SUSB institutional holders

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · 362 reporting institutions · $923.6M reported value

Funds that can replace SUSB · SUSB return decomposition

Institutional holdings

Institutions reporting SUSB, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$94M602026-06-30
Goldman Sachs Group Inc$85.9M02026-06-30
Lpl Financial LLC$70M23,4582026-06-30
Morgan Stanley$25.9M23,1852026-06-30
Jpmorgan Chase & Co$22.1M02026-06-30
Envestnet Portfolio Solutions, Inc.$19.2M32026-06-30
Ep Wealth Advisors, LLC$19.2M3382026-06-30
Royal Bank of Canada$18.3M02026-06-30
Ameriprise Financial Inc$18.1M02026-06-30
Wells Fargo & Company/mn$17M02026-06-30
Bank of New York Mellon Corp$16.6M02026-06-30
Savant Wealth Management$14.9M4052026-06-30
Commonwealth Equity Services, LLC$14.5M2,8632026-06-30
Wealthspire Advisors, LLC$12.8M2372026-06-30
Perigon Wealth Management, LLC$12.6M922026-06-30
Modera Wealth Management, LLC$12.4M1352026-06-30
UBS Group AG$12.2M02026-06-30
St Germain D J Co Inc$12.2M02026-06-30
Allworth Financial, LP$12.2M3172026-06-30
Baird Financial Group, Inc.$12.1M02026-06-30
Milestone Investment Advisors LLC$10.4M72026-06-30
Mariner, LLC$10.3M02026-06-30
Francis Financial, Inc.$10.3M102026-06-30
Cetera Investment Advisers$10M10,3702026-06-30
Flputnam Investment Management Co$9.6M782026-06-30
Destination Wealth Management$9.3M372026-06-30
Edelman Financial Engines$8.5M7222026-06-30
Odyssey Group, LLC$7.7M42026-06-30
Integris Wealth Management, LLC$7.6M122026-06-30
Fisher Asset Management, LLC$7.4M2,9842026-06-30
Raffa Wealth Management, LLC$7.3M62026-06-30
Apella Capital, LLC$7.1M1042026-06-30
Bank of America Corp /de$6.6M02026-06-30
Elser Financial Planning, Inc.$6.5M132026-06-30
Wescott Financial Advisory Group, LLC$6.4M232026-06-30
Osaic Holdings, Inc.$6M02026-06-30
Impact Investors, Inc$5.2M32026-06-30
Mather Group, Llc.$5.2M1102026-06-30
Impactfolio LLC$4.5M32026-06-30
Arlington Financial Advisors, LLC$4.5M82026-06-30
Seeds Investor LLC$4.4M32026-06-30
MML Investors Services, LLC$4.3M5,1202026-06-30
Accredited Investors Inc.$4.1M32026-06-30
Assetmark, Inc$4M2202026-06-30
Fiduciary Trust Co$3.9M02026-06-30
Newedge Advisors$3.9M6012026-06-30
Bear Mountain Capital, Inc.$3.9M92026-06-30
Brio Consultants, LLC$3.8M162026-06-30
Harbour Investments, Inc.$3.8M2472026-06-30
Mercer Global Advisors Inc /adv$3.7M02026-06-30
Plancorp, LLC$3.7M522026-06-30
Wealth Enhancement Advisory Services, LLC$3.6M1,0262026-06-30
Charter Oak Capital Management, LLC$3.5M02026-03-31
Corient Private Wealth LP$3.4M6742026-06-30
Avise Financial Cooperative, Inc.$3.4M72026-06-30
Cgn Advisors LLC$3.4M362026-06-30
Clarity Wealth Development, LLC$3.3M52026-06-30
Regatta Capital Group, LLC$3.1M142026-06-30
One Capital Management, LLC$3.1M642026-06-30
Equitable Holdings, Inc.$3.1M02026-06-30
Northland Capital Management LLC$3M32026-06-30
