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Institutional Ownership · SEC Form 13F

Who owns SUSL (SUSL)


Which tracked institutional funds hold SUSL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUSL 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.

194
Institutional holders
5,811,774
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened SUSL while 30 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

SUSL’s largest tracked holder by dollar value, Bank of Italy, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SUSL 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 194 tracked filers holding SUSL, 78 increased or opened the position and 70 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 SUSL 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 7

  • Trilogy Capital Inc.$9M
  • FLOW TRADERS U.S. LLC$7M
  • Kingsview Wealth Management, LLC$7M
  • Quantinno Capital Management LP$3M
  • Independent Advisor Alliance$3M
  • GTS SECURITIES LLC$3M

Full exits 2

  • National Philanthropic Trust$19M
  • CITADEL ADVISORS LLC$1M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
  • ENVESTNET ASSET MANAGEMENT INC$2M
  • Xena Financial Planning, LLC$2M
  • LPL Financial LLC$1M
  • Pathstone Holdings, LLC$910K
  • Equitable Holdings, Inc.$360K

Largest trims

  • FMR LLC$20M
  • MERCER GLOBAL ADVISORS INC /ADV$9M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8M
  • Bank of Italy$7M
  • JPMORGAN CHASE & CO$5M
  • BANK OF AMERICA CORP /DE/$4M

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).

