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 449 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 Varma Mutual Pension Insurance Co. For more details on the positions held by Varma Mutual Pension Insurance 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
Varma Mutual Pension Insurance Co18,203,992$1,829,683 12/31/2023
     SUSA18,203,992$1,829,683 12/31/2023
JPMorgan Chase & Co.3,308,130$332,500 12/31/2023
     SUSA3,308,130$332,500 12/31/2023
Bank of America Corp DE1,822,091$183,138 12/31/2023
     SUSA1,822,091$183,138 12/31/2023
Morgan Stanley1,247,449$125,381 12/31/2023
     SUSA1,247,449$125,381 12/31/2023
The PNC Financial Services Group Inc.972,177$97,714 12/31/2023
     SUSA972,177$97,714 12/31/2023
Ameriprise Financial Inc.882,735$88,820 12/31/2023
     SUSA882,735$88,820 12/31/2023
Spinnaker Trust817,436$82,160 12/31/2023
     SUSA817,436$82,160 12/31/2023
UBS Group AG612,879$61,600 12/31/2023
     SUSA612,879$61,600 12/31/2023
Royal Bank of Canada561,454$56,430 12/31/2023
     SUSA561,454$56,430 12/31/2023
M&T Bank Corp543,133$54,590 12/31/2023
     SUSA543,133$54,590 12/31/2023
BlackRock Inc.479,952$48,240 12/31/2023
     SUSA479,952$48,240 12/31/2023
Wells Fargo & Company MN471,312$47,372 12/31/2023
     SUSA471,312$47,372 12/31/2023
Mission Wealth Management LP435,684$43,791 12/31/2023
     SUSA435,684$43,791 12/31/2023
Punch & Associates Investment Management Inc. $38,735 12/31/2023
     Call385$38,696 12/31/2023
     SUSA385$39 12/31/2023
Deutsche Bank AG373,239$37,514 12/31/2023
     SUSA373,239$37,514 12/31/2023
Acorns Advisers LLC347,964$34,974 12/31/2023
     SUSA347,964$34,974 12/31/2023
LPL Financial LLC342,535$34,428 12/31/2023
     SUSA342,535$34,428 12/31/2023
Raymond James Financial Services Advisors Inc.300,895$32,849 03/31/2024
     SUSA300,895$32,849 03/31/2024
Shira Ridge Wealth Management274,547$29,972 03/31/2024
     SUSA274,547$29,972 03/31/2024
Ellevest Inc.236,058$23,726 12/31/2023
     SUSA236,058$23,726 12/31/2023
Envestnet Asset Management Inc.229,305$23,047 12/31/2023
     SUSA229,305$23,047 12/31/2023
Betterment LLC207,256$20,831 12/31/2023
     SUSA207,256$20,831 12/31/2023
Sierra Capital LLC $20,401 12/31/2023
     ETF41,784$20,401 12/31/2023
US Bancorp DE198,764$19,978 12/31/2023
     SUSA198,764$19,978 12/31/2023
Truist Financial Corp176,570$17,747 12/31/2023
     SUSA176,570$17,747 12/31/2023
Fund Evaluation Group LLC174,609$17,550 12/31/2023
     SUSA174,609$17,550 12/31/2023
Advisor Group Holdings Inc.142,393$14,313 12/31/2023
     SUSA142,393$14,313 12/31/2023
Baird Financial Group Inc.138,496$13,920 12/31/2023
     SUSA138,496$13,920 12/31/2023
Mariner LLC128,153$12,881 12/31/2023
     SUSA128,153$12,881 12/31/2023
Raymond James & Associates107,879$11,777 03/31/2024
     SUSA107,879$11,777 03/31/2024
Stewardship Advisors LLC107,555$11,742 03/31/2024
     SUSA107,555$11,742 03/31/2024
HighTower Advisors LLC113,344$11,394 12/31/2023
     SUSA113,344$11,394 12/31/2023
Commonwealth Equity Services LLC106,560$10,710 12/31/2023
     SUSA106,560$10,710 12/31/2023
Garde Capital Inc.102,849$10,337 12/31/2023
     SUSA102,849$10,337 12/31/2023
Money Design Co. Ltd.93,020$10,155 03/31/2024
     SUSA93,020$10,155 03/31/2024
D.A. Davidson & CO.100,428$10,094 12/31/2023
     SUSA100,428$10,094 12/31/2023
Farrow Financial Inc.96,596$9,709 12/31/2023
     SUSA96,596$9,709 12/31/2023
Quent Capital LLC92,095$9,256 12/31/2023
     SUSA92,095$9,256 12/31/2023
Northwestern Mutual Wealth Management Co.91,131$9,160 12/31/2023
     SUSA91,131$9,160 12/31/2023
Tompkins Financial Corp80,683$8,808 03/31/2024
     SUSA80,683$8,808 03/31/2024
Charter Oak Capital Management LLC79,254$8,652 03/31/2024
     SUSA79,254$8,652 03/31/2024
Wealth Enhancement Advisory Services LLC77,043$8,411 03/31/2024
     SUSA77,043$8,411 03/31/2024
HM Payson & Co.82,587$8,301 12/31/2023
     SUSA82,587$8,301 12/31/2023
Northern Trust Corp82,565$8,299 12/31/2023
     SUSA82,565$8,299 12/31/2023
SOA Wealth Advisors LLC.73,767$8,053 03/31/2024
     SUSA73,767$8,053 03/31/2024
Corundum Group Inc.69,292$7,565 03/31/2024
     SUSA69,292$7,565 03/31/2024
Regions Financial Corp68,342$7,461 03/31/2024
     SUSA68,342$7,461 03/31/2024
Robertson Stephens Wealth Management LLC70,296$7,065 12/31/2023
     SUSA70,296$7,065 12/31/2023
Roof Eidam & Maycock ADV68,081$6,843 12/31/2023
     SUSA68,081$6,843 12/31/2023
Keybank National Association OH67,568$6,791 12/31/2023
