HoldingsChannel.com
Funds Holding SUSA
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,604,912$195,591 06/30/2019
     SUSA1,604,912$195,591 06/30/2019
PNC Financial Services Group Inc.244,172$29,756 06/30/2019
     SUSA244,172$29,756 06/30/2019
Morgan Stanley238,704$29,091 06/30/2019
     SUSA238,704$29,091 06/30/2019
Wells Fargo & Company MN210,313$25,631 06/30/2019
     SUSA210,313$25,631 06/30/2019
UBS Group AG170,272$20,751 06/30/2019
     SUSA170,272$20,751 06/30/2019
Ameriprise Financial Inc.154,525$18,834 06/30/2019
     SUSA154,525$18,834 06/30/2019
LPL Financial LLC81,808$9,970 06/30/2019
     SUSA81,808$9,970 06/30/2019
Mission Wealth Management LP74,546$9,215 09/30/2019
     SUSA74,546$9,215 09/30/2019
First Republic Investment Management Inc.74,558$9,086 06/30/2019
     SUSA74,558$9,086 06/30/2019
Betterment LLC66,579$8,114 06/30/2019
     SUSA66,579$8,114 06/30/2019
Suntrust Banks Inc.65,590$7,993 06/30/2019
     SUSA65,590$7,993 06/30/2019
Raymond James & Associates59,361$7,234 06/30/2019
     SUSA59,361$7,234 06/30/2019
M&T Bank Corp59,101$7,203 06/30/2019
     SUSA59,101$7,203 06/30/2019
Commonwealth Equity Services LLC53,916$6,570 06/30/2019
     SUSA53,916$6,570 06/30/2019
Highland Private Wealth Management50,360$6,137 06/30/2019
     SUSA50,360$6,137 06/30/2019
Envestnet Asset Management Inc.48,910$6,046 09/30/2019
     SUSA48,910$6,046 09/30/2019
Mariner LLC46,357$5,650 06/30/2019
     SUSA46,357$5,650 06/30/2019
Citadel Advisors LLC45,042$5,489 06/30/2019
     SUSA45,042$5,489 06/30/2019
Tompkins Financial Corp40,656$5,025 09/30/2019
     SUSA40,656$5,025 09/30/2019
Royal Bank of Canada39,530$4,817 06/30/2019
     SUSA39,530$4,817 06/30/2019
Jane Street Group LLC37,854$4,613 06/30/2019
     SUSA37,854$4,613 06/30/2019
CWM LLC37,244$4,539 06/30/2019
     SUSA37,244$4,539 06/30/2019
Ellevest Inc.35,486$4,386 09/30/2019
     SUSA35,486$4,386 09/30/2019
JPMorgan Chase & Co.29,104$3,522 06/30/2019
     SUSA29,104$3,522 06/30/2019
Colorado Capital Management Inc.30,895$3,149 09/30/2019
     SUSA30,895$3,149 09/30/2019
Raymond James Financial Services Advisors Inc.25,670$3,128 06/30/2019
     SUSA25,670$3,128 06/30/2019
Garde Capital Inc.25,571$3,116 06/30/2019
     SUSA25,571$3,116 06/30/2019
Northern Trust Corp25,200$3,071 06/30/2019
     SUSA25,200$3,071 06/30/2019
Keybank National Association OH22,934$2,795 06/30/2019
     SUSA22,934$2,795 06/30/2019
Brown Advisory Inc.21,176$2,581 06/30/2019
     SUSA21,176$2,581 06/30/2019
Bartlett & Co. LLC20,904$2,548 06/30/2019
     SUSA20,904$2,548 06/30/2019
HighTower Advisors LLC20,779$2,532 06/30/2019
     SUSA20,779$2,532 06/30/2019
Destination Wealth Management20,580$2,508 06/30/2019
     SUSA20,580$2,508 06/30/2019
Barclays PLC18,815$2,293 06/30/2019
     SUSA18,815$2,293 06/30/2019
Merriman Wealth Management LLC16,000$1,978 09/30/2019
     SUSA16,000$1,978 09/30/2019
Shepherd Financial Partners LLC15,189$1,851 06/30/2019
     SUSA15,189$1,851 06/30/2019
Regions Financial Corp14,761$1,799 06/30/2019
     SUSA14,761$1,799 06/30/2019
Accredited Investors Inc.14,460$1,762 06/30/2019
     SUSA14,460$1,762 06/30/2019
Chevy Chase Trust Holdings Inc.14,400$1,755 06/30/2019
     SUSA14,400$1,755 06/30/2019
LFA Lugano Financial Advisors SA13,946$1,700 06/30/2019
     SUSA13,946$1,700 06/30/2019
