180 tracked 13F filers disclose a position in SUSL as of the latest SEC 13F filings, a combined $565.9M 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 | MERCER GLOBAL ADVISORS INC /ADV | $80.3M | 707K | ▼−3.5% Reduced · −26K sh | Q1 2026 | |
| 2 | FMR LLC | $51.7M | 455K | ▼−23% Reduced · −138K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $48.8M | 443K | ▼−0.2% Reduced · −827 sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $42.8M | 377K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 5 | Creative Planning | $23.3M | 205K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.6M | 201K | ▼−0.4% Reduced · −799 sh | Q2 2026 | |
| 7 | Allworth Financial LP | $21.7M | 191K | ▼−0.4% Reduced · −761 sh | Q1 2026 | |
| 8 | Ellevest, Inc. | $21.7M | 163K | ▲+4.6% Added · +7K sh | Q2 2026 | |
| 9 | Pathstone Holdings, LLC | $13.0M | 114K | ▲+15% Added · +15K sh | Q1 2026 | |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $11.5M | 86K | ▲+5.0% Added · +4K sh | Q2 2026 | |
| 11 | One Wealth Advisors, LLC | $8.5M | 82K | ▲+0.1% Added · +128 sh | Q4 2024 | |
| 12 | Trilogy Capital Inc. | $10.7M | 81K | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 13 | Sanctuary Advisors, LLC | $10.5M | 79K | ▼−0.9% Reduced · −707 sh | Q2 2026 | |
| 14 | Robertson Stephens Wealth Management, LLC | $10.3M | 78K | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 15 | OneDigital Investment Advisors LLC | $8.8M | 77K | ▲+0.7% Added · +533 sh | Q1 2026 | |
| 16 | Xena Financial Planning, LLC | $9.3M | 70K | ▲+17% Added · +10K sh | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $7.1M | 62K | ▼−31% Reduced · −28K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 52K | ▼−6.8% Reduced · −4K sh | Q1 2026 | |
| 19 | BLUESTEM FINANCIAL ADVISORS, LLC | $6.7M | 50K | ▲+1.7% Added · +858 sh | Q2 2026 | |
| 20 | W ADVISORS, LLC | $6.3M | 47K | ▼−12% Reduced · −6K sh | Q2 2026 | |
| 21 | GeoWealth Management, LLC | $5.8M | 44K | ▼−14% Reduced · −7K sh | Q2 2026 | |
| 22 | Integrated Wealth Concepts LLC | $5.5M | 41K | ▼−0.8% Reduced · −340 sh | Q2 2026 | |
| 23 | Aptus Capital Advisors, LLC | $5.3M | 40K | ▼−0.7% Reduced · −277 sh | Q2 2026 | |
| 24 | LPL Financial LLC | $4.2M | 37K | ▲+43% Added · +11K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 32K | ▲+119% Added · +17K 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, 3 funds opened a new position in SUSL and 13 added to an existing one, while 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 80 funds | $9.5B |
| NVIDIA CORPNVDA | 79 funds | $16.4B |
| APPLE INCAAPL | 79 funds | $13.7B |
| AMAZON.COM INCAMZN | 78 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 78 funds | $6.2B |
| ISHARES CORE S&P 500 ETFIVV | 76 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 76 funds | $5.0B |
| CISCO SYSTEMS INCCSCO | 76 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 75 funds | $2.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 74 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 74 funds | $2.8B |
| BROADCOM INCAVGO | 73 funds | $5.5B |
Ranked by how many of SUSL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| USHYmc | 594 funds | $21.5B |
| EAGGmc | 434 funds | $3.8B |
| ESMLmc | 425 funds | $1.6B |
| IFRAmc | 403 funds | $1.8B |
| IBDSmc | 399 funds | $2.6B |
| IBDTmc | 396 funds | $2.7B |
| ARTYmc | 350 funds | $996.9M |
| SYSBmc | 256 funds | $981.8M |
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 SUSL
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/SUSL/capital-change-brief"
Use Arkolith's capital_change_brief for SUSL. 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 SUSL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.