Inst. Holders
50 funds
SU
SUSA
ISHARES TR
$157.76 ▲ +1.02%
Prev close $156.168 New Institutional Positions
Snapshot
The big-picture read on SUSA right now — valuation, ownership and activity at a glance.
Inst. Value
$1.6B
Inst. Activity
8 buys / 2 sells
Price chart 30d +0.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Jun 30, 2026 Inst.
M&T BANK CORP — ADD
563,054 shares ($86.9M)
Jun 30, 2026 Inst.
MERCER GLOBAL ADVISORS INC — ADD
505,698 shares ($78.0M)
Mar 2, 2026 dark_pool
Dark Pool: SUSA — 0.1M shares, 529 trades
Week starting 2026-03-02. Total ATS volume: 54,760 shares across 529 trades.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Mar 2, 2026
dark_pool
Dark Pool: SUSA — 0.1M shares, 529 trades
Week starting 2026-03-02. Total ATS volume: 54,760 shares across 529 trades.
Feb 3, 2026
short_interest
FTD: SUSA — 3,768 shares ($0.5M) failed to deliver
Settlement: 20260203, Price: $141.95, FTD Value: $534,867.6, ISHARES TRUST ISHARES ESG OPTI
Institutional ownership
Which big funds own SUSA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.6B total value (10,207,098 shares) as of 2026-Q2. Top holders: BANK, MORGAN, PNC. Net buying activity: 8 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1,440,521 | $222.3M | 14.1% | — |
| MORGAN STANLEY | 1,180,021 | $182.1M | 11.6% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,057,780 | $163.2M | 10.4% | — |
| ROYAL BANK OF CANADA | 669,168 | $103.3M | 6.6% | — |
| M&T BANK CORP | 563,054 | $86.9M | 5.5% | ADD +47.8% |
| MERCER GLOBAL ADVISORS INC /ADV | 505,698 | $78.0M | 5.0% | ADD +27.1% |
| BlackRock, Inc. | 482,294 | $74.4M | 4.7% | TRIM -37.9% |
| AMERIPRISE FINANCIAL INC | 479,718 | $74.0M | 4.7% | — |
| WELLS FARGO & COMPANY/MN | 390,877 | $60.3M | 3.8% | — |
| JPMORGAN CHASE & CO | 381,259 | $58.4M | 3.7% | TRIM -71.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| M&T BANK CORP | ADD | 381,019 | 563,054 | +47.8% | $86.9M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 397,779 | 505,698 | +27.1% | $78.0M |
| Beacon Pointe Advisors, LLC | ADD | 30,365 | 54,403 | +79.2% | $8.4M |
| MAI Capital Management | DOUBLED | 4,941 | 10,587 | +114.3% | $1.6M |
| EP Wealth Advisors, LLC | ADD | 5,131 | 10,217 | +99.1% | $1.6M |
| Sequoia Financial Advisors, LLC | TRIM | 12,644 | 8,563 | -32.3% | $1.3M |
| Envestnet Portfolio Solutions, Inc. | ADD | 3,197 | 4,166 | +30.3% | $642.7K |
| Sanctuary Advisors, LLC | ADD | 2,963 | 3,787 | +27.8% | $584.3K |
| Orion Porfolio Solutions, LLC | ADD | 1,914 | 3,429 | +79.2% | $529.1K |
| Lido Advisors, LLC | TRIM | 8,739 | 2,821 | -67.7% | $435.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SUSA.
Shares short
15,197
Settlement Sep 15, 2026
Change vs prior
-2.3%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume