SUSL — ISHARES TR
Reported value held$150.83M
Funds holding (latest)17
Sector—
Funds holding (Q2 2026)11
Institutional value$136.36M · 1.03M sh
New / Add / Cut / Exit2 / 6 / 1 / 0
Top-5 / Top-10 concentration97.5% / 100.0%
Institutional holdings change
Accumulating +85.8%
(+475.91K sh)
Institutional value change
Up +116.4%
As of Q2 2026, 11 SEC-registered investment managers reported holding SUSL (ISHARES TR) in their latest 13F filings, with a combined reported value of $136.36M across 1.03M shares. That is +85.8% by share count (+475.91K shares) versus the previous quarter, while reported value moved +116.4%. Ownership is concentrated: the five largest holders account for 97.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 485.26K | $64.42M | 0.00% | Add |
| JPMorgan Chase & Co history | 422.64K | $55.65M | 0.01% | New |
| Bank of America Corp history | 64.88K | $8.61M | 0.00% | Add |
| Citigroup Inc history | 17.89K | $2.38M | 0.00% | Add |
| Wells Fargo & Co history | 14.52K | $1.93M | 0.00% | Reduce |
| Citadel Advisors history | 12.37K | $1.64M | 0.00% | New |
| BlackRock Inc history | 4.00K | $530.77K | 0.00% | Hold |
| Morgan Stanley history | 2.96K | $392.47K | 0.00% | Add |
| PNC Financial Services history | 2.81K | $372.54K | 0.00% | Add |
| AQR Capital Management history | 2.77K | $367.88K | 0.00% | Hold |
| UBS Group AG history | 471 | $62.53K | 0.00% | Add |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 455.27K | $51.72M | 0.00% | Reduce |
| Bank of America Corp history | 62.27K | $7.07M | 0.00% | Reduce |
| Wells Fargo & Co history | 22.35K | $2.54M | 0.00% | Reduce |
| BlackRock Inc history | 4.00K | $454.18K | 0.00% | Add |
| Citigroup Inc history | 2.85K | $323.20K | 0.00% | Add |
| AQR Capital Management history | 2.77K | $314.79K | 0.00% | Hold |
| Morgan Stanley history | 2.55K | $289.70K | 0.00% | Reduce |
| PNC Financial Services history | 2.31K | $262.49K | 0.00% | Add |
| UBS Group AG history | 299 | $33.97K | 0.00% | Add |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 593.36K | $71.95M | 0.00% | Add |
| JPMorgan Chase & Co history | 443.84K | $53.82M | 0.01% | Reduce |
| Bank of America Corp history | 90.64K | $10.99M | 0.00% | Add |
| Wells Fargo & Co history | 23.51K | $2.85M | 0.00% | Reduce |
| Citadel Advisors history | 8.51K | $1.03M | 0.00% | Reduce |
| Morgan Stanley history | 3.39K | $411.34K | 0.00% | Reduce |
| AQR Capital Management history | 2.77K | $336.03K | 0.00% | Hold |
| Citigroup Inc history | 2.51K | $304.86K | 0.00% | Add |
| PNC Financial Services history | 2.23K | $270.58K | 0.00% | Add |
| BlackRock Inc history | 1.63K | $197.54K | 0.00% | Add |
| UBS Group AG history | 33 | $4.00K | 0.00% | Add |
Q3 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 446.17K | $52.22M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 410.46K | $48.04M | 0.00% | Add |
| Bank of America Corp history | 59.13K | $6.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 39.34K | $4.60M | 0.00% | Reduce |
| Wells Fargo & Co history | 24.02K | $2.81M | 0.00% | Add |
| Citadel Advisors history | 16.41K | $1.92M | 0.00% | Add |
| Morgan Stanley history | 3.46K | $405.05K | 0.00% | Add |
| AQR Capital Management history | 2.77K | $324.33K | 0.00% | Hold |
| Citigroup Inc history | 2.25K | $263.23K | 0.00% | Reduce |
| PNC Financial Services history | 1.38K | $161.94K | 0.00% | Add |
| BlackRock Inc history | 147 | $17.20K | 0.00% | New |
| UBS Group AG history | 16 | $1.87K | 0.00% | Reduce |
Q2 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 460.64K | $49.91M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 460.64K | $49.91M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 388.79K | $42.13M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 388.79K | $42.13M | 0.00% | Reduce |
| Principal Global Investors history | 73.47K | $7.96M | 0.00% | Reduce |
| Bank of America Corp history | 59.74K | $6.47M | 0.00% | Reduce |
| Goldman Sachs Group history | 53.62K | $5.81M | 0.00% | Add |
| Goldman Sachs Group history | 53.62K | $5.81M | 0.00% | Add |
| Wells Fargo & Co history | 22.53K | $2.44M | 0.00% | Add |
| Two Sigma Investments history | 9.50K | $1.03M | 0.00% | New |
| Two Sigma Investments history | 9.50K | $1.03M | 0.00% | New |