     SUSA67,568$6,791 12/31/2023
Permanens Capital L.P.65,574$6,591 12/31/2023
     SUSA65,574$6,591 12/31/2023
SageView Advisory Group LLC60,633$6,245 12/31/2023
     SUSA60,633$6,245 12/31/2023
Cambridge Investment Research Advisors Inc.53,896$5,884 03/31/2024
     SUSA53,896$5,884 03/31/2024
MML Investors Services LLC52,166$5,243 12/31/2023
     SUSA52,166$5,243 12/31/2023
Janney Montgomery Scott LLC50,075$5,033 12/31/2023
     SUSA50,075$5,033 12/31/2023
Stifel Financial Corp49,836$5,009 12/31/2023
     SUSA49,836$5,009 12/31/2023
Accredited Investors Inc.49,723$4,998 12/31/2023
     SUSA49,723$4,998 12/31/2023
Citadel Advisors LLC47,789$4,803 12/31/2023
     SUSA47,789$4,803 12/31/2023
Bank of Montreal Can46,147$4,659 12/31/2023
     SUSA46,147$4,659 12/31/2023
Long Run Wealth Advisors LLC41,393$4,519 03/31/2024
     SUSA41,393$4,519 03/31/2024
Consolidated Planning Corp42,637$4,285 12/31/2023
     SUSA42,637$4,285 12/31/2023
Susquehanna International Group LLP41,518$4,173 12/31/2023
     SUSA41,518$4,173 12/31/2023
GWM Advisors LLC38,611$3,926 12/31/2023
     SUSA38,611$3,926 12/31/2023
Creative Planning38,592$3,879 12/31/2023
     SUSA38,592$3,879 12/31/2023
Brookstone Capital Management35,119$3,834 03/31/2024
     SUSA35,119$3,834 03/31/2024
Bear Mountain Capital Inc.36,201$3,742 03/31/2024
     SUSA36,201$3,742 03/31/2024
Financial Network Wealth Management LLC35,482$3,566 12/31/2023
     SUSA35,482$3,566 12/31/2023
3EDGE Asset Management LP34,309$3,448 12/31/2023
     SUSA34,309$3,448 12/31/2023
Shepherd Financial Partners LLC30,533$3,333 03/31/2024
     SUSA30,533$3,333 03/31/2024
Relyea Zuckerberg Hanson LLC30,412$3,320 03/31/2024
     SUSA30,412$3,320 03/31/2024
Grimes & Company Inc.30,011$3,276 03/31/2024
     SUSA30,011$3,276 03/31/2024
BigSur Wealth Management LLC32,000$3,216 12/31/2023
     SUSA32,000$3,216 12/31/2023
LFA Lugano Financial Advisors SA31,255$3,141 12/31/2023
     SUSA31,255$3,141 12/31/2023
Cerity Partners LLC31,056$3,121 12/31/2023
     SUSA31,056$3,121 12/31/2023
Private Advisor Group LLC30,757$3,091 12/31/2023
     SUSA30,757$3,091 12/31/2023
Cobblestone Capital Advisors LLC NY30,552$3,071 12/31/2023
     SUSA30,552$3,071 12/31/2023
Destination Wealth Management29,817$2,997 12/31/2023
     SUSA29,817$2,997 12/31/2023
Kestra Advisory Services LLC29,553$2,970 12/31/2023
     SUSA29,553$2,970 12/31/2023
Cetera Advisor Networks LLC28,310$2,845 12/31/2023
     SUSA28,310$2,845 12/31/2023
Glenview Trust Co27,500$2,764 12/31/2023
     SUSA27,500$2,764 12/31/2023
Laird Norton Trust Company LLC27,064$2,720 12/31/2023
     SUSA27,064$2,720 12/31/2023
Whittier Trust Co. of Nevada Inc.25,768$2,590 12/31/2023
     SUSA25,768$2,590 12/31/2023
Bailard Inc.25,586$2,572 12/31/2023
     SUSA25,586$2,572 12/31/2023
VERITY Wealth Advisors23,554$2,571 03/31/2024
     SUSA23,554$2,571 03/31/2024
Garrett Investment Advisors LLC23,475$2,563 03/31/2024
     SUSA23,475$2,563 03/31/2024
Advisory Services Network LLC25,232$2,536 12/31/2023
     SUSA25,232$2,536 12/31/2023
Simmons Bank25,108$2,524 12/31/2023
     SUSA25,108$2,524 12/31/2023
Miracle Mile Advisors LLC22,844$2,494 03/31/2024
     SUSA22,844$2,494 03/31/2024
Asset Dedication LLC22,736$2,484 03/31/2024
     SUSA22,736$2,484 03/31/2024
Flow Traders U.S. LLC24,541$2,467 12/31/2023
     SUSA24,541$2,467 12/31/2023
Mercer Global Advisors Inc. ADV24,336$2,446 12/31/2023
     SUSA24,336$2,446 12/31/2023
Financial Services Advisory Inc24,090$2,421 12/31/2023
     SUSA24,090$2,421 12/31/2023
CWM LLC21,493$2,346 03/31/2024
     SUSA21,493$2,346 03/31/2024
Colony Group LLC23,218$2,334 12/31/2023
     SUSA23,218$2,334 12/31/2023
Blair William & Co. IL23,120$2,324 12/31/2023
     SUSA23,120$2,324 12/31/2023
Allworth Financial LP20,872$2,279 03/31/2024
     SUSA20,872$2,279 03/31/2024
Colorado Capital Management Inc.20,677$2,257 03/31/2024
     SUSA20,677$2,257 03/31/2024
Cornerstone Wealth Management LLC20,646$2,254 03/31/2024
     SUSA20,646$2,254 03/31/2024
Pathstone Holdings LLC22,275$2,239 12/31/2023
     SUSA22,275$2,239 12/31/2023
Ledyard National Bank21,432$2,154 12/31/2023
     SUSA21,432$2,154 12/31/2023
Cresset Asset Management LLC19,934$2,004 12/31/2023
     SUSA19,934$2,004 12/31/2023
Stratos Wealth Partners LTD.18,115$1,978 03/31/2024
     SUSA18,115$1,978 03/31/2024
Commerce Bank19,470$1,957 12/31/2023
     SUSA19,470$1,957 12/31/2023
Sontag Advisory LLC19,380$1,948 12/31/2023
     SUSA19,380$1,948 12/31/2023
Snowden Capital Advisors LLC19,356$1,946 12/31/2023
     SUSA19,356$1,946 12/31/2023
One Wealth Advisors LLC17,668$1,929 03/31/2024
     SUSA17,668$1,929 03/31/2024
Hilltop Wealth Advisors LLC17,400$1,900 03/31/2024
     SUSA17,400$1,900 03/31/2024
Baker Avenue Asset Management LP18,876$1,897 12/31/2023
     SUSA18,876$1,897 12/31/2023
Sequoia Financial Advisors LLC18,270$1,836 12/31/2023
     SUSA18,270$1,836 12/31/2023
CI Private Wealth LLC17,742$1,783 12/31/2023
     SUSA17,742$1,783 12/31/2023
One Capital Management LLC17,342$1,743 12/31/2023
     SUSA17,342$1,743 12/31/2023
Hsbc Holdings PLC17,300$1,739 12/31/2023
     SUSA17,300$1,739 12/31/2023
Milestone Investment Advisors LLC16,800$1,689 12/31/2023
     SUSA16,800$1,689 12/31/2023
J.W. Cole Advisors Inc.16,552$1,664 12/31/2023
     SUSA16,552$1,664 12/31/2023
Aprio Wealth Management LLC15,155$1,654 03/31/2024
     SUSA15,155$1,654 03/31/2024
Chicago Partners Investment Group LLC15,149$1,583 03/31/2024
     SUSA15,149$1,583 03/31/2024
Trust Co14,380$1,570 03/31/2024
     SUSA14,380$1,570 03/31/2024
Winthrop Advisory Group LLC14,247$1,555 03/31/2024
     SUSA14,247$1,555 03/31/2024
Bigelow Investment Advisors LLC15,370$1,545 12/31/2023
     SUSA15,370$1,545 12/31/2023
Litman Gregory Asset Management LLC15,165$1,524 12/31/2023
     SUSA15,165$1,524 12/31/2023
Gould Asset Management LLC CA15,128$1,521 12/31/2023
     SUSA15,128$1,521 12/31/2023
HB Wealth Management LLC15,043$1,512 12/31/2023
     SUSA15,043$1,512 12/31/2023
Evergreen Capital Management LLC14,802$1,488 12/31/2023
     SUSA14,802$1,488 12/31/2023
Fingerlakes Wealth Management Inc.13,572$1,482 03/31/2024
     SUSA13,572$1,482 03/31/2024
Comerica Bank14,749$1,482 12/31/2023
     SUSA14,749$1,482 12/31/2023
Integrated Wealth Concepts LLC14,584$1,466 12/31/2023
     SUSA14,584$1,466 12/31/2023
Equitable Holdings Inc.13,816$1,389 12/31/2023
     SUSA13,816$1,389 12/31/2023
Bond & Devick Financial Network Inc.12,600$1,376 03/31/2024
     SUSA12,600$1,376 03/31/2024
Bank Julius Baer & Co. Ltd Zurich13,658$1,373 12/31/2023
     SUSA13,658$1,373 12/31/2023
Cetera Advisors LLC13,639$1,371 12/31/2023
     SUSA13,639$1,371 12/31/2023
Evercore Wealth Management LLC13,512$1,358 12/31/2023
     SUSA13,512$1,358 12/31/2023
Resources Investment Advisors LLC.13,438$1,351 12/31/2023
     SUSA13,438$1,351 12/31/2023
Parkside Advisors LLC12,127$1,324 03/31/2024
     SUSA12,127$1,324 03/31/2024
TIAA Trust National Association13,142$1,321 12/31/2023
     SUSA13,142$1,321 12/31/2023
Addison Advisors LLC12,865$1,293 12/31/2023
     SUSA12,865$1,293 12/31/2023
Cetera Investment Advisers12,808$1,287 12/31/2023
     SUSA12,808$1,287 12/31/2023
Wesbanco Bank Inc.11,719$1,279 03/31/2024
     SUSA11,719$1,279 03/31/2024
Bluestem Financial Advisors LLC11,606$1,267 03/31/2024
     SUSA11,606$1,267 03/31/2024
Resonant Capital Advisors LLC12,529$1,259 12/31/2023
     SUSA12,529$1,259 12/31/2023
Lincoln National Corp12,301$1,236 12/31/2023
     SUSA12,301$1,236 12/31/2023
Honkamp Krueger Financial Services Inc.12,240$1,230 12/31/2023
     SUSA12,240$1,230 12/31/2023
Harbour Investments Inc.12,148$1,221 12/31/2023
     SUSA12,148$1,221 12/31/2023
Levy Wealth Management Group LLC11,998$1,206 03/31/2024
     SUSA11,998$1,206 03/31/2024
Mill Creek Capital Advisors LLC11,972$1,203 12/31/2023
     SUSA11,972$1,203 12/31/2023
Renaissance Technologies LLC11,800$1,186 12/31/2023
     SUSA11,800$1,186 12/31/2023
Avantax Advisory Services Inc.11,754$1,181 12/31/2023
     SUSA11,754$1,181 12/31/2023
GoalVest Advisory LLC10,804$1,179 03/31/2024
     SUSA10,804$1,179 03/31/2024
Gerber Kawasaki Wealth & Investment Management11,612$1,167 12/31/2023
     SUSA11,612$1,167 12/31/2023
Franklin Resources Inc.11,580$1,164 12/31/2023
     SUSA11,580$1,164 12/31/2023
Portland Global Advisors LLC11,455$1,151 12/31/2023
     SUSA11,455$1,151 12/31/2023
Kingsview Wealth Management LLC11,452$1,151 12/31/2023
     SUSA11,452$1,151 12/31/2023
Bank of New Hampshire10,485$1,145 03/31/2024
     SUSA10,485$1,145 03/31/2024
Fountainhead AM LLC11,148$1,120 12/31/2023
     SUSA11,148$1,120 12/31/2023
Sound Stewardship LLC10,922$1,098 12/31/2023
     SUSA10,922$1,098 12/31/2023
Freestone Capital Holdings LLC10,878$1,093 12/31/2023
     SUSA10,878$1,093 12/31/2023
Fernwood Investment Management LLC10,835$1,089 12/31/2023
     SUSA10,835$1,089 12/31/2023
Captrust Financial Advisors10,766$1,082 12/31/2023
     SUSA10,766$1,082 12/31/2023
