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-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
69 tracked funds added or opened SUSB while 25 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 332 tracked filers holding SUSB, 240 increased or opened the position and 84 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 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 21
- Odyssey Group, LLC$8M
- Avise Financial Cooperative, Inc.$3M
- OneDigital Investment Advisors LLC$2M
- CANANDAIGUA NATIONAL BANK & TRUST CO$2M
- Talisman Wealth Advisors LLC$2M
- Horst & Graben Wealth Management LLC$2M
Full exits 14
- Thrivent Financial for Lutherans$20M
- Acorns Advisers, LLC$17M
- LFA - Lugano Financial Advisors SA$11M
- Colorado Capital Management, Inc.$6M
- Charter Oak Capital Management, LLC$3M
- HighTower Advisors, LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$81M
- LPL Financial LLC$29M
- Envestnet Portfolio Solutions, Inc.$19M
- JPMORGAN CHASE & CO$13M
- Cetera Investment Advisers$7M
- NewEdge Advisors, LLC$4M
Largest trims
- Clearstead Advisors, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CITADEL ADVISORS LLC$1M
- Impact Investors, Inc$840K
- Sequoia Financial Advisors, LLC$496K
- JANE STREET GROUP, LLC$490K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 3,761,155 | $94M | 11.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,435,889 | $86M | 10.5% | 2026-Q2 |
| LPL Financial LLC added | 2,799,686 | $70M | 8.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,034,602 | $26M | 3.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 884,932 | $22M | 2.7% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 768,281 | $19M | 2.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 768,196 | $19M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 733,815 | $18M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 726,058 | $18M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 679,448 | $17M | 2.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 662,852 | $17M | 2.0% | 2026-Q2 |
| Savant Capital, LLC added | 597,293 | $15M | 1.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 580,169 | $14M | 1.8% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 511,273 | $13M | 1.6% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 504,559 | $13M | 1.5% | 2026-Q2 |
| Modera Wealth Management, LLC added | 497,659 | $12M | 1.5% | 2026-Q2 |
| UBS Group AG added | 488,152 | $12M | 1.5% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 487,159 | $12M | 1.5% | 2026-Q2 |
| Allworth Financial LP added | 486,779 | $12M | 1.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 484,395 | $12M | 1.5% | 2026-Q2 |
| Milestone Investment Advisors LLC trimmed | 414,403 | $10M | 1.3% | 2026-Q2 |
| Mariner, LLC trimmed | 412,165 | $10M | 1.3% | 2026-Q2 |
| Francis Financial, Inc. added | 410,670 | $10M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 401,079 | $10M | 1.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 382,223 | $10M | 1.2% | 2026-Q2 |
| Destination Wealth Management added | 373,623 | $9M | 1.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 340,383 | $9M | 1.0% | 2026-Q2 |
| Odyssey Group, LLC new | 309,835 | $8M | 0.9% | 2026-Q2 |
| Integris Wealth Management, LLC added | 303,735 | $8M | 0.9% | 2026-Q2 |
| Fisher Asset Management, LLC added | 296,743 | $7M | 0.9% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 293,026 | $7M | 0.9% | 2026-Q2 |
| Apella Capital, LLC added | 287,037 | $7M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 266,039 | $7M | 0.8% | 2026-Q2 |
| Elser Financial Planning, Inc trimmed | 258,666 | $6M | 0.8% | 2026-Q2 |
| Wescott Financial Advisory Group, LLC added | 255,365 | $6M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 239,112 | $6M | 0.7% | 2026-Q2 |
| Impact Investors, Inc trimmed | 209,479 | $5M | 0.6% | 2026-Q2 |
| MATHER GROUP, LLC. added | 208,674 | $5M | 0.6% | 2026-Q2 |
| IMPACTfolio, LLC added | 181,238 | $5M | 0.6% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 179,508 | $4M | 0.5% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 176,522 | $4M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 171,428 | $4M | 0.5% | 2026-Q2 |
| Accredited Investors Inc. added | 163,289 | $4M | 0.5% | 2026-Q2 |
| ASSETMARK, INC added | 159,740 | $4M | 0.5% | 2026-Q2 |
| Bear Mountain Capital, Inc. added | 157,921 | $4M | 0.5% | 2026-Q2 |
| Fiduciary Trust Co added | 157,722 | $4M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 157,156 | $4M | 0.5% | 2026-Q2 |
| Brio Consultants, LLC added | 152,702 | $4M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 151,023 | $4M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 147,386 | $4M | 0.4% | 2026-Q2 |
| Plancorp, LLC | 147,281 | $4M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 146,040 | $4M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 137,439 | $3M | 0.4% | 2026-Q2 |
| Avise Financial Cooperative, Inc. new | 135,339 | $3M | 0.4% | 2026-Q2 |
| CGN Advisors LLC added | 134,323 | $3M | 0.4% | 2026-Q2 |
| Clarity Wealth Development LLC added | 132,392 | $3M | 0.4% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 123,228 | $3M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 122,101 | $3M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 121,919 | $3M | 0.4% | 2026-Q2 |
| Northland Capital Management LLC trimmed | 120,212 | $3M | 0.4% | 2026-Q2 |
| NorthRock Partners, LLC added | 105,939 | $3M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 104,943 | $3M | 0.3% | 2026-Q2 |
| One Wealth Advisors, LLC added | 103,213 | $3M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 101,925 | $3M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 101,024 | $3M | 0.3% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 95,058 | $2M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 91,508 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 91,160 | $2M | 0.3% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 91,001 | $2M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 90,873 | $2M | 0.3% | 2026-Q2 |
| Flagstone Financial Management added | 89,945 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 88,914 | $2M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS added | 81,923 | $2M | 0.2% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 80,391 | $2M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 80,367 | $2M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 77,925 | $2M | 0.2% | 2026-Q2 |
| Strategic Point Investment Advisors, LLC added | 75,900 | $2M | 0.2% | 2026-Q2 |
| Archer Investment Management, LLC added | 74,788 | $2M | 0.2% | 2026-Q2 |
| Plum Street Advisors, LLC added | 73,885 | $2M | 0.2% | 2026-Q2 |
| Horst & Graben Wealth Management LLC added | 73,827 | $2M | 0.2% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 73,533 | $2M | 0.2% | 2026-Q2 |
| eCIO, Inc. added | 72,604 | $2M | 0.2% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. trimmed | 71,253 | $2M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 70,063 | $2M | 0.2% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC | 70,000 | $2M | 0.2% | 2026-Q2 |
| Sharkey, Howes & Javer added | 68,172 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 67,715 | $2M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 66,516 | $2M | 0.2% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 64,474 | $2M | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. new | 62,437 | $2M | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 61,080 | $2M | 0.2% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 59,620 | $1M | 0.2% | 2026-Q2 |
| J.Safra Asset Management Corp trimmed | 58,133 | $1M | 0.2% | 2026-Q2 |
| Decker Retirement Planning Inc. added | 55,774 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 53,419 | $1M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 53,008 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 50,331 | $1M | 0.2% | 2026-Q2 |
| Scott Capital Advisors, LLC new | 46,883 | $1M | 0.1% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 46,827 | $1M | 0.1% | 2026-Q2 |
| Talisman Wealth Advisors LLC new | 5,553 | $2M | 0.2% | 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.