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Disclosery

SUSL ISHARES TR

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ESG MSCI LEADR (fund)

194 managers (194 13F filers) reported a position in SUSL shares at 2026-03-31, 5,819,539 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
194
13F filers
194
New
19
Added
54
Reduced
57
Sold out
13
Shares held by filers
5,819,539

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Italy887,779$101M4.56%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV706,838$80.3M0.12%-25,65113F-HRTimeline
FMR LLCin group FMR LLC455,266$51.7M<0.01%-138,09713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO443,012$48.8M<0.01%-82713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA376,738$42.8M0.01%+1,42513F-HRTimelineGroup
Creative Planningin group Creative Planning205,356$23.3M0.02%+2,83213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…202,161$23.2M0.05%-52,27813F-HRTimeline
Allworth Financial LP190,807$21.7M0.09%-76113F-HRTimeline
Ellevest, Inc.156,004$17.7M2.46%+7,54513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC114,456$13M0.05%+14,74113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC82,341$9.35M0.14%-77713F-HRTimeline
Robertson Stephens Wealth Management, L…80,075$9.1M0.25%+7,44313F-HRTimeline
Sanctuary Advisors, LLC79,626$9.05M0.05%+63513F-HRTimeline
Trilogy Capital Inc.78,073$8.87M0.4%new13F-HRTimeline
OneDigital Investment Advisors LLC77,261$8.78M0.09%+53313F-HRTimeline
FLOW TRADERS U.S. LLC65,760$7.47M0.24%new13F-HRTimeline
Kingsview Wealth Management, LLC62,541$7.1M0.1%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,266$7.07M<0.01%-28,37613F-HRTimelineGroup
One Wealth Advisors, LLC61,802$7.02M0.87%-1,32013F-HRTimeline
Xena Financial Planning, LLC59,878$6.8M7.68%+18,15413F-HRTimeline
W ADVISORS, LLC53,299$6.05M3.1%-3,64813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,996$5.91M0.01%-3,79113F-HRTimeline
SK Wealth Management, LLC50,820$5.85M1.62%-32813F-HRTimeline
GeoWealth Management, LLC51,047$5.8M0.21%-5,39213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC49,270$5.6M2.16%+13813F-HRTimeline
Integrated Wealth Concepts LLC41,728$4.74M0.04%-1,13313F-HRTimeline
Aptus Capital Advisors, LLC40,334$4.58M0.04%-2,07713F-HRTimeline
LPL Financial LLC37,356$4.24M<0.01%+11,30313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,028$3.64M<0.01%+17,38213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,459$3.24M<0.01%-1,22513F-HRTimelineGroup
BFSG, LLC28,404$3.23M0.31%013F-HRTimeline
Quantinno Capital Management LP25,165$2.86M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,719$2.69M<0.01%-1,05613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,450$2.66M<0.01%-36113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,351$2.54M<0.01%-1,15613F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,906$2.54M0.02%+2,96913F-HRTimelineGroup
Independent Advisor Alliance22,256$2.53M0.03%new13F-HRTimeline
GTS SECURITIES LLC22,221$2.52M0.09%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,639$2.46M0.03%+89213F-HRTimelineGroup
HB Wealth Management, LLC19,057$2.16M0.01%+2,07113F-HRTimeline
Omega Financial Group, LLC18,785$2.13M0.7%-2,00313F-HRTimeline
KICKSTAND VENTURES, LLC.17,483$1.99M0.42%-68413F-HRTimeline
CFS Investment Advisory Services, LLC15,742$1.96M0.14%-25713F-HRTimeline
Walkner Condon Financial Advisors LLC17,023$1.93M0.25%+12213F-HRTimeline
Cetera Investment Advisers16,582$1.88M<0.01%+36513F-HRTimeline
SAX WEALTH ADVISORS, LLC15,452$1.87M0.09%013F-HRTimeline
Steward Partners Investment Advisory, L…16,387$1.86M0.01%013F-HRTimeline
MATHER GROUP, LLC.16,355$1.86M0.02%-68213F-HRTimeline
Bond & Devick Financial Network, Inc.16,056$1.82M0.51%+1,56313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,006$1.8M<0.01%-10213F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC15,647$1.78M0.04%-5913F-HRTimeline
Values Added Financial LLC15,513$1.76M0.74%-313F-HRTimeline
Keebeck Wealth Management15,173$1.72M0.19%-8813F-HRTimeline
Orgel Wealth Management, LLC13,535$1.54M0.03%-20713F-HRTimeline
Cypress Wealth Services, LLC13,525$1.54M0.22%+13713F-HRTimeline
Obsido Oy13,395$1.52M0.92%+2813F-HRTimeline
MGO ONE SEVEN LLC12,635$1.44M0.03%+3,29913F-HRTimeline
Affinity Capital Advisors, LLC12,109$1.38M0.19%+1,52813F-HRTimeline