Citigroup Inc.10,612$1,067 12/31/2023
     SUSA10,612$1,067 12/31/2023
Coastline Trust Co9,532$1,041 03/31/2024
     SUSA9,532$1,041 03/31/2024
Integrated Investment Consultants LLC9,467$1,034 03/31/2024
     SUSA9,467$1,034 03/31/2024
Marino Stram & Associates LLC9,318$1,017 03/31/2024
     SUSA9,318$1,017 03/31/2024
Westside Investment Management Inc.9,265$1,011 03/31/2024
     SUSA9,265$1,011 03/31/2024
Destiny Capital Corp CO9,887$994 12/31/2023
     SUSA9,887$994 12/31/2023
RSM US Wealth Management LLC9,815$987 12/31/2023
     SUSA9,815$987 12/31/2023
Ritholtz Wealth Management9,009$983 03/31/2024
     SUSA9,009$983 03/31/2024
We Are One Seven LLC9,721$977 12/31/2023
     SUSA9,721$977 12/31/2023
JNBA Financial Advisors8,930$975 03/31/2024
     SUSA8,930$975 03/31/2024
Moneta Group Investment Advisors LLC9,697$975 12/31/2023
     SUSA9,697$975 12/31/2023
Tcwp LLC9,656$971 12/31/2023
     SUSA9,656$971 12/31/2023
Ulland Investment Advisors LLC8,880$969 03/31/2024
     SUSA8,880$969 03/31/2024
Rollins Financial9,624$967 12/31/2023
     SUSA9,624$967 12/31/2023
Rollins Financial Advisors LLC9,624$967 12/31/2023
     SUSA9,624$967 12/31/2023
Round Rock Advisors LLC8,772$958 03/31/2024
     SUSA8,772$958 03/31/2024
Haverford Trust Co.9,216$926 12/31/2023
     SUSA9,216$926 12/31/2023
Good Life Advisors LLC9,009$906 12/31/2023
     SUSA9,009$906 12/31/2023
Clearstead Advisors LLC8,971$902 12/31/2023
     SUSA8,971$902 12/31/2023
Ameritas Investment Partners Inc.8,749$879 12/31/2023
     SUSA8,749$879 12/31/2023
Mutual Advisors LLC8,740$878 12/31/2023
     SUSA8,740$878 12/31/2023
Bell Bank7,843$856 03/31/2024
     SUSA7,843$856 03/31/2024
WealthShield Partners LLC8,447$849 12/31/2023
     SUSA8,447$849 12/31/2023
Beacon Pointe Advisors LLC8,289$833 12/31/2023
     SUSA8,289$833 12/31/2023
Balanced Rock Investment Advisor8,001$804 12/31/2023
     SUSA8,001$804 12/31/2023
Wescott Financial Advisory Group LLC7,984$802 12/31/2023
     SUSA7,984$802 12/31/2023
Willow Creek Wealth Management Inc.7,959$800 12/31/2023
     SUSA7,959$800 12/31/2023
DSM Capital Partners LLC7,940$798 12/31/2023
     SUSA7,940$798 12/31/2023
Smart Portfolios LLC7,610$797 12/31/2023
     SUSA7,610$797 12/31/2023
Prentiss Smith & Co. Inc.7,675$771 12/31/2023
     SUSA7,675$771 12/31/2023
Carret Asset Management LLC6,921$756 03/31/2024
     SUSA6,921$756 03/31/2024
Huntington National Bank7,478$752 12/31/2023
     SUSA7,478$752 12/31/2023
MEMBERS Trust Co6,849$748 03/31/2024
     SUSA6,849$748 03/31/2024
Villere ST Denis J & Co. LLC6,611$722 03/31/2024
     SUSA6,611$722 03/31/2024
Unionview LLC7,159$720 12/31/2023
     SUSA7,159$720 12/31/2023
Steward Partners Investment Advisory LLC7,074$711 12/31/2023
     SUSA7,074$711 12/31/2023
Hengehold Capital Management LLC6,500$710 03/31/2024
     SUSA6,500$710 03/31/2024
McClarren Financial Advisors Inc.7,069$710 12/31/2023
     SUSA7,069$710 12/31/2023
Abacus Planning Group Inc.6,495$709 03/31/2024
     SUSA6,495$709 03/31/2024
Sharper & Granite LLC6,519$701 03/31/2024
     SUSA6,519$701 03/31/2024
First Foundation Advisors6,976$701 12/31/2023
     SUSA6,976$701 12/31/2023
Merit Financial Group LLC6,872$691 12/31/2023
     SUSA6,872$691 12/31/2023
Greenup Street Wealth Management LLC6,842$688 12/31/2023
     SUSA6,842$688 12/31/2023
Buckingham Strategic Wealth LLC6,807$684 12/31/2023
     SUSA6,807$684 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC6,228$680 03/31/2024
     SUSA6,228$680 03/31/2024
Warner Financial Inc.6,228$680 03/31/2024
     SUSA6,228$680 03/31/2024
Parsons Capital Management Inc. RI6,182$675 03/31/2024
     SUSA6,182$675 03/31/2024
CIBC Asset Management Inc6,600$663 12/31/2023
     SUSA6,600$663 12/31/2023
Hills Bank & Trust Co6,600$663 12/31/2023
     SUSA6,600$663 12/31/2023
Sax Wealth Advisors LLC6,566$660 12/31/2023
     SUSA6,566$660 12/31/2023
PFG Investments LLC5,997$655 03/31/2024
     SUSA5,997$655 03/31/2024
Modera Wealth Management LLC6,433$647 12/31/2023
     SUSA6,433$647 12/31/2023
Retirement Income Solutions Inc6,428$646 12/31/2023
     SUSA6,428$646 12/31/2023
Glenmede Trust Co. NA6,394$643 12/31/2023
     SUSA6,394$643 12/31/2023
Ameritas Advisory Services LLC6,304$634 12/31/2023
     SUSA6,304$634 12/31/2023
WealthBridge Capital Management LLC6,132$616 12/31/2023
     SUSA6,132$616 12/31/2023
Mmbg Investment Advisors CO.6,085$612 12/31/2023
     SUSA6,085$612 12/31/2023
Coldstream Capital Management Inc.6,039$607 12/31/2023
     SUSA6,039$607 12/31/2023
Well Done LLC5,528$603 03/31/2024
     SUSA5,528$603 03/31/2024
Clearbridge Investments LLC5,946$598 12/31/2023
     SUSA5,946$598 12/31/2023
ProVise Management Group LLC5,905$594 12/31/2023
     SUSA5,905$594 12/31/2023
WJ Wealth Management LLC5,400$590 03/31/2024
     SUSA5,400$590 03/31/2024
Walkner Condon Financial Advisors LLC5,389$588 03/31/2024
     SUSA5,389$588 03/31/2024
Sound View Wealth Advisors Group LLC5,850$588 12/31/2023
     SUSA5,850$588 12/31/2023
NBT Bank N A NY5,373$587 03/31/2024
     SUSA5,373$587 03/31/2024
EP Wealth Advisors LLC5,775$580 12/31/2023
     SUSA5,775$580 12/31/2023
Brighton Jones LLC5,758$579 12/31/2023
     SUSA5,758$579 12/31/2023
ETF Portfolio Partners Inc.5,734$576 12/31/2023
     SUSA5,734$576 12/31/2023
Stratos Wealth Advisors LLC5,198$567 03/31/2024
     SUSA5,198$567 03/31/2024
West Financial Advisors LLC5,195$567 03/31/2024
     SUSA5,195$567 03/31/2024
Kraft Davis & Associates LLC5,513$563 12/31/2023
     SUSA5,513$563 12/31/2023
Trust Co. of Vermont5,537$557 12/31/2023
     SUSA5,537$557 12/31/2023
TriaGen Wealth Management LLC5,055$552 03/31/2024
     SUSA5,055$552 03/31/2024
Peoples Bank OH5,486$551 12/31/2023
     SUSA5,486$551 12/31/2023
NorthRock Partners LLC5,453$548 12/31/2023
     SUSA5,453$548 12/31/2023
Western Wealth Management LLC5,414$544 12/31/2023
     SUSA5,414$544 12/31/2023
Morris Financial Concepts Inc.4,972$543 03/31/2024
     SUSA4,972$543 03/31/2024
Grand Wealth Management LLC5,324$535 12/31/2023
     SUSA5,324$535 12/31/2023
First Command Advisory Services Inc.5,250$528 12/31/2023
     SUSA5,250$528 12/31/2023
First Pacific Financial4,746$518 03/31/2024
     SUSA4,746$518 03/31/2024
Peak Financial Management Inc.4,730$516 03/31/2024
     SUSA4,730$516 03/31/2024
Kesler Norman & Wride LLC4,662$509 03/31/2024
     SUSA4,662$509 03/31/2024
JNB Advisors LLC5,014$504 12/31/2023
     SUSA5,014$504 12/31/2023
AGF Management Ltd.5,000$503 12/31/2023
     SUSA5,000$503 12/31/2023
CWS Financial Advisors LLC4,975$500 12/31/2023
     SUSA4,975$500 12/31/2023
Marks Group Wealth Management Inc4,878$490 12/31/2023
     SUSA4,878$490 12/31/2023
Clear Creek Financial Management LLC4,345$474 03/31/2024
     SUSA4,345$474 03/31/2024
Arrowroot Family Office LLC4,692$472 12/31/2023
     SUSA4,692$472 12/31/2023
Nepc LLC4,684$471 12/31/2023
     SUSA4,684$471 12/31/2023
SNS Financial Group LLC4,159$454 03/31/2024
     SUSA4,159$454 03/31/2024
Financial Counselors Inc.4,495$452 12/31/2023
     SUSA4,495$452 12/31/2023
Pine Haven Investment Counsel Inc4,131$451 03/31/2024
     SUSA4,131$451 03/31/2024
Progressive Investment Management Corp4,000$437 03/31/2024
     SUSA4,000$437 03/31/2024
West Coast Financial LLC3,999$437 03/31/2024
     SUSA3,999$437 03/31/2024
Sage Financial Group Inc.4,335$436 12/31/2023
     SUSA4,335$436 12/31/2023
Pacific Center for Financial Services4,305$433 12/31/2023
     SUSA4,305$433 12/31/2023
Win Advisors Inc.3,834$419 03/31/2024
     SUSA3,834$419 03/31/2024
Pathway Financial Advisors LLC3,831$418 03/31/2024
     SUSA3,831$418 03/31/2024
Trillium Asset Management LLC4,149$417 12/31/2023
     SUSA4,149$417 12/31/2023
Fielder Capital Group LLC3,811$416 03/31/2024
     SUSA3,811$416 03/31/2024
Johnson Investment Counsel Inc.4,134$416 12/31/2023
     SUSA4,134$416 12/31/2023
Highview Capital Management LLC DE 3,775$412 03/31/2024
     SUSA3,775$412 03/31/2024
McAdam LLC3,766$411 03/31/2024
     SUSA3,766$411 03/31/2024
Peregrine Asset Advisers Inc.4,094$411 12/31/2023
     SUSA4,094$411 12/31/2023
Sigma Planning Corp4,011$403 12/31/2023
     SUSA4,011$403 12/31/2023
Weaver Consulting Group3,682$402 03/31/2024
     SUSA3,682$402 03/31/2024
Pinnacle Associates Ltd.3,641$397 03/31/2024
     SUSA3,641$397 03/31/2024
Archetype Wealth Partners LLC3,946$397 12/31/2023
     SUSA3,946$397 12/31/2023
McNamara Financial Services Inc.3,600$393 03/31/2024
     SUSA3,600$393 03/31/2024
Wealthsource Partners LLC3,895$391 12/31/2023
     SUSA3,895$391 12/31/2023
Goldman Sachs Group Inc.3,880$390 12/31/2023
     SUSA3,880$390 12/31/2023
First Personal Financial Services3,566$389 03/31/2024
     SUSA3,566$389 03/31/2024
Tradition Wealth Management LLC3,873$389 12/31/2023
     SUSA3,873$389 12/31/2023
Flagship Harbor Advisors LLC3,533$386 03/31/2024
     SUSA3,533$386 03/31/2024
North Star Investment Management Corp.3,779$380 12/31/2023
     SUSA3,779$380 12/31/2023
Fairview Capital Investment Management LLC3,775$379 12/31/2023
