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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
50Tracked holders
+3Δ holders
13.84MShares held
$346.82MReported value
+4New positions
−1Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.4% · share flow +4.3% · net new positions +6.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Goldman Sachs Group ✦ 3.38M +7.9% $84.80M 0.0% ▲ Add 3 SEC ↗ ×3
2 LPL Financial LLC 1.63M +5.1% $40.80M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley ✦ 976.10K -0.4% $24.47M 0.0% ▼ Trim 3 SEC ↗ ×2
4 Ameriprise Financial Inc 673.21K -14.7% $16.87M 0.0% ▼ Trim 2 SEC ↗ ×3
5 Bank of New York Mellon Corp 670.80K +8.3% $16.81M 0.0% ▲ Add 2 SEC ↗ ×3
6 Royal Bank Of Canada 666.75K +2.5% $16.71M 0.0% ▲ Add 2 SEC ↗ ×3
7 Wells Fargo & Company/Mn 609.34K +11.5% $15.27M 0.0% ▲ Add 2 SEC ↗ ×3
8 Commonwealth Equity Services, Llc 543.39K +11.7% $13.62M 0.0% ▲ Add 2 SEC ↗
9 Envestnet Asset Management Inc 527.74K -11.4% $13.23M 0.0% ▼ Trim 2 SEC ↗
10 UBS Group AG 477.27K +8.8% $11.96M 0.0% ▲ Add 2 SEC ↗
11 Baird Financial Group, Inc. 466.52K +3.9% $11.69M 0.0% ▲ Add 2 SEC ↗
12 Mariner, LLC 419.25K +1.1% $10.51M 0.0% ▲ Add 2 SEC ↗ ×2
13 JPMorgan Chase ✦ 353.96K -10.7% $8.85M 0.0% ▼ Trim 3 SEC ↗ ×4
14 Financial Engines Advisors L.L.C. 327.65K -2.9% $8.21M 0.0% ▼ Trim 2 SEC ↗
15 Fisher Asset Management ✦ 277.66K +7.0% $6.96M 0.0% ▲ Add 8 SEC ↗
16 Bank Of America Corp /De/ 249.56K -5.1% $6.26M 0.0% ▼ Trim 2 SEC ↗ ×2
17 Osaic Holdings, Inc. 192.65K +142.0% $4.83M 0.0% ▲ Add 2 SEC ↗ ×3
18 Susquehanna International Group, Llp 154.41K +325.6% $3.87M 0.0% ▲ Add 2 SEC ↗
19 Corient Private Wealth LP 147.59K -48.4% $3.70M 0.0% ▼ Trim 2 SEC ↗
20 Wealth Enhancement Advisory… 137.97K +12.7% $3.45M 0.0% ▲ Add 2 SEC ↗
21 Cetera Investment Advisers 109.08K -5.0% $2.73M 0.0% ▼ Trim 2 SEC ↗
22 Stifel Financial Corp 96.32K +0.4% $2.41M 0.0% ▲ Add 2 SEC ↗ ×2
23 HighTower Advisors, LLC 94.55K -1.8% $2.37M 0.0% ▼ Trim 2 SEC ↗
24 Citadel Advisors ✦ 75.17K +516.5% $1.88M 0.0% ▲ Add 3 SEC ↗
25 Assetmark, Inc 70.84K +17.2% $1.78M 0.0% ▲ Add 2 SEC ↗
26 Cwm, Llc 69.47K -16.9% $1.74M 0.0% ▼ Trim 2 SEC ↗
27 Raymond James Financial Inc 64.92K +64.8% $1.63M 0.0% ▲ Add 2 SEC ↗ ×2
28 Focus Partners Wealth 64.28K -0.1% $1.61M 0.0% ▼ Trim 2 SEC ↗
29 Captrust Financial Advisors 43.05K +10.9% $1.08M 0.0% ▲ Add 2 SEC ↗
30 Blair William & Co/Il 42.88K -0.1% $1.07M 0.0% ▼ Trim 2 SEC ↗
31 Creative Planning 37.67K +356.2% $944,234 0.0% ▲ Add 2 SEC ↗
32 Franklin Resources Inc 36.63K +0.7% $918,081 0.0% ▲ Add 2 SEC ↗
33 Rockefeller Capital Management L.P. 34.40K -0.3% $862,334 0.0% ▼ Trim 2 SEC ↗
34 Jane Street Group, Llc 30.42K +43.8% $762,402 0.0% ▲ Add 2 SEC ↗
35 Mml Investors Services, Llc 18.81K -33.5% $471,543 0.0% ▼ Trim 2 SEC ↗
36 Mercer Global Advisors Inc /Adv 13.55K -0.5% $339,587 0.0% ▼ Trim 2 SEC ↗
37 Cerity Partners LLC 10.37K New $259,974 0.0% New 1 SEC ↗
38 Jones Financial Companies Lllp 10.41K +94.9% $259,650 0.0% ▲ Add 2 SEC ↗
39 Wealthfront Advisers LLC 10.27K -6.0% $257,292 0.0% ▼ Trim 2 SEC ↗
40 Fifth Third Bancorp 9.80K New $245,662 0.0% New 1 SEC ↗
41 Us Bancorp \De\ 4.59K 0.0% $115,048 0.0% Held 2 SEC ↗
42 Deutsche Bank Ag\ 4.27K New $107,049 0.0% New 1 SEC ↗
43 Citigroup Inc 1.00K 0.0% $25,065 0.0% Held 2 SEC ↗
44 Pnc Financial Services Group, Inc. 926 -45.8% $23,211 0.0% ▼ Trim 2 SEC ↗
45 Northwestern Mutual Wealth… 800 New $20,052 0.0% New 1 SEC ↗
46 National Bank Of Canada /Fi/ 550 0.0% $13,778 0.0% Held 2 SEC ↗
47 BlackRock ✦ (passive) 356 -41.5% $8,923 0.0% ▼ Trim 4 SEC ↗
48 Fidelity (FMR) ✦ 171 -11.4% $4,294 0.0% ▼ Trim 4 SEC ↗
49 Bnp Paribas Financial Markets 90 -52.6% $2,256 0.0% ▼ Trim 2 SEC ↗
50 Russell Investments Group, Ltd. 2 0.0% $50 0.0% Held 2 SEC ↗

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

New buyers

Cerity Partners LLC $259,974 0.0%
Fifth Third Bancorp $245,662 0.0%
Deutsche Bank Ag\ $107,049 0.0%
Northwestern Mutual Wealth… $20,052 0.0%

Exited

Bank Julius Baer & Co. Ltd… $373,551 was 0.0%

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: Q1 2026 · Methodology · Get this via the API