Who Owns ISHARES TR (SUSB)? -- Institutional Holders (2026-06-30)
365 institutions reported holding $976.0M of ISHARES TR (SUSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($94.0M), GOLDMAN SACHS GROUP INC ($85.9M), LPL Financial LLC ($70.0M), MORGAN STANLEY ($25.9M), Thrivent Financial for Lutherans ($23.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $94.0M | 3.8M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $85.9M | 3.4M | Added |
| 3 | LPL Financial LLC | $70.0M | 2.8M | Added |
| 4 | MORGAN STANLEY | $25.9M | 1.0M | Added |
| 5 | Thrivent Financial for Lutherans | $23.8M | 952,054 | Added |
| 6 | JPMORGAN CHASE & CO | $22.1M | 884,932 | Added |
| 7 | Envestnet Portfolio Solutions, Inc. | $19.2M | 768,281 | Added |
| 8 | EP Wealth Advisors, LLC | $19.2M | 768,196 | Added |
| 9 | Royal Bank of Canada | $18.3M | 733,815 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $18.1M | 726,058 | Added |
| 11 | Acorns Advisers, LLC | $17.5M | 698,679 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $17.0M | 679,448 | Added |
| 13 | Bank of New York Mellon Corp | $16.6M | 662,852 | Trimmed |
| 14 | Savant Capital, LLC | $14.9M | 597,293 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $14.5M | 580,169 | Added |
| 16 | Wealthspire Advisors, LLC | $12.8M | 511,273 | Added |
| 17 | Perigon Wealth Management, LLC | $12.6M | 504,559 | Added |
| 18 | Modera Wealth Management, LLC | $12.4M | 497,659 | Added |
| 19 | UBS Group AG | $12.2M | 488,152 | Added |
| 20 | ST GERMAIN D J CO INC | $12.2M | 487,159 | Added |
| 21 | Allworth Financial LP | $12.2M | 486,779 | Added |
| 22 | Baird Financial Group, Inc. | $12.1M | 484,395 | Added |
| 23 | Milestone Investment Advisors LLC | $10.4M | 414,403 | Trimmed |
| 24 | Mariner, LLC | $10.3M | 412,165 | Trimmed |
| 25 | Francis Financial, Inc. | $10.3M | 410,670 | Added |
Source: SEC Form 13F filings · as of 2026-06-30