     SUSA3,775$379 12/31/2023
Global Retirement Partners LLC3,453$377 03/31/2024
     SUSA3,453$377 03/31/2024
Harbor Group Inc.3,450$377 03/31/2024
     SUSA3,450$377 03/31/2024
MAI Capital Management3,713$373 12/31/2023
     SUSA3,713$373 12/31/2023
Envestnet Portfolio Solutions Inc.3,714$373 12/31/2023
     SUSA3,714$373 12/31/2023
Affinity Wealth Management LLC3,406$372 03/31/2024
     SUSA3,406$372 03/31/2024
Zevin Asset Management LLC3,684$370 12/31/2023
     SUSA3,684$370 12/31/2023
PFG Advisors3,654$367 12/31/2023
     SUSA3,654$367 12/31/2023
Harbor Investment Advisory LLC3,343$365 03/31/2024
     SUSA3,343$365 03/31/2024
Bradley Foster & Sargent Inc. CT3,600$362 12/31/2023
     SUSA3,600$362 12/31/2023
Arete Wealth Advisors LLC3,583$360 12/31/2023
     SUSA3,583$360 12/31/2023
Transform Wealth LLC3,258$356 03/31/2024
     SUSA3,258$356 03/31/2024
GSA Capital Partners LLP3,527$354 12/31/2023
     SUSA3,527$354 12/31/2023
MJP Associates Inc. ADV3,227$352 03/31/2024
     SUSA3,227$352 03/31/2024
Advisor OS LLC3,425$344 12/31/2023
     SUSA3,425$344 12/31/2023
Ferguson Wellman Capital Management Inc.3,141$343 03/31/2024
     SUSA3,141$343 03/31/2024
Signature Securities Group Corporation3,142$343 03/31/2024
     SUSA3,142$343 03/31/2024
Wealth Alliance3,380$340 12/31/2023
     SUSA3,380$340 12/31/2023
Penobscot Investment Management Company Inc.3,366$338 12/31/2023
     SUSA3,366$338 12/31/2023
White Lighthouse Investment Management Inc.3,340$336 12/31/2023
     SUSA3,340$336 12/31/2023
Fiduciary Alliance LLC3,013$328 03/31/2024
     SUSA3,013$328 03/31/2024
Bbjs Financial Advisors LLC3,268$328 12/31/2023
     SUSA3,268$328 12/31/2023
Opal Wealth Advisors LLC2,994$327 03/31/2024
     SUSA2,994$327 03/31/2024
Empower Advisory Group LLC3,257$327 12/31/2023
     SUSA3,257$327 12/31/2023
Panoramic Investment Advisors LLC2,990$326 03/31/2024
     SUSA2,990$326 03/31/2024
LVZ Advisors Inc.2,966$324 03/31/2024
     SUSA2,966$324 03/31/2024
Sand Hill Global Advisors LLC3,110$313 12/31/2023
     SUSA3,110$313 12/31/2023
Fusion Family Wealth LLC3,111$313 12/31/2023
     SUSA3,111$313 12/31/2023
Crestwood Advisors Group LLC3,075$309 12/31/2023
     SUSA3,075$309 12/31/2023
Oxford Financial Group Ltd.2,998$301 12/31/2023
     SUSA2,998$301 12/31/2023
Acropolis Investment Management LLC2,745$300 03/31/2024
     SUSA2,745$300 03/31/2024
Arjuna Capital2,970$299 12/31/2023
     SUSA2,970$299 12/31/2023
Atria Wealth Solutions Inc.2,962$298 12/31/2023
     SUSA2,962$298 12/31/2023
Focus Financial Network Inc. ADV2,915$293 12/31/2023
     SUSA2,915$293 12/31/2023
SWP Financial LLC2,900$291 12/31/2023
     SUSA2,900$291 12/31/2023
Ballentine Partners LLC2,660$290 03/31/2024
     SUSA2,660$290 03/31/2024
Mechanics Bank Trust Department2,650$289 03/31/2024
     SUSA2,650$289 03/31/2024
FMR LLC2,834$285 12/31/2023
     SUSA2,834$285 12/31/2023
Bartlett & Co. LLC2,820$284 12/31/2023
     SUSA2,820$284 12/31/2023
Strategic Wealth Designers2,824$284 12/31/2023
     SUSA2,824$284 12/31/2023
Bartlett & CO. Wealth Management LLC2,820$284 12/31/2023
     SUSA2,820$284 12/31/2023
Capital Advisors Wealth Management LLC2,554$279 03/31/2024
     SUSA2,554$279 03/31/2024
LexAurum Advisors LLC2,549$278 03/31/2024
     SUSA2,549$278 03/31/2024
Capital Performance Advisors LLP2,525$276 03/31/2024
     SUSA2,525$276 03/31/2024
Dana Investment Advisors Inc.2,750$276 12/31/2023
     SUSA2,750$276 12/31/2023
Hudock Inc.2,733$275 12/31/2023
     SUSA2,733$275 12/31/2023
Hoylecohen LLC2,730$274 12/31/2023
     SUSA2,730$274 12/31/2023
Dakota Wealth Management2,478$271 03/31/2024
     SUSA2,478$271 03/31/2024
Klingman & Associates LLC2,694$271 12/31/2023
     SUSA2,694$271 12/31/2023
Guerra Pan Advisors LLC2,664$268 12/31/2023
     SUSA2,664$268 12/31/2023
Archvest Wealth Advisors Inc.2,657$267 12/31/2023
     SUSA2,657$267 12/31/2023
Focus Financial Network Inc.2,578$266 03/31/2024
     SUSA2,578$266 03/31/2024
JFS Wealth Advisors LLC2,650$266 12/31/2023
     SUSA2,650$266 12/31/2023
Two Sigma Securities LLC2,620$263 12/31/2023
     SUSA2,620$263 12/31/2023
Pinnacle Wealth Management Advisory Group LLC2,580$259 12/31/2023
     SUSA2,580$259 12/31/2023
Bulltick Wealth Management LLC2,560$257 12/31/2023
     SUSA2,560$257 12/31/2023
Smartleaf Asset Management LLC2,541$256 12/31/2023
     SUSA2,541$256 12/31/2023
AE Wealth Management LLC2,498$255 12/31/2023
     SUSA2,498$255 12/31/2023
Diversified Trust Co2,323$254 03/31/2024
