311 tracked 13F filers disclose a position in SUSB as of the latest SEC 13F filings, a combined $734.9M 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 | GOLDMAN SACHS GROUP INC | $84.8M | 3.4M | ▲+7.9% Added · +247K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $40.8M | 1.6M | ▲+5.1% Added · +79K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $24.5M | 976K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 4 | Envestnet Portfolio Solutions, Inc. | $19.2M | 768K | ▲35× Added · +746K sh | Q2 2026 | |
| 5 | EP Wealth Advisors, LLC | $19.2M | 768K | ▲+9.6% Added · +67K sh | Q2 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $16.9M | 673K | ▼−15% Reduced · −116K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $16.8M | 671K | ▲+8.3% Added · +52K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $16.7M | 667K | ▲+2.5% Added · +16K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $15.3M | 609K | ▲+12% Added · +63K sh | Q1 2026 | |
| 10 | Savant Capital, LLC | $14.9M | 597K | ▲+3.8% Added · +22K sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $13.6M | 543K | ▲+12% Added · +57K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 528K | ▼−11% Reduced · −68K sh | Q1 2026 | |
| 13 | Perigon Wealth Management, LLC | $12.6M | 505K | ▲+16% Added · +69K sh | Q2 2026 | |
| 14 | Modera Wealth Management, LLC | $12.4M | 498K | ▲+2.0% Added · +10K sh | Q2 2026 | |
| 15 | Wealthspire Advisors, LLC | $12.3M | 492K | ▼−2.8% Reduced · −14K sh | Q1 2026 | |
| 16 | ST GERMAIN D J CO INC | $12.2M | 487K | ▲+3.3% Added · +16K sh | Q2 2026 | |
| 17 | Allworth Financial LP | $12.0M | 478K | ▲+7.3% Added · +33K sh | Q1 2026 | |
| 18 | UBS Group AG | $12.0M | 477K | ▲+8.7% Added · +38K sh | Q1 2026 | |
| 19 | Baird Financial Group, Inc. | $11.7M | 467K | ▲+3.9% Added · +18K sh | Q1 2026 | |
| 20 | Milestone Investment Advisors LLC | $10.6M | 422K | ▲+1.3% Added · +5K sh | Q1 2026 | |
| 21 | Mariner, LLC | $10.5M | 419K | ▲+1.1% Added · +5K sh | Q1 2026 | |
| 22 | FLPUTNAM INVESTMENT MANAGEMENT CO | $9.6M | 382K | ▲+1.8% Added · +7K sh | Q2 2026 | |
| 23 | Destination Wealth Management | $9.0M | 361K | ▲+1.6% Added · +6K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $8.8M | 354K | ▼−11% Reduced · −43K sh | Q1 2026 | |
| 25 | Financial Engines Advisors L.L.C. | $8.5M | 340K | ▲+3.9% Added · +13K sh | Q2 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, 6 funds opened a new position in SUSB and 30 added to an existing one, while 7 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 | 166 funds | $40.7B |
| MICROSOFT CORPMSFT | 166 funds | $33.2B |
| NVIDIA CORPNVDA | 161 funds | $47.8B |
| AMAZON.COM INCAMZN | 161 funds | $26.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 157 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 154 funds | $10.9B |
| VANGUARD S&P 500 ETFVOO | 154 funds | $8.9B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 153 funds | $5.5B |
| ISHARES CORE S&P 500 ETFIVV | 152 funds | $14.0B |
| ALPHABET INC-CL AGOOGL | 151 funds | $27.8B |
| JPMORGAN CHASE & COJPM | 150 funds | $13.2B |
| JOHNSON & JOHNSONJNJ | 150 funds | $7.4B |
Ranked by how many of SUSB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ESGUmc | 778 funds | $10.3B |
| ESGDmc | 693 funds | $7.9B |
| IDEVmc | 667 funds | $23.3B |
| IAGGmc | 543 funds | $10.0B |
| IBDRmc | 410 funds | $2.4B |
| ICVTmc | 376 funds | $2.3B |
| IVLUmc | 348 funds | $2.8B |
| SUSBthis pagemc | 311 funds | $734.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SUSB
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/SUSB/capital-change-brief"
Use Arkolith's capital_change_brief for SUSB. 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 SUSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.