Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSL)

191 + Investors. Track Smart Money conviction in SUSL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — SUSL

Based on 195 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SUSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
195 hedge funds hold SUSL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

89 buying69 selling
Last quarter: 89 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 23 → 24 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 24% medium ■ 18% new
114 out of 195 hedge funds have held SUSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +32% but shares only +9% — price-driven

Value
+31%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~21 new funds/quarter

17 → 21 → 23 → 24 → 21 new funds/Q
New funds entering each quarter: 21 → 23 → 24 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 24% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 24% new
Entry-cohort mix of 195 holders: 117 (60%) are 2+ year veterans, 32 entered 1–2 years ago, and 46 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
18 of 194 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SUSL

In 2026 Q2, 89 hedge funds were net buyers of SUSL (21 opened a new position, 68 added to an existing one), while 69 reduced or exited (51 trimmed, 18 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in SUSL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 195.

Hedge Fund Ownership: SUSL

How many hedge funds hold SUSL — quarterly history vs. share price
Quarterly hedge fund ownership of SUSL vs. share price

Market Analysis: SUSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: SUSL
191 + Investors

Track Smart Money conviction in SUSL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 191 192 -0.52%
13F Shares 6M 5M 9.17%
Total Value $657M $500M 31.51%
New Positions 19 24 -5
Increased Positions 68 55 +13
Closed Positions 19 14 +5
Reduced Positions 50 55 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSL

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Institutional Holders (2026 Q2)

191 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SUSL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SUSL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Xena Financial Planning, LLC 8.96% 70,355 $9.3M
2 W Advisors, LLC 2.84% 47,110 $6.3M
3 Ellevest, Inc. 2.55% 163,219 $21.7M
4 Bluestem Financial Advisors, LLC 2.33% 50,128 $6.7M
5 SK Wealth Management, LLC 1.53% 49,426 $6.8M
6 Obsido Oy 0.98% 13,849 $1.8M
7 One Wealth Advisors, LLC 0.90% 61,596 $8.2M
8 Omega Financial Group, LLC 0.73% 18,019 $2.4M
9 Values Added Financial LLC 0.67% 14,052 $1.9M
10 Gts Financial, LLC 0.60% 7,536 $817K
11 Bond & Devick Financial Network, Inc. 0.57% 17,511 $2.3M
12 Friedenthal Financial 0.45% 7,281 $967K
13 Kickstand Ventures, LLC. 0.42% 17,483 $2.3M
14 Trilogy Capital Inc. 0.42% 80,901 $10.7M
15 Retirement Capital Strategies 0.38% 8,350 $1.1M
16 Pathfinder Wealth Consulting, Inc. 0.35% 4,695 $533K
17 Bfsg, LLC 0.33% 28,404 $3.8M
18 Madson Wealth Advisors Inc 0.32% 3,550 $471K
19 Robertson Stephens Wealth Management, LLC 0.25% 77,743 $10.3M
20 Walkner Condon Financial Advisors LLC 0.24% 15,798 $2.1M
21 Vested Financial Planning, LLC 0.23% 2,549 $338K
22 Cypress Wealth Services, LLC 0.22% 13,229 $1.8M
23 Shared Vision Wealth Group LLC 0.20% 4,479 $595K
24 SmartHarvest Portfolios, LLC 0.20% 4,655 $618K
25 Ridgeline Wealth, LLC 0.20% 2,557 $339K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ishares Tr (SUSL)

What does the Smart Money Trend signal show for SUSL?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SUSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SUSL?

Slight buying edge — 56% buying: Last quarter: 89 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SUSL holders?

Strong quality — 35% AUM from major funds: 18 of 194 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SUSL?

58% of holders stayed for 2+ years: 114 out of 195 hedge funds have held SUSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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