On this page, we present all of the funds holding SUSL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SUSL, with a link to that fund's top holdings. The next columns indicate the amount of SUSL stock held by each of the funds holding SUSL, followed by the SUSL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 140 funds holding SUSL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of Italy. For more details on the positions held by Bank of Italy (or by any of the other funds holding SUSL), click the fund name in the "Holder" column of the funds-holding-SUSL table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of Italy | 4,955,251 | $418,124 | 12/31/2023 |
SUSL | 4,955,251 | $418,124 | 12/31/2023 |
JPMorgan Chase & Co. | 747,581 | $63,081 | 12/31/2023 |
SUSL | 747,581 | $63,081 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 587,514 | $49,574 | 12/31/2023 |
SUSL | 587,514 | $49,574 | 12/31/2023 |
Envestnet Asset Management Inc. | 539,801 | $45,548 | 12/31/2023 |
SUSL | 539,801 | $45,548 | 12/31/2023 |
Royal Bank of Canada | 336,940 | $28,431 | 12/31/2023 |
SUSL | 336,940 | $28,431 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 213,872 | $20,072 | 03/31/2024 |
SUSL | 213,872 | $20,072 | 03/31/2024 |
Creative Planning | 226,407 | $19,104 | 12/31/2023 |
SUSL | 226,407 | $19,104 | 12/31/2023 |
Allworth Financial LP | 191,218 | $17,946 | 03/31/2024 |
SUSL | 191,218 | $17,946 | 03/31/2024 |
First Ascent Asset Management LLC | 170,114 | $14,354 | 12/31/2023 |
SUSL | 170,114 | $14,354 | 12/31/2023 |
FMR LLC | 168,867 | $14,249 | 12/31/2023 |
SUSL | 168,867 | $14,249 | 12/31/2023 |
Principal Financial Group Inc. | 122,789 | $10,361 | 12/31/2023 |
SUSL | 122,789 | $10,361 | 12/31/2023 |
Wealthsource Partners LLC | 99,750 | $8,417 | 12/31/2023 |
SUSL | 99,750 | $8,417 | 12/31/2023 |
One Wealth Advisors LLC | 89,106 | $8,363 | 03/31/2024 |
SUSL | 89,106 | $8,363 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 83,537 | $7,049 | 12/31/2023 |
SUSL | 83,537 | $7,049 | 12/31/2023 |
W Advisors LLC | 72,858 | $6,838 | 03/31/2024 |
SUSL | 72,858 | $6,838 | 03/31/2024 |
Ellevest Inc. | 76,885 | $6,488 | 12/31/2023 |
SUSL | 76,885 | $6,488 | 12/31/2023 |
Bank of America Corp DE | 75,059 | $6,333 | 12/31/2023 |
SUSL | 75,059 | $6,333 | 12/31/2023 |
RPg Family Wealth Advisory LLC | 69,327 | $5,850 | 12/31/2023 |
SUSL | 69,327 | $5,850 | 12/31/2023 |
Integrated Wealth Concepts LLC | 60,420 | $5,098 | 12/31/2023 |
SUSL | 60,420 | $5,098 | 12/31/2023 |
Commonwealth Equity Services LLC | 51,308 | $4,329 | 12/31/2023 |
SUSL | 51,308 | $4,329 | 12/31/2023 |
Bluestem Financial Advisors LLC | 39,162 | $3,675 | 03/31/2024 |
SUSL | 39,162 | $3,675 | 03/31/2024 |
Susquehanna International Group LLP | 41,493 | $3,501 | 12/31/2023 |
