Who owns 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-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
The tracked-fund tape on SUSL is one-sided between 2026-Q1 and 2026-Q2: 55 added or opened and 10 trimmed or exited — on balance accumulating.
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, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 188 tracked filers holding SUSL, 85 increased or opened the position and 74 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 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 6
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- BAILARD, INC.$2M
- CITADEL ADVISORS LLC$2M
- MISSION WEALTH MANAGEMENT, LP$1M
- Vise Technologies, Inc.$1M
- BROWN ADVISORY INC$684K
Full exits 8
- Bank of Italy$101M
- FLOW TRADERS U.S. LLC$7M
- Kingsview Wealth Management, LLC$7M
- Independent Advisor Alliance$3M
- Cambridge Investment Research Advisors, Inc.$1M
- Charter Oak Capital Management, LLC$700K
Largest adds
- FMR LLC$13M
- MERCER GLOBAL ADVISORS INC /ADV$10M
- ROYAL BANK OF CANADA$8M
- JPMORGAN CHASE & CO$7M
- Pathstone Holdings, LLC$6M
- JANE STREET GROUP, LLC$5M
Largest trims
- Corient Private Wealth LP$884K
- WELLS FARGO & COMPANY/MN$612K
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 681,991 | $91M | 14.3% | 2026-Q2 |
| FMR LLC added | 485,256 | $64M | 10.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 422,643 | $56M | 8.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 381,495 | $51M | 8.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 201,362 | $27M | 4.2% | 2026-Q2 |
| Creative Planning trimmed | 198,802 | $26M | 4.2% | 2026-Q2 |
| Allworth Financial LP added | 193,400 | $26M | 4.0% | 2026-Q2 |
| Ellevest, Inc. added | 163,219 | $22M | 3.4% | 2026-Q2 |
| Pathstone Holdings, LLC added | 145,170 | $19M | 3.0% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 86,464 | $11M | 1.8% | 2026-Q2 |
| Trilogy Capital Inc. added | 80,901 | $11M | 1.7% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 78,919 | $10M | 1.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 77,823 | $10M | 1.6% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 77,743 | $10M | 1.6% | 2026-Q2 |
| Xena Financial Planning, LLC added | 70,355 | $9M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 64,884 | $9M | 1.4% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 61,596 | $8M | 1.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 50,170 | $7M | 1.0% | 2026-Q2 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 50,128 | $7M | 1.0% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 49,426 | $7M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 48,949 | $6M | 1.0% | 2026-Q2 |
| W ADVISORS, LLC trimmed | 47,110 | $6M | 1.0% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 43,947 | $6M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,467 | $6M | 0.9% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 41,388 | $5M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 41,239 | $5M | 0.9% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 40,057 | $5M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 37,597 | $5M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 31,636 | $4M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 29,219 | $4M | 0.6% | 2026-Q2 |
| BFSG, LLC | 28,404 | $4M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 24,478 | $3M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,613 | $3M | 0.5% | 2026-Q2 |
| HB Wealth Management, LLC added | 23,443 | $3M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 23,404 | $3M | 0.5% | 2026-Q2 |
| Brookstone Capital Management added | 23,106 | $3M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. | 20,906 | $3M | 0.4% | 2026-Q2 |
| BAILARD, INC. new | 18,479 | $2M | 0.4% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 18,022 | $2M | 0.4% | 2026-Q2 |
| Omega Financial Group, LLC trimmed | 18,019 | $2M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 17,892 | $2M | 0.4% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 17,511 | $2M | 0.4% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. | 17,483 | $2M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 16,387 | $2M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 16,140 | $2M | 0.3% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC trimmed | 15,798 | $2M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 15,750 | $2M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 15,647 | $2M | 0.3% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 15,502 | $2M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 15,460 | $2M | 0.3% | 2026-Q2 |
| Keebeck Wealth Management trimmed | 15,101 | $2M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 14,515 | $2M | 0.3% | 2026-Q2 |
| Values Added Financial LLC trimmed | 14,052 | $2M | 0.3% | 2026-Q2 |
| Obsido Oy added | 13,849 | $2M | 0.3% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 13,411 | $2M | 0.3% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 13,229 | $2M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC | 12,635 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 12,373 | $2M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,263 | $1M | 0.2% | 2026-Q2 |
| Affinity Capital Advisors, LLC trimmed | 10,577 | $1M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 10,375 | $1M | 0.2% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 9,787 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 8,805 | $1M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 8,723 | $1M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 8,559 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,467 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 8,414 | $1M | 0.2% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES added | 8,350 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,756 | $1M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. new | 7,635 | $1M | 0.2% | 2026-Q2 |
| Csenge Advisory Group trimmed | 7,632 | $1M | 0.2% | 2026-Q2 |
| GTS FINANCIAL, LLC added | 7,536 | $817K | 0.1% | 2026-Q2 |
| Friedenthal Financial | 7,281 | $967K | 0.2% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 7,275 | $966K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 7,244 | $962K | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 7,231 | $960K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 6,922 | $919K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 6,879 | $914K | 0.1% | 2026-Q2 |
| Aries Wealth Management | 6,051 | $803K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC added | 5,845 | $776K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC | 5,759 | $765K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 5,569 | $739K | 0.1% | 2026-Q2 |
| BEACON FINANCIAL GROUP | 5,443 | $723K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC new | 5,150 | $684K | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 5,058 | $672K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 5,022 | $667K | 0.1% | 2026-Q2 |
| JGP Wealth Management, LLC added | 5,011 | $665K | 0.1% | 2026-Q2 |
| Fragasso Financial Advisors Inc added | 4,995 | $663K | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC added | 4,768 | $633K | 0.1% | 2026-Q2 |
| SmartHarvest Portfolios, LLC | 4,655 | $618K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 4,554 | $605K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 4,529 | $601K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 4,509 | $599K | 0.1% | 2026-Q2 |
| Shared Vision Wealth Group LLC | 4,479 | $595K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 4,136 | $549K | 0.1% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 4,072 | $541K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 4,026 | $534K | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 3,998 | $531K | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 3,919 | $520K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 3,881 | $515K | 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.