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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Varma Mutual Pension Insurance Co | 18,203,992 | $1,829,683 | 12/31/2023 |
SUSA | 18,203,992 | $1,829,683 | 12/31/2023 |
JPMorgan Chase & Co. | 3,308,130 | $332,500 | 12/31/2023 |
SUSA | 3,308,130 | $332,500 | 12/31/2023 |
Bank of America Corp DE | 1,822,091 | $183,138 | 12/31/2023 |
SUSA | 1,822,091 | $183,138 | 12/31/2023 |
Morgan Stanley | 1,247,449 | $125,381 | 12/31/2023 |
SUSA | 1,247,449 | $125,381 | 12/31/2023 |
The PNC Financial Services Group Inc. | 972,177 | $97,714 | 12/31/2023 |
SUSA | 972,177 | $97,714 | 12/31/2023 |
Ameriprise Financial Inc. | 882,735 | $88,820 | 12/31/2023 |
SUSA | 882,735 | $88,820 | 12/31/2023 |
Spinnaker Trust | 817,436 | $82,160 | 12/31/2023 |
SUSA | 817,436 | $82,160 | 12/31/2023 |
UBS Group AG | 612,879 | $61,600 | 12/31/2023 |
SUSA | 612,879 | $61,600 | 12/31/2023 |
Royal Bank of Canada | 561,454 | $56,430 | 12/31/2023 |
SUSA | 561,454 | $56,430 | 12/31/2023 |
M&T Bank Corp | 543,133 | $54,590 | 12/31/2023 |
SUSA | 543,133 | $54,590 | 12/31/2023 |
BlackRock Inc. | 479,952 | $48,240 | 12/31/2023 |
SUSA | 479,952 | $48,240 | 12/31/2023 |
Wells Fargo & Company MN | 471,312 | $47,372 | 12/31/2023 |
SUSA | 471,312 | $47,372 | 12/31/2023 |
Mission Wealth Management LP | 435,684 | $43,791 | 12/31/2023 |
SUSA | 435,684 | $43,791 | 12/31/2023 |
Punch & Associates Investment Management Inc. | $38,735 | 12/31/2023 | |
Call | 385 | $38,696 | 12/31/2023 |
SUSA | 385 | $39 | 12/31/2023 |
Deutsche Bank AG | 373,239 | $37,514 | 12/31/2023 |
SUSA | 373,239 | $37,514 | 12/31/2023 |
Acorns Advisers LLC | 347,964 | $34,974 | 12/31/2023 |
SUSA | 347,964 | $34,974 | 12/31/2023 |
LPL Financial LLC | 342,535 | $34,428 | 12/31/2023 |
SUSA | 342,535 | $34,428 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 300,895 | $32,849 | 03/31/2024 |
SUSA | 300,895 | $32,849 | 03/31/2024 |
Shira Ridge Wealth Management | 274,547 | $29,972 | 03/31/2024 |
SUSA | 274,547 | $29,972 | 03/31/2024 |
Ellevest Inc. | 236,058 | $23,726 | 12/31/2023 |
SUSA | 236,058 | $23,726 | 12/31/2023 |
Envestnet Asset Management Inc. | 229,305 | $23,047 | 12/31/2023 |
SUSA | 229,305 | $23,047 | 12/31/2023 |
Betterment LLC | 207,256 | $20,831 | 12/31/2023 |
SUSA | 207,256 | $20,831 | 12/31/2023 |
Sierra Capital LLC | $20,401 | 12/31/2023 | |
ETF | 41,784 | $20,401 | 12/31/2023 |
US Bancorp DE | 198,764 | $19,978 | 12/31/2023 |
SUSA | 198,764 | $19,978 | 12/31/2023 |
Truist Financial Corp | 176,570 | $17,747 | 12/31/2023 |
SUSA | 176,570 | $17,747 | 12/31/2023 |
Fund Evaluation Group LLC | 174,609 | $17,550 | 12/31/2023 |
SUSA | 174,609 | $17,550 | 12/31/2023 |
Advisor Group Holdings Inc. | 142,393 | $14,313 | 12/31/2023 |
SUSA | 142,393 | $14,313 | 12/31/2023 |
Baird Financial Group Inc. | 138,496 | $13,920 | 12/31/2023 |
SUSA | 138,496 | $13,920 | 12/31/2023 |
Mariner LLC | 128,153 | $12,881 | 12/31/2023 |
SUSA | 128,153 | $12,881 | 12/31/2023 |
Raymond James & Associates | 107,879 | $11,777 | 03/31/2024 |
SUSA | 107,879 | $11,777 | 03/31/2024 |
Stewardship Advisors LLC | 107,555 | $11,742 | 03/31/2024 |
SUSA | 107,555 | $11,742 | 03/31/2024 |
HighTower Advisors LLC | 113,344 | $11,394 | 12/31/2023 |
SUSA | 113,344 | $11,394 | 12/31/2023 |
Commonwealth Equity Services LLC | 106,560 | $10,710 | 12/31/2023 |
SUSA | 106,560 | $10,710 | 12/31/2023 |
Garde Capital Inc. | 102,849 | $10,337 | 12/31/2023 |
SUSA | 102,849 | $10,337 | 12/31/2023 |
Money Design Co. Ltd. | 93,020 | $10,155 | 03/31/2024 |
SUSA | 93,020 | $10,155 | 03/31/2024 |
D.A. Davidson & CO. | 100,428 | $10,094 | 12/31/2023 |
SUSA | 100,428 | $10,094 | 12/31/2023 |
Farrow Financial Inc. | 96,596 | $9,709 | 12/31/2023 |
SUSA | 96,596 | $9,709 | 12/31/2023 |
Quent Capital LLC | 92,095 | $9,256 | 12/31/2023 |
SUSA | 92,095 | $9,256 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 91,131 | $9,160 | 12/31/2023 |
SUSA | 91,131 | $9,160 | 12/31/2023 |
Tompkins Financial Corp | 80,683 | $8,808 | 03/31/2024 |
SUSA | 80,683 | $8,808 | 03/31/2024 |
Charter Oak Capital Management LLC | 79,254 | $8,652 | 03/31/2024 |
SUSA | 79,254 | $8,652 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 77,043 | $8,411 | 03/31/2024 |
SUSA | 77,043 | $8,411 | 03/31/2024 |
HM Payson & Co. | 82,587 | $8,301 | 12/31/2023 |
SUSA | 82,587 | $8,301 | 12/31/2023 |
Northern Trust Corp | 82,565 | $8,299 | 12/31/2023 |
SUSA | 82,565 | $8,299 | 12/31/2023 |
SOA Wealth Advisors LLC. | 73,767 | $8,053 | 03/31/2024 |
SUSA | 73,767 | $8,053 | 03/31/2024 |
Corundum Group Inc. | 69,292 | $7,565 | 03/31/2024 |
SUSA | 69,292 | $7,565 | 03/31/2024 |
Regions Financial Corp | 68,342 | $7,461 | 03/31/2024 |
SUSA | 68,342 | $7,461 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 70,296 | $7,065 | 12/31/2023 |
SUSA | 70,296 | $7,065 | 12/31/2023 |
Roof Eidam & Maycock ADV | 68,081 | $6,843 | 12/31/2023 |
SUSA | 68,081 | $6,843 | 12/31/2023 |
Keybank National Association OH | 67,568 | $6,791 | 12/31/2023 |
SUSA | 67,568 | $6,791 | 12/31/2023 |
Permanens Capital L.P. | 65,574 | $6,591 | 12/31/2023 |
SUSA | 65,574 | $6,591 | 12/31/2023 |
SageView Advisory Group LLC | 60,633 | $6,245 | 12/31/2023 |
SUSA | 60,633 | $6,245 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 53,896 | $5,884 | 03/31/2024 |
SUSA | 53,896 | $5,884 | 03/31/2024 |
MML Investors Services LLC | 52,166 | $5,243 | 12/31/2023 |
SUSA | 52,166 | $5,243 | 12/31/2023 |
Janney Montgomery Scott LLC | 50,075 | $5,033 | 12/31/2023 |
SUSA | 50,075 | $5,033 | 12/31/2023 |
Stifel Financial Corp | 49,836 | $5,009 | 12/31/2023 |
SUSA | 49,836 | $5,009 | 12/31/2023 |
Accredited Investors Inc. | 49,723 | $4,998 | 12/31/2023 |
SUSA | 49,723 | $4,998 | 12/31/2023 |
Citadel Advisors LLC | 47,789 | $4,803 | 12/31/2023 |
SUSA | 47,789 | $4,803 | 12/31/2023 |
Bank of Montreal Can | 46,147 | $4,659 | 12/31/2023 |
SUSA | 46,147 | $4,659 | 12/31/2023 |
Long Run Wealth Advisors LLC | 41,393 | $4,519 | 03/31/2024 |
SUSA | 41,393 | $4,519 | 03/31/2024 |
Consolidated Planning Corp | 42,637 | $4,285 | 12/31/2023 |
SUSA | 42,637 | $4,285 | 12/31/2023 |
Susquehanna International Group LLP | 41,518 | $4,173 | 12/31/2023 |
SUSA | 41,518 | $4,173 | 12/31/2023 |
GWM Advisors LLC | 38,611 | $3,926 | 12/31/2023 |
SUSA | 38,611 | $3,926 | 12/31/2023 |
Creative Planning | 38,592 | $3,879 | 12/31/2023 |
SUSA | 38,592 | $3,879 | 12/31/2023 |
Brookstone Capital Management | 35,119 | $3,834 | 03/31/2024 |
SUSA | 35,119 | $3,834 | 03/31/2024 |
Bear Mountain Capital Inc. | 36,201 | $3,742 | 03/31/2024 |
SUSA | 36,201 | $3,742 | 03/31/2024 |
Financial Network Wealth Management LLC | 35,482 | $3,566 | 12/31/2023 |
SUSA | 35,482 | $3,566 | 12/31/2023 |
3EDGE Asset Management LP | 34,309 | $3,448 | 12/31/2023 |
SUSA | 34,309 | $3,448 | 12/31/2023 |
Shepherd Financial Partners LLC | 30,533 | $3,333 | 03/31/2024 |
SUSA | 30,533 | $3,333 | 03/31/2024 |
Relyea Zuckerberg Hanson LLC | 30,412 | $3,320 | 03/31/2024 |
SUSA | 30,412 | $3,320 | 03/31/2024 |
Grimes & Company Inc. | 30,011 | $3,276 | 03/31/2024 |
SUSA | 30,011 | $3,276 | 03/31/2024 |
BigSur Wealth Management LLC | 32,000 | $3,216 | 12/31/2023 |
SUSA | 32,000 | $3,216 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 31,255 | $3,141 | 12/31/2023 |
SUSA | 31,255 | $3,141 | 12/31/2023 |
Cerity Partners LLC | 31,056 | $3,121 | 12/31/2023 |
SUSA | 31,056 | $3,121 | 12/31/2023 |
Private Advisor Group LLC | 30,757 | $3,091 | 12/31/2023 |
SUSA | 30,757 | $3,091 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 30,552 | $3,071 | 12/31/2023 |
SUSA | 30,552 | $3,071 | 12/31/2023 |
Destination Wealth Management | 29,817 | $2,997 | 12/31/2023 |
SUSA | 29,817 | $2,997 | 12/31/2023 |
Kestra Advisory Services LLC | 29,553 | $2,970 | 12/31/2023 |
SUSA | 29,553 | $2,970 | 12/31/2023 |
Cetera Advisor Networks LLC | 28,310 | $2,845 | 12/31/2023 |
SUSA | 28,310 | $2,845 | 12/31/2023 |
Glenview Trust Co | 27,500 | $2,764 | 12/31/2023 |
SUSA | 27,500 | $2,764 | 12/31/2023 |
Laird Norton Trust Company LLC | 27,064 | $2,720 | 12/31/2023 |
SUSA | 27,064 | $2,720 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 25,768 | $2,590 | 12/31/2023 |
SUSA | 25,768 | $2,590 | 12/31/2023 |
Bailard Inc. | 25,586 | $2,572 | 12/31/2023 |
SUSA | 25,586 | $2,572 | 12/31/2023 |
VERITY Wealth Advisors | 23,554 | $2,571 | 03/31/2024 |
SUSA | 23,554 | $2,571 | 03/31/2024 |
Garrett Investment Advisors LLC | 23,475 | $2,563 | 03/31/2024 |
SUSA | 23,475 | $2,563 | 03/31/2024 |
Advisory Services Network LLC | 25,232 | $2,536 | 12/31/2023 |
SUSA | 25,232 | $2,536 | 12/31/2023 |
Simmons Bank | 25,108 | $2,524 | 12/31/2023 |
SUSA | 25,108 | $2,524 | 12/31/2023 |
Miracle Mile Advisors LLC | 22,844 | $2,494 | 03/31/2024 |
SUSA | 22,844 | $2,494 | 03/31/2024 |
Asset Dedication LLC | 22,736 | $2,484 | 03/31/2024 |
SUSA | 22,736 | $2,484 | 03/31/2024 |
Flow Traders U.S. LLC | 24,541 | $2,467 | 12/31/2023 |
SUSA | 24,541 | $2,467 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 24,336 | $2,446 | 12/31/2023 |
SUSA | 24,336 | $2,446 | 12/31/2023 |
Financial Services Advisory Inc | 24,090 | $2,421 | 12/31/2023 |
SUSA | 24,090 | $2,421 | 12/31/2023 |
CWM LLC | 21,493 | $2,346 | 03/31/2024 |
SUSA | 21,493 | $2,346 | 03/31/2024 |
Colony Group LLC | 23,218 | $2,334 | 12/31/2023 |
SUSA | 23,218 | $2,334 | 12/31/2023 |
Blair William & Co. IL | 23,120 | $2,324 | 12/31/2023 |
SUSA | 23,120 | $2,324 | 12/31/2023 |
Allworth Financial LP | 20,872 | $2,279 | 03/31/2024 |
SUSA | 20,872 | $2,279 | 03/31/2024 |
Colorado Capital Management Inc. | 20,677 | $2,257 | 03/31/2024 |
SUSA | 20,677 | $2,257 | 03/31/2024 |
Cornerstone Wealth Management LLC | 20,646 | $2,254 | 03/31/2024 |
SUSA | 20,646 | $2,254 | 03/31/2024 |
Pathstone Holdings LLC | 22,275 | $2,239 | 12/31/2023 |
SUSA | 22,275 | $2,239 | 12/31/2023 |
Ledyard National Bank | 21,432 | $2,154 | 12/31/2023 |
SUSA | 21,432 | $2,154 | 12/31/2023 |
Cresset Asset Management LLC | 19,934 | $2,004 | 12/31/2023 |
SUSA | 19,934 | $2,004 | 12/31/2023 |
Stratos Wealth Partners LTD. | 18,115 | $1,978 | 03/31/2024 |
SUSA | 18,115 | $1,978 | 03/31/2024 |
Commerce Bank | 19,470 | $1,957 | 12/31/2023 |
SUSA | 19,470 | $1,957 | 12/31/2023 |
Sontag Advisory LLC | 19,380 | $1,948 | 12/31/2023 |
SUSA | 19,380 | $1,948 | 12/31/2023 |
Snowden Capital Advisors LLC | 19,356 | $1,946 | 12/31/2023 |
SUSA | 19,356 | $1,946 | 12/31/2023 |
One Wealth Advisors LLC | 17,668 | $1,929 | 03/31/2024 |
SUSA | 17,668 | $1,929 | 03/31/2024 |
Hilltop Wealth Advisors LLC | 17,400 | $1,900 | 03/31/2024 |
SUSA | 17,400 | $1,900 | 03/31/2024 |