C J Advisory Inc13,693$1,693 09/30/2019
     SUSA13,693$1,693 09/30/2019
Janney Montgomery Scott LLC13,648$1,663 06/30/2019
     SUSA13,648$1,663 06/30/2019
Fund Evaluation Group LLC13,574$1,654 06/30/2019
     SUSA13,574$1,654 06/30/2019
Bailard Inc.12,913$1,596 09/30/2019
     SUSA12,913$1,596 09/30/2019
Whittier Trust Co. of Nevada Inc.12,001$1,484 09/30/2019
     SUSA12,001$1,484 09/30/2019
VERITY Wealth Advisors11,251$1,391 09/30/2019
     SUSA11,251$1,391 09/30/2019
Ladenburg Thalmann Financial Services Inc.11,405$1,391 06/30/2019
     SUSA11,405$1,391 06/30/2019
Gould Asset Management LLC CA10,390$1,266 06/30/2019
     SUSA10,390$1,266 06/30/2019
Evercore Wealth Management LLC10,356$1,262 06/30/2019
     SUSA10,356$1,262 06/30/2019
Creative Planning10,324$1,258 06/30/2019
     SUSA10,324$1,258 06/30/2019
Manchester Capital Management LLC9,982$1,217 06/30/2019
     SUSA9,982$1,217 06/30/2019
Private Advisor Group LLC9,631$1,174 06/30/2019
     SUSA9,631$1,174 06/30/2019
Private Capital Group LLC9,823$1,113 06/30/2019
     SUSA9,823$1,113 06/30/2019
AJ Wealth Strategies LLC9,098$1,109 06/30/2019
     SUSA9,098$1,109 06/30/2019
Bank of Montreal Can8,955$1,092 06/30/2019
     SUSA8,955$1,092 06/30/2019
Commerce Bank8,960$1,091 06/30/2019
     SUSA8,960$1,091 06/30/2019
Bank of New York Mellon Corp8,890$1,084 06/30/2019
     SUSA8,890$1,084 06/30/2019
Stearns Financial Services Group8,605$1,049 06/30/2019
     SUSA8,605$1,049 06/30/2019
MML Investors Services LLC8,600$1,048 06/30/2019
     SUSA8,600$1,048 06/30/2019
Blair William & Co. IL8,294$1,011 06/30/2019
     SUSA8,294$1,011 06/30/2019
FundX Investment Group LLC8,162$995 06/30/2019
     SUSA8,162$995 06/30/2019
Pathstone Family Office LLC7,737$943 06/30/2019
     SUSA7,737$943 06/30/2019
Homrich & Berg7,708$939 06/30/2019
     SUSA7,708$939 06/30/2019
BB&T Corp7,493$914 06/30/2019
     SUSA7,493$914 06/30/2019
Cambridge Investment Research Advisors Inc.7,376$899 06/30/2019
     SUSA7,376$899 06/30/2019
Flagship Harbor Advisors LLC7,205$878 06/30/2019
     SUSA7,205$878 06/30/2019
Coldstream Capital Management Inc.7,083$863 06/30/2019
     SUSA7,083$863 06/30/2019
Westside Investment Management Inc.6,939$845 06/30/2019
     SUSA6,939$845 06/30/2019
United Capital Financial Advisers LLC6,728$820 06/30/2019
     SUSA6,728$820 06/30/2019
Colony Group LLC6,701$817 06/30/2019
     SUSA6,701$817 06/30/2019
US Bancorp DE6,679$814 06/30/2019
     SUSA6,679$814 06/30/2019
Honkamp Krueger Financial Services Inc.6,600$812 06/30/2019
     SUSA6,600$812 06/30/2019
Stifel Financial Corp6,622$808 06/30/2019
     SUSA6,622$808 06/30/2019
Northwestern Mutual Wealth Management Co.6,401$780 06/30/2019
     SUSA6,401$780 06/30/2019
Institutional & Family Asset Management LLC5,997$731 06/30/2019
     SUSA5,997$731 06/30/2019
Glenview Trust Co5,886$717 06/30/2019
     SUSA5,886$717 06/30/2019
Enterprise Financial Services Corp5,682$692 06/30/2019
     SUSA5,682$692 06/30/2019
NorthRock Partners LLC5,673$690 06/30/2019
     SUSA5,673$690 06/30/2019
Freestone Capital Holdings LLC5,605$683 06/30/2019
     SUSA5,605$683 06/30/2019
Peoples Bank OH5,348$661 09/30/2019
     SUSA5,348$661 09/30/2019
Cornerstone Wealth Management LLC5,312$647 06/30/2019
     SUSA5,312$647 06/30/2019
