556 institutions reported holding $2.52B of ISHARES TR (SUSA) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($222.3M), MORGAN STANLEY ($182.1M), PNC Financial Services Group, Inc. ($163.2M), Royal Bank of Canada ($103.3M), SPINNAKER TRUST ($87.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $222.3M | 1.4M | Trimmed |
| 2 | MORGAN STANLEY | $182.1M | 1.2M | Added |
| 3 | PNC Financial Services Group, Inc. | $163.2M | 1.1M | Trimmed |
| 4 | Royal Bank of Canada | $103.3M | 669,168 | Trimmed |
| 5 | SPINNAKER TRUST | $87.3M | 565,699 | Trimmed |
| 6 | M&T Bank Corp | $86.9M | 563,054 | Added |
| 7 | IMA Advisory Services, Inc. | $80.9M | 524,325 | Added |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $78.0M | 505,698 | Added |
| 9 | BlackRock, Inc. | $74.4M | 482,294 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $74.0M | 479,718 | Trimmed |
| 11 | Acorns Advisers, LLC | $69.6M | 451,365 | Added |
| 12 | MISSION WEALTH MANAGEMENT, LP | $67.1M | 434,837 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $60.3M | 390,877 | Trimmed |
| 14 | JPMORGAN CHASE & CO | $58.4M | 381,259 | Trimmed |
| 15 | UBS Group AG | $51.9M | 336,349 | Trimmed |
| 16 | Shira Ridge Wealth Management | $44.5M | 288,096 | Trimmed |
| 17 | LPL Financial LLC | $43.3M | 280,854 | Trimmed |
| 18 | Betterment LLC | $41.8M | 270,917 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $35.5M | 230,321 | Trimmed |
| 20 | Baird Financial Group, Inc. | $29.7M | 192,575 | Added |
| 21 | Mariner, LLC | $29.2M | 189,670 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $27.6M | 178,987 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $20.3M | 131,445 | Added |
| 24 | HM PAYSON & CO | $19.8M | 128,070 | Trimmed |
| 25 | Stewardship Advisors, LLC | $19.3M | 125,349 | Added |
Source: SEC Form 13F filings · as of 2026-06-30