Bluespring Wealth Management, LLC11,586$1.32M0.11%+2,74213F-HRTimeline
Compass Ion Advisors, LLC9,706$1.1M0.11%+10613F-HRTimeline
Cambridge Investment Research Advisors,…9,396$1.07M<0.01%-39313F-HRTimeline
Sequoia Financial Advisors, LLC8,514$967K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL8,434$958K<0.01%+37413F-HRTimeline
Farther Finance Advisors, LLC8,310$953K0.01%-39813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,926$900K<0.01%+23113F-HRTimelineGroup
Csenge Advisory Group7,793$885K0.04%-20713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,679$872K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC7,438$845K0.02%+1,24013F-HRTimeline
Friedenthal Financial7,281$827K0.42%013F-HRTimeline
Crusonia Wealth Advisors LLC7,255$824K0.17%+90513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,231$822K0.02%+4413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,170$815K0.01%-37413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,793$751K<0.01%+2,91013F-HRTimelineGroup
GTS FINANCIAL, LLC7,426$711K0.56%13F-HRTimeline
Charter Oak Capital Management, LLC6,159$700K0.05%013F-HRTimeline
Aries Wealth Management6,051$687K0.15%+7513F-HRTimeline
WealthPlan Investment Management, LLC5,759$654K0.04%-52213F-HRTimeline
RVW Wealth, LLC5,721$650K0.05%013F-HRTimeline
Private Advisor Group, LLC5,714$649K<0.01%-2313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,602$636K<0.01%+9713F-HRTimelineGroup
PFG Investments, LLC5,567$632K0.03%+88113F-HRTimeline
BEACON FINANCIAL GROUP5,443$618K0.06%013F-HRTimeline
Wealthspire Advisors, LLC5,286$601K<0.01%-11,84313F-HRTimeline
Merit Financial Group, LLC5,232$594K<0.01%+96713F-HRTimeline
Fragasso Financial Advisors Inc4,985$574K0.03%-3613F-HRTimeline
JGP Wealth Management, LLC4,774$542K0.06%-4713F-HRTimeline
Relyea Zuckerberg Hanson LLC4,758$540K0.05%+1313F-HRTimeline
Pathfinder Wealth Consulting, Inc.4,695$533K0.35%013F-HRTimeline
SmartHarvest Portfolios, LLC4,655$529K0.22%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,532$515K0.02%-33213F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,510$513K<0.01%+113F-HRTimelineGroup
IEQ CAPITAL, LLC4,508$512K<0.01%+313F-HRTimeline
Shared Vision Wealth Group LLC4,479$509K0.21%013F-HRTimeline
Compound Planning, Inc.4,154$472K0.01%-5213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,138$470K0.17%+113F-HRTimeline
SkyView Investment Advisors, LLC4,119$468K0.06%-14313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,119$468K<0.01%+50013F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD4,000$454K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,998$454K<0.01%+2,36913F-HRTimelineGroup
Madson Wealth Advisors Inc3,792$431K0.36%13F-HRTimeline
WIN ADVISORS, INC3,775$429K0.2%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC3,727$423K<0.01%-87113F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC3,638$413K0.03%-11713F-HRTimeline
Redhawk Wealth Advisors, Inc.3,609$410K0.05%+35213F-HRTimeline
SWEENEY & MICHEL, LLC3,348$401K0.12%-41913F-HRTimeline
Foster Group, Inc.3,509$399K0.01%-12913F-HRTimeline
Strategic Blueprint, LLC3,408$387K0.02%013F-HRTimeline
Horizon Wealth Management, LLC3,404$387K0.06%+3313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…3,357$381K0.04%013F-HRTimeline
Mayflower Financial Advisors, LLC3,222$366K0.04%013F-HRTimeline
MKT Advisors LLC3,130$360K0.12%013F-HRTimeline
Balance Wealth Partners LLC3,156$359K0.11%-18013F-HRTimeline
GenTrust, LLC3,112$354K0.02%013F-HRTimeline
LANDAAS & CO /WI /ADV3,021$343K0.08%013F-HRTimeline
United Asset Strategies, Inc.3,002$341K0.03%+7213F-HRTimeline
Veridan Wealth LLC3,000$341K0.13%-7613F-HRTimeline
BOS Asset Management, LLC2,872$326K0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,845$323K<0.01%+33113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,845$323K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,828$321K0.01%-3813F-HRTimelineGroup
EP Wealth Advisors, LLC2,819$320K<0.01%013F-HRTimeline
Bigelow Investment Advisors, LLC2,810$319K0.13%new13F-HRTimeline
One Capital Management, LLC2,797$318K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,779$316K<0.01%-10113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,771$315K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC2,763$314K0.01%013F-HR/ATimeline