Hightower Advisors, LLC$2.8M1,0462026-06-30
Northrock Partners, LLC$2.6M912026-06-30
Stifel Financial Corp$2.6M02026-06-30
One Wealth Advisors, LLC$2.6M112026-06-30
Brookstone Capital Management$2.5M3372026-06-30
Dynamic$2.5M752026-06-30
Bartlett & Co. Wealth Management LLC$2.4M322026-06-30
Onedigital Investment Advisors LLC$2.3M3862026-06-30
Raymond James Financial Inc$2.3M02026-06-30
Cardinal Point Capital Management Ulc$2.3M82026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$2.3M02026-06-30
Flagstone Financial Management$2.2M102026-06-30
Susquehanna International Group, LLP$2.2M02026-06-30
Fiduciary Financial Advisors$2M512026-06-30
Canandaigua National Bank & Trust Co$2M02026-06-30
United Capital Financial Advisors, LLC$2M1662026-06-30
Canandaigua National Corp$2M02026-03-31
Geowealth Management, LLC$1.9M02026-06-30
Talisman Wealth Advisors LLC$1.9M22026-06-30
Strategic Point Investment Advisors, LLC$1.9M62026-06-30
Archer Investment Management, LLC$1.9M32026-06-30
Plum Street Advisors, LLC$1.8M62026-06-30
Horst & Graben Wealth Management, LLC$1.8M52026-06-30
Omega Financial Group, LLC$1.8M52026-06-30
Ecio, Inc.$1.8M52026-06-30
Kondo Wealth Advisors, Inc.$1.8M22026-06-30
Advisory Services Network$1.8M2532026-06-30
Staley Capital Advisers Inc$1.7M112026-06-30
Cwm, LLC$1.7M6672026-03-31
Sharkey, Howes & Javer$1.7M92026-06-30
Focus Partners Wealth$1.7M1,0482026-06-30
Vise Technologies, Inc.$1.7M02026-06-30
Albion Financial Group /ut$1.6M02026-06-30
Xy Planning Network, Inc.$1.6M02026-06-30
Gould Asset Management LLC /ca$1.5M02026-06-30
Clarius Group, LLC$1.5M02025-12-31
Umb Bank, N.A.$1.5M02026-06-30
J.safra Asset Management Corp$1.5M02026-06-30
Decker Retirement Planning Inc.$1.4M102026-06-30
Integrated Wealth Concepts LLC$1.3M4802026-06-30
Legacy Edge Advisors, LLC$1.3M182026-06-30
Davenport & Co LLC$1.3M3392026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Willow Creek Wealth Management Inc.$1.2M102025-09-30
Scott Capital Advisors, LLC$1.2M62026-06-30
Opal Wealth Advisors, LLC$1.2M102026-06-30
Fort Point Capital Partners LLC$1.1M202026-06-30
Merit Financial Group, LLC$1.1M2952026-06-30
Aptus Capital Advisors, LLC$1.1M212026-06-30
Davis Wealth Advisors, LLC$1.1M42026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
Birchbrook, Inc.$1.1M62026-06-30
Jnba Financial Advisors$1.1M302026-06-30
Wealth Advisory Team LLC$1.1M42026-06-30
Pine Haven Investment Counsel, Inc$1.1M22026-06-30
Schneider Downs Wealth Management Advisors, LP$1M222026-06-30
Franklin Resources Inc$1M02026-06-30
Cresset Asset Management, LLC$994.1K2122026-06-30
Blair William & Co/il$992.2K3292026-06-30
Mutual Advisors, LLC$975K1532026-06-30
Summit Wealth Group, LLC$929.5K02026-06-30
Leonard Rickey Investment Advisors P.LLC$908.2K92026-06-30
Central Pacific Bank - Trust Division$905.7K02026-06-30
Level Financial Advisors$881.2K82026-06-30
Farther Finance Advisors, LLC$880.2K3342026-06-30
