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Security record · archived quarter

SUSB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
47Tracked holders
0Δ holders
13.27MShares held
$334.83MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.2% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 46 -2 19.66M $491.26M — −3
Q1 2026 50 +3 13.84M $346.82M +4 −1
Q4 2025 47 0 13.27M $334.83M — —
Q3 2025 7 +1 5.36M $135.70M +1 —
Q2 2025 3 -1 227.87K $5.74M — −1
Q1 2025 2 +1 253.92K $6.35M +1 —
Q4 2024 1 -1 189.04K $4.67M — −1
Q3 2024 2 +1 209.82K $5.28M +1 —
Q2 2024 1 — 167.37K $4.10M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group ✦ 3.14M -1.2% $79.16M 0.0% ▼ Trim 2 SEC ↗ ×2
2 LPL Financial LLC 1.55M — $39.08M 0.0% n/c 1 SEC ↗
3 Morgan Stanley ✦ 979.84K -4.7% $24.73M 0.0% ▼ Trim 2 SEC ↗
4 Ameriprise Financial Inc 789.31K — $19.92M 0.0% n/c 1 SEC ↗ ×3
5 Royal Bank Of Canada 650.50K — $16.42M 0.0% n/c 1 SEC ↗ ×3
6 Bank of New York Mellon Corp 619.17K — $15.63M 0.0% n/c 1 SEC ↗ ×3
7 Envestnet Asset Management Inc 595.91K — $15.04M 0.0% n/c 1 SEC ↗
8 Wells Fargo & Company/Mn 546.45K — $13.79M 0.0% n/c 1 SEC ↗ ×3
9 Commonwealth Equity Services, Llc 486.55K — $12.28M 0.0% n/c 1 SEC ↗
10 Baird Financial Group, Inc. 448.96K — $11.33M 0.0% n/c 1 SEC ↗
11 UBS Group AG 438.88K — $11.08M 0.0% n/c 1 SEC ↗
12 Mariner, LLC 414.58K — $10.46M 0.0% n/c 1 SEC ↗ ×2
13 JPMorgan Chase ✦ 396.53K -53.8% $10.01M 0.0% ▼ Trim 2 SEC ↗ ×5
14 Financial Engines Advisors L.L.C. 337.42K — $8.52M 0.0% n/c 1 SEC ↗
15 Corient Private Wealth LP 285.72K — $7.21M 0.0% n/c 1 SEC ↗ ×3
16 Bank Of America Corp /De/ 262.85K — $6.63M 0.0% n/c 1 SEC ↗ ×2
17 Fisher Asset Management ✦ 259.44K +7.4% $6.55M 0.0% ▲ Add 7 SEC ↗
18 Wealth Enhancement Advisory… 122.38K — $3.09M 0.0% n/c 1 SEC ↗
19 Cetera Investment Advisers 114.77K — $2.90M 0.0% n/c 1 SEC ↗
20 HighTower Advisors, LLC 96.23K — $2.43M 0.0% n/c 1 SEC ↗
21 Stifel Financial Corp 95.91K — $2.42M 0.0% n/c 1 SEC ↗ ×2
22 Cwm, Llc 83.55K — $2.11M 0.0% n/c 1 SEC ↗
23 Osaic Holdings, Inc. 79.61K — $2.01M 0.0% n/c 1 SEC ↗ ×4
24 Focus Partners Wealth 64.34K — $1.62M 0.0% n/c 1 SEC ↗
25 Assetmark, Inc 60.44K — $1.53M 0.0% n/c 1 SEC ↗
26 Blair William & Co/Il 42.91K — $1.08M 0.0% n/c 1 SEC ↗
27 Raymond James Financial Inc 39.40K — $994,522 0.0% n/c 1 SEC ↗ ×2
28 Captrust Financial Advisors 38.83K — $980,083 0.0% n/c 1 SEC ↗
29 Franklin Resources Inc 36.36K — $917,676 0.0% n/c 1 SEC ↗
30 Susquehanna International Group, Llp 36.28K — $915,732 0.0% n/c 1 SEC ↗
31 Rockefeller Capital Management L.P. 34.52K — $871,219 0.0% n/c 1 SEC ↗
32 Mml Investors Services, Llc 28.31K — $714,577 0.0% n/c 1 SEC ↗
33 Jane Street Group, Llc 21.15K — $533,927 0.0% n/c 1 SEC ↗
34 Bank Julius Baer & Co. Ltd, Zurich 14.80K — $373,551 0.0% n/c 1 SEC ↗
35 Mercer Global Advisors Inc /Adv 13.62K — $343,755 0.0% n/c 1 SEC ↗
36 Citadel Advisors ✦ 12.19K -78.7% $307,726 0.0% ▼ Trim 2 SEC ↗
37 Wealthfront Advisers LLC 10.93K — $275,772 0.0% n/c 1 SEC ↗
38 Creative Planning 8.26K — $208,432 0.0% n/c 1 SEC ↗
39 Jones Financial Companies Lllp 5.34K — $134,832 0.0% n/c 1 SEC ↗
40 Us Bancorp \De\ 4.59K — $115,852 0.0% n/c 1 SEC ↗
41 Pnc Financial Services Group, Inc. 1.71K — $43,118 0.0% n/c 1 SEC ↗
42 Citigroup Inc 1.00K — $25,240 0.0% n/c 1 SEC ↗
43 BlackRock ✦ (passive) 609 -9.8% $15,371 0.0% ▼ Trim 3 SEC ↗
44 National Bank Of Canada /Fi/ 550 — $13,876 0.0% n/c 1 SEC ↗
45 Fidelity (FMR) ✦ 193 +17.7% $4,879 0.0% ▲ Add 3 SEC ↗
46 Bnp Paribas Financial Markets 190 — $4,796 0.0% n/c 1 SEC ↗
47 Russell Investments Group, Ltd. 2 — $50 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 306 holders, 29.19M shares, $679.82M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API