Baker Avenue Asset Management LP | 18,876 | $1,897 | 12/31/2023 |
SUSA | 18,876 | $1,897 | 12/31/2023 |
Sequoia Financial Advisors LLC | 18,270 | $1,836 | 12/31/2023 |
SUSA | 18,270 | $1,836 | 12/31/2023 |
CI Private Wealth LLC | 17,742 | $1,783 | 12/31/2023 |
SUSA | 17,742 | $1,783 | 12/31/2023 |
One Capital Management LLC | 17,342 | $1,743 | 12/31/2023 |
SUSA | 17,342 | $1,743 | 12/31/2023 |
Hsbc Holdings PLC | 17,300 | $1,739 | 12/31/2023 |
SUSA | 17,300 | $1,739 | 12/31/2023 |
Milestone Investment Advisors LLC | 16,800 | $1,689 | 12/31/2023 |
SUSA | 16,800 | $1,689 | 12/31/2023 |
J.W. Cole Advisors Inc. | 16,552 | $1,664 | 12/31/2023 |
SUSA | 16,552 | $1,664 | 12/31/2023 |
Aprio Wealth Management LLC | 15,155 | $1,654 | 03/31/2024 |
SUSA | 15,155 | $1,654 | 03/31/2024 |
Chicago Partners Investment Group LLC | 15,149 | $1,583 | 03/31/2024 |
SUSA | 15,149 | $1,583 | 03/31/2024 |
Trust Co | 14,380 | $1,570 | 03/31/2024 |
SUSA | 14,380 | $1,570 | 03/31/2024 |
Winthrop Advisory Group LLC | 14,247 | $1,555 | 03/31/2024 |
SUSA | 14,247 | $1,555 | 03/31/2024 |
Bigelow Investment Advisors LLC | 15,370 | $1,545 | 12/31/2023 |
SUSA | 15,370 | $1,545 | 12/31/2023 |
Litman Gregory Asset Management LLC | 15,165 | $1,524 | 12/31/2023 |
SUSA | 15,165 | $1,524 | 12/31/2023 |
Gould Asset Management LLC CA | 15,128 | $1,521 | 12/31/2023 |
SUSA | 15,128 | $1,521 | 12/31/2023 |
HB Wealth Management LLC | 15,043 | $1,512 | 12/31/2023 |
SUSA | 15,043 | $1,512 | 12/31/2023 |
Evergreen Capital Management LLC | 14,802 | $1,488 | 12/31/2023 |
SUSA | 14,802 | $1,488 | 12/31/2023 |
Fingerlakes Wealth Management Inc. | 13,572 | $1,482 | 03/31/2024 |
SUSA | 13,572 | $1,482 | 03/31/2024 |
Comerica Bank | 14,749 | $1,482 | 12/31/2023 |
SUSA | 14,749 | $1,482 | 12/31/2023 |
Integrated Wealth Concepts LLC | 14,584 | $1,466 | 12/31/2023 |
SUSA | 14,584 | $1,466 | 12/31/2023 |
Equitable Holdings Inc. | 13,816 | $1,389 | 12/31/2023 |
SUSA | 13,816 | $1,389 | 12/31/2023 |
Bond & Devick Financial Network Inc. | 12,600 | $1,376 | 03/31/2024 |
SUSA | 12,600 | $1,376 | 03/31/2024 |
Bank Julius Baer & Co. Ltd Zurich | 13,658 | $1,373 | 12/31/2023 |
SUSA | 13,658 | $1,373 | 12/31/2023 |
Cetera Advisors LLC | 13,639 | $1,371 | 12/31/2023 |
SUSA | 13,639 | $1,371 | 12/31/2023 |
Evercore Wealth Management LLC | 13,512 | $1,358 | 12/31/2023 |
SUSA | 13,512 | $1,358 | 12/31/2023 |
Resources Investment Advisors LLC. | 13,438 | $1,351 | 12/31/2023 |
SUSA | 13,438 | $1,351 | 12/31/2023 |
Parkside Advisors LLC | 12,127 | $1,324 | 03/31/2024 |
SUSA | 12,127 | $1,324 | 03/31/2024 |
TIAA Trust National Association | 13,142 | $1,321 | 12/31/2023 |
SUSA | 13,142 | $1,321 | 12/31/2023 |
Addison Advisors LLC | 12,865 | $1,293 | 12/31/2023 |
SUSA | 12,865 | $1,293 | 12/31/2023 |
Cetera Investment Advisers | 12,808 | $1,287 | 12/31/2023 |
SUSA | 12,808 | $1,287 | 12/31/2023 |
Wesbanco Bank Inc. | 11,719 | $1,279 | 03/31/2024 |
SUSA | 11,719 | $1,279 | 03/31/2024 |
Bluestem Financial Advisors LLC | 11,606 | $1,267 | 03/31/2024 |
SUSA | 11,606 | $1,267 | 03/31/2024 |
Resonant Capital Advisors LLC | 12,529 | $1,259 | 12/31/2023 |
SUSA | 12,529 | $1,259 | 12/31/2023 |
Lincoln National Corp | 12,301 | $1,236 | 12/31/2023 |
SUSA | 12,301 | $1,236 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 12,240 | $1,230 | 12/31/2023 |
SUSA | 12,240 | $1,230 | 12/31/2023 |
Harbour Investments Inc. | 12,148 | $1,221 | 12/31/2023 |
SUSA | 12,148 | $1,221 | 12/31/2023 |
Levy Wealth Management Group LLC | 11,998 | $1,206 | 03/31/2024 |
SUSA | 11,998 | $1,206 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 11,972 | $1,203 | 12/31/2023 |
SUSA | 11,972 | $1,203 | 12/31/2023 |
Renaissance Technologies LLC | 11,800 | $1,186 | 12/31/2023 |
SUSA | 11,800 | $1,186 | 12/31/2023 |
Avantax Advisory Services Inc. | 11,754 | $1,181 | 12/31/2023 |
SUSA | 11,754 | $1,181 | 12/31/2023 |
GoalVest Advisory LLC | 10,804 | $1,179 | 03/31/2024 |
SUSA | 10,804 | $1,179 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 11,612 | $1,167 | 12/31/2023 |
SUSA | 11,612 | $1,167 | 12/31/2023 |
Franklin Resources Inc. | 11,580 | $1,164 | 12/31/2023 |
SUSA | 11,580 | $1,164 | 12/31/2023 |
Portland Global Advisors LLC | 11,455 | $1,151 | 12/31/2023 |
SUSA | 11,455 | $1,151 | 12/31/2023 |
Kingsview Wealth Management LLC | 11,452 | $1,151 | 12/31/2023 |
SUSA | 11,452 | $1,151 | 12/31/2023 |
Bank of New Hampshire | 10,485 | $1,145 | 03/31/2024 |
SUSA | 10,485 | $1,145 | 03/31/2024 |
Fountainhead AM LLC | 11,148 | $1,120 | 12/31/2023 |
SUSA | 11,148 | $1,120 | 12/31/2023 |
Sound Stewardship LLC | 10,922 | $1,098 | 12/31/2023 |
SUSA | 10,922 | $1,098 | 12/31/2023 |
Freestone Capital Holdings LLC | 10,878 | $1,093 | 12/31/2023 |
SUSA | 10,878 | $1,093 | 12/31/2023 |
Fernwood Investment Management LLC | 10,835 | $1,089 | 12/31/2023 |
SUSA | 10,835 | $1,089 | 12/31/2023 |
Captrust Financial Advisors | 10,766 | $1,082 | 12/31/2023 |
SUSA | 10,766 | $1,082 | 12/31/2023 |
Citigroup Inc. | 10,612 | $1,067 | 12/31/2023 |
SUSA | 10,612 | $1,067 | 12/31/2023 |
Coastline Trust Co | 9,532 | $1,041 | 03/31/2024 |
SUSA | 9,532 | $1,041 | 03/31/2024 |
Integrated Investment Consultants LLC | 9,467 | $1,034 | 03/31/2024 |
SUSA | 9,467 | $1,034 | 03/31/2024 |
Marino Stram & Associates LLC | 9,318 | $1,017 | 03/31/2024 |