IFP Advisors, Inc2,743$312K0.01%-413F-HRTimeline
Wharton Business Group, LLC2,725$310K0.01%-8513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,618$297K<0.01%-7013F-HRTimeline
CWM, LLCin group CWM, LLC2,617$297K<0.01%+44013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,595$295K<0.01%new13F-HRTimelineGroup
Ridgeline Wealth, LLC2,558$291K0.21%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,550$290K<0.01%-84213F-HRTimelineGroup
Vested Financial Planning, LLC2,549$290K0.22%-1,47013F-HRTimeline
Peak Retirement Planning, Inc.2,549$290K0.06%new13F-HRTimeline
Davis Wealth Advisors, LLC2,508$285K0.24%+12513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,451$278K0.05%013F-HRTimeline
Horst & Graben Wealth Management LLC2,205$278K0.04%+5313F-HRTimeline
Beacon Pointe Advisors, LLC2,365$269K<0.01%-14113F-HRTimeline
Zhang Financial LLC2,334$265K0.01%new13F-HRTimeline
Firestone Capital Management2,314$263K0.05%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,311$262K<0.01%+8013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,229$253K0.02%+613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,224$253K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.2,200$250K0.03%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,104$239K0.03%new13F-HRTimeline
Milestone Asset Management Group, LLC2,101$239K0.14%-14813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,086$237K<0.01%+1,42513F-HRTimelineGroup
Gateway Wealth Partners, LLC1,930$219K0.01%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES1,911$217K0.08%013F-HRTimeline
DIVERSIFIED TRUST CO1,901$216K<0.01%-10513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,862$212K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,818$207K0.01%new13F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1,814$206K0.02%013F-HRTimeline
Janney Montgomery Scott LLC1,800$204K<0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC1,782$202K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,709$194K0.01%013F-HRTimeline
First Pacific Financial1,694$192K0.02%+413F-HRTimeline
Advisory Services Network, LLC1,489$169K<0.01%new13F-HRTimeline
Glassy Mountain Advisors, Inc.1,438$163K0.05%+413F-HRTimeline
Your Advocates Ltd., LLP1,417$161K0.05%+88513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,245$141K<0.01%013F-HRTimelineGroup
Family Capital Trust Co1,200$136K0.05%013F-HR/ATimeline
Keystone Financial Group, Inc.1,054$120K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,028$117K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC860$97.7K<0.01%013F-HRTimeline
Larson Financial Group LLC823$93.5K<0.01%-38113F-HRTimeline
DT Investment Partners, LLC640$72.7K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC564$64.1K<0.01%13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.458$52K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Community Financial Services Group, LLC444$50.9K0.01%new13F-HRTimeline
Midway Capital Research & Management400$45.4K0.04%new13F-HRTimeline
Triumph Capital Management360$40.9K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.320$36.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG299$34K<0.01%+26613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.267$30.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC250$28.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248$28.2K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC210$23.9K0.01%013F-HRTimeline
Noble Wealth Management PBC180$20.4K0.01%013F-HRTimeline
Glassman Wealth Services172$19.5K<0.01%013F-HRTimeline
Capitol Family Office, Inc.155$18.8K0.02%013F-HRTimeline
Gladwyn Financial Advisors, Inc.129$14.6K0.01%013F-HRTimeline
Clarity Asset Management, Inc.115$13K0.01%-1,34713F-HRTimeline
Cherry Tree Wealth Management, LLC98$11.1K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$9.54K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…75$8.52K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC57$6.57K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC46$5.23K<0.01%013F-HRTimeline
Breakwater Investment Management29$3.29K<0.01%new13F-HRTimeline
Abound Wealth Management25$2.84K<0.01%013F-HRTimeline
Financial Freedom, LLC21$2.39K<0.01%013F-HRTimeline
Biltmore Family Office, LLC8$909<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.