Who owns SUSC (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-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
41 tracked funds added or opened SUSC while 19 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
SUSC’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.1% 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 2025-Q4 and 2026-Q1, across 293 tracked filers holding SUSC, 201 increased or opened the position and 93 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 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
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- CITADEL ADVISORS LLC$2M
- Skyline Advisors, Inc.$1M
- Cerity Partners LLC$1M
- Navigation Group, LLC$783K
- LexAurum Advisors, LLC$516K
Full exits 8
- Long Run Wealth Advisors, LLC$4M
- NewEdge Advisors, LLC$2M
- BARINGS LLC$2M
- Austin Private Wealth, LLC$964K
- RETIREMENT CAPITAL STRATEGIES$828K
- Quadrature Capital Ltd$685K
Largest adds
- UBS Group AG$64M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$12M
- ENVESTNET ASSET MANAGEMENT INC$8M
- LPL Financial LLC$5M
- Archer Investment Management, LLC$4M
- CWM, LLC$3M
Largest trims
- RAYMOND JAMES FINANCIAL INC$3M
- Klaas Financial Asset Advisors, LLC$3M
- Wealthfront Advisers LLC$2M
- Financial Engines Advisors L.L.C.$1M
- AMERIPRISE FINANCIAL INC$1M
- Rossby Financial, LCC$916K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 9,927,434 | $230M | 19.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,549,638 | $105M | 8.9% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 3,630,036 | $84M | 7.2% | 2026-Q1 |
| LPL Financial LLC added | 3,341,489 | $77M | 6.6% | 2026-Q1 |
| UBS Group AG added | 3,172,247 | $73M | 6.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 2,158,124 | $50M | 4.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,621,180 | $38M | 3.2% | 2026-Q1 |
| Betterment LLC trimmed | 1,593,341 | $37M | 3.1% | 2026-Q1 |
| Creative Planning added | 1,308,868 | $30M | 2.6% | 2026-Q1 |
| FMR LLC added | 1,061,700 | $25M | 2.1% | 2026-Q1 |
| Acorns Advisers, LLC added | 1,028,616 | $24M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 928,326 | $21M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 861,162 | $20M | 1.7% | 2026-Q1 |
| Fisher Asset Management, LLC added | 832,845 | $19M | 1.6% | 2026-Q1 |
| CWM, LLC added | 818,823 | $19M | 1.6% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 741,792 | $17M | 1.5% | 2026-Q1 |
| IMPACTfolio, LLC added | 603,397 | $14M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 571,618 | $13M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 469,317 | $11M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 464,978 | $11M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 433,360 | $10M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 383,281 | $9M | 0.8% | 2026-Q1 |
| ASSETMARK, INC added | 351,109 | $8M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 320,249 | $7M | 0.6% | 2026-Q1 |
| One Wealth Advisors, LLC added | 318,544 | $7M | 0.6% | 2026-Q1 |
| Avise Financial Cooperative, Inc. added | 314,454 | $7M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 272,819 | $6M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 271,606 | $6M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 268,193 | $6M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 262,624 | $6M | 0.5% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 252,770 | $6M | 0.5% | 2026-Q1 |
| Archer Investment Management, LLC added | 244,396 | $6M | 0.5% | 2026-Q1 |
| Invera Wealth Advisors, LLC added | 243,091 | $6M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 243,186 | $6M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 239,270 | $6M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 222,983 | $5M | 0.4% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 218,857 | $5M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 210,400 | $5M | 0.4% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 205,630 | $5M | 0.4% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 204,823 | $5M | 0.4% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 202,382 | $5M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 190,279 | $4M | 0.4% | 2026-Q1 |
| Composition Wealth, LLC added | 184,364 | $4M | 0.4% | 2026-Q1 |
| Sharkey, Howes & Javer added | 181,359 | $4M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 180,943 | $4M | 0.4% | 2026-Q1 |
| WESBANCO BANK INC trimmed | 155,698 | $4M | 0.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 144,273 | $3M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 127,395 | $3M | 0.3% | 2026-Q1 |
| Facet Wealth, Inc. added | 121,067 | $3M | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 121,045 | $3M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 120,706 | $3M | 0.2% | 2026-Q1 |
| Davis Wealth Advisors, LLC trimmed | 99,956 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 98,579 | $2M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 98,454 | $2M | 0.2% | 2026-Q1 |
| Summit Wealth Group, LLC added | 96,649 | $2M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 91,237 | $2M | 0.2% | 2026-Q1 |
| Topel & Distasi Wealth Management, LLC added | 91,152 | $2M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 86,139 | $2M | 0.2% | 2026-Q1 |
| Fiduciary Trust Co added | 83,847 | $2M | 0.2% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 80,980 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 77,581 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 76,668 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 75,666 | $2M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 74,717 | $2M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 74,495 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 73,608 | $2M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 72,495 | $2M | 0.1% | 2026-Q1 |
| BIRCHBROOK, INC. added | 72,177 | $2M | 0.1% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 70,981 | $2M | 0.1% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC trimmed | 69,754 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 68,941 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 68,249 | $2M | 0.1% | 2026-Q1 |
| Midwest Financial Partners Investments, Inc. added | 67,772 | $2M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 65,299 | $2M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 63,940 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 62,975 | $1M | 0.1% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 62,030 | $1M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 60,257 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 59,785 | $1M | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 59,648 | $1M | 0.1% | 2026-Q1 |
| Skyline Advisors, Inc. new | 58,124 | $1M | 0.1% | 2026-Q1 |
| JNBA Financial Advisors added | 57,934 | $1M | 0.1% | 2026-Q1 |
| SOFI WEALTH, LLC added | 56,392 | $1M | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC added | 55,067 | $1M | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 54,597 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC new | 54,275 | $1M | 0.1% | 2026-Q1 |
| RCS Financial Planning, LLC added | 54,099 | $1M | 0.1% | 2026-Q1 |
| Affinity Capital Advisors, LLC trimmed | 54,058 | $1M | 0.1% | 2026-Q1 |
| One Capital Management, LLC added | 53,084 | $1M | 0.1% | 2026-Q1 |
| Private Wealth Management Group, LLC added | 52,141 | $1M | 0.1% | 2026-Q1 |
| LifePlan Investment Advisors, Inc. added | 51,360 | $1M | 0.1% | 2026-Q1 |
| Stanich Group LLC added | 235,868 | $6M | 0.5% | 2025-Q3 stale |
| Long Run Wealth Advisors, LLC added | 156,770 | $4M | 0.3% | 2025-Q4 stale |
| DOHJ, LLC trimmed | 116,644 | $3M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 104,374 | $2M | 0.2% | 2025-Q4 stale |
| BARINGS LLC trimmed | 90,424 | $2M | 0.2% | 2025-Q4 stale |
| Vontobel Holding Ltd. added | 77,813 | $2M | 0.2% | 2025-Q3 stale |
| LFA - Lugano Financial Advisors SA | 74,278 | $2M | 0.1% | 2025-Q1 stale |
| Elios Financial Group Inc. trimmed | 59,823 | $1M | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 56,556 | $1M | 0.1% | 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.