SUSL · Insider trading · 13F holders · Congress trades
Ishares Tr (SUSL)
Who is buying and selling SUSL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 20
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SUSL at a glance
- No open-market insider purchases or sales of SUSL were filed in the last 90 days.
- 20 13F filers hold SUSL among their 50 largest positions, worth $205.4M combined. The biggest bets by portfolio weight are Xena Financial Planning, LLC (8.7%), Bluestem Financial Advisors, LLC (2.9%) and W Advisors, LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in SUSL.
SUSL insider trading
No open-market insider purchases or sales of SUSL were filed in the last 90 days.
Who owns SUSL? Hedge funds and superinvestors
20 13F filers hold SUSL among their 50 largest positions, worth $205.4M combined. The biggest bets by portfolio weight are Xena Financial Planning, LLC (8.7%), Bluestem Financial Advisors, LLC (2.9%) and W Advisors, LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bank of ItalyBank & trust | 5.4% | $117.9M | 887,779 | +0.0% shares | Q2 2026 |
| Ellevest, Inc.Wealth manager | 2.6% | $21.7M | 163,219 | +4.6% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 0.4% | $11.3M | 83,226 | +2.9% shares | Q3 2026 |
| Xena Financial Planning, LLCWealth manager | 8.7% | $9.1M | 66,882 | -4.9% shares | Q3 2026 |
| Bluestem Financial Advisors, LLCWealth manager | 2.9% | $8.3M | 60,907 | +21.5% shares | Q3 2026 |
| One Wealth Advisors, LLCWealth manager | 0.9% | $8.2M | 61,596 | -0.3% shares | Q2 2026 |
| SK Wealth Management, LLCWealth manager | 1.5% | $6.8M | 49,426 | -2.7% shares | Q2 2026 |
| W Advisors, LLCWealth manager | 2.8% | $6.3M | 47,110 | -11.6% shares | Q2 2026 |
| Bond & Devick Financial Network, Inc.Wealth manager | 1.0% | $4.2M | 30,845 | +76.1% shares | Q3 2026 |
| Kickstand Ventures, LLC.Wealth manager | 0.4% | $2.3M | 17,483 | +0.0% shares | Q2 2026 |
| Omega Financial Group, LLCWealth manager | 0.7% | $2.3M | 17,023 | -5.5% shares | Q3 2026 |
| Values Added Financial LLCWealth manager | 0.7% | $1.9M | 14,052 | +0.0% shares | Q3 2026 |
| Obsido OyInvestment manager | 1.0% | $1.8M | 13,849 | +3.4% shares | Q2 2026 |
| Retirement Capital StrategiesWealth manager | 0.4% | $1.1M | 8,350 | — | Q2 2026 |
| Gts Financial, LLCWealth manager | 0.6% | $817K | 7,536 | +1.5% shares | Q2 2026 |
| Madson Wealth Advisors IncWealth manager | 0.3% | $485K | 3,559 | — | Q3 2026 |
| Ridgeline Wealth, LLCWealth manager | 0.2% | $355K | 2,557 | +0.0% shares | Q3 2026 |
| Vested Financial Planning, LLCWealth manager | 0.2% | $347K | 2,549 | +0.0% shares | Q3 2026 |
| Your Advocates Ltd., LLPWealth manager | 0.1% | $189K | 1,421 | +0.3% shares | Q2 2026 |
| Capitol Family Office, Inc.Wealth manager | 0.0% | $10K | 74 | -52.3% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 10). Screen SUSL in the grand portfolio →
SUSL stock trades by members of Congress
No member of Congress has disclosed a trade in SUSL.
SUSL questions and answers
Are insiders buying SUSL stock?
No open-market insider purchases or sales of SUSL were filed in the last 90 days.
Which hedge funds own SUSL?
20 13F filers hold SUSL among their 50 largest positions, worth $205.4M combined. The biggest bets by portfolio weight are Xena Financial Planning, LLC (8.7%), Bluestem Financial Advisors, LLC (2.9%) and W Advisors, LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded SUSL?
No member of Congress has disclosed a trade in SUSL.
Who is the largest holder of SUSL?
Among 13F filers, Bank of Italy reports the largest SUSL position, $117.9M (887,779 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Xena Financial Planning, LLC's: 8.7% of its portfolio.
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