548 institutions reported holding $2.11B of ISHARES TR (SUSA) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($193.0M), PNC Financial Services Group, Inc. ($140.7M), MORGAN STANLEY ($132.0M), Royal Bank of Canada ($90.9M), SPINNAKER TRUST ($75.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $193.0M | 1.5M | Trimmed |
| 2 | PNC Financial Services Group, Inc. | $140.7M | 1.1M | Trimmed |
| 3 | MORGAN STANLEY | $132.0M | 999,244 | Trimmed |
| 4 | Royal Bank of Canada | $90.9M | 687,964 | Added |
| 5 | SPINNAKER TRUST | $75.6M | 572,548 | Trimmed |
| 6 | IMA Advisory Services, Inc. | $69.0M | 522,494 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $64.5M | 488,667 | Added |
| 8 | BlackRock, Inc. | $64.4M | 487,435 | Trimmed |
| 9 | Acorns Advisers, LLC | $59.6M | 451,156 | Added |
| 10 | MISSION WEALTH MANAGEMENT, LP | $54.5M | 412,271 | Added |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 397,779 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $51.8M | 392,073 | Added |
| 13 | JPMORGAN CHASE & CO | $50.7M | 394,202 | Trimmed |
| 14 | M&T Bank Corp | $50.3M | 381,019 | Trimmed |
| 15 | UBS Group AG | $46.3M | 350,383 | Trimmed |
| 16 | LPL Financial LLC | $40.6M | 307,264 | Trimmed |
| 17 | Shira Ridge Wealth Management | $38.4M | 290,974 | Added |
| 18 | Betterment LLC | $37.0M | 279,709 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $32.2M | 243,942 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $26.2M | 198,443 | Trimmed |
| 21 | Baird Financial Group, Inc. | $24.4M | 184,874 | Added |
| 22 | Mariner, LLC | $24.3M | 183,905 | Added |
| 23 | HM PAYSON & CO | $21.8M | 164,695 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $17.2M | 130,090 | Trimmed |
| 25 | Stewardship Advisors, LLC | $15.6M | 117,795 | Added |
Source: SEC Form 13F filings · as of 2026-03-31