JNBA Financial Advisors5,256$641 06/30/2019
     SUSA5,256$641 06/30/2019
North American Management Corp4,821$588 06/30/2019
     SUSA4,821$588 06/30/2019
Cetera Advisors LLC4,744$580 06/30/2019
     SUSA4,744$580 06/30/2019
Tiedemann Advisors LLC4,684$571 06/30/2019
     SUSA4,684$571 06/30/2019
Fifth Third Bancorp4,676$570 06/30/2019
     SUSA4,676$570 06/30/2019
HM Payson & Co.4,668$569 06/30/2019
     SUSA4,668$569 06/30/2019
Grimes & Company Inc.4,586$559 06/30/2019
     SUSA4,586$559 06/30/2019
Litman Gregory Asset Management LLC4,547$554 06/30/2019
     SUSA4,547$554 06/30/2019
Cetera Advisor Networks LLC4,485$547 06/30/2019
     SUSA4,485$547 06/30/2019
Cobblestone Capital Advisors LLC NY4,463$544 06/30/2019
     SUSA4,463$544 06/30/2019
Parallel Advisors LLC4,348$530 06/30/2019
     SUSA4,348$530 06/30/2019
Baker Avenue Asset Management LP4,339$528 06/30/2019
     SUSA4,339$528 06/30/2019
CIBC Asset Management Inc4,080$497 06/30/2019
     SUSA4,080$497 06/30/2019
Citigroup Inc.3,927$478 06/30/2019
     SUSA3,927$478 06/30/2019
Brandywine Oak Private Wealth LLC3,734$455 06/30/2019
     SUSA3,734$455 06/30/2019
Oxford Financial Group Ltd.3,674$448 06/30/2019
     SUSA3,674$448 06/30/2019
Bingham Osborn & Scarborough LLC3,650$445 06/30/2019
     SUSA3,650$445 06/30/2019
Bigelow Investment Advisors LLC3,615$441 06/30/2019
     SUSA3,615$441 06/30/2019
Parsons Capital Management Inc. RI3,474$423 06/30/2019
     SUSA3,474$423 06/30/2019
Comprehensive Portfolio Management LLC3,383$418 09/30/2019
     SUSA3,383$418 09/30/2019
Ameritas Investment Partners Inc.3,297$401 06/30/2019
     SUSA3,297$401 06/30/2019
Portland Global Advisors LLC3,275$399 06/30/2019
     SUSA3,275$399 06/30/2019
Ameritas Investment Corp3,169$386 06/30/2019
     SUSA3,169$386 06/30/2019
Foster Dykema Cabot & Co. Inc. MA3,119$380 06/30/2019
     SUSA3,119$380 06/30/2019
Advisor Group Inc.3,089$376 06/30/2019
     SUSA3,089$376 06/30/2019
Winthrop Advisory Group LLC3,016$373 09/30/2019
     SUSA3,016$373 09/30/2019
SNS Financial Group LLC2,875$350 06/30/2019
     SUSA2,875$350 06/30/2019
Well Done LLC2,693$333 09/30/2019
     SUSA2,693$333 09/30/2019
H D Vest Advisory Services2,703$329 06/30/2019
     SUSA2,703$329 06/30/2019
Stratos Wealth Partners LTD.2,675$326 06/30/2019
     SUSA2,675$326 06/30/2019
First Personal Financial Services2,629$325 09/30/2019
     SUSA2,629$325 09/30/2019
Squar Milner Financial Services LLC2,650$323 06/30/2019
     SUSA2,650$323 06/30/2019
Wesbanco Bank Inc.2,573$313 06/30/2019
     SUSA2,573$313 06/30/2019
Mechanics Bank Trust Department2,510$310 09/30/2019
     SUSA2,510$310 09/30/2019
Captrust Financial Advisors2,546$310 06/30/2019
     SUSA2,546$310 06/30/2019
grace capital2,528$308 06/30/2019
     SUSA2,528$308 06/30/2019
Fernwood Investment Management LLC2,528$308 06/30/2019
     SUSA2,528$308 06/30/2019
D.A. Davidson & CO.2,505$305 06/30/2019
     SUSA2,505$305 06/30/2019
Cambria Investment Management L.P.2,491$304 06/30/2019
     SUSA2,491$304 06/30/2019
Steward Partners Investment Advisory LLC2,485$302 06/30/2019
     SUSA2,485$302 06/30/2019
Cape Cod Five Cents Savings Bank2,457$299 06/30/2019
     SUSA2,457$299 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC2,403$293 06/30/2019
     SUSA2,403$293 06/30/2019
Trust Co. of Vermont2,404$292 06/30/2019
     SUSA2,404$292 06/30/2019
Western Wealth Management LLC2,393$292 06/30/2019
     SUSA2,393$292 06/30/2019
Regentatlantic Capital LLC2,342$285 06/30/2019
     SUSA2,342$285 06/30/2019
Edmonds Duncan Registered Investment Advisors LLC2,271$279 06/30/2019
     SUSA2,271$279 06/30/2019
McKinley Carter Wealth Services Inc.2,215$270 06/30/2019
     SUSA2,215$270 06/30/2019
Moneta Group Investment Advisors LLC2,199$268 06/30/2019
     SUSA2,199$268 06/30/2019
Pacific Center for Financial Services2,186$266 06/30/2019
     SUSA2,186$266 06/30/2019
Harborview Advisors LLC2,162$263 06/30/2019
     SUSA2,162$263 06/30/2019
Whittier Trust Co.2,065$255 09/30/2019
     SUSA2,065$255 09/30/2019
One Capital Management LLC1,979$241 06/30/2019
     SUSA1,979$241 06/30/2019
Buckingham Asset Management LLC1,943$237 06/30/2019
     SUSA1,943$237 06/30/2019
Advisory Alpha LLC1,890$233 06/30/2019
     SUSA1,890$233 06/30/2019
Greenwich Wealth Management LLC1,866$227 06/30/2019
     SUSA1,866$227 06/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,836$224 06/30/2019
     SUSA1,836$224 06/30/2019
Epstein & White Financial LLC1,801$222 09/30/2019
     SUSA1,801$222 09/30/2019
Sonata Capital Group Inc.1,824$222 06/30/2019
     SUSA1,824$222 06/30/2019
CIBC World Markets Inc.1,825$222 06/30/2019
     SUSA1,825$222 06/30/2019
Benjamin F. Edwards & Company Inc.1,820$222 06/30/2019
     SUSA1,820$222 06/30/2019
Acropolis Investment Management LLC1,785$221 09/30/2019
     SUSA1,785$221 09/30/2019
AE Wealth Management LLC1,801$220 06/30/2019
     SUSA1,801$220 06/30/2019
ProVise Management Group LLC1,800$219 06/30/2019
     SUSA1,800$219 06/30/2019
Brighton Jones LLC1,800$219 06/30/2019
     SUSA1,800$219 06/30/2019
Alexandria Capital LLC1,795$219 06/30/2019
     SUSA1,795$219 06/30/2019
BB&T Securities LLC1,787$217 06/30/2019
     SUSA1,787$217 06/30/2019
Eaton Vance Management1,770$216 06/30/2019
     SUSA1,770$216 06/30/2019
Weaver Consulting Group1,750$213 06/30/2019
     SUSA1,750$213 06/30/2019
Johnson Investment Counsel Inc.1,755$212 06/30/2019
     SUSA1,755$212 06/30/2019
Cranbrook Wealth Management LLC1,744$212 06/30/2019
     SUSA1,744$212 06/30/2019
Crestwood Advisors Group LLC1,735$211 06/30/2019
     SUSA1,735$211 06/30/2019
Miracle Mile Advisors LLC1,690$206 06/30/2019
     SUSA1,690$206 06/30/2019
Sequoia Financial Advisors LLC1,694$206 06/30/2019
     SUSA1,694$206 06/30/2019
First Allied Advisory Services Inc.1,656$202 06/30/2019
     SUSA1,656$202 06/30/2019
Family Management Corp1,575$192 06/30/2019
     SUSA1,575$192 06/30/2019
New Capital Management LP1,390$172 09/30/2019
     SUSA1,390$172 09/30/2019
MUFG Americas Holdings Corp1,375$168 06/30/2019
     SUSA1,375$168 06/30/2019
Riverview Trust Co1,345$166 09/30/2019
     SUSA1,345$166 09/30/2019
Oakworth Capital Inc.1,332$162 06/30/2019
     SUSA1,332$162 06/30/2019
Braun Bostich & Associates Inc.2,840$150 06/30/2019
     SUSA2,840$150 06/30/2019
Fusion Family Wealth LLC1,200$146 06/30/2019
     SUSA1,200$146 06/30/2019
Cribstone Capital Management LLC1,125$137 06/30/2019
     SUSA1,125$137 06/30/2019
CLS Investments LLC1,080$132 06/30/2019
     SUSA1,080$132 06/30/2019
AllSquare Wealth Management LLC1,078$131 06/30/2019
     SUSA1,078$131 06/30/2019
Wealthcare Capital Management LLC964$119 09/30/2019
