SUSL institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding192
Shares held5,866,759
Reported value$778.0m
Quarter flows18 new, 67 added, 53 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Bank of Italy887,779$117.9m5.4%
MERCER GLOBAL ADVISORS INC /ADV681,991$90.5m0.1%
FMR LLC485,256$64.4m0.0%
JPMORGAN CHASE & CO422,643$55.7m0.0%
ROYAL BANK OF CANADA381,495$50.6m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC201,362$26.6m0.0%
Creative Planning198,802$26.4m0.0%
Allworth Financial LP193,400$25.7m0.1%
Ellevest, Inc.163,219$21.7m2.3%
Pathstone Holdings, LLC145,170$19.3m0.1%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC86,464$11.5m0.2%
Trilogy Capital Inc.80,901$10.7m0.4%
Sanctuary Advisors, LLC78,919$10.5m0.0%
OneDigital Investment Advisors LLC77,823$10.3m0.1%
Robertson Stephens Wealth Management, LLC77,743$10.3m0.3%
Xena Financial Planning, LLC70,355$9.3m9.0%
BANK OF AMERICA CORP /DE/64,884$8.6m0.0%
One Wealth Advisors, LLC61,596$8.2m0.9%
SK Wealth Management, LLC49,426$6.8m1.5%
Quantinno Capital Management LP50,170$6.7m0.0%
BLUESTEM FINANCIAL ADVISORS, LLC50,128$6.7m2.3%
COMMONWEALTH EQUITY SERVICES, LLC48,949$6.5m0.0%
W ADVISORS, LLC47,110$6.3m2.8%
GeoWealth Management, LLC43,947$5.8m0.2%
JANE STREET GROUP, LLC42,467$5.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SUSL"). SUSL price history · All 13F data

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