Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 135 added or opened and 25 trimmed or exited — on balance accumulating.
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 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 514 tracked filers holding SUSA, 182 increased or opened the position and 216 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 2026-Q1 and 2026-Q2 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 18
- NewEdge Advisors, LLC$8M
- Arax Advisory Partners$5M
- CITADEL ADVISORS LLC$3M
- BASSO CAPITAL MANAGEMENT, L.P.$2M
- Hershey Financial Advisers, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
Full exits 19
- Acorns Advisers, LLC$60M
- Betterment LLC$37M
- HighTower Advisors, LLC$11M
- Charter Oak Capital Management, LLC$10M
- Janney Montgomery Scott LLC$6M
- Cambridge Investment Research Advisors, Inc.$6M
Largest adds
- MORGAN STANLEY$50M
- M&T Bank Corp$37M
- BANK OF AMERICA CORP /DE/$29M
- MERCER GLOBAL ADVISORS INC /ADV$25M
- PNC Financial Services Group, Inc.$23M
- MISSION WEALTH MANAGEMENT, LP$13M
Largest trims
- HM PAYSON & CO$2M
- Addison Advisors LLC$1M
- Gerber Kawasaki Wealth & Investment Management$1M
- Lido Advisors, LLC$719K
- GREENUP STREET WEALTH MANAGEMENT LLC$370K
- Sequoia Financial Advisors, LLC$349K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,440,521 | $222M | 10.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,180,021 | $182M | 8.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,057,780 | $163M | 7.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 669,168 | $103M | 4.9% | 2026-Q2 |
| SPINNAKER TRUST trimmed | 565,699 | $87M | 4.1% | 2026-Q2 |
| M&T Bank Corp added | 563,054 | $87M | 4.1% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 524,325 | $81M | 3.8% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 505,698 | $78M | 3.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 482,294 | $74M | 3.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 479,718 | $74M | 3.5% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 434,837 | $67M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 390,877 | $60M | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 381,259 | $58M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 336,349 | $52M | 2.4% | 2026-Q2 |
| Shira Ridge Wealth Management trimmed | 288,096 | $44M | 2.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 280,854 | $43M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 230,321 | $36M | 1.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 192,575 | $30M | 1.4% | 2026-Q2 |
| Mariner, LLC added | 189,670 | $29M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 178,987 | $28M | 1.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 131,445 | $20M | 1.0% | 2026-Q2 |
| HM PAYSON & CO trimmed | 128,070 | $20M | 0.9% | 2026-Q2 |
| Stewardship Advisors, LLC added | 125,349 | $19M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 95,352 | $15M | 0.7% | 2026-Q2 |
| World Investment Advisors | 94,823 | $13M | 0.6% | 2026-Q2 |
| Farrow Financial, Inc. trimmed | 92,788 | $14M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 90,668 | $14M | 0.7% | 2026-Q2 |
| Quent Capital, LLC trimmed | 90,467 | $14M | 0.7% | 2026-Q2 |
| US BANCORP \DE\ added | 83,066 | $13M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 78,893 | $12M | 0.6% | 2026-Q2 |
| Creative Planning added | 76,050 | $12M | 0.6% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 70,915 | $11M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP | 63,410 | $10M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 60,537 | $9M | 0.4% | 2026-Q2 |
| eCIO, Inc. trimmed | 60,027 | $9M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 55,905 | $9M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 54,403 | $8M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 53,342 | $8M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 52,635 | $8M | 0.4% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 52,268 | $8M | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 51,561 | $8M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 51,394 | $8M | 0.4% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 48,155 | $7M | 0.3% | 2026-Q2 |
| Corundum Group, Inc. trimmed | 47,936 | $7M | 0.3% | 2026-Q2 |
| Destination Wealth Management added | 47,522 | $7M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 44,767 | $7M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 43,704 | $7M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 43,611 | $7M | 0.3% | 2026-Q2 |
| Glenview Trust Co | 42,500 | $7M | 0.3% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 40,507 | $6M | 0.3% | 2026-Q2 |
| HILLTOP WEALTH ADVISORS, LLC trimmed | 39,993 | $6M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 39,892 | $6M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 39,580 | $6M | 0.3% | 2026-Q2 |
| Bear Mountain Capital, Inc. added | 39,189 | $6M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 39,116 | $6M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 38,874 | $6M | 0.3% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC trimmed | 37,420 | $6M | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 36,569 | $6M | 0.3% | 2026-Q2 |
| Arax Advisory Partners new | 35,082 | $5M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 34,751 | $5M | 0.3% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 34,525 | $5M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 34,192 | $5M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 33,985 | $5M | 0.2% | 2026-Q2 |
| BigSur Wealth Management LLC | 32,000 | $5M | 0.2% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP trimmed | 30,516 | $5M | 0.2% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 30,158 | $5M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 29,197 | $5M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 28,780 | $4M | 0.2% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 28,649 | $4M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 27,952 | $4M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 26,909 | $4M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 25,224 | $4M | 0.2% | 2026-Q2 |
| CPC Advisors, LLC added | 24,789 | $4M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 24,528 | $4M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 24,349 | $4M | 0.2% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC trimmed | 23,724 | $4M | 0.2% | 2026-Q2 |
| VERITY Wealth Advisors trimmed | 23,263 | $4M | 0.2% | 2026-Q2 |
| BAILARD, INC. trimmed | 23,001 | $4M | 0.2% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 22,615 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 22,505 | $3M | 0.2% | 2026-Q2 |
| Simmons Bank | 22,310 | $3M | 0.2% | 2026-Q2 |
| Ledyard National Bank trimmed | 22,096 | $3M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 21,755 | $3M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 21,329 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 20,872 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 20,851 | $3M | 0.2% | 2026-Q2 |
| CGN Advisors LLC trimmed | 20,793 | $3M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC added | 20,387 | $3M | 0.1% | 2026-Q2 |
| Shepherd Financial Partners LLC added | 20,337 | $3M | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 20,245 | $3M | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 20,133 | $3M | 0.1% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 20,132 | $3M | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 20,081 | $3M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 19,884 | $3M | 0.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 19,830 | $3M | 0.1% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 19,329 | $3M | 0.1% | 2026-Q2 |
| COMMERCE BANK | 18,295 | $3M | 0.1% | 2026-Q2 |
| FMR LLC added | 18,205 | $3M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 18,088 | $3M | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 17,990 | $3M | 0.1% | 2026-Q2 |
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.