SUSL | 41,493 | $3,501 | 12/31/2023 |
Citadel Advisors LLC | 40,296 | $3,400 | 12/31/2023 |
SUSL | 40,296 | $3,400 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 35,537 | $2,999 | 12/31/2023 |
SUSL | 35,537 | $2,999 | 12/31/2023 |
Bfsg LLC | 28,442 | $2,669 | 03/31/2024 |
SUSL | 28,442 | $2,669 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 28,413 | $2,667 | 03/31/2024 |
SUSL | 28,413 | $2,667 | 03/31/2024 |
Keebeck Wealth Management LLC | 31,024 | $2,618 | 12/31/2023 |
SUSL | 31,024 | $2,618 | 12/31/2023 |
Retirement Capital Strategies | 30,051 | $2,536 | 12/31/2023 |
SUSL | 30,051 | $2,536 | 12/31/2023 |
CI Private Wealth LLC | 29,709 | $2,507 | 12/31/2023 |
SUSL | 29,709 | $2,507 | 12/31/2023 |
Advisor Group Holdings Inc. | 25,486 | $2,152 | 12/31/2023 |
SUSL | 25,486 | $2,152 | 12/31/2023 |
Brookstone Capital Management | 22,879 | $2,147 | 03/31/2024 |
SUSL | 22,879 | $2,147 | 03/31/2024 |
Omega Financial Group LLC | 20,976 | $1,969 | 03/31/2024 |
SUSL | 20,976 | $1,969 | 03/31/2024 |
Kickstand Ventures LLC. | 21,908 | $1,849 | 12/31/2023 |
SUSL | 21,908 | $1,849 | 12/31/2023 |
LPL Financial LLC | 21,360 | $1,802 | 12/31/2023 |
SUSL | 21,360 | $1,802 | 12/31/2023 |
Mather Group LLC. | 17,669 | $1,658 | 03/31/2024 |
SUSL | 17,669 | $1,658 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 18,875 | $1,593 | 12/31/2023 |
SUSL | 18,875 | $1,593 | 12/31/2023 |
Cypress Wealth Services LLC | 16,936 | $1,589 | 03/31/2024 |
SUSL | 16,936 | $1,589 | 03/31/2024 |
CFS Investment Advisory Services LLC | 17,943 | $1,514 | 12/31/2023 |
SUSL | 17,943 | $1,514 | 12/31/2023 |
Friedenthal Financial | 15,835 | $1,486 | 03/31/2024 |
SUSL | 15,835 | $1,486 | 03/31/2024 |
Kingsview Wealth Management LLC | 17,561 | $1,482 | 12/31/2023 |
SUSL | 17,561 | $1,482 | 12/31/2023 |
Resources Investment Advisors LLC. | 17,452 | $1,473 | 12/31/2023 |
SUSL | 17,452 | $1,473 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 16,387 | $1,383 | 12/31/2023 |
SUSL | 16,387 | $1,383 | 12/31/2023 |
Flow Traders U.S. LLC | 16,175 | $1,365 | 12/31/2023 |
SUSL | 16,175 | $1,365 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 14,298 | $1,342 | 03/31/2024 |
SUSL | 14,298 | $1,342 | 03/31/2024 |
My Legacy Advisors LLC | 15,449 | $1,313 | 12/31/2023 |
SUSL | 15,449 | $1,313 | 12/31/2023 |
Wells Fargo & Company MN | 15,534 | $1,311 | 12/31/2023 |
SUSL | 15,534 | $1,311 | 12/31/2023 |
Private Ocean LLC | 12,608 | $1,183 | 03/31/2024 |
SUSL | 12,608 | $1,183 | 03/31/2024 |
Wealth Alliance | 13,688 | $1,155 | 12/31/2023 |
SUSL | 13,688 | $1,155 | 12/31/2023 |
Orgel Wealth Management LLC | 11,721 | $1,100 | 03/31/2024 |
SUSL | 11,721 | $1,100 | 03/31/2024 |
Values Added Financial LLC | 10,612 | $996 | 03/31/2024 |
SUSL | 10,612 | $996 | 03/31/2024 |
Townsquare Capital LLC | 11,699 | $987 | 12/31/2023 |
SUSL | 11,699 | $987 | 12/31/2023 |
Csenge Advisory Group | 11,139 | $940 | 12/31/2023 |
SUSL | 11,139 | $940 | 12/31/2023 |
Compass Ion Advisors LLC | 9,600 | $901 | 03/31/2024 |
SUSL | 9,600 | $901 | 03/31/2024 |
SNS Financial Group LLC | 9,502 | $892 | 03/31/2024 |
SUSL | 9,502 | $892 | 03/31/2024 |
Park Avenue Securities LLC | 8,437 | $792 | 03/31/2024 |
SUSL | 8,437 | $792 | 03/31/2024 |
Stratos Wealth Partners LTD. | 8,023 | $753 | 03/31/2024 |
SUSL | 8,023 | $753 | 03/31/2024 |
One Capital Management LLC | 8,926 | $753 | 12/31/2023 |
SUSL | 8,926 | $753 | 12/31/2023 |
Private Advisor Group LLC | 8,658 | $731 | 12/31/2023 |
SUSL | 8,658 | $731 | 12/31/2023 |
Blair William & Co. IL | 8,470 | $715 | 12/31/2023 |
SUSL | 8,470 | $715 | 12/31/2023 |
Private Capital Management LLC | 7,469 | $701 | 03/31/2024 |
SUSL | 7,469 | $701 | 03/31/2024 |
Avantax Advisory Services Inc. | 8,248 | $696 | 12/31/2023 |
SUSL | 8,248 | $696 | 12/31/2023 |
We Are One Seven LLC | 7,982 | $674 | 12/31/2023 |
SUSL | 7,982 | $674 | 12/31/2023 |
Captrust Financial Advisors | 7,585 | $640 | 12/31/2023 |
SUSL | 7,585 | $640 | 12/31/2023 |
Tcwp LLC | 7,528 | $635 | 12/31/2023 |
SUSL | 7,528 | $635 | 12/31/2023 |
IMS Capital Management | 7,180 | $606 | 12/31/2023 |
SUSL | 7,180 | $606 | 12/31/2023 |
Charter Oak Capital Management LLC | 6,240 | $586 | 03/31/2024 |
SUSL | 6,240 | $586 | 03/31/2024 |
Farther Finance Advisors LLC | 6,704 | $566 | 12/31/2023 |
SUSL | 6,704 | $566 | 12/31/2023 |
Beacon Financial Group | 6,688 | $564 | 12/31/2023 |
SUSL | 6,688 | $564 | 12/31/2023 |
True Link Financial Advisors LLC | 5,926 | $556 | 03/31/2024 |
SUSL | 5,926 | $556 | 03/31/2024 |
GenTrust LLC | 5,675 | $533 | 03/31/2024 |
SUSL | 5,675 | $533 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 5,524 | $518 | 03/31/2024 |
SUSL | 5,524 | $518 | 03/31/2024 |
Shared Vision Wealth Group LLC | 6,017 | $508 | 12/31/2023 |
SUSL | 6,017 | $508 | 12/31/2023 |
Two Sigma Investments LP | 6,000 | $506 | 12/31/2023 |
SUSL | 6,000 | $506 | 12/31/2023 |
CI Investments Inc. | 5,969 | $504 | 12/31/2023 |
SUSL | 5,969 | $504 | 12/31/2023 |
Goldman Sachs Group Inc. | 5,928 | $500 | 12/31/2023 |
SUSL | 5,928 | $500 | 12/31/2023 |
Change Path LLC | 5,842 | $493 | 12/31/2023 |
SUSL | 5,842 | $493 | 12/31/2023 |
Firethorn Wealth Partners LLC | 5,124 | $481 | 03/31/2024 |
SUSL | 5,124 | $481 | 03/31/2024 |
DHK Financial Advisors Inc. | 5,691 | $480 | 12/31/2023 |
SUSL | 5,691 | $480 | 12/31/2023 |
Wharton Business Group LLC | 5,480 | $462 | 12/31/2023 |
SUSL | 5,480 | $462 | 12/31/2023 |
United Asset Strategies Inc. | 4,690 | $440 | 03/31/2024 |
SUSL | 4,690 | $440 | 03/31/2024 |
EverSource Wealth Advisors LLC | 5,193 | $438 | 12/31/2023 |
SUSL | 5,193 | $438 | 12/31/2023 |
Community Financial Services Group LLC | 4,611 | $433 | 03/31/2024 |
SUSL | 4,611 | $433 | 03/31/2024 |
AGF Management Ltd. | 5,100 | $430 | 12/31/2023 |
SUSL | 5,100 | $430 | 12/31/2023 |
Mayflower Financial Advisors LLC | 4,921 | $415 | 12/31/2023 |
SUSL | 4,921 | $415 | 12/31/2023 |
TSA Wealth Managment LLC | 4,874 | $411 | 12/31/2023 |
SUSL | 4,874 | $411 | 12/31/2023 |
High Falls Advisors Inc | 4,813 | $406 | 12/31/2023 |
SUSL | 4,813 | $406 | 12/31/2023 |
Ieq Capital LLC | 4,677 | $395 | 12/31/2023 |
SUSL | 4,677 | $395 | 12/31/2023 |
Cetera Advisor Networks LLC | 4,644 | $392 | 12/31/2023 |
SUSL | 4,644 | $392 | 12/31/2023 |
Stratos Wealth Advisors LLC | 4,094 | $384 | 03/31/2024 |
SUSL | 4,094 | $384 | 03/31/2024 |
Affinity Capital Advisors LLC | 3,813 | $358 | 03/31/2024 |
SUSL | 3,813 | $358 | 03/31/2024 |
Tower Research Capital LLC TRC | 4,101 | $346 | 12/31/2023 |
SUSL | 4,101 | $346 | 12/31/2023 |
Stifel Financial Corp | 4,088 | $345 | 12/31/2023 |
SUSL | 4,088 | $345 | 12/31/2023 |
Strategic Blueprint LLC | 3,607 | $339 | 03/31/2024 |
SUSL | 3,607 | $339 | 03/31/2024 |
Diversified Trust Co | 3,605 | $338 | 03/31/2024 |
SUSL | 3,605 | $338 | 03/31/2024 |
Harbour Investments Inc. | 3,939 | $332 | 12/31/2023 |
SUSL | 3,939 | $332 | 12/31/2023 |
Nwam LLC | 3,818 | $322 | 12/31/2023 |
SUSL | 3,818 | $322 | 12/31/2023 |
Advisory Services Network LLC | 3,626 | $306 | 12/31/2023 |
SUSL | 3,626 | $306 | 12/31/2023 |
PFG Investments LLC | 3,083 | $289 | 03/31/2024 |
SUSL | 3,083 | $289 | 03/31/2024 |
MKT Advisors LLC | 3,130 | $288 | 03/31/2024 |
SUSL | 3,130 | $288 | 03/31/2024 |
Foster Group Inc. | 3,013 | $283 | 03/31/2024 |
SUSL | 3,013 | $283 | 03/31/2024 |
Regal Investment Advisors LLC | 3,257 | $275 | 12/31/2023 |
SUSL | 3,257 | $275 | 12/31/2023 |
Millburn Ridgefield Corp | 3,126 | $264 | 12/31/2023 |
SUSL | 3,126 | $264 | 12/31/2023 |
Firestone Capital Management | 3,127 | $264 | 12/31/2023 |
SUSL | 3,127 | $264 | 12/31/2023 |
Apexium Financial LP | 2,772 | $260 | 03/31/2024 |
SUSL | 2,772 | $260 | 03/31/2024 |
SWS Partners | 3,051 | $257 | 12/31/2023 |
SUSL | 3,051 | $257 | 12/31/2023 |
JGP Wealth Management LLC | 2,720 | $255 | 03/31/2024 |
SUSL | 2,720 | $255 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 2,631 | $247 | 03/31/2024 |
SUSL | 2,631 | $247 | 03/31/2024 |
Cerity Partners LLC | 2,910 | $246 | 12/31/2023 |
SUSL | 2,910 | $246 | 12/31/2023 |
BOS Asset Management LLC | 2,872 | $242 | 12/31/2023 |
SUSL | 2,872 | $242 | 12/31/2023 |
Parallel Advisors LLC | 2,763 | $233 | 12/31/2023 |
SUSL | 2,763 | $233 | 12/31/2023 |
Marino Stram & Associates LLC | 2,451 | $230 | 03/31/2024 |
SUSL | 2,451 | $230 | 03/31/2024 |
GeoWealth Management LLC | 2,634 | $222 | 12/31/2023 |
SUSL | 2,634 | $222 | 12/31/2023 |
Lodestar Private Asset Management LLC | 2,293 | $215 | 03/31/2024 |
SUSL | 2,293 | $215 | 03/31/2024 |
Hoxton Planning & Management LLC | 2,245 | $211 | 03/31/2024 |
SUSL | 2,245 | $211 | 03/31/2024 |
Horizon Wealth Management LLC | 2,214 | $208 | 03/31/2024 |
SUSL | 2,214 | $208 | 03/31/2024 |
RCS Financial Planning LLC | 2,425 | $205 | 12/31/2023 |
SUSL | 2,425 | $205 | 12/31/2023 |
Evergreen Private Wealth LLC | 1,467 | $138 | 03/31/2024 |
SUSL | 1,467 | $138 | 03/31/2024 |
Clearstead Advisors LLC | 1,280 | $108 | 12/31/2023 |
SUSL | 1,280 | $108 | 12/31/2023 |
Your Advocates Ltd. LLP | 1,046 | $88 | 12/31/2023 |
SUSL | 1,046 | $88 | 12/31/2023 |
GWM Advisors LLC | 990 | $84 | 12/31/2023 |
SUSL | 990 | $84 | 12/31/2023 |
LGT Financial Advisors LLC | 965 | $81 | 12/31/2023 |
SUSL | 965 | $81 | 12/31/2023 |
Morgan Stanley | 816 | $69 | 12/31/2023 |
SUSL | 816 | $69 | 12/31/2023 |
Citigroup Inc. | 788 | $66 | 12/31/2023 |
SUSL | 788 | $66 | 12/31/2023 |
Global Retirement Partners LLC | 696 | $65 | 03/31/2024 |
SUSL | 696 | $65 | 03/31/2024 |
GHP Investment Advisors Inc. | 575 | $54 | 03/31/2024 |
SUSL | 575 | $54 | 03/31/2024 |
DB Wealth Management Group LLC | 642 | $54 | 12/31/2023 |
SUSL | 642 | $54 | 12/31/2023 |
WealthShield Partners LLC | 539 | $45 | 12/31/2023 |
SUSL | 539 | $45 | 12/31/2023 |
DT Investment Partners LLC | 491 | $43 | 12/31/2023 |
SUSL | 491 | $43 | 12/31/2023 |
Ancora Advisors LLC | 435 | $37 | 12/31/2023 |
SUSL | 435 | $37 | 12/31/2023 |
The PNC Financial Services Group Inc. | 369 | $31 | 12/31/2023 |
SUSL | 369 | $31 | 12/31/2023 |
First Manhattan Co. | 300 | $25 | 12/31/2023 |
SUSL | 300 | $25 | 12/31/2023 |
Front Row Advisors LLC | 293 | $25 | 12/31/2023 |
SUSL | 293 | $25 | 12/31/2023 |
Larson Financial Group LLC | 275 | $23 | 12/31/2023 |
SUSL | 275 | $23 | 12/31/2023 |
Qube Research & Technologies Ltd | 230 | $19 | 12/31/2023 |
SUSL | 230 | $19 | 12/31/2023 |
Spire Wealth Management | 175 | $16 | 03/31/2024 |
SUSL | 175 | $16 | 03/31/2024 |
HHM Wealth Advisors LLC | 137 | $12 | 12/31/2023 |
SUSL | 137 | $12 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 139 | $12 | 12/31/2023 |
SUSL | 139 | $12 | 12/31/2023 |
UBS Group AG | 97 | $8 | 12/31/2023 |
SUSL | 97 | $8 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 98 | $8 | 12/31/2023 |
SUSL | 98 | $8 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SUSL | 0 | $0 | 12/31/2023 |
Manchester Capital Management LLC | 3 | $0 | 12/31/2023 |
SUSL | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SUSL
See Details: Top 10 Hedge Funds Holding SUSL
Also See: SUSL Holdings Changes
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