SUSA | 9,318 | $1,017 | 03/31/2024 |
Westside Investment Management Inc. | 9,265 | $1,011 | 03/31/2024 |
SUSA | 9,265 | $1,011 | 03/31/2024 |
Destiny Capital Corp CO | 9,887 | $994 | 12/31/2023 |
SUSA | 9,887 | $994 | 12/31/2023 |
RSM US Wealth Management LLC | 9,815 | $987 | 12/31/2023 |
SUSA | 9,815 | $987 | 12/31/2023 |
Ritholtz Wealth Management | 9,009 | $983 | 03/31/2024 |
SUSA | 9,009 | $983 | 03/31/2024 |
We Are One Seven LLC | 9,721 | $977 | 12/31/2023 |
SUSA | 9,721 | $977 | 12/31/2023 |
JNBA Financial Advisors | 8,930 | $975 | 03/31/2024 |
SUSA | 8,930 | $975 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 9,697 | $975 | 12/31/2023 |
SUSA | 9,697 | $975 | 12/31/2023 |
Tcwp LLC | 9,656 | $971 | 12/31/2023 |
SUSA | 9,656 | $971 | 12/31/2023 |
Ulland Investment Advisors LLC | 8,880 | $969 | 03/31/2024 |
SUSA | 8,880 | $969 | 03/31/2024 |
Rollins Financial | 9,624 | $967 | 12/31/2023 |
SUSA | 9,624 | $967 | 12/31/2023 |
Rollins Financial Advisors LLC | 9,624 | $967 | 12/31/2023 |
SUSA | 9,624 | $967 | 12/31/2023 |
Round Rock Advisors LLC | 8,772 | $958 | 03/31/2024 |
SUSA | 8,772 | $958 | 03/31/2024 |
Haverford Trust Co. | 9,216 | $926 | 12/31/2023 |
SUSA | 9,216 | $926 | 12/31/2023 |
Good Life Advisors LLC | 9,009 | $906 | 12/31/2023 |
SUSA | 9,009 | $906 | 12/31/2023 |
Clearstead Advisors LLC | 8,971 | $902 | 12/31/2023 |
SUSA | 8,971 | $902 | 12/31/2023 |
Ameritas Investment Partners Inc. | 8,749 | $879 | 12/31/2023 |
SUSA | 8,749 | $879 | 12/31/2023 |
Mutual Advisors LLC | 8,740 | $878 | 12/31/2023 |
SUSA | 8,740 | $878 | 12/31/2023 |
Bell Bank | 7,843 | $856 | 03/31/2024 |
SUSA | 7,843 | $856 | 03/31/2024 |
WealthShield Partners LLC | 8,447 | $849 | 12/31/2023 |
SUSA | 8,447 | $849 | 12/31/2023 |
Beacon Pointe Advisors LLC | 8,289 | $833 | 12/31/2023 |
SUSA | 8,289 | $833 | 12/31/2023 |
Balanced Rock Investment Advisor | 8,001 | $804 | 12/31/2023 |
SUSA | 8,001 | $804 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 7,984 | $802 | 12/31/2023 |
SUSA | 7,984 | $802 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 7,959 | $800 | 12/31/2023 |
SUSA | 7,959 | $800 | 12/31/2023 |
DSM Capital Partners LLC | 7,940 | $798 | 12/31/2023 |
SUSA | 7,940 | $798 | 12/31/2023 |
Smart Portfolios LLC | 7,610 | $797 | 12/31/2023 |
SUSA | 7,610 | $797 | 12/31/2023 |
Prentiss Smith & Co. Inc. | 7,675 | $771 | 12/31/2023 |
SUSA | 7,675 | $771 | 12/31/2023 |
Carret Asset Management LLC | 6,921 | $756 | 03/31/2024 |
SUSA | 6,921 | $756 | 03/31/2024 |
Huntington National Bank | 7,478 | $752 | 12/31/2023 |
SUSA | 7,478 | $752 | 12/31/2023 |
MEMBERS Trust Co | 6,849 | $748 | 03/31/2024 |
SUSA | 6,849 | $748 | 03/31/2024 |
Villere ST Denis J & Co. LLC | 6,611 | $722 | 03/31/2024 |
SUSA | 6,611 | $722 | 03/31/2024 |
Unionview LLC | 7,159 | $720 | 12/31/2023 |
SUSA | 7,159 | $720 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 7,074 | $711 | 12/31/2023 |
SUSA | 7,074 | $711 | 12/31/2023 |
Hengehold Capital Management LLC | 6,500 | $710 | 03/31/2024 |
SUSA | 6,500 | $710 | 03/31/2024 |
McClarren Financial Advisors Inc. | 7,069 | $710 | 12/31/2023 |
SUSA | 7,069 | $710 | 12/31/2023 |
Abacus Planning Group Inc. | 6,495 | $709 | 03/31/2024 |
SUSA | 6,495 | $709 | 03/31/2024 |
Sharper & Granite LLC | 6,519 | $701 | 03/31/2024 |
SUSA | 6,519 | $701 | 03/31/2024 |
First Foundation Advisors | 6,976 | $701 | 12/31/2023 |
SUSA | 6,976 | $701 | 12/31/2023 |
Merit Financial Group LLC | 6,872 | $691 | 12/31/2023 |
SUSA | 6,872 | $691 | 12/31/2023 |
Greenup Street Wealth Management LLC | 6,842 | $688 | 12/31/2023 |
SUSA | 6,842 | $688 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 6,807 | $684 | 12/31/2023 |
SUSA | 6,807 | $684 | 12/31/2023 |
Edmonds Duncan Registered Investment Advisors LLC | 6,228 | $680 | 03/31/2024 |
SUSA | 6,228 | $680 | 03/31/2024 |
Warner Financial Inc. | 6,228 | $680 | 03/31/2024 |
SUSA | 6,228 | $680 | 03/31/2024 |
Parsons Capital Management Inc. RI | 6,182 | $675 | 03/31/2024 |
SUSA | 6,182 | $675 | 03/31/2024 |
CIBC Asset Management Inc | 6,600 | $663 | 12/31/2023 |
SUSA | 6,600 | $663 | 12/31/2023 |
Hills Bank & Trust Co | 6,600 | $663 | 12/31/2023 |
SUSA | 6,600 | $663 | 12/31/2023 |
Sax Wealth Advisors LLC | 6,566 | $660 | 12/31/2023 |
SUSA | 6,566 | $660 | 12/31/2023 |
PFG Investments LLC | 5,997 | $655 | 03/31/2024 |
SUSA | 5,997 | $655 | 03/31/2024 |
Modera Wealth Management LLC | 6,433 | $647 | 12/31/2023 |
SUSA | 6,433 | $647 | 12/31/2023 |
Retirement Income Solutions Inc | 6,428 | $646 | 12/31/2023 |
SUSA | 6,428 | $646 | 12/31/2023 |
Glenmede Trust Co. NA | 6,394 | $643 | 12/31/2023 |
SUSA | 6,394 | $643 | 12/31/2023 |
Ameritas Advisory Services LLC | 6,304 | $634 | 12/31/2023 |
SUSA | 6,304 | $634 | 12/31/2023 |
WealthBridge Capital Management LLC | 6,132 | $616 | 12/31/2023 |
SUSA | 6,132 | $616 | 12/31/2023 |
Mmbg Investment Advisors CO. | 6,085 | $612 | 12/31/2023 |
SUSA | 6,085 | $612 | 12/31/2023 |
Coldstream Capital Management Inc. | 6,039 | $607 | 12/31/2023 |
SUSA | 6,039 | $607 | 12/31/2023 |
Well Done LLC | 5,528 | $603 | 03/31/2024 |
SUSA | 5,528 | $603 | 03/31/2024 |
Clearbridge Investments LLC | 5,946 | $598 | 12/31/2023 |
SUSA | 5,946 | $598 | 12/31/2023 |
ProVise Management Group LLC | 5,905 | $594 | 12/31/2023 |