FundSharesReported value% of valueQuarter
Bank of Italy887,779$101M14.9%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed706,838$80M11.9%2026-Q1
FMR LLC trimmed455,266$52M7.7%2026-Q1
JPMORGAN CHASE & CO trimmed443,012$49M7.2%2026-Q1
ROYAL BANK OF CANADA added376,738$43M6.3%2026-Q1
Creative Planning added205,356$23M3.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed202,161$23M3.4%2026-Q1
Allworth Financial LP trimmed190,807$22M3.2%2026-Q1
Ellevest, Inc. added156,004$18M2.6%2026-Q1
Pathstone Holdings, LLC added114,456$13M1.9%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed82,341$9M1.4%2026-Q1
Robertson Stephens Wealth Management, LLC added80,075$9M1.3%2026-Q1
Sanctuary Advisors, LLC added79,626$9M1.3%2026-Q1
Trilogy Capital Inc. new78,073$9M1.3%2026-Q1
OneDigital Investment Advisors LLC added77,261$9M1.3%2026-Q1
FLOW TRADERS U.S. LLC added65,760$7M1.1%2026-Q1
Kingsview Wealth Management, LLC added62,541$7M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed62,266$7M1.0%2026-Q1
One Wealth Advisors, LLC trimmed61,802$7M1.0%2026-Q1
Xena Financial Planning, LLC added59,878$7M1.0%2026-Q1
W ADVISORS, LLC trimmed53,299$6M0.9%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed51,996$6M0.9%2026-Q1
SK Wealth Management, LLC trimmed50,820$6M0.9%2026-Q1
GeoWealth Management, LLC trimmed51,047$6M0.9%2026-Q1
BLUESTEM FINANCIAL ADVISORS, LLC added49,270$6M0.8%2026-Q1
Integrated Wealth Concepts LLC trimmed41,728$5M0.7%2026-Q1
Aptus Capital Advisors, LLC trimmed40,334$5M0.7%2026-Q1
LPL Financial LLC added37,356$4M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added32,028$4M0.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed28,459$3M0.5%2026-Q1
BFSG, LLC28,404$3M0.5%2026-Q1
Quantinno Capital Management LP new25,165$3M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed23,719$3M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added23,450$3M0.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed22,351$3M0.4%2026-Q1
Equitable Holdings, Inc. added20,906$3M0.4%2026-Q1
Independent Advisor Alliance trimmed22,256$3M0.4%2026-Q1
GTS SECURITIES LLC new22,221$3M0.4%2026-Q1
Brookstone Capital Management added21,639$2M0.4%2026-Q1
HB Wealth Management, LLC added19,057$2M0.3%2026-Q1
Omega Financial Group, LLC trimmed18,785$2M0.3%2026-Q1
KICKSTAND VENTURES, LLC. trimmed17,483$2M0.3%2026-Q1
CFS Investment Advisory Services, LLC trimmed15,742$2M0.3%2026-Q1
Walkner Condon Financial Advisors LLC added17,023$2M0.3%2026-Q1
Cetera Investment Advisers added16,582$2M0.3%2026-Q1
SAX WEALTH ADVISORS, LLC15,452$2M0.3%2026-Q1
Steward Partners Investment Advisory, LLC16,387$2M0.3%2026-Q1
MATHER GROUP, LLC. trimmed16,355$2M0.3%2026-Q1
Bond & Devick Financial Network, Inc. added16,056$2M0.3%2026-Q1
Corient Private Wealth LLC trimmed19,006$2M0.3%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed15,647$2M0.3%2026-Q1
Values Added Financial LLC trimmed15,513$2M0.3%2026-Q1
Keebeck Wealth Management trimmed15,173$2M0.3%2026-Q1
Orgel Wealth Management, LLC trimmed13,535$2M0.2%2026-Q1
Cypress Wealth Services, LLC added13,525$2M0.2%2026-Q1
Obsido Oy added13,395$2M0.2%2026-Q1
MGO ONE SEVEN LLC added12,635$1M0.2%2026-Q1
Affinity Capital Advisors, LLC added12,109$1M0.2%2026-Q1
SNS Financial Group, LLC added11,586$1M0.2%2026-Q1
Compass Ion Advisors, LLC added9,706$1M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed9,396$1M0.2%2026-Q1
Sequoia Financial Advisors, LLC8,514$967K0.1%2026-Q1
BLAIR WILLIAM & CO/IL added8,434$958K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed8,310$953K0.1%2026-Q1
STIFEL FINANCIAL CORP added7,926$900K0.1%2026-Q1
Csenge Advisory Group trimmed7,793$885K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,679$872K0.1%2026-Q1
Perigon Wealth Management, LLC added7,438$845K0.1%2026-Q1
Friedenthal Financial7,281$827K0.1%2026-Q1
Crusonia Wealth Advisors LLC added7,255$824K0.1%2026-Q1
Wealthcare Advisory Partners LLC added7,231$822K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed7,170$815K0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added6,793$751K0.1%2026-Q1
GTS FINANCIAL, LLC new7,426$711K0.1%2026-Q1
Charter Oak Capital Management, LLC6,159$700K0.1%2026-Q1
Aries Wealth Management added6,051$687K0.1%2026-Q1
WealthPlan Investment Management, LLC trimmed5,759$654K0.1%2026-Q1
RVW Wealth, LLC5,721$650K0.1%2026-Q1
Private Advisor Group, LLC trimmed5,714$649K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added5,602$636K0.1%2026-Q1
PFG Investments, LLC added5,567$632K0.1%2026-Q1
BEACON FINANCIAL GROUP5,443$618K0.1%2026-Q1
Wealthspire Advisors, LLC trimmed5,286$601K0.1%2026-Q1
Merit Financial Group, LLC added5,232$594K0.1%2026-Q1
Fragasso Financial Advisors Inc trimmed4,985$574K0.1%2026-Q1
JGP Wealth Management, LLC trimmed4,774$542K0.1%2026-Q1
Relyea Zuckerberg Hanson LLC added4,758$540K0.1%2026-Q1
Pathfinder Wealth Consulting, Inc.4,695$533K0.1%2026-Q1
SmartHarvest Portfolios, LLC4,655$529K0.1%2026-Q1
National Philanthropic Trust new156,176$19M2.8%2025-Q4 stale
PRINCIPAL FINANCIAL GROUP INC trimmed73,469$8M1.2%2025-Q2 stale
GOLDMAN SACHS GROUP INC trimmed39,335$5M0.7%2025-Q3 stale
Duncan Williams Asset Management, LLC new19,372$2M0.3%2025-Q2 stale
CITADEL ADVISORS LLC trimmed8,514$1M0.2%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP added9,500$1M0.2%2025-Q2 stale
My Legacy Advisors, LLC trimmed9,025$990K0.1%2025-Q2 stale
Martin Worley Group8,744$947K0.1%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added8,180$886K0.1%2025-Q2 stale
IMS Capital Management trimmed7,163$838K0.1%2025-Q3 stale
SouthState Corp added6,154$667K0.1%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership