HoldingsChannel.com
Funds Holding SUSA

On this page, we present all of the funds holding SUSA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SUSA, with a link to that fund's top holdings. The next columns indicate the amount of SUSA stock held by each of the funds holding SUSA, followed by the SUSA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 399 funds holding SUSA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding SUSA), click the fund name in the "Holder" column of the funds-holding-SUSA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.3,006,391$242,586 06/30/2022
     SUSA3,006,391$242,586 06/30/2022
Bank of America Corp DE2,337,210$188,590 06/30/2022
     SUSA2,337,210$188,590 06/30/2022
Morgan Stanley1,755,628$141,662 06/30/2022
     SUSA1,755,628$141,662 06/30/2022
Spinnaker Trust1,100,872$88,829 06/30/2022
     SUSA1,100,872$88,829 06/30/2022
The PNC Financial Services Group Inc.1,018,180$82,156 06/30/2022
     SUSA1,018,180$82,156 06/30/2022
Ameriprise Financial Inc.951,141$76,749 06/30/2022
     SUSA951,141$76,749 06/30/2022
UBS Group AG720,010$58,098 06/30/2022
     SUSA720,010$58,098 06/30/2022
Royal Bank of Canada654,670$52,825 06/30/2022
     SUSA654,670$52,825 06/30/2022
LPL Financial LLC622,450$50,225 06/30/2022
     SUSA622,450$50,225 06/30/2022
Raymond James Financial Services Advisors Inc.557,225$44,963 06/30/2022
     SUSA557,225$44,963 06/30/2022
Wells Fargo & Company MN540,517$43,615 06/30/2022
     SUSA540,517$43,615 06/30/2022
M&T Bank Corp507,564$39,294 06/30/2022
     SUSA507,564$39,294 06/30/2022
Mission Wealth Management LP396,460$31,990 06/30/2022
     SUSA396,460$31,990 06/30/2022
Deutsche Bank AG373,840$30,165 06/30/2022
     SUSA373,840$30,165 06/30/2022
Mirae Asset Global Investments Co. Ltd.358,600$28,936 06/30/2022
     SUSA358,600$28,936 06/30/2022
BlackRock Inc.358,580$28,933 06/30/2022
     SUSA358,580$28,933 06/30/2022
Money Design Co. Ltd.343,451$27,713 06/30/2022
     SUSA343,451$27,713 06/30/2022
Raymond James & Associates269,062$21,711 06/30/2022
     SUSA269,062$21,711 06/30/2022
Betterment LLC255,975$20,655 06/30/2022
     SUSA255,975$20,655 06/30/2022
Envestnet Asset Management Inc.236,040$19,046 06/30/2022
     SUSA236,040$19,046 06/30/2022
Acorns Advisers LLC234,508$18,922 06/30/2022
     SUSA234,508$18,922 06/30/2022
Ellevest Inc.232,371$18,750 06/30/2022
     SUSA232,371$18,750 06/30/2022
Truist Financial Corp213,522$17,228 06/30/2022
     SUSA213,522$17,228 06/30/2022
Advisor Group Holdings Inc.195,715$15,797 06/30/2022
     SUSA195,715$15,797 06/30/2022
First Republic Investment Management Inc.188,439$15,205 06/30/2022
     SUSA188,439$15,205 06/30/2022
Roof Eidam & Maycock ADV152,179$12,279 06/30/2022
     SUSA152,179$12,279 06/30/2022
US Bancorp DE150,294$12,128 06/30/2022
     SUSA150,294$12,128 06/30/2022
Permanens Capital L.P.142,618$11,508 06/30/2022
     SUSA142,618$11,508 06/30/2022
Bank Hapoalim BM124,000$10,006 06/30/2022
     SUSA124,000$10,006 06/30/2022
Commonwealth Equity Services LLC120,190$9,698 06/30/2022
     SUSA120,190$9,698 06/30/2022
Garde Capital Inc.111,699$9,013 06/30/2022
     SUSA111,699$9,013 06/30/2022
Northwestern Mutual Wealth Management Co.109,347$8,824 06/30/2022
     SUSA109,347$8,824 06/30/2022
HM Payson & Co.107,477$8,672 06/30/2022
     SUSA107,477$8,672 06/30/2022
Stratos Wealth Partners LTD.106,399$8,585 06/30/2022
     SUSA106,399$8,585 06/30/2022
Mariner LLC102,170$8,244 06/30/2022
     SUSA102,170$8,244 06/30/2022
D.A. Davidson & CO.101,844$8,218 06/30/2022
     SUSA101,844$8,218 06/30/2022
Brookstone Capital Management88,913$7,390 06/30/2022
     SUSA88,913$7,390 06/30/2022
Charter Oak Capital Management LLC84,567$6,824 06/30/2022
     SUSA84,567$6,824 06/30/2022
Stewardship Advisors LLC84,241$6,797 06/30/2022
     SUSA84,241$6,797 06/30/2022
Quent Capital LLC83,899$6,770 06/30/2022
     SUSA83,899$6,770 06/30/2022
Baird Financial Group Inc.76,303$6,157 06/30/2022
     SUSA76,303$6,157 06/30/2022
Private Advisor Group LLC74,696$6,027 06/30/2022
     SUSA74,696$6,027 06/30/2022
Cambridge Investment Research Advisors Inc.73,499$5,931 06/30/2022
     SUSA73,499$5,931 06/30/2022
Tompkins Financial Corp72,573$5,856 06/30/2022
     SUSA72,573$5,856 06/30/2022
Regions Financial Corp70,742$5,708 06/30/2022
     SUSA70,742$5,708 06/30/2022
HighTower Advisors LLC69,718$5,624 06/30/2022
     SUSA69,718$5,624 06/30/2022
Janney Montgomery Scott LLC68,715$5,603 06/30/2022
     SUSA68,715$5,603 06/30/2022
Jane Street Group LLC55,943$4,514 06/30/2022
     SUSA55,943$4,514 06/30/2022
Goldman Sachs Group Inc.52,797$4,260 06/30/2022
     SUSA52,797$4,260 06/30/2022
National Asset Management Inc.52,393$4,228 06/30/2022
     SUSA52,393$4,228 06/30/2022
Northern Trust Corp51,225$4,133 06/30/2022
     SUSA51,225$4,133 06/30/2022
SOA Wealth Advisors LLC.53,973$4,097 09/30/2022
     SUSA53,973$4,097 09/30/2022
Cetera Investment Advisers50,135$4,045 06/30/2022
     SUSA50,135$4,045 06/30/2022
Keybank National Association OH49,784$4,017 06/30/2022
     SUSA49,784$4,017 06/30/2022
OLD Mission Capital LLC49,004$3,954 06/30/2022
     SUSA49,004$3,954 06/30/2022
Accredited Investors Inc.47,026$3,795 06/30/2022
     SUSA47,026$3,795 06/30/2022
Bank of Montreal Can42,629$3,525 06/30/2022
     SUSA42,629$3,525 06/30/2022
3EDGE Asset Management LP41,771$3,370 06/30/2022
     SUSA41,771$3,370 06/30/2022
Long Run Wealth Advisors LLC40,812$3,293 06/30/2022
     SUSA40,812$3,293 06/30/2022
Consolidated Planning Corp39,973$3,225 06/30/2022
     SUSA39,973$3,225 06/30/2022
Bank of New Hampshire37,358$3,014 06/30/2022
     SUSA37,358$3,014 06/30/2022
Zimmermann Investment Management & Planning LLC36,048$2,909 06/30/2022
     SUSA36,048$2,909 06/30/2022
HRT Financial LP35,477$2,862 06/30/2022
     SUSA35,477$2,862 06/30/2022
Corundum Group Inc.34,282$2,766 06/30/2022
     SUSA34,282$2,766 06/30/2022
Simmons Bank34,210$2,760 06/30/2022
     SUSA34,210$2,760 06/30/2022
Colorado Capital Management Inc.23,155$2,725 06/30/2022
     SUSA23,155$2,725 06/30/2022
MML Investors Services LLC33,315$2,688 06/30/2022
     SUSA33,315$2,688 06/30/2022
BigSur Wealth Management LLC32,000$2,582 06/30/2022
     SUSA32,000$2,582 06/30/2022
Strategic Wealth Advisors Group LLC30,457$2,536 06/30/2022
     SUSA30,457$2,536 06/30/2022
Creative Planning31,161$2,514 06/30/2022
     SUSA31,161$2,514 06/30/2022
Highland Private Wealth Management31,130$2,512 06/30/2022
     SUSA31,130$2,512 06/30/2022
Snowden Capital Advisors LLC30,748$2,481 06/30/2022
     SUSA30,748$2,481 06/30/2022
Relyea Zuckerberg Hanson LLC30,527$2,463 06/30/2022
     SUSA30,527$2,463 06/30/2022
Susquehanna International Group LLP30,076$2,427 06/30/2022
     SUSA30,076$2,427 06/30/2022
Destination Wealth Management29,340$2,367 06/30/2022
     SUSA29,340$2,367 06/30/2022
55I LLC28,927$2,334 06/30/2022
     SUSA28,927$2,334 06/30/2022
Grimes & Company Inc.28,144$2,271 06/30/2022
     SUSA28,144$2,271 06/30/2022
Cetera Advisor Networks LLC27,862$2,249 06/30/2022
     SUSA27,862$2,249 06/30/2022
Hsbc Holdings PLC26,560$2,143 06/30/2022
     SUSA26,560$2,143 06/30/2022
Shepherd Financial Partners LLC26,383$2,129 06/30/2022
     SUSA26,383$2,129 06/30/2022
Bailard Inc.26,128$2,108 06/30/2022
     SUSA26,128$2,108 06/30/2022
Whittier Trust Co. of Nevada Inc.25,431$2,052 06/30/2022
     SUSA25,431$2,052 06/30/2022
Robertson Stephens Wealth Management LLC25,339$2,044 06/30/2022
     SUSA25,339$2,044 06/30/2022
Institutional & Family Asset Management LLC24,796$2,001 06/30/2022
     SUSA24,796$2,001 06/30/2022
Kestra Advisory Services LLC24,593$1,984 06/30/2022
     SUSA24,593$1,984 06/30/2022
Miracle Mile Advisors LLC24,148$1,949 06/30/2022
     SUSA24,148$1,949 06/30/2022
Resolute Financial LLC23,958$1,933 06/30/2022
     SUSA23,958$1,933 06/30/2022
Blair William & Co. IL23,483$1,895 06/30/2022
     SUSA23,483$1,895 06/30/2022
Enterprise Financial Services Corp22,967$1,853 06/30/2022
     SUSA22,967$1,853 06/30/2022
Captrust Financial Advisors22,874$1,846 06/30/2022
     SUSA22,874$1,846 06/30/2022
Citadel Advisors LLC22,720$1,833 06/30/2022
     SUSA22,720$1,833 06/30/2022
VERITY Wealth Advisors22,538$1,819 06/30/2022
     SUSA22,538$1,819 06/30/2022
Citigroup Inc.22,270$1,797 06/30/2022
     SUSA22,270$1,797 06/30/2022
LFA Lugano Financial Advisors SA22,052$1,779 06/30/2022
     SUSA22,052$1,779 06/30/2022
Ledyard National Bank21,517$1,736 06/30/2022
     SUSA21,517$1,736 06/30/2022
Wetherby Asset Management Inc.21,106$1,704 06/30/2022
     SUSA21,106$1,704 06/30/2022
Gerber Kawasaki Wealth & Investment Management21,649$1,619 06/30/2022
     SUSA21,649$1,619 06/30/2022
Bank Julius Baer & Co. Ltd Zurich20,054$1,618 06/30/2022
     SUSA20,054$1,618 06/30/2022
Cresset Asset Management LLC19,915$1,607 06/30/2022
     SUSA19,915$1,607 06/30/2022
Cornerstone Wealth Management LLC19,737$1,593 06/30/2022
     SUSA19,737$1,593 06/30/2022
Commerce Bank19,520$1,575 06/30/2022
     SUSA19,520$1,575 06/30/2022
Cobblestone Capital Advisors LLC NY18,266$1,474 06/30/2022
     SUSA18,266$1,474 06/30/2022
One Capital Management LLC18,113$1,461 06/30/2022
     SUSA18,113$1,461 06/30/2022
AJ Wealth Strategies LLC18,100$1,460 06/30/2022
     SUSA18,100$1,460 06/30/2022
Dynamic Advisor Solutions LLC17,903$1,445 06/30/2022
     SUSA17,903$1,445 06/30/2022
Harbour Investments Inc.17,786$1,435 06/30/2022
     SUSA17,786$1,435 06/30/2022
Bigelow Investment Advisors LLC17,464$1,409 06/30/2022
     SUSA17,464$1,409 06/30/2022
One Wealth Advisors LLC17,206$1,388 06/30/2022
     SUSA17,206$1,388 06/30/2022
Bond & Devick Financial Network Inc.17,171$1,385 06/30/2022
     SUSA17,171$1,385 06/30/2022
Advisory Services Network LLC16,830$1,358 06/30/2022
     SUSA16,830$1,358 06/30/2022
Trust Co16,496$1,331 06/30/2022
     SUSA16,496$1,331 06/30/2022
Stifel Financial Corp16,448$1,327 06/30/2022
     SUSA16,448$1,327 06/30/2022
HB Wealth Management LLC16,369$1,321 06/30/2022
     SUSA16,369$1,321 06/30/2022
CWM LLC16,247$1,311 06/30/2022
     SUSA16,247$1,311 06/30/2022
Colony Group LLC16,083$1,298 06/30/2022
     SUSA16,083$1,298 06/30/2022
Freestone Capital Holdings LLC16,072$1,297 06/30/2022
     SUSA16,072$1,297 06/30/2022
J.W. Cole Advisors Inc.15,939$1,286 06/30/2022
     SUSA15,939$1,286 06/30/2022
Baker Avenue Asset Management LP15,927$1,285 06/30/2022
     SUSA15,927$1,285 06/30/2022
Winthrop Advisory Group LLC15,844$1,278 06/30/2022
     SUSA15,844$1,278 06/30/2022
Litman Gregory Asset Management LLC15,421$1,244 06/30/2022
     SUSA15,421$1,244 06/30/2022
Hilltop Wealth Advisors LLC14,656$1,183 06/30/2022
     SUSA14,656$1,183 06/30/2022
Chicago Partners Investment Group LLC13,244$1,172 06/30/2022
     SUSA13,244$1,172 06/30/2022
Affinia Financial Group LLC14,066$1,169 06/30/2022
     SUSA14,066$1,169 06/30/2022
Rathbone Brothers plc14,000$1,130 06/30/2022
     SUSA14,000$1,130 06/30/2022
Beacon Pointe Advisors LLC14,001$1,129 06/30/2022
     SUSA14,001$1,129 06/30/2022
Evercore Wealth Management LLC13,762$1,110 06/30/2022
     SUSA13,762$1,110 06/30/2022
United Capital Financial Advisers LLC13,472$1,087 06/30/2022
     SUSA13,472$1,087 06/30/2022
Pathstone Family Office LLC13,230$1,067 06/30/2022
     SUSA13,230$1,067 06/30/2022
Steward Partners Investment Advisory LLC13,159$1,062 06/30/2022
     SUSA13,159$1,062 06/30/2022
Gould Asset Management LLC CA13,030$1,051 06/30/2022
     SUSA13,030$1,051 06/30/2022
TIAA FSB12,960$1,046 06/30/2022
     SUSA12,960$1,046 06/30/2022
Fingerlakes Wealth Management Inc.12,955$1,045 06/30/2022
     SUSA12,955$1,045 06/30/2022
Honkamp Krueger Financial Services Inc.12,865$1,038 06/30/2022
     SUSA12,865$1,038 06/30/2022
Cetera Advisors LLC12,867$1,038 06/30/2022
     SUSA12,867$1,038 06/30/2022
Resonant Capital Advisors LLC12,693$1,024 06/30/2022
     SUSA12,693$1,024 06/30/2022
Avantax Advisory Services Inc.12,504$1,009 06/30/2022
     SUSA12,504$1,009 06/30/2022
Wesbanco Bank Inc.12,380$999 06/30/2022
     SUSA12,380$999 06/30/2022
Merit Financial Group LLC12,023$970 06/30/2022
     SUSA12,023$970 06/30/2022
Glenview Trust Co11,772$950 06/30/2022
     SUSA11,772$950 06/30/2022
Private Capital Group LLC11,666$941 06/30/2022
     SUSA11,666$941 06/30/2022
Eaton Vance Management11,215$905 06/30/2022
     SUSA11,215$905 06/30/2022
Fountainhead AM LLC11,204$904 06/30/2022
     SUSA11,204$904 06/30/2022
Equitable Holdings Inc.11,156$900 06/30/2022
     SUSA11,156$900 06/30/2022
Oxford Financial Group Ltd.11,084$894 06/30/2022
     SUSA11,084$894 06/30/2022
Rollins Financial10,935$882 06/30/2022
     SUSA10,935$882 06/30/2022
Moneta Group Investment Advisors LLC10,807$872 06/30/2022
     SUSA10,807$872 06/30/2022
Ritholtz Wealth Management10,727$866 06/30/2022
     SUSA10,727$866 06/30/2022
Western Wealth Management LLC10,690$862 06/30/2022
     SUSA10,690$862 06/30/2022
JNBA Financial Advisors10,665$861 06/30/2022
     SUSA10,665$861 06/30/2022
Ulland Investment Advisors LLC10,655$860 06/30/2022
     SUSA10,655$860 06/30/2022
Ameritas Investment Partners Inc.10,566$852 06/30/2022
     SUSA10,566$852 06/30/2022
Atria Wealth Solutions Inc.10,435$842 06/30/2022
     SUSA10,435$842 06/30/2022
Mutual Advisors LLC10,411$840 06/30/2022
     SUSA10,411$840 06/30/2022
Allianz Asset Management GmbH10,326$833 06/30/2022
     SUSA10,326$833 06/30/2022
Fernwood Investment Management LLC10,129$817 06/30/2022
     SUSA10,129$817 06/30/2022
Sigma Planning Corp9,867$796 06/30/2022
     SUSA9,867$796 06/30/2022
Westside Investment Management Inc.9,787$789 06/30/2022
     SUSA9,787$789 06/30/2022
Crestone Asset Management LLC9,731$785 06/30/2022
     SUSA9,731$785 06/30/2022
GWM Advisors LLC9,446$763 06/30/2022
     SUSA9,446$763 06/30/2022
Smart Portfolios LLC8,273$762 06/30/2022
     SUSA8,273$762 06/30/2022
Addison Advisors LLC9,311$751 06/30/2022
     SUSA9,311$751 06/30/2022
Portland Global Advisors LLC9,215$744 06/30/2022
     SUSA9,215$744 06/30/2022
Clearstead Advisors LLC8,946$722 06/30/2022
     SUSA8,946$722 06/30/2022
Mercer Global Advisors Inc. ADV8,883$717 06/30/2022
     SUSA8,883$717 06/30/2022
Bell Bank8,815$711 06/30/2022
     SUSA8,815$711 06/30/2022
Lincoln National Corp8,760$707 06/30/2022
     SUSA8,760$707 06/30/2022
WealthShield Partners LLC8,760$707 06/30/2022
     SUSA8,760$707 06/30/2022
Round Rock Advisors LLC8,704$702 06/30/2022
     SUSA8,704$702 06/30/2022
MEMBERS Trust Co8,270$667 06/30/2022
     SUSA8,270$667 06/30/2022
Archetype Wealth Partners LLC8,210$662 06/30/2022
     SUSA8,210$662 06/30/2022
Ameritas Advisory Services LLC8,209$662 06/30/2022
     SUSA8,209$662 06/30/2022
Thrivent Financial for Lutherans8,030$648 06/30/2022
     SUSA8,030$648 06/30/2022
Franklin Resources Inc.7,838$632 06/30/2022
     SUSA7,838$632 06/30/2022
First Foundation Advisors7,780$628 06/30/2022
     SUSA7,780$628 06/30/2022
Good Life Advisors LLC7,786$628 06/30/2022
     SUSA7,786$628 06/30/2022
Zevin Asset Management LLC7,600$613 06/30/2022
     SUSA7,600$613 06/30/2022
Levy Wealth Management Group LLC7,437$600 06/30/2022
     SUSA7,437$600 06/30/2022
Prentiss Smith & Co. Inc.7,330$591 06/30/2022
     SUSA7,330$591 06/30/2022
Wescott Financial Advisory Group LLC7,167$578 06/30/2022
     SUSA7,167$578 06/30/2022
Bank of New York Mellon Corp7,142$576 06/30/2022
     SUSA7,142$576 06/30/2022
Almanack Investment Partners LLC.7,067$570 06/30/2022
     SUSA7,067$570 06/30/2022
McClarren Financial Advisors Inc.6,902$556 06/30/2022
     SUSA6,902$556 06/30/2022
Wealth Enhancement Advisory Services LLC6,674$555 06/30/2022
     SUSA6,674$555 06/30/2022
Unionview LLC6,874$555 06/30/2022
     SUSA6,874$555 06/30/2022
Monumental Financial Group Inc.6,852$553 06/30/2022
     SUSA6,852$553 06/30/2022
Warner Financial Inc.6,759$545 06/30/2022
     SUSA6,759$545 06/30/2022
Carret Asset Management LLC6,739$544 06/30/2022
     SUSA6,739$544 06/30/2022
Sax Wealth Advisors LLC6,721$542 06/30/2022
     SUSA6,721$542 06/30/2022
Huntington National Bank6,635$535 06/30/2022
     SUSA6,635$535 06/30/2022
Edmonds Duncan Registered Investment Advisors LLC6,621$534 06/30/2022
     SUSA6,621$534 06/30/2022
CIBC Asset Management Inc6,600$533 06/30/2022
     SUSA6,600$533 06/30/2022
Marks Group Wealth Management Inc6,593$532 06/30/2022
     SUSA6,593$532 06/30/2022
Trillium Asset Management LLC6,549$528 06/30/2022
     SUSA6,549$528 06/30/2022
Brighton Jones LLC6,540$528 06/30/2022
     SUSA6,540$528 06/30/2022
West Financial Advisors LLC6,463$521 06/30/2022
     SUSA6,463$521 06/30/2022
WJ Wealth Management LLC6,304$508 06/30/2022
     SUSA6,304$508 06/30/2022
Sanford Advisory Services LLC6,261$505 06/30/2022
     SUSA6,261$505 06/30/2022
Opal Wealth Advisors LLC6,234$503 06/30/2022
     SUSA6,234$503 06/30/2022
Peoples Bank OH6,183$499 06/30/2022
     SUSA6,183$499 06/30/2022
Parsons Capital Management Inc. RI6,152$496 06/30/2022
     SUSA6,152$496 06/30/2022
Belpointe Asset Management LLC6,116$494 06/30/2022
     SUSA6,116$494 06/30/2022
NorthRock Partners LLC6,023$486 06/30/2022
     SUSA6,023$486 06/30/2022
Pinnacle Associates Ltd.5,984$483 06/30/2022
     SUSA5,984$483 06/30/2022
Buckingham Strategic Wealth LLC5,978$482 06/30/2022
     SUSA5,978$482 06/30/2022
Clear Creek Financial Management LLC5,972$482 06/30/2022
     SUSA5,972$482 06/30/2022
Sound View Wealth Advisors Group LLC5,861$473 06/30/2022
     SUSA5,861$473 06/30/2022
Coldstream Capital Management Inc.5,834$471 06/30/2022
     SUSA5,834$471 06/30/2022
BFT Financial Group LLC5,608$453 06/30/2022
     SUSA5,608$453 06/30/2022
Clear Perspectives Financial Planning LLC5,588$451 06/30/2022
     SUSA5,588$451 06/30/2022
Cerity Partners LLC5,520$445 06/30/2022
     SUSA5,520$445 06/30/2022
WealthBridge Capital Management LLC5,462$441 06/30/2022
     SUSA5,462$441 06/30/2022
ProVise Management Group LLC5,437$439 06/30/2022
     SUSA5,437$439 06/30/2022
Walkner Condon Financial Advisors LLC5,434$438 06/30/2022
     SUSA5,434$438 06/30/2022
Well Done LLC5,401$436 06/30/2022
     SUSA5,401$436 06/30/2022
Financial Network Wealth Management LLC5,408$436 06/30/2022
     SUSA5,408$436 06/30/2022
Grand Wealth Management LLC5,405$436 06/30/2022
     SUSA5,405$436 06/30/2022
Modera Wealth Management LLC5,382$434 06/30/2022
     SUSA5,382$434 06/30/2022
Personal Resources Investment & Strategic Management Inc.5,231$422 06/30/2022
     SUSA5,231$422 06/30/2022
Neuberger Berman Group LLC5,124$413 06/30/2022
     SUSA5,124$413 06/30/2022
Greenup Street Wealth Management LLC5,031$406 06/30/2022
     SUSA5,031$406 06/30/2022
JNB Advisors LLC5,009$404 06/30/2022
     SUSA5,009$404 06/30/2022
Trust Co. of Vermont4,992$402 06/30/2022
     SUSA4,992$402 06/30/2022
White Lighthouse Investment Management Inc.4,973$401 06/30/2022
     SUSA4,973$401 06/30/2022
Pathway Financial Advisors LLC4,949$399 06/30/2022
     SUSA4,949$399 06/30/2022
Oppenheimer & Co. Inc.4,900$395 06/30/2022
     SUSA4,900$395 06/30/2022
Regentatlantic Capital LLC4,869$393 06/30/2022
     SUSA4,869$393 06/30/2022
CWS Financial Advisors LLC4,835$390 06/30/2022
     SUSA4,835$390 06/30/2022
Rockefeller Capital Management L.P.4,801$387 06/30/2022
     SUSA4,801$387 06/30/2022
Financial Counselors Inc.4,751$383 06/30/2022
     SUSA4,751$383 06/30/2022
Thoroughbred Financial Services LLC4,703$379 06/30/2022
     SUSA4,703$379 06/30/2022
Abacus Planning Group Inc.4,699$379 06/30/2022
     SUSA4,699$379 06/30/2022
Kesler Norman & Wride LLC4,662$376 06/30/2022
     SUSA4,662$376 06/30/2022
TriaGen Wealth Management LLC4,656$376 06/30/2022
     SUSA4,656$376 06/30/2022
McNamara Financial Services Inc.4,612$372 06/30/2022
     SUSA4,612$372 06/30/2022
Pine Haven Investment Counsel Inc4,599$371 06/30/2022
     SUSA4,599$371 06/30/2022
Change Path LLC4,587$370 06/30/2022
     SUSA4,587$370 06/30/2022
Arete Wealth Advisors LLC7,315$369 06/30/2022
     SUSA7,315$369 06/30/2022
Hengehold Capital Management LLC4,501$363 06/30/2022
     SUSA4,501$363 06/30/2022
Bard Financial Services Inc.4,500$363 06/30/2022
     SUSA4,500$363 06/30/2022
Whittier Trust Co.4,489$362 06/30/2022
     SUSA4,489$362 06/30/2022
Johnson Investment Counsel Inc.4,444$359 06/30/2022
     SUSA4,444$359 06/30/2022
Tcwp LLC4,393$354 06/30/2022
     SUSA4,393$354 06/30/2022
Tradition Wealth Management LLC4,310$348 06/30/2022
     SUSA4,310$348 06/30/2022
Sage Financial Group Inc.4,293$346 06/30/2022
     SUSA4,293$346 06/30/2022
Pacific Center for Financial Services4,276$345 06/30/2022
     SUSA4,276$345 06/30/2022
Integrated Wealth Concepts LLC4,246$343 06/30/2022
     SUSA4,246$343 06/30/2022
Comerica Bank4,080$342 06/30/2022
     SUSA4,080$342 06/30/2022
Fairview Capital Investment Management LLC4,250$342 06/30/2022
     SUSA4,250$342 06/30/2022
Mechanics Bank Trust Department4,170$336 06/30/2022
     SUSA4,170$336 06/30/2022
BDO Wealth Advisors LLC4,063$328 06/30/2022
     SUSA4,063$328 06/30/2022
First Personal Financial Services4,058$327 06/30/2022
     SUSA4,058$327 06/30/2022
Spire Wealth Management4,016$324 06/30/2022
     SUSA4,016$324 06/30/2022
Progressive Investment Management Corp4,000$323 06/30/2022
     SUSA4,000$323 06/30/2022
Mmbg Investment Advisors CO.4,000$323 06/30/2022
     SUSA4,000$323 06/30/2022
SNS Financial Group LLC3,984$321 06/30/2022
     SUSA3,984$321 06/30/2022
Eagle Strategies LLC3,859$311 06/30/2022
     SUSA3,859$311 06/30/2022
Pinnacle Wealth Management Advisory Group LLC3,765$304 06/30/2022
     SUSA3,765$304 06/30/2022
KerberRose Wealth Management LLC3,763$304 06/30/2022
     SUSA3,763$304 06/30/2022
Pittenger & Anderson Inc.3,761$303 06/30/2022
     SUSA3,761$303 06/30/2022
Peak Financial Management Inc.3,731$301 06/30/2022
     SUSA3,731$301 06/30/2022
Bradley Foster & Sargent Inc. CT3,675$297 06/30/2022
     SUSA3,675$297 06/30/2022
Penobscot Investment Management Company Inc.3,651$295 06/30/2022
     SUSA3,651$295 06/30/2022
Kelman Lazarov Inc.3,659$295 06/30/2022
     SUSA3,659$295 06/30/2022
Sonata Capital Group Inc.3,648$294 06/30/2022
     SUSA3,648$294 06/30/2022
Flagship Harbor Advisors LLC3,628$293 06/30/2022
     SUSA3,628$293 06/30/2022
Cape Cod Five Cents Savings Bank3,583$289 06/30/2022
     SUSA3,583$289 06/30/2022
Sequoia Financial Advisors LLC3,525$284 06/30/2022
     SUSA3,525$284 06/30/2022
JFS Wealth Advisors LLC3,500$282 06/30/2022
     SUSA3,500$282 06/30/2022
Radnor Capital Management LLC3,492$282 06/30/2022
     SUSA3,492$282 06/30/2022
Weaver Consulting Group3,682$280 09/30/2022
     SUSA3,682$280 09/30/2022
Crestwood Advisors Group LLC3,425$276 06/30/2022
     SUSA3,425$276 06/30/2022
Hudock Inc.3,409$275 06/30/2022
     SUSA3,409$275 06/30/2022
First Command Bank3,409$275 06/30/2022
     SUSA3,409$275 06/30/2022
First Command Financial Services Inc.3,409$275 06/30/2022
     SUSA3,409$275 06/30/2022
Harbor Investment Advisory LLC3,397$274 06/30/2022
     SUSA3,397$274 06/30/2022
Affinity Wealth Management LLC3,256$268 06/30/2022
     SUSA3,256$268 06/30/2022
Personal Capital Advisors Corp3,299$266 06/30/2022
     SUSA3,299$266 06/30/2022
Ferguson Wellman Capital Management Inc.3,285$265 06/30/2022
     SUSA3,285$265 06/30/2022
Parkside Advisors LLC3,273$264 06/30/2022
     SUSA3,273$264 06/30/2022
Family Management Corp3,258$263 06/30/2022
     SUSA3,258$263 06/30/2022
SL Advisors LLC3,262$263 06/30/2022
     SUSA3,262$263 06/30/2022
MJP Associates Inc. ADV3,238$261 06/30/2022
     SUSA3,238$261 06/30/2022
IFP Advisors Inc2,275$258 06/30/2022
     SUSA2,275$258 06/30/2022
M. Kulyk & Associates LLC3,195$258 06/30/2022
     SUSA3,195$258 06/30/2022
Fusion Family Wealth LLC3,128$252 06/30/2022
     SUSA3,128$252 06/30/2022
Wedbush Securities Inc.3,096$250 06/30/2022
     SUSA3,096$250 06/30/2022
Fifth Third Bancorp3,078$248 06/30/2022
     SUSA3,078$248 06/30/2022
Bell Investment Advisors Inc3,066$247 06/30/2022
     SUSA3,066$247 06/30/2022
Bartlett & Co. LLC3,047$246 06/30/2022
     SUSA3,047$246 06/30/2022
Archvest Wealth Advisors Inc.3,032$245 06/30/2022
     SUSA3,032$245 06/30/2022
Perigon Wealth Management LLC3,002$242 06/30/2022
     SUSA3,002$242 06/30/2022
FMR LLC2,969$240 06/30/2022
     SUSA2,969$240 06/30/2022
Acropolis Investment Management LLC2,970$240 06/30/2022
     SUSA2,970$240 06/30/2022
Brio Consultants LLC2,932$238 06/30/2022
     SUSA2,932$238 06/30/2022
Guerra Pan Advisors LLC2,664$236 06/30/2022
     SUSA2,664$236 06/30/2022
Hoylecohen LLC2,900$234 06/30/2022
     SUSA2,900$234 06/30/2022
Moors & Cabot Inc.2,895$234 06/30/2022
     SUSA2,895$234 06/30/2022
New Capital Management LP2,780$232 06/30/2022
     SUSA2,780$232 06/30/2022
Harfst & Associates Inc.2,866$231 06/30/2022
     SUSA2,866$231 06/30/2022
Harbor Group Inc.2,834$229 06/30/2022
     SUSA2,834$229 06/30/2022
Sand Hill Global Advisors LLC2,812$227 06/30/2022
     SUSA2,812$227 06/30/2022
LVZ Advisors Inc.2,774$224 06/30/2022
     SUSA2,774$224 06/30/2022
MAI Capital Management2,770$223 06/30/2022
     SUSA2,770$223 06/30/2022
Obermeyer Wood Investment Counsel Lllp2,750$222 06/30/2022
     SUSA2,750$222 06/30/2022
Round Table Services LLC2,736$221 06/30/2022
     SUSA2,736$221 06/30/2022
MUFG Americas Holdings Corp2,720$219 06/30/2022
     SUSA2,720$219 06/30/2022
American Money Management LLC2,692$217 06/30/2022
     SUSA2,692$217 06/30/2022
Ballentine Partners LLC2,660$215 06/30/2022
     SUSA2,660$215 06/30/2022
Retirement Income Solutions Inc2,601$210 06/30/2022
     SUSA2,601$210 06/30/2022
IAG Wealth Partners LLC2,592$209 06/30/2022
     SUSA2,592$209 06/30/2022
LexAurum Advisors LLC2,576$208 06/30/2022
     SUSA2,576$208 06/30/2022
First Affirmative Financial Network2,554$206 06/30/2022
     SUSA2,554$206 06/30/2022
Capital Performance Advisors LLP2,550$206 06/30/2022
     SUSA2,550$206 06/30/2022
Diversified LLC2,535$205 06/30/2022
     SUSA2,535$205 06/30/2022
Van Hulzen Asset Management LLC2,528$204 06/30/2022
     SUSA2,528$204 06/30/2022
Global Retirement Partners LLC2,526$204 06/30/2022
     SUSA2,526$204 06/30/2022
Western Pacific Wealth Management LP2,540$204 06/30/2022
     SUSA2,540$204 06/30/2022
HCR Wealth Advisors2,500$202 06/30/2022
     SUSA2,500$202 06/30/2022
Creative Financial Designs Inc. ADV2,427$196 06/30/2022
     SUSA2,427$196 06/30/2022
North Star Investment Management Corp.2,412$195 06/30/2022
     SUSA2,412$195 06/30/2022
Cribstone Capital Management LLC2,382$192 06/30/2022
     SUSA2,382$192 06/30/2022
Financial Connections Group Inc.2,313$186 06/30/2022
     SUSA2,313$186 06/30/2022
Signaturefd LLC2,278$184 06/30/2022
     SUSA2,278$184 06/30/2022
Baldrige Asset Management LLC2,213$179 06/30/2022
     SUSA2,213$179 06/30/2022
AllSquare Wealth Management LLC2,210$178 06/30/2022
     SUSA2,210$178 06/30/2022
Geneos Wealth Management Inc.1,992$162 06/30/2022
     SUSA1,992$162 06/30/2022
Credit Suisse AG1,998$161 06/30/2022
     SUSA1,998$161 06/30/2022
Bradley & Co. Private Wealth Management LLC1,800$145 06/30/2022
     SUSA1,800$145 06/30/2022
Adirondack Trust Co.1,760$142 06/30/2022
     SUSA1,760$142 06/30/2022
Money Concepts Capital Corp1,595$130 06/30/2022
     SUSA1,595$130 06/30/2022
Covington Capital Management1,583$128 06/30/2022
     SUSA1,583$128 06/30/2022
AdvisorNet Financial Inc1,636$124 09/30/2022
     SUSA1,636$124 09/30/2022
Retirement Group LLC1,404$113 06/30/2022
     SUSA1,404$113 06/30/2022
Cranbrook Wealth Management LLC1,365$110 06/30/2022
     SUSA1,365$110 06/30/2022
Glenmede Trust Co. NA1,342$108 06/30/2022
     SUSA1,342$108 06/30/2022
Tradewinds Capital Management LLC1,306$105 06/30/2022
     SUSA1,306$105 06/30/2022
Lindbrook Capital LLC1,187$96 06/30/2022
     SUSA1,187$96 06/30/2022
GPS Wealth Strategies Group LLC1,170$94 06/30/2022
     SUSA1,170$94 06/30/2022
Prestige Wealth Management Group LLC1,137$92 06/30/2022
     SUSA1,137$92 06/30/2022
BOK Financial Private Wealth Inc.1,102$89 06/30/2022
     SUSA1,102$89 06/30/2022
Financial Advisory Service Inc.1,096$88 06/30/2022
     SUSA1,096$88 06/30/2022
Manchester Capital Management LLC1,068$86 06/30/2022
     SUSA1,068$86 06/30/2022
Bluestem Financial Advisors LLC810,445$71 06/30/2022
     SUSA810,445$71 06/30/2022
Howe & Rusling Inc.850$69 06/30/2022
     SUSA850$69 06/30/2022
Ahrens Investment Partners LLC854$69 06/30/2022
     SUSA854$69 06/30/2022
Baldwin Brothers Inc. MA833$67 06/30/2022
     SUSA833$67 06/30/2022
Sandy Spring Bank830$67 06/30/2022
     SUSA830$67 06/30/2022
Win Advisors Inc.806$66 06/30/2022
     SUSA806$66 06/30/2022
Parallel Advisors LLC714$58 06/30/2022
     SUSA714$58 06/30/2022
Aspire Private Capital LLC693$56 06/30/2022
     SUSA693$56 06/30/2022
Concord Wealth Partners700$56 06/30/2022
     SUSA700$56 06/30/2022
Darrow Company Inc.632$50 06/30/2022
     SUSA632$50 06/30/2022
Valley National Advisers Inc.564$47 06/30/2022
     SUSA564$47 06/30/2022
Hallmark Capital Management Inc.588$47 06/30/2022
     SUSA588$47 06/30/2022
Private Trust Co. NA578$47 06/30/2022
     SUSA578$47 06/30/2022
Coston McIsaac & Partners560$45 06/30/2022
     SUSA560$45 06/30/2022
Qube Research & Technologies Ltd543$44 06/30/2022
     SUSA543$44 06/30/2022
Aptus Capital Advisors LLC526$42 06/30/2022
     SUSA526$42 06/30/2022
Guardian Wealth Advisors LLC NC526$42 06/30/2022
     SUSA526$42 06/30/2022
Patriot Financial Group Insurance Agency LLC486$39 06/30/2022
     SUSA486$39 06/30/2022
CoreCap Advisors LLC478$39 06/30/2022
     SUSA478$39 06/30/2022
Goodwin Investment Advisory447$36 06/30/2022
     SUSA447$36 06/30/2022
Curi Capital436$35 06/30/2022
     SUSA436$35 06/30/2022
Cullen Frost Bankers Inc.403$33 06/30/2022
     SUSA403$33 06/30/2022
Punch & Associates Investment Management Inc.410$33 06/30/2022
     SUSA410$33 06/30/2022
Trustcore Financial Services LLC403$33 06/30/2022
     SUSA403$33 06/30/2022
Macroview Investment Management LLC382$31 06/30/2022
     SUSA382$31 06/30/2022
DB Wealth Management Group LLC379$31 06/30/2022
     SUSA379$31 06/30/2022
Focused Wealth Management Inc376$30 06/30/2022
     SUSA376$30 06/30/2022
M Financial Asset Management Inc.344$28 06/30/2022
     SUSA344$28 06/30/2022
O Shaughnessy Asset Management LLC332$27 06/30/2022
     SUSA332$27 06/30/2022
Wolff Wiese Magana LLC330$27 06/30/2022
     SUSA330$27 06/30/2022
SeaCrest Wealth Management LLC318$26 06/30/2022
     SUSA318$26 06/30/2022
Investors Research Corp325$26 06/30/2022
     SUSA325$26 06/30/2022
Morris Financial Concepts Inc.275$22 06/30/2022
     SUSA275$22 06/30/2022
Capital Asset Advisory Services LLC260$21 06/30/2022
     SUSA260$21 06/30/2022
Front Row Advisors LLC245$20 06/30/2022
     SUSA245$20 06/30/2022
Kistler Tiffany Companies LLC200$16 06/30/2022
     SUSA200$16 06/30/2022
Spartan Planning & Wealth Management201$16 06/30/2022
     SUSA201$16 06/30/2022
Ten Capital Wealth Advisors LLC203$16 06/30/2022
     SUSA203$16 06/30/2022
Meeder Asset Management Inc.166$13 06/30/2022
     SUSA166$13 06/30/2022
Costello Asset Management INC155$13 06/30/2022
     SUSA155$13 06/30/2022
Fure Financial Corp146$11 06/30/2022
     SUSA146$11 06/30/2022
Pacifica Partners Inc.134$11 06/30/2022
     SUSA134$11 06/30/2022
Integrity Financial Corp WA142$11 06/30/2022
     SUSA142$11 06/30/2022
Worth Asset Management LLC100$8 09/30/2022
     SUSA100$8 09/30/2022
Newbridge Financial Services Group Inc.93$8 06/30/2022
     SUSA93$8 06/30/2022
Mizuho Securities Co. Ltd.57$6 06/30/2022
     SUSA57$6 06/30/2022
National Bank of Canada FI44$4 06/30/2022
     SUSA44$4 06/30/2022
ACG Wealth52$4 06/30/2022
     SUSA52$4 06/30/2022
Evoke Wealth LLC50$4 06/30/2022
     SUSA50$4 06/30/2022
Clearview Wealth Advisors LLC52$4 06/30/2022
     SUSA52$4 06/30/2022
Tyler Stone Wealth Management55$4 06/30/2022
     SUSA55$4 06/30/2022
Leelyn Smith LLC33$3 06/30/2022
     SUSA33$3 06/30/2022
Hexagon Capital Partners LLC36$3 06/30/2022
     SUSA36$3 06/30/2022
Plante Moran Financial Advisors LLC10$1 06/30/2022
     SUSA10$1 06/30/2022
Surevest LLC11$1 06/30/2022
     SUSA11$1 06/30/2022
Laurel Wealth Planning LLC11$1 06/30/2022
     SUSA11$1 06/30/2022
Beacon Capital Management LLC1$0 09/30/2022
     SUSA1$0 09/30/2022
Proequities Inc.0$0 06/30/2022
     SUSA0$0 06/30/2022

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

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