Who owns SUSB
Which tracked institutional funds hold SUSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUSB 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
36 tracked funds added or opened SUSB while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
SUSB’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, 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 SUSB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SUSB 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 308 tracked filers holding SUSB, 167 increased or opened the position and 109 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 SUSB 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 6
- Elser Financial Planning, Inc$7M
- Clearstead Advisors, LLC$3M
- CANANDAIGUA NATIONAL CORP$2M
- ACTION POINT FINANCIAL PLANNING, LLC$1M
- Eley Financial Management, Inc$717K
- LexAurum Advisors, LLC$604K
Full exits 7
- Klaas Financial Asset Advisors, LLC$3M
- CANANDAIGUA NATIONAL BANK & TRUST CO$2M
- Clarius Group, LLC$1M
- Valeo Financial Advisors, LLC$1M
- SageView Advisory Group, LLC$752K
- Wealth Advisory Team LLC$577K
Largest adds
- GOLDMAN SACHS GROUP INC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- OSAIC HOLDINGS, INC.$3M
- LPL Financial LLC$2M
- CITADEL ADVISORS LLC$2M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- AMERIPRISE FINANCIAL INC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Northland Capital Management LLC$2M
- Perigon Wealth Management, LLC$1M
- JPMORGAN CHASE & CO$1M
- NewEdge Advisors, LLC$1M
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 |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 3,383,027 | $85M | 12.4% | 2026-Q1 |
| LPL Financial LLC added | 1,627,739 | $41M | 6.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 976,096 | $24M | 3.6% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 805,599 | $20M | 2.9% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 700,916 | $18M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 673,207 | $17M | 2.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 670,797 | $17M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 666,747 | $17M | 2.4% | 2026-Q1 |
| Acorns Advisers, LLC added | 660,178 | $17M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 609,338 | $15M | 2.2% | 2026-Q1 |
| Savant Capital, LLC added | 575,654 | $14M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 543,394 | $14M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 527,736 | $13M | 1.9% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 492,464 | $12M | 1.8% | 2026-Q1 |
| Modera Wealth Management, LLC added | 487,729 | $12M | 1.8% | 2026-Q1 |
| Allworth Financial LP added | 478,073 | $12M | 1.7% | 2026-Q1 |
| UBS Group AG added | 477,268 | $12M | 1.7% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 471,518 | $12M | 1.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 466,521 | $12M | 1.7% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA | 457,113 | $11M | 1.7% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 435,167 | $11M | 1.6% | 2026-Q1 |
| Milestone Investment Advisors LLC added | 422,380 | $11M | 1.5% | 2026-Q1 |
| Mariner, LLC added | 419,249 | $11M | 1.5% | 2026-Q1 |
| Francis Financial, Inc. trimmed | 404,435 | $10M | 1.5% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 375,638 | $9M | 1.4% | 2026-Q1 |
| Destination Wealth Management added | 360,999 | $9M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 353,964 | $9M | 1.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 327,648 | $8M | 1.2% | 2026-Q1 |
| Integris Wealth Management, LLC added | 284,600 | $7M | 1.0% | 2026-Q1 |
| Apella Capital, LLC added | 281,388 | $7M | 1.0% | 2026-Q1 |
| Fisher Asset Management, LLC added | 277,662 | $7M | 1.0% | 2026-Q1 |
| Elser Financial Planning, Inc added | 272,382 | $7M | 1.0% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 257,211 | $6M | 0.9% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 253,896 | $6M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 249,556 | $6M | 0.9% | 2026-Q1 |
| Impact Investors, Inc added | 242,372 | $6M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 192,648 | $5M | 0.7% | 2026-Q1 |
| MATHER GROUP, LLC. added | 190,141 | $5M | 0.7% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 178,517 | $4M | 0.7% | 2026-Q1 |
