Who owns SUSA (SUSA)
Which tracked institutional funds hold SUSA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUSA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SUSA is one-sided between 2025-Q4 and 2026-Q1: 14 added or opened and 95 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SUSA’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes SUSA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SUSA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 512 tracked filers holding SUSA, 175 increased or opened the position and 234 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SUSA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$2M
- GOLDMAN SACHS GROUP INC$782K
- ACTION POINT FINANCIAL PLANNING, LLC$698K
- Heartwood Wealth Advisors LLC$506K
- Bell Bank$502K
Full exits 18
- Quent Long Short Global Small Cap Fund, LP$13M
- NewEdge Advisors, LLC$8M
- BROWN ADVISORY INC$5M
- Granite Investment Partners, LLC$5M
- SageView Advisory Group, LLC$4M
- Long Run Wealth Advisors, LLC$4M
Largest adds
- M&T Bank Corp$49M
- MERCER GLOBAL ADVISORS INC /ADV$10M
- Creative Planning$3M
- ROYAL BANK OF CANADA$3M
- Beacon Pointe Advisors, LLC$3M
- FIFTH THIRD BANCORP$785K
Largest trims
- RAYMOND JAMES FINANCIAL INC$58M
- BANK OF AMERICA CORP /DE/$32M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- PNC FINANCIAL SERVICES GROUP, INC.$12M
- MORGAN STANLEY$9M
- Fund Evaluation Group, LLC$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,461,098 | $193M | 10.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,064,924 | $141M | 7.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 999,244 | $132M | 6.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 687,964 | $91M | 4.7% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 572,548 | $76M | 3.9% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 522,494 | $69M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 488,667 | $65M | 3.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 487,435 | $64M | 3.4% | 2026-Q1 |
| Acorns Advisers, LLC added | 451,156 | $60M | 3.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 412,271 | $54M | 2.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 397,779 | $53M | 2.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 392,073 | $52M | 2.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 394,202 | $51M | 2.6% | 2026-Q1 |
| M&T Bank Corp added | 381,019 | $50M | 2.6% | 2026-Q1 |
| UBS Group AG trimmed | 350,383 | $46M | 2.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 307,264 | $41M | 2.1% | 2026-Q1 |
| Shira Ridge Wealth Management added | 290,974 | $38M | 2.0% | 2026-Q1 |
| Betterment LLC trimmed | 279,709 | $37M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 243,942 | $32M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 198,443 | $26M | 1.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 184,874 | $24M | 1.3% | 2026-Q1 |
| Mariner, LLC added | 183,905 | $24M | 1.3% | 2026-Q1 |
| HM PAYSON & CO trimmed | 164,695 | $22M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 130,090 | $17M | 0.9% | 2026-Q1 |
| Stewardship Advisors, LLC added | 117,795 | $16M | 0.8% | 2026-Q1 |
| Farrow Financial, Inc. trimmed | 97,527 | $13M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 96,974 | $13M | 0.7% | 2026-Q1 |
| World Investment Advisors trimmed | 94,823 | $13M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 93,064 | $12M | 0.6% | 2026-Q1 |
| Quent Capital, LLC added | 91,969 | $12M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 86,469 | $11M | 0.6% | 2026-Q1 |
| US BANCORP \DE\ added | 82,528 | $11M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 76,312 | $10M | 0.5% | 2026-Q1 |
| Charter Oak Capital Management, LLC added | 76,374 | $10M | 0.5% | 2026-Q1 |
| Creative Planning added | 74,628 | $10M | 0.5% | 2026-Q1 |
| Fund Evaluation Group, LLC trimmed | 69,939 | $9M | 0.5% | 2026-Q1 |
| eCIO, Inc. trimmed | 66,029 | $9M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP | 63,410 | $8M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 63,131 | $8M | 0.4% | 2026-Q1 |
| REGIONS FINANCIAL CORP trimmed | 57,289 | $8M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 54,260 | $7M | 0.4% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 53,404 | $7M | 0.4% | 2026-Q1 |
| Accredited Investors Inc. added | 52,961 | $7M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 50,520 | $7M | 0.3% | 2026-Q1 |
| Corundum Group, Inc. trimmed | 50,149 | $7M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 48,516 | $6M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 46,178 | $6M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 45,819 | $6M | 0.3% | 2026-Q1 |
| Destination Wealth Management added | 45,006 | $6M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 44,408 | $6M | 0.3% | 2026-Q1 |
| Glenview Trust Co | 42,500 | $6M | 0.3% | 2026-Q1 |
| ASPIRIANT, LLC | 42,007 | $6M | 0.3% | 2026-Q1 |
| Bear Mountain Capital, Inc. added | 38,454 | $6M | 0.3% | 2026-Q1 |
| HILLTOP WEALTH ADVISORS, LLC trimmed | 41,692 | $6M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 39,936 | $5M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 39,041 | $5M | 0.3% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC trimmed | 38,147 | $5M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 37,922 | $5M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 36,554 | $5M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 36,430 | $5M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 35,077 | $5M | 0.2% | 2026-Q1 |
| Olde Wealth Management, LLC added | 34,689 | $5M | 0.2% | 2026-Q1 |
| Garde Capital, Inc. added | 34,665 | $5M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 34,381 | $5M | 0.2% | 2026-Q1 |
| BigSur Wealth Management LLC | 32,000 | $4M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 31,749 | $4M | 0.2% | 2026-Q1 |
| TOMPKINS FINANCIAL CORP trimmed | 31,618 | $4M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 30,365 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 29,852 | $4M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 29,291 | $4M | 0.2% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 29,333 | $4M | 0.2% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 29,230 | $4M | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 28,247 | $4M | 0.2% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 28,164 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 27,437 | $4M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 27,246 | $4M | 0.2% | 2026-Q1 |
| CPC Advisors, LLC trimmed | 24,475 | $3M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 24,300 | $3M | 0.2% | 2026-Q1 |
| BAILARD, INC. added | 23,947 | $3M | 0.2% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC | 23,860 | $3M | 0.2% | 2026-Q1 |
| Ledyard National Bank added | 23,664 | $3M | 0.2% | 2026-Q1 |
| VERITY Wealth Advisors | 23,554 | $3M | 0.2% | 2026-Q1 |
| Financially in Tune, LLC added | 23,152 | $3M | 0.2% | 2026-Q1 |
| Simmons Bank trimmed | 22,310 | $3M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 22,274 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS added | 21,420 | $3M | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 20,189 | $3M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 20,630 | $3M | 0.1% | 2026-Q1 |
| CGN Advisors LLC trimmed | 21,128 | $3M | 0.1% | 2026-Q1 |
| Shepherd Financial Partners LLC trimmed | 20,325 | $3M | 0.1% | 2026-Q1 |
| Money Design Co.,Ltd. added | 133,471 | $17M | 0.9% | 2025-Q2 stale |
| Quent Long Short Global Small Cap Fund, LP new | 91,685 | $13M | 0.7% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 59,318 | $8M | 0.4% | 2025-Q4 stale |
| BROWN ADVISORY INC added | 38,289 | $5M | 0.3% | 2025-Q4 stale |
| Granite Investment Partners, LLC added | 36,688 | $5M | 0.3% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ trimmed | 30,912 | $4M | 0.2% | 2025-Q3 stale |
| SageView Advisory Group, LLC trimmed | 29,897 | $4M | 0.2% | 2025-Q4 stale |
| Long Run Wealth Advisors, LLC trimmed | 28,940 | $4M | 0.2% | 2025-Q4 stale |
| Permanens Capital L.P. trimmed | 24,577 | $3M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 22,678 | $3M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.