SUSA | 5,905 | $594 | 12/31/2023 |
WJ Wealth Management LLC | 5,400 | $590 | 03/31/2024 |
SUSA | 5,400 | $590 | 03/31/2024 |
Walkner Condon Financial Advisors LLC | 5,389 | $588 | 03/31/2024 |
SUSA | 5,389 | $588 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 5,850 | $588 | 12/31/2023 |
SUSA | 5,850 | $588 | 12/31/2023 |
NBT Bank N A NY | 5,373 | $587 | 03/31/2024 |
SUSA | 5,373 | $587 | 03/31/2024 |
EP Wealth Advisors LLC | 5,775 | $580 | 12/31/2023 |
SUSA | 5,775 | $580 | 12/31/2023 |
Brighton Jones LLC | 5,758 | $579 | 12/31/2023 |
SUSA | 5,758 | $579 | 12/31/2023 |
ETF Portfolio Partners Inc. | 5,734 | $576 | 12/31/2023 |
SUSA | 5,734 | $576 | 12/31/2023 |
Stratos Wealth Advisors LLC | 5,198 | $567 | 03/31/2024 |
SUSA | 5,198 | $567 | 03/31/2024 |
West Financial Advisors LLC | 5,195 | $567 | 03/31/2024 |
SUSA | 5,195 | $567 | 03/31/2024 |
Kraft Davis & Associates LLC | 5,513 | $563 | 12/31/2023 |
SUSA | 5,513 | $563 | 12/31/2023 |
Trust Co. of Vermont | 5,537 | $557 | 12/31/2023 |
SUSA | 5,537 | $557 | 12/31/2023 |
TriaGen Wealth Management LLC | 5,055 | $552 | 03/31/2024 |
SUSA | 5,055 | $552 | 03/31/2024 |
Peoples Bank OH | 5,486 | $551 | 12/31/2023 |
SUSA | 5,486 | $551 | 12/31/2023 |
NorthRock Partners LLC | 5,453 | $548 | 12/31/2023 |
SUSA | 5,453 | $548 | 12/31/2023 |
Western Wealth Management LLC | 5,414 | $544 | 12/31/2023 |
SUSA | 5,414 | $544 | 12/31/2023 |
Morris Financial Concepts Inc. | 4,972 | $543 | 03/31/2024 |
SUSA | 4,972 | $543 | 03/31/2024 |
Grand Wealth Management LLC | 5,324 | $535 | 12/31/2023 |
SUSA | 5,324 | $535 | 12/31/2023 |
First Command Advisory Services Inc. | 5,250 | $528 | 12/31/2023 |
SUSA | 5,250 | $528 | 12/31/2023 |
First Pacific Financial | 4,746 | $518 | 03/31/2024 |
SUSA | 4,746 | $518 | 03/31/2024 |
Peak Financial Management Inc. | 4,730 | $516 | 03/31/2024 |
SUSA | 4,730 | $516 | 03/31/2024 |
Kesler Norman & Wride LLC | 4,662 | $509 | 03/31/2024 |
SUSA | 4,662 | $509 | 03/31/2024 |
JNB Advisors LLC | 5,014 | $504 | 12/31/2023 |
SUSA | 5,014 | $504 | 12/31/2023 |
AGF Management Ltd. | 5,000 | $503 | 12/31/2023 |
SUSA | 5,000 | $503 | 12/31/2023 |
CWS Financial Advisors LLC | 4,975 | $500 | 12/31/2023 |
SUSA | 4,975 | $500 | 12/31/2023 |
Marks Group Wealth Management Inc | 4,878 | $490 | 12/31/2023 |
SUSA | 4,878 | $490 | 12/31/2023 |
Clear Creek Financial Management LLC | 4,345 | $474 | 03/31/2024 |
SUSA | 4,345 | $474 | 03/31/2024 |
Arrowroot Family Office LLC | 4,692 | $472 | 12/31/2023 |
SUSA | 4,692 | $472 | 12/31/2023 |
Nepc LLC | 4,684 | $471 | 12/31/2023 |
SUSA | 4,684 | $471 | 12/31/2023 |
SNS Financial Group LLC | 4,159 | $454 | 03/31/2024 |
SUSA | 4,159 | $454 | 03/31/2024 |
Financial Counselors Inc. | 4,495 | $452 | 12/31/2023 |
SUSA | 4,495 | $452 | 12/31/2023 |
Pine Haven Investment Counsel Inc | 4,131 | $451 | 03/31/2024 |
SUSA | 4,131 | $451 | 03/31/2024 |
Progressive Investment Management Corp | 4,000 | $437 | 03/31/2024 |
SUSA | 4,000 | $437 | 03/31/2024 |
West Coast Financial LLC | 3,999 | $437 | 03/31/2024 |
SUSA | 3,999 | $437 | 03/31/2024 |
Sage Financial Group Inc. | 4,335 | $436 | 12/31/2023 |
SUSA | 4,335 | $436 | 12/31/2023 |
Pacific Center for Financial Services | 4,305 | $433 | 12/31/2023 |
SUSA | 4,305 | $433 | 12/31/2023 |
Win Advisors Inc. | 3,834 | $419 | 03/31/2024 |
SUSA | 3,834 | $419 | 03/31/2024 |
Pathway Financial Advisors LLC | 3,831 | $418 | 03/31/2024 |
SUSA | 3,831 | $418 | 03/31/2024 |
Trillium Asset Management LLC | 4,149 | $417 | 12/31/2023 |
SUSA | 4,149 | $417 | 12/31/2023 |
Fielder Capital Group LLC | 3,811 | $416 | 03/31/2024 |
SUSA | 3,811 | $416 | 03/31/2024 |
Johnson Investment Counsel Inc. | 4,134 | $416 | 12/31/2023 |
SUSA | 4,134 | $416 | 12/31/2023 |
Highview Capital Management LLC DE | 3,775 | $412 | 03/31/2024 |
SUSA | 3,775 | $412 | 03/31/2024 |
McAdam LLC | 3,766 | $411 | 03/31/2024 |
SUSA | 3,766 | $411 | 03/31/2024 |
Peregrine Asset Advisers Inc. | 4,094 | $411 | 12/31/2023 |
SUSA | 4,094 | $411 | 12/31/2023 |
Sigma Planning Corp | 4,011 | $403 | 12/31/2023 |
SUSA | 4,011 | $403 | 12/31/2023 |
Weaver Consulting Group | 3,682 | $402 | 03/31/2024 |
SUSA | 3,682 | $402 | 03/31/2024 |
Pinnacle Associates Ltd. | 3,641 | $397 | 03/31/2024 |
SUSA | 3,641 | $397 | 03/31/2024 |
Archetype Wealth Partners LLC | 3,946 | $397 | 12/31/2023 |
SUSA | 3,946 | $397 | 12/31/2023 |
McNamara Financial Services Inc. | 3,600 | $393 | 03/31/2024 |
SUSA | 3,600 | $393 | 03/31/2024 |
Wealthsource Partners LLC | 3,895 | $391 | 12/31/2023 |
SUSA | 3,895 | $391 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,880 | $390 | 12/31/2023 |
SUSA | 3,880 | $390 | 12/31/2023 |
First Personal Financial Services | 3,566 | $389 | 03/31/2024 |
SUSA | 3,566 | $389 | 03/31/2024 |
Tradition Wealth Management LLC | 3,873 | $389 | 12/31/2023 |
SUSA | 3,873 | $389 | 12/31/2023 |
Flagship Harbor Advisors LLC | 3,533 | $386 | 03/31/2024 |
SUSA | 3,533 | $386 | 03/31/2024 |
North Star Investment Management Corp. | 3,779 | $380 | 12/31/2023 |
SUSA | 3,779 | $380 | 12/31/2023 |
Fairview Capital Investment Management LLC | 3,775 | $379 | 12/31/2023 |
SUSA | 3,775 | $379 | 12/31/2023 |
Global Retirement Partners LLC | 3,453 | $377 | 03/31/2024 |
SUSA | 3,453 | $377 | 03/31/2024 |
Harbor Group Inc. | 3,450 | $377 | 03/31/2024 |