     SUSA2,323$254 03/31/2024
HCR Wealth Advisors2,528$254 12/31/2023
     SUSA2,528$254 12/31/2023
Brio Consultants LLC2,523$254 12/31/2023
     SUSA2,523$254 12/31/2023
Thoroughbred Financial Services LLC2,523$253 12/31/2023
     SUSA2,523$253 12/31/2023
Flagship Private Wealth LLC2,520$253 12/31/2023
     SUSA2,520$253 12/31/2023
Dynamic Advisor Solutions LLC2,301$251 03/31/2024
     SUSA2,301$251 03/31/2024
Jane Street Group LLC2,493$251 12/31/2023
     SUSA2,493$251 12/31/2023
Jones Financial Companies Lllp2,454$247 12/31/2023
     SUSA2,454$247 12/31/2023
Dorsey & Whitney Trust CO LLC2,451$246 12/31/2023
     SUSA2,451$246 12/31/2023
LGL Partners LLC2,451$246 12/31/2023
     SUSA2,451$246 12/31/2023
Van Hulzen Asset Management LLC2,420$243 12/31/2023
     SUSA2,420$243 12/31/2023
Prospera Financial Services Inc2,407$242 12/31/2023
     SUSA2,407$242 12/31/2023
Diversified LLC2,394$241 12/31/2023
     SUSA2,394$241 12/31/2023
Thrivent Financial for Lutherans2,389$240 12/31/2023
     SUSA2,389$240 12/31/2023
Kelman Lazarov Inc.2,377$239 12/31/2023
     SUSA2,377$239 12/31/2023
GLOBALT Investments LLC GA2,368$238 12/31/2023
     SUSA2,368$238 12/31/2023
Bank of New York Mellon Corp2,175$237 03/31/2024
     SUSA2,175$237 03/31/2024
Putnam FL Investment Management Co.2,345$236 12/31/2023
     SUSA2,345$236 12/31/2023
Leavell Investment Management Inc.2,150$235 03/31/2024
     SUSA2,150$235 03/31/2024
Grove Bank & Trust2,328$234 12/31/2023
     SUSA2,328$234 12/31/2023
Mason & Associates Inc2,130$233 03/31/2024
     SUSA2,130$233 03/31/2024
Financial Connections Group Inc.2,313$232 12/31/2023
     SUSA2,313$232 12/31/2023
Perennial Investment Advisors LLC2,302$231 12/31/2023
     SUSA2,302$231 12/31/2023
Western Pacific Wealth Management LP2,300$231 12/31/2023
     SUSA2,300$231 12/31/2023
KMG Fiduciary Partners LLC2,100$229 03/31/2024
     SUSA2,100$229 03/31/2024
Signaturefd LLC2,278$229 12/31/2023
     SUSA2,278$229 12/31/2023
Private Wealth Management Group LLC2,260$227 12/31/2023
     SUSA2,260$227 12/31/2023
Adirondack Trust Co.2,050$224 03/31/2024
     SUSA2,050$224 03/31/2024
Pinnacle Financial Partners Inc.2,230$224 12/31/2023
     SUSA2,230$224 12/31/2023
AllSquare Wealth Management LLC2,210$222 12/31/2023
     SUSA2,210$222 12/31/2023
LWS Wealth Advisors Inc.2,181$219 12/31/2023
     SUSA2,181$219 12/31/2023
Spire Wealth Management1,993$218 03/31/2024
     SUSA1,993$218 03/31/2024
Traveka Wealth LLC2,000$218 03/31/2024
     SUSA2,000$218 03/31/2024
Arkadios Wealth Advisors2,164$218 12/31/2023
     SUSA2,164$218 12/31/2023
Braun Bostich & Associates Inc.2,123$213 12/31/2023
     SUSA2,123$213 12/31/2023
Hoxton Planning & Management LLC1,941$212 03/31/2024
     SUSA1,941$212 03/31/2024
Fifth Third Bancorp1,922$210 03/31/2024
     SUSA1,922$210 03/31/2024
IAG Wealth Partners LLC1,914$209 03/31/2024
     SUSA1,914$209 03/31/2024
Charter Trust Co.1,883$206 03/31/2024
     SUSA1,883$206 03/31/2024
Neuberger Berman Group LLC2,041$205 12/31/2023
     SUSA2,041$205 12/31/2023
Cornerstone Advisory LLC2,012$202 12/31/2023
     SUSA2,012$202 12/31/2023
Wiley BROS. Aintree Capital LLC1,840$201 03/31/2024
     SUSA1,840$201 03/31/2024
Financial Insights Inc.1,840$201 03/31/2024
     SUSA1,840$201 03/31/2024
Refined Wealth Management1,833$200 03/31/2024
     SUSA1,833$200 03/31/2024
Sunbelt Securities Inc.1,759$192 03/31/2024
     SUSA1,759$192 03/31/2024
Geneos Wealth Management Inc.1,869$188 12/31/2023
     SUSA1,869$188 12/31/2023
Bradley & Co. Private Wealth Management LLC1,800$181 12/31/2023
     SUSA1,800$181 12/31/2023
Creative Financial Designs Inc. ADV1,786$179 12/31/2023
     SUSA1,786$179 12/31/2023
Mitchell Sinkler & Starr PA1,680$169 12/31/2023
     SUSA1,680$169 12/31/2023
Family Management Corp1,449$146 12/31/2023
     SUSA1,449$146 12/31/2023
Pittenger & Anderson Inc.1,382$139 12/31/2023
     SUSA1,382$139 12/31/2023
Capital Investment Advisory Services LLC1,210$132 03/31/2024
     SUSA1,210$132 03/31/2024
Tower Research Capital LLC TRC 1,237$124 12/31/2023
     SUSA1,237$124 12/31/2023
Bell Investment Advisors Inc1,225$123 12/31/2023
     SUSA1,225$123 12/31/2023
Cranbrook Wealth Management LLC1,049$115 03/31/2024
     SUSA1,049$115 03/31/2024
Retirement Group LLC1,046$105 12/31/2023
     SUSA1,046$105 12/31/2023
Prestige Wealth Management Group LLC913$100 03/31/2024
     SUSA913$100 03/31/2024
Spartan Planning & Wealth Management943$95 12/31/2023
     SUSA943$95 12/31/2023
Howe & Rusling Inc.850$85 12/31/2023
     SUSA850$85 12/31/2023
Sandy Spring Bank838$84 12/31/2023
     SUSA838$84 12/31/2023
Crewe Advisors LLC811$82 12/31/2023
     SUSA811$82 12/31/2023
Farther Finance Advisors LLC811$82 12/31/2023
     SUSA811$82 12/31/2023
Financial Advisory Service Inc.804$81 12/31/2023
     SUSA804$81 12/31/2023
Baldwin Brothers Inc. MA725$79 03/31/2024
     SUSA725$79 03/31/2024
Parallel Advisors LLC694$70 12/31/2023
     SUSA694$70 12/31/2023
GPS Wealth Strategies Group LLC670$67 12/31/2023
     SUSA670$67 12/31/2023
Colonial Trust Advisors650$65 12/31/2023
     SUSA650$65 12/31/2023
Coston McIsaac & Partners575$62 03/31/2024
     SUSA575$62 03/31/2024
Valley National Advisers Inc.564$61 03/31/2024
     SUSA564$61 03/31/2024
Investors Research Corp593$60 12/31/2023
     SUSA593$60 12/31/2023
Private Trust Co. NA523$57 03/31/2024
     SUSA523$57 03/31/2024
Assetmark Inc.567$57 12/31/2023
     SUSA567$57 12/31/2023
Woodmont Investment Counsel LLC512$56 03/31/2024
     SUSA512$56 03/31/2024
AdvisorNet Financial Inc509$56 03/31/2024
     SUSA509$56 03/31/2024
Westend Capital Management LLC503$55 03/31/2024
     SUSA503$55 03/31/2024
First Manhattan Co.538$54 12/31/2023
     SUSA538$54 12/31/2023
Whittier Trust Co.531$53 12/31/2023
     SUSA531$53 12/31/2023
Aptus Capital Advisors LLC526$53 12/31/2023
     SUSA526$53 12/31/2023
Guardian Wealth Advisors LLC NC526$53 12/31/2023
     SUSA526$53 12/31/2023
Running Point Capital Advisors LLC495$50 12/31/2023
     SUSA495$50 12/31/2023
ST Germain D J Co. Inc.431$47 03/31/2024
     SUSA431$47 03/31/2024
Northwest Financial Advisors457$46 12/31/2023
     SUSA457$46 12/31/2023
NBC Securities Inc.400$43 03/31/2024
     SUSA400$43 03/31/2024
DHJJ Financial Advisors Ltd.390$43 03/31/2024
     SUSA390$43 03/31/2024
Focused Wealth Management Inc385$39 12/31/2023
     SUSA385$39 12/31/2023
Macroview Investment Management LLC382$38 12/31/2023
     SUSA382$38 12/31/2023
Larson Financial Group LLC378$38 12/31/2023
     SUSA378$38 12/31/2023
Wolff Wiese Magana LLC330$36 03/31/2024
     SUSA330$36 03/31/2024
DB Wealth Management Group LLC356$36 12/31/2023
     SUSA356$36 12/31/2023
Hallmark Capital Management Inc.350$35 12/31/2023
     SUSA350$35 12/31/2023
Clarity Asset Management Inc.298$30 12/31/2023
     SUSA298$30 12/31/2023
Front Row Advisors LLC265$27 12/31/2023
     SUSA265$27 12/31/2023
Financial Synergies Wealth Advisors Inc.234$26 03/31/2024
     SUSA234$26 03/31/2024
Mather Group LLC.228$23 03/31/2024
     SUSA228$23 03/31/2024
Dunhill Financial LLC203$20 12/31/2023
     SUSA203$20 12/31/2023
Heritage Wealth Advisors172$17 12/31/2023
     SUSA172$17 12/31/2023
Goodwin Investment Advisory169$17 12/31/2023
     SUSA169$17 12/31/2023
ZRC Wealth Management LLC150$16 03/31/2024
     SUSA150$16 03/31/2024
Financial Perspectives Inc142$15 03/31/2024
     SUSA142$15 03/31/2024
TD Waterhouse Canada Inc.155$15 12/31/2023
     SUSA155$15 12/31/2023
Pacifica Partners Inc.132$14 03/31/2024
     SUSA132$14 03/31/2024
LGT Financial Advisors LLC140$14 12/31/2023
     SUSA140$14 12/31/2023
Foster Dykema Cabot & Partners LLC136$14 12/31/2023
     SUSA136$14 12/31/2023
Lindbrook Capital LLC100$11 03/31/2024
     SUSA100$11 03/31/2024
Tanglewood Legacy Advisors LLC104$11 03/31/2024
     SUSA104$11 03/31/2024
Qube Research & Technologies Ltd75$8 12/31/2023
     SUSA75$8 12/31/2023
American Capital Advisory LLC84$8 12/31/2023
     SUSA84$8 12/31/2023
Rockbridge Investment Management LCC71$7 12/31/2023
     SUSA71$7 12/31/2023
PayPay Securities Corp57$6 03/31/2024
     SUSA57$6 03/31/2024
Principal Securities Inc.63$6 12/31/2023
     SUSA63$6 12/31/2023
Tyler Stone Wealth Management55$6 12/31/2023
     SUSA55$6 12/31/2023
Hexagon Capital Partners LLC36$4 03/31/2024
     SUSA36$4 03/31/2024
Moisand Fitzgerald Tamayo LLC25$3 03/31/2024
     SUSA25$3 03/31/2024
Horizon Investments LLC33$3 12/31/2023
     SUSA33$3 12/31/2023
Caldwell Sutter Capital Inc.22$2 03/31/2024
     SUSA22$2 03/31/2024
Wetzel Investment Advisors Inc.18$2 03/31/2024
     SUSA18$2 03/31/2024
Plante Moran Financial Advisors LLC18$2 12/31/2023
     SUSA18$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     SUSA0$0 12/31/2023
IFP Advisors Inc4$0 12/31/2023
     SUSA4$0 12/31/2023
Beacon Capital Management LLC4$0 12/31/2023
     SUSA4$0 12/31/2023

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

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