Sigfig Wealth Management, LLC$871.8K42026-06-30
Arrow Financial Corp$863.3K02026-06-30
Rockefeller Capital Management LP$860.8K3462026-06-30
TD Private Client Wealth LLC$858.6K5352026-06-30
Orion Porfolio Solutions, LLC$845.1K1992026-06-30
Fairview Capital Investment Management, LLC$829.7K02026-06-30
Steward Partners Investment Advisory, LLC$805K4812026-06-30
Hardy Reed LLC$797.1K132026-06-30
Creative Planning$796.9K1,1712026-06-30
Wealthcare Advisory Partners LLC$767.9K1702026-06-30
Lexaurum Advisors, LLC$766.5K352026-06-30
Mason & Associates Inc$763.1K82026-06-30
Westfuller Advisors, LLC$745.7K82026-06-30
Eley Financial Management, Inc$744.6K42026-06-30
Presilium Private Wealth, LLC$737.2K52026-06-30
Ameritas Investment Partners, Inc.$730.5K72026-06-30
Skyline Advisors, Inc.$718.3K72026-06-30
Avidian Wealth Enterprises, LLC$696.8K432026-06-30
Advisornet Wealth Partners$692.5K582026-06-30
Journey Strategic Wealth LLC$687.7K02026-03-31
Sanctuary Advisors, LLC$678K4012026-06-30
Verity Wealth Advisors, LLC$657.8K22026-06-30
Midwest Financial Partners$651.8K92026-06-30
Cantor Fitzgerald Investment Advisors LP$648.7K322026-06-30
Diversified Enterprises, LLC$633.1K292026-06-30
J. Mark Nickell & Co.$619.5K32026-06-30
Continuum Advisory, LLC$617.6K402026-06-30
Novare Capital Management LLC$602K182026-06-30
Ally Invest Advisors$599.1K822026-06-30
Citadel Advisors LLC$598.6K02026-06-30
Johnson Bixby & Associates, LLC$597.1K132026-06-30
Tempo Wealth$595.2K72026-06-30
Townsend Financial Planning, LLC$593.6K32026-06-30
Beacon Pointe Advisors, LLC$587.9K4662026-06-30
Parallel Advisors, LLC$582.4K752026-06-30
Kelsey Financial, LLC$574.8K72026-06-30
Exchange Bank$570.4K02026-06-30
&partners$563.3K5552026-06-30
Jones Financial Companies LLLP$558.4K02026-06-30
Forvis Mazars Wealth Advisors, LLC$557.9K832026-06-30
Central Trust Co$556.8K02026-06-30
Cerity Partners LLC$553.6K7772026-06-30
Sax Wealth Advisors, LLC$545.9K422026-06-30
Anb Bank$540.9K02026-06-30
Sequoia Financial Group, LLC$540.6K2582026-06-30
Shotwell Rutter Baer Inc$539.3K52026-06-30
Private Wealth Management Group, LLC$539K72026-06-30
Headinvest, LLC$538.9K72026-06-30
Theory Financial LLC$537.2K32026-06-30
Openarc Corporate Advisory, LLC$536.8K1232026-06-30
Eversource Wealth Advisors, LLC$511K772026-06-30
Evergreen Private Wealth LLC$504.2K42026-06-30
Sageview Advisory Group, LLC$498.3K942026-06-30
Midwest Capital Advisors, LLC$489.3K82026-06-30
Joel Adams and Associates Inc.$488.6K32026-06-30
Concurrent Investment Advisors, LLC$484.1K3492026-06-30
Traveka Wealth, LLC$463.8K32026-06-30
True Financial Group$459.8K22026-06-30
Rfg Advisory, LLC$450K1912026-06-30
Marshall Financial Group, LLC$441K142026-06-30
Schmidt P J Investment Management Inc$439.6K02026-06-30
Sgl Investment Advisors, Inc.$438.9K02026-06-30
Mgo One Seven LLC$433.4K1182026-06-30
Fifth Third Bancorp$424.9K02026-06-30
