Institutional shares held 18.5 Million
0 calls
200 puts
Total value of holdings $2.27B
$0 calls
$24K puts
# of Institutions 521


Latest Institutional Activity in SUSA

Top Purchases

Q1 2025
Ima Wealth, Inc. Shares Held: 470K ($57.6M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 212K ($25.9M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 139K ($17M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 323K ($39.6M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 133K ($16.3M)

Top Sells

Q1 2025
Raymond James Financial Inc Shares Held: 202K ($24.8M)
Q1 2025
Ameriprise Financial Inc Shares Held: 651K ($79.8M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 1.5M ($184M)
Q1 2025
Morgan Stanley Shares Held: 1.06M ($129M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 105K ($12.9M)

About SUSA

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