492 tracked 13F filers disclose a position in SUSA as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $193.0M | 1.5M | ▼−9.6% Reduced · −155K sh | Q1 2026 | |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | $140.7M | 1.1M | ▼−2.8% Reduced · −31K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $132.0M | 999K | ▼−1.2% Reduced · −12K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $90.9M | 688K | ▲+8.6% Added · +55K sh | Q1 2026 | |
| 5 | SPINNAKER TRUST | $87.3M | 566K | ▼−1.2% Reduced · −7K sh | Q2 2026 | |
| 6 | IMA Advisory Services, Inc. | $80.9M | 524K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $64.5M | 489K | ▲+0.9% Added · +5K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $64.4M | 487K | ▼−2.7% Reduced · −14K sh | Q1 2026 | |
| 9 | MISSION WEALTH MANAGEMENT, LP | $67.1M | 435K | ▲+5.5% Added · +23K sh | Q2 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 398K | ▲+30% Added · +92K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $50.7M | 394K | ▼−3.5% Reduced · −14K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $51.8M | 392K | ▲+3.5% Added · +13K sh | Q1 2026 | |
| 13 | M&T BANK CORP | $50.3M | 381K | ▼−27% Reduced · −140K sh | Q1 2026 | |
| 14 | UBS Group AG | $46.3M | 350K | ▼−6.8% Reduced · −25K sh | Q1 2026 | |
| 15 | LPL Financial LLC | $40.6M | 307K | ▼−0.2% Reduced · −752 sh | Q1 2026 | |
| 16 | Shira Ridge Wealth Management | $44.5M | 288K | ▼−1.0% Reduced · −3K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $32.2M | 244K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $26.2M | 198K | ▼−67% Reduced · −408K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $24.4M | 185K | ▲+0.1% Added · +101 sh | Q1 2026 | |
| 20 | Mariner, LLC | $24.3M | 184K | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 21 | HM PAYSON & CO | $21.8M | 165K | ▼−7.3% Reduced · −13K sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $17.2M | 130K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 23 | Stewardship Advisors, LLC | $19.3M | 125K | ▲+6.4% Added · +8K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $12.8M | 97K | ▲+0.8% Added · +771 sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 93K | ▼−17% Reduced · −19K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in SUSA and 10 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 279 funds | $82.5B |
| MICROSOFT CORPMSFT | 275 funds | $76.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 271 funds | $12.1B |
| NVIDIA CORPNVDA | 270 funds | $100.2B |
| AMAZON.COM INCAMZN | 270 funds | $55.5B |
| ALPHABET INC-CL AGOOGL | 268 funds | $42.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 267 funds | $13.1B |
| ALPHABET INC-CL CGOOG | 265 funds | $37.4B |
| ISHARES CORE S&P 500 ETFIVV | 263 funds | $31.6B |
| JPMORGAN CHASE & COJPM | 258 funds | $19.9B |
| VANGUARD S&P 500 ETFVOO | 255 funds | $17.4B |
| JOHNSON & JOHNSONJNJ | 255 funds | $15.0B |
Ranked by how many of SUSA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.8B |
| EFGcs | 976 funds | $12.2B |
| ITAcs | 939 funds | $6.6B |
| MBBcs | 932 funds | $34.2B |
| IGSBcs | 926 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 888 funds | $20.2B |
| PFFcs | 884 funds | $5.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SUSA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SUSA/capital-change-brief"
Use Arkolith's capital_change_brief for SUSA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SUSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.