Indivisible Partners$422.7K342026-06-30
Aprio Wealth Management, LLC$415.4K362026-06-30
One Day In July LLC$414.3K142026-06-30
Tradition Wealth Management, LLC$409K232026-06-30
Equita Financial Network, Inc.$404.9K162026-06-30
Resonant Capital Advisors, LLC$404.6K152026-06-30
Lifeplan Investment Advisors, Inc.$404.2K42026-06-30
Lifelong Wealth Advisors, Inc.$403.9K92026-06-30
Clearstead; Clearstead Advisory Solutions$403.7K642026-06-30
Cornerstone Financial Management LLC$387.4K42026-06-30
Goepper Burkhardt LLC$382.2K32026-06-30
Amara Financial, Llc.$381.7K32026-06-30
Symmetry Partners, LLC$380.1K232026-06-30
Diversify Advisory Services, LLC$370.4K1162026-06-30
Diversify Wealth Management, LLC$370.4K782026-06-30
Valley National Advisers Inc$368.4K142026-06-30
Gateway Wealth Partners, LLC$366.1K1012026-06-30
Pathstone Holdings, LLC$364.7K02026-06-30
Red Reef Advisors LLC$359.1K32026-06-30
Guardsman Private Capital Management, Inc.$355.6K22026-06-30
Avantax Planning Partners, Inc.$351.3K102026-06-30
Carr Financial Group Corp$348.4K62026-06-30
Sigma Planning Corp$343.6K4742026-06-30
Veridan Wealth$340.5K42026-06-30
Hoxton Planning & Management, LLC$339.8K52026-06-30
Eastern Bank$331.2K02026-06-30
Rehmann Capital Advisory Group$328.1K422026-06-30
Nottingham Advisors, Inc.$326K82026-06-30
Signature Resources Capital Management, LLC$323.9K02026-06-30
American Money Management, LLC$318.2K112026-06-30
Private Advisor Group, LLC$312.2K9272026-06-30
Institute for Wealth Management, Llc.$311.8K132026-06-30
Verus Capital Partners, LLC$311K472026-06-30
Financial Plan, Inc.$307.5K132026-06-30
True Link Financial Advisors$305.2K62026-06-30
The Wealth Alliance, LLC$298.7K122026-06-30
Western Wealth Management, LLC$294.9K1122026-06-30
Oregon Pacific Wealth Management$284.9K52026-06-30
Lri Investments, LLC$281.6K252026-06-30
Berger Financial Group, Inc$278.8K512026-06-30
Strategic Advisory Partners, LLC$278.4K42026-06-30
Godfrey Financial Associates, Inc.$276.9K32026-06-30
Wealthfront Advisers LLC$276.7K402026-06-30
Tribridge Partners Financial LLC$273.4K72026-06-30
Higgins & Schmidt Wealth Strategies LLC$272.7K42026-06-30
Jane Street Group, LLC$272.2K02026-06-30
Waverly Advisors, LLC$268.9K2312026-06-30
Focus Partners Advisor Solutions, LLC$268.3K422026-06-30
Stratos Wealth Partners, Ltd.$266.4K3862026-06-30
Wells Financial Advisors Inc$266.4K22026-06-30
Endeavor Private Wealth, Inc.$266.1K122026-06-30
Grand Wealth Management, LLC$260.8K72026-06-30
Napier Financial$260.5K92026-06-30
Jb Capital LLC$259.7K262026-06-30
Trustmark Bank Trust Department$254.1K02026-06-30
Deutsche Bank AG$251.1K02026-06-30
Dorval Corp$249.4K32026-06-30
Wesbanco Investment Department$247.9K12026-06-30
One Wealth Capital Management, LLC$246.4K52026-06-30
Retirement Income Solutions, Inc$245.3K162026-06-30

The 250 largest of 362 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30