SUSA | 3,450 | $377 | 03/31/2024 |
MAI Capital Management | 3,713 | $373 | 12/31/2023 |
SUSA | 3,713 | $373 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 3,714 | $373 | 12/31/2023 |
SUSA | 3,714 | $373 | 12/31/2023 |
Affinity Wealth Management LLC | 3,406 | $372 | 03/31/2024 |
SUSA | 3,406 | $372 | 03/31/2024 |
Zevin Asset Management LLC | 3,684 | $370 | 12/31/2023 |
SUSA | 3,684 | $370 | 12/31/2023 |
PFG Advisors | 3,654 | $367 | 12/31/2023 |
SUSA | 3,654 | $367 | 12/31/2023 |
Harbor Investment Advisory LLC | 3,343 | $365 | 03/31/2024 |
SUSA | 3,343 | $365 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 3,600 | $362 | 12/31/2023 |
SUSA | 3,600 | $362 | 12/31/2023 |
Arete Wealth Advisors LLC | 3,583 | $360 | 12/31/2023 |
SUSA | 3,583 | $360 | 12/31/2023 |
Transform Wealth LLC | 3,258 | $356 | 03/31/2024 |
SUSA | 3,258 | $356 | 03/31/2024 |
GSA Capital Partners LLP | 3,527 | $354 | 12/31/2023 |
SUSA | 3,527 | $354 | 12/31/2023 |
MJP Associates Inc. ADV | 3,227 | $352 | 03/31/2024 |
SUSA | 3,227 | $352 | 03/31/2024 |
Advisor OS LLC | 3,425 | $344 | 12/31/2023 |
SUSA | 3,425 | $344 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 3,141 | $343 | 03/31/2024 |
SUSA | 3,141 | $343 | 03/31/2024 |
Signature Securities Group Corporation | 3,142 | $343 | 03/31/2024 |
SUSA | 3,142 | $343 | 03/31/2024 |
Wealth Alliance | 3,380 | $340 | 12/31/2023 |
SUSA | 3,380 | $340 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 3,366 | $338 | 12/31/2023 |
SUSA | 3,366 | $338 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 3,340 | $336 | 12/31/2023 |
SUSA | 3,340 | $336 | 12/31/2023 |
Fiduciary Alliance LLC | 3,013 | $328 | 03/31/2024 |
SUSA | 3,013 | $328 | 03/31/2024 |
Bbjs Financial Advisors LLC | 3,268 | $328 | 12/31/2023 |
SUSA | 3,268 | $328 | 12/31/2023 |
Opal Wealth Advisors LLC | 2,994 | $327 | 03/31/2024 |
SUSA | 2,994 | $327 | 03/31/2024 |
Empower Advisory Group LLC | 3,257 | $327 | 12/31/2023 |
SUSA | 3,257 | $327 | 12/31/2023 |
Panoramic Investment Advisors LLC | 2,990 | $326 | 03/31/2024 |
SUSA | 2,990 | $326 | 03/31/2024 |
LVZ Advisors Inc. | 2,966 | $324 | 03/31/2024 |
SUSA | 2,966 | $324 | 03/31/2024 |
Sand Hill Global Advisors LLC | 3,110 | $313 | 12/31/2023 |
SUSA | 3,110 | $313 | 12/31/2023 |
Fusion Family Wealth LLC | 3,111 | $313 | 12/31/2023 |
SUSA | 3,111 | $313 | 12/31/2023 |
Crestwood Advisors Group LLC | 3,075 | $309 | 12/31/2023 |
SUSA | 3,075 | $309 | 12/31/2023 |
Oxford Financial Group Ltd. | 2,998 | $301 | 12/31/2023 |
SUSA | 2,998 | $301 | 12/31/2023 |
Acropolis Investment Management LLC | 2,745 | $300 | 03/31/2024 |
SUSA | 2,745 | $300 | 03/31/2024 |
Arjuna Capital | 2,970 | $299 | 12/31/2023 |
SUSA | 2,970 | $299 | 12/31/2023 |
Atria Wealth Solutions Inc. | 2,962 | $298 | 12/31/2023 |
SUSA | 2,962 | $298 | 12/31/2023 |
Focus Financial Network Inc. ADV | 2,915 | $293 | 12/31/2023 |
SUSA | 2,915 | $293 | 12/31/2023 |
SWP Financial LLC | 2,900 | $291 | 12/31/2023 |
SUSA | 2,900 | $291 | 12/31/2023 |
Ballentine Partners LLC | 2,660 | $290 | 03/31/2024 |
SUSA | 2,660 | $290 | 03/31/2024 |
Mechanics Bank Trust Department | 2,650 | $289 | 03/31/2024 |
SUSA | 2,650 | $289 | 03/31/2024 |
FMR LLC | 2,834 | $285 | 12/31/2023 |
SUSA | 2,834 | $285 | 12/31/2023 |
Bartlett & Co. LLC | 2,820 | $284 | 12/31/2023 |
SUSA | 2,820 | $284 | 12/31/2023 |
Strategic Wealth Designers | 2,824 | $284 | 12/31/2023 |
SUSA | 2,824 | $284 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 2,820 | $284 | 12/31/2023 |
SUSA | 2,820 | $284 | 12/31/2023 |
Capital Advisors Wealth Management LLC | 2,554 | $279 | 03/31/2024 |
SUSA | 2,554 | $279 | 03/31/2024 |
LexAurum Advisors LLC | 2,549 | $278 | 03/31/2024 |
SUSA | 2,549 | $278 | 03/31/2024 |
Capital Performance Advisors LLP | 2,525 | $276 | 03/31/2024 |
SUSA | 2,525 | $276 | 03/31/2024 |
Dana Investment Advisors Inc. | 2,750 | $276 | 12/31/2023 |
SUSA | 2,750 | $276 | 12/31/2023 |
Hudock Inc. | 2,733 | $275 | 12/31/2023 |
SUSA | 2,733 | $275 | 12/31/2023 |
Hoylecohen LLC | 2,730 | $274 | 12/31/2023 |
SUSA | 2,730 | $274 | 12/31/2023 |
Dakota Wealth Management | 2,478 | $271 | 03/31/2024 |
SUSA | 2,478 | $271 | 03/31/2024 |
Klingman & Associates LLC | 2,694 | $271 | 12/31/2023 |
SUSA | 2,694 | $271 | 12/31/2023 |
Guerra Pan Advisors LLC | 2,664 | $268 | 12/31/2023 |
SUSA | 2,664 | $268 | 12/31/2023 |
Archvest Wealth Advisors Inc. | 2,657 | $267 | 12/31/2023 |
SUSA | 2,657 | $267 | 12/31/2023 |
Focus Financial Network Inc. | 2,578 | $266 | 03/31/2024 |
SUSA | 2,578 | $266 | 03/31/2024 |
JFS Wealth Advisors LLC | 2,650 | $266 | 12/31/2023 |
SUSA | 2,650 | $266 | 12/31/2023 |
Two Sigma Securities LLC | 2,620 | $263 | 12/31/2023 |
SUSA | 2,620 | $263 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 2,580 | $259 | 12/31/2023 |
SUSA | 2,580 | $259 | 12/31/2023 |
Bulltick Wealth Management LLC | 2,560 | $257 | 12/31/2023 |
SUSA | 2,560 | $257 | 12/31/2023 |
Smartleaf Asset Management LLC | 2,541 | $256 | 12/31/2023 |
SUSA | 2,541 | $256 | 12/31/2023 |
AE Wealth Management LLC | 2,498 | $255 | 12/31/2023 |
SUSA | 2,498 | $255 | 12/31/2023 |
Diversified Trust Co | 2,323 | $254 | 03/31/2024 |
SUSA | 2,323 | $254 | 03/31/2024 |
HCR Wealth Advisors | 2,528 | $254 | 12/31/2023 |
SUSA | 2,528 | $254 | 12/31/2023 |