| IMPACTfolio, LLC added | 176,696 | $4M | 0.6% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 173,965 | $4M | 0.6% | 2026-Q1 |
| Accredited Investors Inc. trimmed | 156,933 | $4M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 154,405 | $4M | 0.6% | 2026-Q1 |
| Bear Mountain Capital, Inc. added | 153,847 | $4M | 0.6% | 2026-Q1 |
| Brio Consultants, LLC added | 148,841 | $4M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 147,585 | $4M | 0.5% | 2026-Q1 |
| Plancorp, LLC | 147,281 | $4M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 142,894 | $4M | 0.5% | 2026-Q1 |
| Fiduciary Trust Co added | 140,921 | $4M | 0.5% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 138,119 | $3M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 137,974 | $3M | 0.5% | 2026-Q1 |
| Clarity Wealth Development LLC added | 129,802 | $3M | 0.5% | 2026-Q1 |
| CGN Advisors LLC added | 127,951 | $3M | 0.5% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 124,439 | $3M | 0.5% | 2026-Q1 |
| One Capital Management, LLC added | 121,919 | $3M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC new | 118,848 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 109,085 | $3M | 0.4% | 2026-Q1 |
| NorthRock Partners, LLC added | 103,191 | $3M | 0.4% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 100,579 | $3M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 96,317 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 94,551 | $2M | 0.3% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 94,598 | $2M | 0.3% | 2026-Q1 |
| Brookstone Capital Management added | 92,728 | $2M | 0.3% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 90,776 | $2M | 0.3% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 90,726 | $2M | 0.3% | 2026-Q1 |
| PAYDEN & RYGEL | 88,579 | $2M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 86,965 | $2M | 0.3% | 2026-Q1 |
| Flagstone Financial Management trimmed | 86,206 | $2M | 0.3% | 2026-Q1 |
| Kondo Wealth Advisors, Inc. trimmed | 81,367 | $2M | 0.3% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP new | 78,624 | $2M | 0.3% | 2026-Q1 |
| Omega Financial Group, LLC added | 75,894 | $2M | 0.3% | 2026-Q1 |
| Strategic Point Investment Advisors, LLC trimmed | 75,295 | $2M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 75,168 | $2M | 0.3% | 2026-Q1 |
| Plum Street Advisors, LLC trimmed | 72,544 | $2M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 71,774 | $2M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 70,844 | $2M | 0.3% | 2026-Q1 |
| STALEY CAPITAL ADVISERS INC | 70,000 | $2M | 0.3% | 2026-Q1 |
| CWM, LLC trimmed | 69,473 | $2M | 0.3% | 2026-Q1 |
| eCIO, Inc. added | 68,378 | $2M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 65,983 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 64,925 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 64,284 | $2M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 60,125 | $2M | 0.2% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 58,882 | $1M | 0.2% | 2026-Q1 |
| J.Safra Asset Management Corp added | 58,367 | $1M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 49,935 | $1M | 0.2% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 47,827 | $1M | 0.2% | 2026-Q1 |
| ACTION POINT FINANCIAL PLANNING, LLC new | 46,280 | $1M | 0.2% | 2026-Q1 |
| Fort Point Capital Partners LLC | 45,519 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 44,734 | $1M | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC trimmed | 136,936 | $3M | 0.5% | 2025-Q4 stale |
| Fortis Capital Management LLC added | 129,780 | $3M | 0.5% | 2025-Q1 stale |
| Stanich Group LLC trimmed | 92,752 | $2M | 0.3% | 2025-Q3 stale |
| Parkside Advisors LLC trimmed | 86,192 | $2M | 0.3% | 2025-Q2 stale |
| CANANDAIGUA NATIONAL BANK & TRUST CO trimmed | 77,216 | $2M | 0.3% | 2025-Q4 stale |
| Better Money Decisions, LLC added | 69,075 | $2M | 0.3% | 2025-Q2 stale |
| PrairieView Partners, LLC added | 64,261 | $2M | 0.2% | 2025-Q2 stale |
| Clarius Group, LLC added | 59,424 | $1M | 0.2% | 2025-Q4 stale |
| Valeo Financial Advisors, LLC added | 46,989 | $1M | 0.2% | 2025-Q4 stale |
| Willow Creek Wealth Management Inc. added | 46,328 | $1M | 0.2% | 2025-Q3 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.