% of shares outstanding is not shown for SUSL: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for SUSL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Bank of Italy | 1.7M | 1.7M | 1.7M | 888K | 888K | 888K | $101M |
| MERCER GLOBAL ADVISORS INC /ADV | 853K | 810K | 795K | 792K | 732K | 707K | $80M |
| FMR LLC | 393K | 421K | 389K | 410K | 593K | 455K | $52M |
| JPMORGAN CHASE & CO | 538K | 484K | 461K | 892K | 444K | 443K | $49M |
| ROYAL BANK OF CANADA | 349K | 351K | 725K | 379K | 375K | 377K | $43M |
| Creative Planning | 212K | 225K | 218K | 205K | 203K | 205K | $23M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 234K | 240K | 241K | 245K | 254K | 202K | $23M |
| Allworth Financial LP | 187K | 188K | 190K | 197K | 192K | 191K | $22M |
| Ellevest, Inc. | 111K | 119K | 128K | 143K | 148K | 156K | $18M |
| Pathstone Holdings, LLC | — | — | 77K | 78K | 100K | 114K | $13M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 72K | 82K | 80K | 81K | 83K | 82K | $9M |
| Robertson Stephens Wealth Management, LLC | 60K | 65K | 64K | 64K | 73K | 80K | $9M |
| Sanctuary Advisors, LLC | 87K | 84K | 80K | 163K | 79K | 80K | $9M |
| Trilogy Capital Inc. | — | — | — | — | — | 78K | $9M |
| OneDigital Investment Advisors LLC | 84K | 87K | 78K | 78K | 77K | 77K | $9M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Trilogy Capital Inc. | +78,073 | $9M | OPEN |
| FLOW TRADERS U.S. LLC | +65,760 | $7M | OPEN |
| Kingsview Wealth Management, LLC | +62,541 | $7M | OPEN |
| Quantinno Capital Management LP | +25,165 | $3M | OPEN |
| Independent Advisor Alliance | +22,256 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| National Philanthropic Trust | −156,176 | $18M | CLOSE |
| FMR LLC | −138,097 | $16M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −52,278 | $6M | TRIM |
| BANK OF AMERICA CORP /DE/ | −28,376 | $3M | TRIM |
| MERCER GLOBAL ADVISORS INC /ADV | −25,651 | $3M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 194 | 5,816,245 | — | $660M |
| 2025-Q4 | 185 | 5,876,015 | — | $713M |
| 2025-Q3 | 175 | 6,117,706 | — | $714M |
| 2025-Q2 | 165 | 7,440,954 | — | $807M |
| 2025-Q1 | 157 | 7,127,663 | — | $682M |
| 2024-Q4 | 158 | 7,351,655 | — | $759M |
| 2024-Q3 | 155 | 9,419,595 | — | $956M |
| 2024-Q2 | 145 | 9,139,471 | — | $889M |
| 2024-Q1 | 144 | 10,695,123 | — | $1.0B |
| 2023-Q4 | 138 | 10,677,270 | — | $901M |
| 2023-Q3 | 129 | 10,847,454 | — | $818M |
| 2023-Q2 | 121 | 10,388,808 | — | $804M |
| 2023-Q1 | 126 | 39,455,117 | — | $2.8B |
| 2022-Q4 | 129 | 38,425,044 | — | $2.5B |
| 2022-Q3 | 114 | 38,654,886 | — | $2.3B |
| 2022-Q2 | 112 | 36,901,885 | — | $2.5B |
| 2022-Q1 | 108 | 39,462,539 | — | $3.0B |
| 2021-Q4 | 90 | 39,007,789 | — | $3.3B |
| 2021-Q3 | 60 | 40,210,145 | — | $3.0B |
| 2021-Q2 | 61 | 38,934,565 | — | $2.9B |
| 2021-Q1 | 53 | 37,987,814 | — | $2.6B |
| 2020-Q4 | 39 | 35,046,481 | — | $2.3B |
| 2020-Q3 | 33 | 35,056,969 | — | $2.0B |
| 2020-Q2 | 30 | 35,239,193 | — | $1.9B |
| 2020-Q1 | 24 | 29,086,812 | — | $1.3B |
| 2019-Q4 | 13 | 27,922,824 | — | $1.6B |
| 2019-Q3 | 7 | 26,310,170 | — | $1.4B |
| 2019-Q2 | 3 | 208,858 | — | $11M |
