SUSL ISHARES TR
FollowESG MSCI LEADR (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in SUSL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 9,336 | $1.27M | 0.01% | +531 | 13F-HRTimeline |
| Bank of New Hampshire | 6,900 | $940K | 0.2% | new | 13F-HRTimeline |
| RVW Wealth, LLC | 5,933 | $809K | 0.05% | +88 | 13F-HRTimeline |
| BOS Asset Management, LLC | 2,872 | $391K | 0.09% | 0 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 1,860 | $253K | 0.03% | +46 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 250 | $34.1K | <0.01% | 0 | 13F-HRTimeline |
| Noble Wealth Management PBC | 180 | $24.5K | 0.01% | 0 | 13F-HRTimeline |
| Gladwyn Financial Advisors, Inc. | 129 | $17.5K | 0.01% | 0 | 13F-HRTimeline |