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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bank of Italy | 887,779 | $101M | 14.9% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 706,838 | $80M | 11.9% | 2026-Q1 |
| FMR LLC trimmed | 455,266 | $52M | 7.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 443,012 | $49M | 7.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 376,738 | $43M | 6.3% | 2026-Q1 |
| Creative Planning added | 205,356 | $23M | 3.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 202,161 | $23M | 3.4% | 2026-Q1 |
| Allworth Financial LP trimmed | 190,807 | $22M | 3.2% | 2026-Q1 |
| Ellevest, Inc. added | 156,004 | $18M | 2.6% | 2026-Q1 |
| Pathstone Holdings, LLC added | 114,456 | $13M | 1.9% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 82,341 | $9M | 1.4% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 80,075 | $9M | 1.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 79,626 | $9M | 1.3% | 2026-Q1 |
| Trilogy Capital Inc. new | 78,073 | $9M | 1.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 77,261 | $9M | 1.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 65,760 | $7M | 1.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 62,541 | $7M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 62,266 | $7M | 1.0% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 61,802 | $7M | 1.0% | 2026-Q1 |
| Xena Financial Planning, LLC added | 59,878 | $7M | 1.0% | 2026-Q1 |
| W ADVISORS, LLC trimmed | 53,299 | $6M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,996 | $6M | 0.9% | 2026-Q1 |
| SK Wealth Management, LLC trimmed | 50,820 | $6M | 0.9% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 51,047 | $6M | 0.9% | 2026-Q1 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 49,270 | $6M | 0.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 41,728 | $5M | 0.7% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 40,334 | $5M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 37,356 | $4M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,028 | $4M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 28,459 | $3M | 0.5% | 2026-Q1 |
| BFSG, LLC | 28,404 | $3M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP new | 25,165 | $3M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 23,719 | $3M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 23,450 | $3M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 22,351 | $3M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 20,906 | $3M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 22,256 | $3M | 0.4% | 2026-Q1 |
| GTS SECURITIES LLC new | 22,221 | $3M | 0.4% | 2026-Q1 |
| Brookstone Capital Management added | 21,639 | $2M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC added | 19,057 | $2M | 0.3% | 2026-Q1 |
| Omega Financial Group, LLC trimmed | 18,785 | $2M | 0.3% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 17,483 | $2M | 0.3% | 2026-Q1 |
| CFS Investment Advisory Services, LLC trimmed | 15,742 | $2M | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 17,023 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 16,582 | $2M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 15,452 | $2M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 16,387 | $2M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 16,355 | $2M | 0.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 16,056 | $2M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 19,006 | $2M | 0.3% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 15,647 | $2M | 0.3% | 2026-Q1 |
| Values Added Financial LLC trimmed | 15,513 | $2M | 0.3% | 2026-Q1 |
| Keebeck Wealth Management trimmed | 15,173 | $2M | 0.3% | 2026-Q1 |
| Orgel Wealth Management, LLC trimmed | 13,535 | $2M | 0.2% | 2026-Q1 |
| Cypress Wealth Services, LLC added | 13,525 | $2M | 0.2% | 2026-Q1 |
| Obsido Oy added | 13,395 | $2M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 12,635 | $1M | 0.2% | 2026-Q1 |
| Affinity Capital Advisors, LLC added | 12,109 | $1M | 0.2% | 2026-Q1 |
| SNS Financial Group, LLC added | 11,586 | $1M | 0.2% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 9,706 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 9,396 | $1M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 8,514 | $967K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 8,434 | $958K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 8,310 | $953K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 7,926 | $900K | 0.1% | 2026-Q1 |
| Csenge Advisory Group trimmed | 7,793 | $885K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,679 | $872K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 7,438 | $845K | 0.1% | 2026-Q1 |
| Friedenthal Financial | 7,281 | $827K | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 7,255 | $824K | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 7,231 | $822K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 7,170 | $815K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,793 | $751K | 0.1% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 7,426 | $711K | 0.1% | 2026-Q1 |
| Charter Oak Capital Management, LLC | 6,159 | $700K | 0.1% | 2026-Q1 |
| Aries Wealth Management added | 6,051 | $687K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 5,759 | $654K | 0.1% | 2026-Q1 |
| RVW Wealth, LLC | 5,721 | $650K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 5,714 | $649K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 5,602 | $636K | 0.1% | 2026-Q1 |
| PFG Investments, LLC added | 5,567 | $632K | 0.1% | 2026-Q1 |
| BEACON FINANCIAL GROUP | 5,443 | $618K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 5,286 | $601K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 5,232 | $594K | 0.1% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 4,985 | $574K | 0.1% | 2026-Q1 |
| JGP Wealth Management, LLC trimmed | 4,774 | $542K | 0.1% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC added | 4,758 | $540K | 0.1% | 2026-Q1 |
| Pathfinder Wealth Consulting, Inc. | 4,695 | $533K | 0.1% | 2026-Q1 |
| SmartHarvest Portfolios, LLC | 4,655 | $529K | 0.1% | 2026-Q1 |
| National Philanthropic Trust new | 156,176 | $19M | 2.8% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 73,469 | $8M | 1.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 39,335 | $5M | 0.7% | 2025-Q3 stale |
| Duncan Williams Asset Management, LLC new | 19,372 | $2M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 8,514 | $1M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 9,500 | $1M | 0.2% | 2025-Q2 stale |
| My Legacy Advisors, LLC trimmed | 9,025 | $990K | 0.1% | 2025-Q2 stale |
| Martin Worley Group | 8,744 | $947K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 8,180 | $886K | 0.1% | 2025-Q2 stale |
| IMS Capital Management trimmed | 7,163 | $838K | 0.1% | 2025-Q3 stale |
| SouthState Corp added | 6,154 | $667K | 0.1% | 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.
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.