Brio Consultants LLC | 2,523 | $254 | 12/31/2023 |
SUSA | 2,523 | $254 | 12/31/2023 |
Thoroughbred Financial Services LLC | 2,523 | $253 | 12/31/2023 |
SUSA | 2,523 | $253 | 12/31/2023 |
Flagship Private Wealth LLC | 2,520 | $253 | 12/31/2023 |
SUSA | 2,520 | $253 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 2,301 | $251 | 03/31/2024 |
SUSA | 2,301 | $251 | 03/31/2024 |
Jane Street Group LLC | 2,493 | $251 | 12/31/2023 |
SUSA | 2,493 | $251 | 12/31/2023 |
Jones Financial Companies Lllp | 2,454 | $247 | 12/31/2023 |
SUSA | 2,454 | $247 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 2,451 | $246 | 12/31/2023 |
SUSA | 2,451 | $246 | 12/31/2023 |
LGL Partners LLC | 2,451 | $246 | 12/31/2023 |
SUSA | 2,451 | $246 | 12/31/2023 |
Van Hulzen Asset Management LLC | 2,420 | $243 | 12/31/2023 |
SUSA | 2,420 | $243 | 12/31/2023 |
Prospera Financial Services Inc | 2,407 | $242 | 12/31/2023 |
SUSA | 2,407 | $242 | 12/31/2023 |
Diversified LLC | 2,394 | $241 | 12/31/2023 |
SUSA | 2,394 | $241 | 12/31/2023 |
Thrivent Financial for Lutherans | 2,389 | $240 | 12/31/2023 |
SUSA | 2,389 | $240 | 12/31/2023 |
Kelman Lazarov Inc. | 2,377 | $239 | 12/31/2023 |
SUSA | 2,377 | $239 | 12/31/2023 |
GLOBALT Investments LLC GA | 2,368 | $238 | 12/31/2023 |
SUSA | 2,368 | $238 | 12/31/2023 |
Bank of New York Mellon Corp | 2,175 | $237 | 03/31/2024 |
SUSA | 2,175 | $237 | 03/31/2024 |
Putnam FL Investment Management Co. | 2,345 | $236 | 12/31/2023 |
SUSA | 2,345 | $236 | 12/31/2023 |
Leavell Investment Management Inc. | 2,150 | $235 | 03/31/2024 |
SUSA | 2,150 | $235 | 03/31/2024 |
Grove Bank & Trust | 2,328 | $234 | 12/31/2023 |
SUSA | 2,328 | $234 | 12/31/2023 |
Mason & Associates Inc | 2,130 | $233 | 03/31/2024 |
SUSA | 2,130 | $233 | 03/31/2024 |
Financial Connections Group Inc. | 2,313 | $232 | 12/31/2023 |
SUSA | 2,313 | $232 | 12/31/2023 |
Perennial Investment Advisors LLC | 2,302 | $231 | 12/31/2023 |
SUSA | 2,302 | $231 | 12/31/2023 |
Western Pacific Wealth Management LP | 2,300 | $231 | 12/31/2023 |
SUSA | 2,300 | $231 | 12/31/2023 |
KMG Fiduciary Partners LLC | 2,100 | $229 | 03/31/2024 |
SUSA | 2,100 | $229 | 03/31/2024 |
Signaturefd LLC | 2,278 | $229 | 12/31/2023 |
SUSA | 2,278 | $229 | 12/31/2023 |
Private Wealth Management Group LLC | 2,260 | $227 | 12/31/2023 |
SUSA | 2,260 | $227 | 12/31/2023 |
Adirondack Trust Co. | 2,050 | $224 | 03/31/2024 |
SUSA | 2,050 | $224 | 03/31/2024 |
Pinnacle Financial Partners Inc. | 2,230 | $224 | 12/31/2023 |
SUSA | 2,230 | $224 | 12/31/2023 |
AllSquare Wealth Management LLC | 2,210 | $222 | 12/31/2023 |
SUSA | 2,210 | $222 | 12/31/2023 |
LWS Wealth Advisors Inc. | 2,181 | $219 | 12/31/2023 |
SUSA | 2,181 | $219 | 12/31/2023 |
Spire Wealth Management | 1,993 | $218 | 03/31/2024 |
SUSA | 1,993 | $218 | 03/31/2024 |
Traveka Wealth LLC | 2,000 | $218 | 03/31/2024 |
SUSA | 2,000 | $218 | 03/31/2024 |
Arkadios Wealth Advisors | 2,164 | $218 | 12/31/2023 |
SUSA | 2,164 | $218 | 12/31/2023 |
Braun Bostich & Associates Inc. | 2,123 | $213 | 12/31/2023 |
SUSA | 2,123 | $213 | 12/31/2023 |
Hoxton Planning & Management LLC | 1,941 | $212 | 03/31/2024 |
SUSA | 1,941 | $212 | 03/31/2024 |
Fifth Third Bancorp | 1,922 | $210 | 03/31/2024 |
SUSA | 1,922 | $210 | 03/31/2024 |
IAG Wealth Partners LLC | 1,914 | $209 | 03/31/2024 |
SUSA | 1,914 | $209 | 03/31/2024 |
Charter Trust Co. | 1,883 | $206 | 03/31/2024 |
SUSA | 1,883 | $206 | 03/31/2024 |
Neuberger Berman Group LLC | 2,041 | $205 | 12/31/2023 |
SUSA | 2,041 | $205 | 12/31/2023 |
Cornerstone Advisory LLC | 2,012 | $202 | 12/31/2023 |
SUSA | 2,012 | $202 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 1,840 | $201 | 03/31/2024 |
SUSA | 1,840 | $201 | 03/31/2024 |
Financial Insights Inc. | 1,840 | $201 | 03/31/2024 |
SUSA | 1,840 | $201 | 03/31/2024 |
Refined Wealth Management | 1,833 | $200 | 03/31/2024 |
SUSA | 1,833 | $200 | 03/31/2024 |
Sunbelt Securities Inc. | 1,759 | $192 | 03/31/2024 |
SUSA | 1,759 | $192 | 03/31/2024 |
Geneos Wealth Management Inc. | 1,869 | $188 | 12/31/2023 |
SUSA | 1,869 | $188 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 1,800 | $181 | 12/31/2023 |
SUSA | 1,800 | $181 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,786 | $179 | 12/31/2023 |
SUSA | 1,786 | $179 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 1,680 | $169 | 12/31/2023 |
SUSA | 1,680 | $169 | 12/31/2023 |
Family Management Corp | 1,449 | $146 | 12/31/2023 |
SUSA | 1,449 | $146 | 12/31/2023 |
Pittenger & Anderson Inc. | 1,382 | $139 | 12/31/2023 |
SUSA | 1,382 | $139 | 12/31/2023 |
Capital Investment Advisory Services LLC | 1,210 | $132 | 03/31/2024 |
SUSA | 1,210 | $132 | 03/31/2024 |
Tower Research Capital LLC TRC | 1,237 | $124 | 12/31/2023 |
SUSA | 1,237 | $124 | 12/31/2023 |
Bell Investment Advisors Inc | 1,225 | $123 | 12/31/2023 |
SUSA | 1,225 | $123 | 12/31/2023 |
Cranbrook Wealth Management LLC | 1,049 | $115 | 03/31/2024 |
SUSA | 1,049 | $115 | 03/31/2024 |
Retirement Group LLC | 1,046 | $105 | 12/31/2023 |
SUSA | 1,046 | $105 | 12/31/2023 |
Prestige Wealth Management Group LLC | 913 | $100 | 03/31/2024 |
SUSA | 913 | $100 | 03/31/2024 |
Spartan Planning & Wealth Management | 943 | $95 | 12/31/2023 |
SUSA | 943 | $95 | 12/31/2023 |
Howe & Rusling Inc. | 850 | $85 | 12/31/2023 |
SUSA | 850 | $85 | 12/31/2023 |
Sandy Spring Bank | 838 | $84 | 12/31/2023 |
SUSA | 838 | $84 | 12/31/2023 |
Crewe Advisors LLC | 811 | $82 | 12/31/2023 |
SUSA | 811 | $82 | 12/31/2023 |
Farther Finance Advisors LLC | 811 | $82 | 12/31/2023 |
SUSA | 811 | $82 | 12/31/2023 |
Financial Advisory Service Inc. | 804 | $81 | 12/31/2023 |
SUSA | 804 | $81 | 12/31/2023 |
Baldwin Brothers Inc. MA | 725 | $79 | 03/31/2024 |
SUSA | 725 | $79 | 03/31/2024 |
Parallel Advisors LLC | 694 | $70 | 12/31/2023 |
SUSA | 694 | $70 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 670 | $67 | 12/31/2023 |
SUSA | 670 | $67 | 12/31/2023 |
Colonial Trust Advisors | 650 | $65 | 12/31/2023 |
SUSA | 650 | $65 | 12/31/2023 |
Coston McIsaac & Partners | 575 | $62 | 03/31/2024 |
SUSA | 575 | $62 | 03/31/2024 |
Valley National Advisers Inc. | 564 | $61 | 03/31/2024 |
SUSA | 564 | $61 | 03/31/2024 |
Investors Research Corp | 593 | $60 | 12/31/2023 |
SUSA | 593 | $60 | 12/31/2023 |
Private Trust Co. NA | 523 | $57 | 03/31/2024 |
SUSA | 523 | $57 | 03/31/2024 |
Assetmark Inc. | 567 | $57 | 12/31/2023 |
SUSA | 567 | $57 | 12/31/2023 |
Woodmont Investment Counsel LLC | 512 | $56 | 03/31/2024 |
SUSA | 512 | $56 | 03/31/2024 |
AdvisorNet Financial Inc | 509 | $56 | 03/31/2024 |
SUSA | 509 | $56 | 03/31/2024 |
Westend Capital Management LLC | 503 | $55 | 03/31/2024 |
SUSA | 503 | $55 | 03/31/2024 |
First Manhattan Co. | 538 | $54 | 12/31/2023 |
SUSA | 538 | $54 | 12/31/2023 |
Whittier Trust Co. | 531 | $53 | 12/31/2023 |
SUSA | 531 | $53 | 12/31/2023 |
Aptus Capital Advisors LLC | 526 | $53 | 12/31/2023 |
SUSA | 526 | $53 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 526 | $53 | 12/31/2023 |
SUSA | 526 | $53 | 12/31/2023 |
Running Point Capital Advisors LLC | 495 | $50 | 12/31/2023 |
SUSA | 495 | $50 | 12/31/2023 |
ST Germain D J Co. Inc. | 431 | $47 | 03/31/2024 |
SUSA | 431 | $47 | 03/31/2024 |
Northwest Financial Advisors | 457 | $46 | 12/31/2023 |
SUSA | 457 | $46 | 12/31/2023 |
NBC Securities Inc. | 400 | $43 | 03/31/2024 |
SUSA | 400 | $43 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 390 | $43 | 03/31/2024 |
SUSA | 390 | $43 | 03/31/2024 |
Focused Wealth Management Inc | 385 | $39 | 12/31/2023 |
SUSA | 385 | $39 | 12/31/2023 |
Macroview Investment Management LLC | 382 | $38 | 12/31/2023 |
SUSA | 382 | $38 | 12/31/2023 |
Larson Financial Group LLC | 378 | $38 | 12/31/2023 |
SUSA | 378 | $38 | 12/31/2023 |
Wolff Wiese Magana LLC | 330 | $36 | 03/31/2024 |
SUSA | 330 | $36 | 03/31/2024 |
DB Wealth Management Group LLC | 356 | $36 | 12/31/2023 |
SUSA | 356 | $36 | 12/31/2023 |
Hallmark Capital Management Inc. | 350 | $35 | 12/31/2023 |
SUSA | 350 | $35 | 12/31/2023 |
Clarity Asset Management Inc. | 298 | $30 | 12/31/2023 |
SUSA | 298 | $30 | 12/31/2023 |
Front Row Advisors LLC | 265 | $27 | 12/31/2023 |
SUSA | 265 | $27 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 234 | $26 | 03/31/2024 |
SUSA | 234 | $26 | 03/31/2024 |
Mather Group LLC. | 228 | $23 | 03/31/2024 |
SUSA | 228 | $23 | 03/31/2024 |
Dunhill Financial LLC | 203 | $20 | 12/31/2023 |
SUSA | 203 | $20 | 12/31/2023 |
Heritage Wealth Advisors | 172 | $17 | 12/31/2023 |
SUSA | 172 | $17 | 12/31/2023 |
Goodwin Investment Advisory | 169 | $17 | 12/31/2023 |
SUSA | 169 | $17 | 12/31/2023 |
ZRC Wealth Management LLC | 150 | $16 | 03/31/2024 |
SUSA | 150 | $16 | 03/31/2024 |
Financial Perspectives Inc | 142 | $15 | 03/31/2024 |
SUSA | 142 | $15 | 03/31/2024 |
TD Waterhouse Canada Inc. | 155 | $15 | 12/31/2023 |
SUSA | 155 | $15 | 12/31/2023 |
Pacifica Partners Inc. | 132 | $14 | 03/31/2024 |
SUSA | 132 | $14 | 03/31/2024 |
LGT Financial Advisors LLC | 140 | $14 | 12/31/2023 |
SUSA | 140 | $14 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 136 | $14 | 12/31/2023 |
SUSA | 136 | $14 | 12/31/2023 |
Lindbrook Capital LLC | 100 | $11 | 03/31/2024 |
SUSA | 100 | $11 | 03/31/2024 |
Tanglewood Legacy Advisors LLC | 104 | $11 | 03/31/2024 |
SUSA | 104 | $11 | 03/31/2024 |
Qube Research & Technologies Ltd | 75 | $8 | 12/31/2023 |
SUSA | 75 | $8 | 12/31/2023 |
American Capital Advisory LLC | 84 | $8 | 12/31/2023 |
SUSA | 84 | $8 | 12/31/2023 |
Rockbridge Investment Management LCC | 71 | $7 | 12/31/2023 |
SUSA | 71 | $7 | 12/31/2023 |
PayPay Securities Corp | 57 | $6 | 03/31/2024 |
SUSA | 57 | $6 | 03/31/2024 |
Principal Securities Inc. | 63 | $6 | 12/31/2023 |
SUSA | 63 | $6 | 12/31/2023 |
Tyler Stone Wealth Management | 55 | $6 | 12/31/2023 |
SUSA | 55 | $6 | 12/31/2023 |
Hexagon Capital Partners LLC | 36 | $4 | 03/31/2024 |
SUSA | 36 | $4 | 03/31/2024 |
Moisand Fitzgerald Tamayo LLC | 25 | $3 | 03/31/2024 |
SUSA | 25 | $3 | 03/31/2024 |
Horizon Investments LLC | 33 | $3 | 12/31/2023 |
SUSA | 33 | $3 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 22 | $2 | 03/31/2024 |
SUSA | 22 | $2 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 18 | $2 | 03/31/2024 |
SUSA | 18 | $2 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 18 | $2 | 12/31/2023 |
SUSA | 18 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SUSA | 0 | $0 | 12/31/2023 |
IFP Advisors Inc | 4 | $0 | 12/31/2023 |
SUSA | 4 | $0 | 12/31/2023 |
Beacon Capital Management LLC | 4 | $0 | 12/31/2023 |
SUSA | 4 | $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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