| Citadel Advisors history | 7.87K | $853.15K | 0.00% | Add |
| Citadel Advisors history | 7.87K | $853.15K | 0.00% | Add |
| Morgan Stanley history | 3.37K | $365.57K | 0.00% | Reduce |
| Morgan Stanley history | 3.37K | $365.57K | 0.00% | Reduce |
| Marshall Wace history | 3.08K | $334.15K | 0.00% | New |
| AQR Capital Management history | 2.77K | $300.24K | 0.00% | New |
| Citigroup Inc history | 2.35K | $255.06K | 0.00% | Reduce |
| PNC Financial Services history | 985 | $106.78K | 0.00% | Add |
| UBS Group AG history | 99 | $10.73K | 0.00% | Reduce |
Q1 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 483.96K | $46.37M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 483.96K | $46.37M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 420.81K | $40.32M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 420.81K | $40.32M | 0.00% | Add |
| Principal Global Investors history | 91.29K | $8.75M | 0.01% | Reduce |
| Bank of America Corp history | 64.42K | $6.17M | 0.00% | Reduce |
| Goldman Sachs Group history | 34.40K | $3.30M | 0.00% | Reduce |
| Goldman Sachs Group history | 34.40K | $3.30M | 0.00% | Reduce |
| Morgan Stanley history | 22.39K | $2.15M | 0.00% | Add |
| Morgan Stanley history | 22.39K | $2.15M | 0.00% | Add |
| Wells Fargo & Co history | 20.04K | $1.92M | 0.00% | Add |
| Citadel Advisors history | 7.39K | $708.32K | 0.00% | Reduce |
| Citadel Advisors history | 7.39K | $708.32K | 0.00% | Reduce |
| Citigroup Inc history | 3.03K | $289.92K | 0.00% | Add |
| PNC Financial Services history | 728 | $69.72K | 0.00% | Add |
| UBS Group AG history | 635 | $60.84K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 422.64K sh · $55.65M
- Citadel Advisors 12.37K sh · $1.64M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 485.26K | 455.27K | 593.36K | 410.46K | 388.79K | 420.81K | 392.82K | 341.16K | 295.62K | 214.17K | 168.87K | 99.33K | 50.12K | 36.41K | 23.09K | 10.86K | 230 | 1 | — | — |
| JPMorgan Chase & Co | 422.64K | — | 443.84K | 446.17K | 460.64K | 483.96K | 537.78K | 573.97K | 607.66K | 679.56K | 747.58K | 765.62K | 774.52K | 863.58K | 1.03M | 8.39K | 18.54K | 3.44K | — | — |
| Bank of America Corp | 64.88K | 62.27K | 90.64K | 59.13K | 59.74K | 64.42K | 68.58K | 71.26K | 74.73K | 74.95K | 75.06K | 76.10K | 78.04K | 128.37K | 128.66K | 33.91K | 27.35K | 28.19K | 27.80K | 26.32K |
| Citigroup Inc | 17.89K | 2.85K | 2.51K | 2.25K | 2.35K | 3.03K | 3.01K | 3.00K | 1.50K | 1.51K | 788 | 386 | 621 | 105 | — | — | — | — | — | 368 |
| Wells Fargo & Co | 14.52K | 22.35K | 23.51K | 24.02K | 22.53K | 20.04K | 11.94K | 12.67K | 16.55K | 12.04K | 15.53K | 1.46K | 1.04K | 1.15K | 1.03K | 20.28K | 23.73K | 27.84K | 1.32M | 598.47K |
| Citadel Advisors | 12.37K | — | 8.51K | 16.41K | 7.87K | 7.39K | 9.00K | 2.35K | 32.39K | 35.47K | 40.30K | — | 40.19K | — | — | 24.78K | — | — | — | — |
| BlackRock Inc | 4.00K | 4.00K | 1.63K | 147 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 2.96K | 2.55K | 3.39K | 3.46K | 3.37K | 22.39K | 2.31K | 2.31K | 2.35K | 1.60K | 816 | 1.15K | 31 | 60 | 60 | 60 | 428 | 428 | 828 | 60 |
| PNC Financial Services | 2.81K | 2.31K | 2.23K | 1.38K | 985 | 728 | 691 | 642 | 544 | 370 | 369 | 271 | 271 | 270 | 269 | — | — | 112 | 112 | — |
| AQR Capital Management | 2.77K | 2.77K | 2.77K | 2.77K | 2.77K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 471 | 299 | 33 | 16 | 99 | 635 | 2.53K | 357 | — | — | 97 | 833 | — | 1.60K | — | — | — | — | 583 | — |
| Goldman Sachs Group | — | — | — | 39.34K | 53.62K | 34.40K | 40.55K | 70.19K | — | 28.00K | 5.93K | — | — | 6.01K | 16.32K | 22.39K | 54.00K | 46.97K | 48.00K | 48.12K |
| Two Sigma Investments | — | — | — | — | 9.50K | — | — | 6.80K | — | — | 6.00K | 7.70K | — | — | — | — | — | — | — | — |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.51K | 3.78K | 4.10K |
| Marshall Wace | — | — | — | — | 3.08K | — | — | — | — | — | — | 4.63K | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | — | — | — | — | 2.65K | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | — | — | — | — | 73.47K | 91.29K | 111.03K | 99.96K | 86.17K | 122.79K | 122.79K | 122.79K | 77.41K | 77.41K | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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