| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $229.7M | 9.9M | ▲+4.9% Added · +465K sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $104.7M | 4.5M | ▲+1.4% Added · +64K sh | Q1 2026 | |
| 3 | Wealthfront Advisers LLC | $84.0M | 3.6M | ▼−1.6% Reduced · −59K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $77.3M | 3.3M | ▲+8.5% Added · +263K sh | Q1 2026 | |
| 5 | UBS Group AG | $73.4M | 3.2M | ▲+685% Added · +2.8M sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $37.5M | 1.6M | ▼−1.9% Reduced · −31K sh | Q1 2026 | |
| 7 | Envestnet Portfolio Solutions, Inc. | $36.0M | 1.6M | ▼−28% Reduced · −603K sh | Q2 2026 | |
| 8 | Creative Planning | $30.3M | 1.3M | ▲+6.3% Added · +77K sh | Q1 2026 | |
| 9 | FMR LLC | $24.6M | 1.1M | ▲+14% Added · +131K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $21.5M | 928K | ▲+0.7% Added · +6K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $19.9M | 861K | ▲+3.1% Added · +26K sh | Q1 2026 | |
| 12 | Fisher Asset Management, LLC | $19.3M | 833K | ▲+4.8% Added · +38K sh | Q1 2026 | |
| 13 | CWM, LLC | $18.9M | 819K | ▲+23% Added · +153K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $13.2M | 572K | ▲+825% Added · +510K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $10.9M | 469K | ▲+2.5% Added · +11K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $10.8M | 465K | ▲+12% Added · +51K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $10.0M | 433K | ▲+23% Added · +81K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $8.9M | 383K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $8.1M | 351K | ▲+15% Added · +47K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $7.4M | 320K | ▲+15% Added · +43K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $6.3M | 273K | ▼−35% Reduced · −146K sh | Q1 2026 | |
| 22 | Financial Engines Advisors L.L.C. | $6.1M | 263K | ▼−17% Reduced · −55K sh | Q1 2026 | |
| 23 | Perigon Wealth Management, LLC | $5.8M | 253K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 24 | OneDigital Investment Advisors LLC | $5.5M | 239K | ▲+27% Added · +50K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $5.2M | 223K | ▲+8.8% Added · +18K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 88 funds | $21.4B |
| MICROSOFT CORPMSFT | 88 funds | $16.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 88 funds | $10.7B |
| JPMORGAN CHASE & COJPM | 88 funds | $7.8B |
| VISA INC-CLASS A SHARESV | 88 funds | $4.5B |
| ELI LILLY & COLLY | 88 funds | $4.4B |
| COSTCO WHOLESALE CORPCOST | 88 funds | $4.2B |
| CHEVRON CORPCVX | 88 funds | $3.3B |
| CATERPILLAR INCCAT | 88 funds | $2.6B |
| CISCO SYSTEMS INCCSCO | 88 funds | $2.1B |
| PALANTIR TECHNOLOGIES INC-APLTR | 88 funds | $2.1B |
| GOLDMAN SACHS GROUP INCGS | 88 funds | $1.8B |
Ranked by how many of SUSC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SUSC/capital-change-brief"
Use Arkolith's capital_change_brief for SUSC. 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 SUSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.