,245$151K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC1,204$146K<0.01%+83113F-HRTimeline
Family Capital Trust Co1,200$146K0.05%013F-HRTimeline
Keystone Financial Group, Inc.1,054$128K0.07%+52913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$125K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC990$120K<0.01%013F-HRTimeline
AE Wealth Management LLC860$104K<0.01%-69113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC661$80.2K<0.01%new13F-HRTimelineGroup
DT Investment Partners, LLC640$77.6K0.01%+5013F-HRTimeline
Your Advocates Ltd., LLP532$64.5K0.02%-51713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.458$56K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clean Yield Group455$55.2K0.02%013F-HRTimeline
Turning Point Benefit Group, Inc.384$46.6K0.02%new13F-HRTimeline
Triumph Capital Management360$43.7K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.320$38.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC302$36.6K0.04%013F-HRTimeline
Navalign, LLC269$32.6K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.267$32.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$30.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248$30.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC216$26.2K<0.01%-213F-HRTimeline
Front Row Advisors LLC210$25.5K0.01%013F-HRTimeline
Noble Wealth Management PBC180$21.8K0.01%013F-HRTimeline
Glassman Wealth Services172$20.9K<0.01%013F-HRTimeline
Capitol Family Office, Inc.155$18.8K0.02%-913F-HRTimeline
Nalls Sherbakoff Group, LLC142$17.2K0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.129$15.6K0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC97$12K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC98$11.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…75$9.1K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$9.1K<0.01%013F-HRTimeline
Rossby Financial, LCC57$6.93K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC46$5.58K<0.01%-9113F-HRTimeline
UBS Group AGin group UBS Group AG33$4K<0.01%+1713F-HRTimelineGroup
IFC & Insurance Marketing, Inc.32$4K<0.01%13F-HRTimeline
Abound Wealth Management25$3.03K<0.01%013F-HRTimeline
Financial Freedom, LLC21$2.55K<0.01%013F-HRTimeline
Biltmore Family Office, LLC8$970<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$5<0.01%-3413F-HRTimelineAmount filed as zero, left out of ratios.