Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (SUSL)

192 + 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
↑ +11
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — SUSL

Based on 192 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
192 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.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

79 buying68 selling
Last quarter: 79 funds bought or added vs 68 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 — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 21 → 23 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 19% new
107 out of 192 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.
📈

Growing discovery — still being found

13 → 16 → 21 → 23 → 24 new funds/Q
New funds entering each quarter: 16 → 21 → 23 → 24. A growing number of institutions are discovering SUSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 23% newcomers

■ 57% veterans ■ 19% 1-2yr ■ 23% new
Entry-cohort mix of 192 holders: 110 (57%) are 2+ year veterans, 37 entered 1–2 years ago, and 45 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
15 of 191 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 79 hedge funds were net buyers of SUSL (24 opened a new position, 55 added to an existing one), while 68 reduced or exited (55 trimmed, 13 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in SUSL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 192.

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

-- --

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

Is It Too Late to Buy Ishares Tr (SUSL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SUSL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
SUSL
+16.2%
SPY
+15.1%

SUSL outperformed SPY by +1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SUSL
+0.8%
SPY
+1.3%

Since the filing became public, SUSL outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: SUSL
192 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 192 181 6.08%
13F Shares 5M 6M -5.38%
Total Value $500M $581M -13.98%
New Positions 24 23 +1
Increased Positions 55 48 +7
Closed Positions 13 13 -
Reduced Positions 55 64 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

192 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Xena Financial Planning, LLC 7.68% 59,878 $6.8M
2 W Advisors, LLC 3.10% 53,299 $6.1M
3 Ellevest, Inc. 2.46% 156,004 $17.7M
4 Bluestem Financial Advisors, LLC 2.16% 49,270 $5.6M
5 SK Wealth Management, LLC 1.62% 50,820 $5.9M
6 Obsido Oy 0.92% 13,395 $1.5M
7 One Wealth Advisors, LLC 0.87% 61,802 $7.0M
8 Values Added Financial LLC 0.74% 15,513 $1.8M
9 Omega Financial Group, LLC 0.69% 18,785 $2.1M
10 Gts Financial, LLC 0.56% 7,426 $711K
11 Bond & Devick Financial Network, Inc. 0.51% 16,056 $1.8M
12 Kickstand Ventures, LLC. 0.42% 17,483 $2.0M
13 Friedenthal Financial 0.41% 7,281 $827K
14 Trilogy Capital Inc. 0.39% 78,073 $8.9M
15 Madson Wealth Advisors Inc 0.36% 3,792 $431K
16 Pathfinder Wealth Consulting, Inc. 0.35% 4,695 $533K
17 Bfsg, LLC 0.31% 28,404 $3.2M
18 Walkner Condon Financial Advisors LLC 0.25% 17,023 $1.9M
19 Robertson Stephens Wealth Management, LLC 0.25% 80,075 $9.1M
20 Davis Wealth Advisors, LLC 0.24% 2,508 $285K
21 Vested Financial Planning, LLC 0.22% 2,549 $290K
22 SmartHarvest Portfolios, LLC 0.22% 4,655 $529K
23 Cypress Wealth Services, LLC 0.22% 13,525 $1.5M
24 GeoWealth Management, LLC 0.21% 51,047 $5.8M
25 Ridgeline Wealth, LLC 0.21% 2,558 $291K
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 — 4 quarters in a row: For 4 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 — 54% buying: Last quarter: 79 funds bought or added vs 68 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 — 28% AUM from major funds: 15 of 191 holders rank in the top 100 by AUM, accounting for 28% 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?

56% of holders stayed for 2+ years: 107 out of 192 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.

Is it too late to buy Ishares Tr (SUSL) following the 2026 Q1 hedge fund 13F filings?

As of today, SUSL has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), SUSL has gained +16.2% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →