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Institutional Holders of SUSA

There is a long list of 451 institutional holders of SUSA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SUSA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SUSA table below, the initial column indicates the name of each top institutional holder of SUSA, with a link to that fund's top holdings. The next columns indicate the amount of SUSA stock held by each of the institutional holders of SUSA, followed by the SUSA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Raymond James Financial Services Advisors Inc.376,400$37,832 12/31/2023
     SUSA376,400$37,832 12/31/2023
Deutsche Bank AG373,239$37,514 12/31/2023
     SUSA373,239$37,514 12/31/2023
Raymond James & Associates373,185$37,509 12/31/2023
     SUSA373,185$37,509 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
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
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.100,696$10,121 12/31/2023
     SUSA100,696$10,121 12/31/2023
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
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
Charter Oak Capital Management LLC80,021$8,043 12/31/2023
     SUSA80,021$8,043 12/31/2023
Corundum Group Inc.69,292$7,565 03/31/2024
     SUSA69,292$7,565 03/31/2024
Robertson Stephens Wealth Management LLC70,296$7,065 12/31/2023
     SUSA70,296$7,065 12/31/2023
Regions Financial Corp69,606$6,996 12/31/2023
     SUSA69,606$6,996 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

See All: Funds Holding SUSA
See Details: Top 10 Hedge Funds Holding SUSA
Also See: SUSA Holdings Changes

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