Who owns SUSC
Which tracked institutional funds hold SUSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUSC 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
32 tracked funds added or opened SUSC while 53 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
SUSC’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 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SUSC 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 292 tracked filers holding SUSC, 157 increased or opened the position and 142 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 SUSC 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 5
- NewEdge Advisors, LLC$5M
- Vise Technologies, Inc.$3M
- JANE STREET GROUP, LLC$1M
- Diversify Advisory Services, LLC$920K
- Turner Financial Group, Inc.$794K
Full exits 17
- Betterment LLC$37M
- Acorns Advisers, LLC$24M
- CWM, LLC$19M
- PARK AVENUE SECURITIES LLC$17M
- Cambridge Investment Research Advisors, Inc.$6M
- Janney Montgomery Scott LLC$6M
Largest adds
- Wealthfront Advisers LLC$20M
- MERCER GLOBAL ADVISORS INC /ADV$5M
- UBS Group AG$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Creative Planning$1M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$63M
- LPL Financial LLC$14M
- Envestnet Portfolio Solutions, Inc.$14M
- Cetera Investment Advisers$4M
- Archer Investment Management, LLC$4M
- JPMORGAN CHASE & CO$3M
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 trimmed | 7,198,860 | $167M | 17.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 4,479,955 | $104M | 10.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,370,382 | $102M | 10.5% | 2026-Q2 |
| UBS Group AG added | 3,268,082 | $76M | 7.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,725,729 | $63M | 6.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,625,101 | $38M | 3.9% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,555,509 | $36M | 3.7% | 2026-Q2 |
| Creative Planning added | 1,365,749 | $32M | 3.3% | 2026-Q2 |
| FMR LLC added | 1,106,589 | $26M | 2.6% | 2026-Q2 |
| Fisher Asset Management, LLC added | 877,984 | $20M | 2.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 860,284 | $20M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 754,331 | $17M | 1.8% | 2026-Q2 |
| IMPACTfolio, LLC added | 617,579 | $14M | 1.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 571,391 | $13M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 515,182 | $12M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 404,070 | $9M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 396,953 | $9M | 0.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 377,815 | $9M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 366,146 | $8M | 0.9% | 2026-Q2 |
| ASSETMARK, INC trimmed | 314,795 | $7M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 296,316 | $7M | 0.7% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 294,788 | $7M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 283,494 | $7M | 0.7% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 268,637 | $6M | 0.6% | 2026-Q2 |
| Invera Wealth Advisors, LLC added | 257,659 | $6M | 0.6% | 2026-Q2 |
| Avise Financial Cooperative, Inc. trimmed | 238,683 | $6M | 0.6% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 236,290 | $5M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 207,251 | $5M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 197,981 | $5M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC added | 192,466 | $4M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 191,247 | $4M | 0.5% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 184,489 | $4M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 176,209 | $4M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 168,242 | $4M | 0.4% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 163,562 | $4M | 0.4% | 2026-Q2 |
| WESBANCO BANK INC added | 157,588 | $4M | 0.4% | 2026-Q2 |
| GeoWealth Management, LLC added | 153,203 | $4M | 0.4% | 2026-Q2 |
| Allworth Financial LP added | 152,586 | $4M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 148,123 | $3M | 0.4% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 141,884 | $3M | 0.3% | 2026-Q2 |
| Facet Wealth, Inc. added | 133,593 | $3M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 124,501 | $3M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 122,399 | $3M | 0.3% | 2026-Q2 |
| Legacy Edge Advisors, LLC trimmed | 119,398 | $3M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 114,811 | $3M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 108,907 | $3M | 0.3% | 2026-Q2 |
| Brookstone Capital Management added | 100,273 | $2M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 98,495 | $2M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co added | 98,288 | $2M | 0.2% | 2026-Q2 |
| Summit Wealth Group, LLC added | 97,913 | $2M | 0.2% | 2026-Q2 |
| Topel & Distasi Wealth Management, LLC added | 97,349 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 91,261 | $2M | 0.2% | 2026-Q2 |
| Davis Wealth Advisors, LLC trimmed | 86,847 | $2M | 0.2% | 2026-Q2 |
| Rossby Financial, LCC added | 84,767 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 83,239 | $2M | 0.2% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 79,609 | $2M | 0.2% | 2026-Q2 |
| BIRCHBROOK, INC. added | 74,185 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 73,459 | $2M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 72,441 | $2M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 71,806 | $2M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 69,877 | $2M | 0.2% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 67,452 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 66,196 | $2M | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. added | 62,842 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 62,220 | $1M | 0.1% | 2026-Q2 |
| SOFI WEALTH, LLC added | 61,965 | $1M | 0.1% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. trimmed | 61,409 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 61,304 | $1M | 0.1% | 2026-Q2 |
| Vision Capital Management, Inc. added | 61,063 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 58,612 | $1M | 0.1% | 2026-Q2 |
| JNBA Financial Advisors added | 58,470 | $1M | 0.1% | 2026-Q2 |
| RCS Financial Planning, LLC added | 58,299 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 57,658 | $1M | 0.1% | 2026-Q2 |
| Private Wealth Management Group, LLC added | 55,901 | $1M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 54,704 | $1M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 53,084 | $1M | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 52,667 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 52,256 | $1M | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 50,520 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 48,950 | $1M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 48,543 | $1M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 47,894 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 47,569 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 47,230 | $1M | 0.1% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 46,388 | $1M | 0.1% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO added | 44,530 | $1M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 44,057 | $1M | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 43,051 | $997K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 42,218 | $977K | 0.1% | 2026-Q2 |
| Kelsey Financial, LLC added | 41,767 | $967K | 0.1% | 2026-Q2 |
| THEORY FINANCIAL LLC trimmed | 41,371 | $958K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 40,806 | $945K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 40,473 | $920K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 40,473 | $920K | 0.1% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 39,492 | $914K | 0.1% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 38,910 | $901K | 0.1% | 2026-Q2 |
| Affinity Capital Advisors, LLC trimmed | 37,533 | $866K | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 36,128 | $836K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 35,106 | $813K | 0.1% | 2026-Q2 |
| Navigation Group, LLC added | 35,097 | $813K | 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.