     SUSA964$119 09/30/2019
Barrett Asset Management LLC950$116 06/30/2019
     SUSA950$116 06/30/2019
Wealthcare Advisory Partners LLC861$106 09/30/2019
     SUSA861$106 09/30/2019
First Command Bank859$106 09/30/2019
     SUSA859$106 09/30/2019
First Command Financial Services Inc.859$105 06/30/2019
     SUSA859$105 06/30/2019
Deutsche Bank AG734$89 06/30/2019
     SUSA734$89 06/30/2019
Financial Architects Inc677$83 06/30/2019
     SUSA677$83 06/30/2019
Gemmer Asset Management LLC624$77 09/30/2019
     SUSA624$77 09/30/2019
Pittenger & Anderson Inc.628$77 06/30/2019
     SUSA628$77 06/30/2019
Baldwin Brothers Inc. MA601$74 09/30/2019
     SUSA601$74 09/30/2019
Massmutual Trust Co. FSB ADV600$73 06/30/2019
     SUSA600$73 06/30/2019
Tower Research Capital LLC TRC 563$69 06/30/2019
     SUSA563$69 06/30/2019
Hudock Capital Group LLC539$65 06/30/2019
     SUSA539$65 06/30/2019
Mycio Wealth Partners LLC500$61 06/30/2019
     SUSA500$61 06/30/2019
Aspire Private Capital LLC503$61 06/30/2019
     SUSA503$61 06/30/2019
BlackRock Inc.477$58 06/30/2019
     SUSA477$58 06/30/2019
Focused Wealth Management Inc475$58 06/30/2019
     SUSA475$58 06/30/2019
Financial Enhancement Group LLC429$52 06/30/2019
     SUSA429$52 06/30/2019
Avestar Capital LLC425$51 06/30/2019
     SUSA425$51 06/30/2019
Certified Advisory Corp410$50 06/30/2019
     SUSA410$50 06/30/2019
North Star Investment Management Corp.377$47 09/30/2019
     SUSA377$47 09/30/2019
Asset Dedication LLC361$45 09/30/2019
     SUSA361$45 09/30/2019
Arjuna Capital350$43 06/30/2019
     SUSA350$43 06/30/2019
Rehmann Capital Advisory Group348$42 06/30/2019
     SUSA348$42 06/30/2019
Winslow Evans & Crocker Inc.300$38 09/30/2019
     SUSA300$38 09/30/2019
Adirondack Trust Co.300$37 09/30/2019
     SUSA300$37 09/30/2019
Northern Oak Wealth Management Inc.300$37 06/30/2019
     SUSA300$37 06/30/2019
Secrest Blakey & Associates LLC213$26 06/30/2019
     SUSA213$26 06/30/2019
Strategic Blueprint LLC200$25 09/30/2019
     SUSA200$25 09/30/2019
Prime Capital Investment Advisors LLC182$22 06/30/2019
     SUSA182$22 06/30/2019
FTB Advisors Inc.161$19 06/30/2019
     SUSA161$19 06/30/2019
Trust Co120$15 09/30/2019
     SUSA120$15 09/30/2019
Synovus Financial Corp125$15 06/30/2019
     SUSA125$15 06/30/2019
Clean Yield Group100$12 06/30/2019
     SUSA100$12 06/30/2019
Prestige Wealth Management Group LLC102$12 06/30/2019
     SUSA102$12 06/30/2019
AdvisorNet Financial Inc88$11 06/30/2019
     SUSA88$11 06/30/2019
Covington Capital Management50$6 06/30/2019
     SUSA50$6 06/30/2019
Alpha Omega Wealth Management LLC52$6 06/30/2019
     SUSA52$6 06/30/2019
D Orazio & Associates Inc.40$5 06/30/2019
     SUSA40$5 06/30/2019
NEXT Financial Group Inc16$2 09/30/2019
     SUSA16$2 09/30/2019
Jacobi Capital Management LLC14$2 06/30/2019
     SUSA14$2 06/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC9$1 09/30/2019
     SUSA9$1 09/30/2019
Huntington National Bank1$0 06/30/2019
     SUSA1$0 06/30/2019
Proequities Inc.0$0 06/30/2019
     SUSA0$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     SUSA1$0 06/30/2019

See Summary: Institutional Holders of SUSA
See Details: Top 10 Hedge Funds Holding SUSA
Also See: SUSA Holdings Changes

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