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$24.47 +0.02 (+0.08%) At close · Oct 20
Volume · Oct 20 152.64K Avg daily vol (3M) 181.93K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 80
Total Value: $1,555,674
Total Shares: 3,192,140

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 80 13F filers · Δ vs Jun 30, 2026
Top Holder
34.8%
Dec 2023 → Sep 2026 · range 0.0% – 100.0%
+23.8 pts
Top 5
99.8%
Dec 2023 → Sep 2026 · range 0.0% – 100.0%
+59.0 pts
Top 10
100.0%
Dec 2023 → Sep 2026 · range 0.0% – 100.0%
+40.5 pts
HHI
2,874
Dec 2023 → Sep 2026 · range 0 – 10,000
Highly concentrated+2,396

Who Holds SUSB

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 353 filers, like-for-like change +30.2%; actively managed books +35.9%; index-like books +2.1%.

Holder type Share Filers Change
Registered adviser 54.2% 250 +42.5%
Adviser 3.0% 4 +15.4%
Bank 9.6% 11 +22.6%
Broker-dealer 7.1% 1 +72.0%
Benefit plan 0.0% 1 +7.8%
Non-US 0.0% 2 +132.6%
Holding company 12.3% 6 +5.2%
Insurer 0.0% 0 —
Unknown 13.6% 78 +9.9%

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 5 holders with no observed 2026-03-31 13F and 5 holders with no observed 2026-06-30 13F.

Conviction and Crowding

353 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
89
25.2% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
0
median weight 0.156%
Mar 31, 2026: 0
Crowding
—
shares outstanding is an issuer-wide count, not one listing's
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
shares outstanding is an issuer-wide count, not one listing's
Top 10 holders
40.5%
of 13F shares, Herfindahl 0.030
Active holders
+35.9%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 13.8 quarters
Under 1 year 18.4% 1 to 3 years 20.4% 3 years or more 61.3% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026
New
8
Increased
44
Decreased
17
Sold Out
3
Unchanged
11

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -273
Institutional value: -99.0%
Shares held: -91.8%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
Arlington Financial Advisors, LLC +22,295 201,803
MATHER GROUP, LLC. +18,582 227,256
Apella Capital, LLC +13,335 300,372
Colorado Capital Management, Inc. +12,654 280,562
Midwest Financial Partners Investments, Inc. +11,370 37,454

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
Dynamic Advisor Solutions LLC −65,743 35,281
Decker Retirement Planning Inc. −55,608 166
Archer Investment Management, LLC −19,610 55,178
AdvisorNet Financial, Inc −18,793 8,920
CX Institutional −17,211 24,195

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
West Branch Capital LLC 583 $14,242
JGP Wealth Management, LLC 12,072 $0
WestHill Financial Advisors, Inc. 18,954 $0
True Blue Financial, LLC 74,032 $0
Shore Point Advisors, LLC 12,595 $0

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
Gleason Group, Inc. 3 $0
Cornerstone Planning Group LLC 4,755 $0
Elser Financial Planning, Inc 258,666 $0
Filter: New 8 Increased 44 Reduced 17 Sold out 3 Unchanged 11
Holder type: Registered adviser 57 Bank 1 Unknown 22
Showing 80 of 80
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
DIVERSIFY WEALTH MANAGEMENT, LLC SUSB $541,710 34.82% 22,174
Diversify Advisory Services, LLC SUSB $541,710 34.82% 22,174
Oregon Pacific Wealth Management, LLC SUSB $277,231 17.82% 11,348
PRIVATE TRUST CO NA SUSB $177,361 11.40% 7,260
West Branch Capital LLC SUSB $14,242 0.92% 583
Portfolio Resources Advisor Group, Inc. SUSB $3,420 0.22% 140
Physician Wealth Advisors, Inc. SUSB $0 0.00% 0
Equita Financial Network, Inc. SUSB — — 19,794
Private Wealth Management Group, LLC SUSB — — 22,780
Affinity Capital Advisors, LLC SUSB — — 8,878
Forvis Mazars Wealth Advisors, LLC SUSB — — 21,588
ANB BANK SUSB — — 21,645
Lifelong Wealth Advisors, Inc. SUSB — — 16,242
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. SUSB — — 25,525
Diversified Enterprises, LLC SUSB — — 26,460
BLUELINE ADVISORS LLC SUSB — — 4,418
Cape Investment Advisory, Inc. SUSB — — 1,081
BayBridge Capital Group, LLC SUSB — — 9,949
Bangor Savings Bank SUSB — — 1,620
Shotwell Rutter Baer Inc SUSB — — 21,750
Triumph Capital Management SUSB — — 799
MLG Wealth Management DBA Pine Grove Financial Group SUSB — — 16,494
Cherry Tree Wealth Management, LLC SUSB — — 7,298
SigFig Wealth Management, LLC SUSB — — 35,836
Exchange Bank SUSB — — 24,232
Level Financial Advisors SUSB — — 35,262
XY Planning Network, Inc. SUSB — — 59,060
Johnson Bixby & Associates, LLC SUSB — — 25,808
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SUSB — — 146,939
True Blue Financial, LLC SUSB — — 74,032
Avidian Wealth Enterprises, LLC SUSB — — 28,203
Hoxton Planning & Management, LLC SUSB — — 14,200
Opal Wealth Advisors, LLC SUSB — — 52,622
Arlington Financial Advisors, LLC SUSB — — 201,803
Hanson & Doremus Investment Management SUSB — — 116
Apella Capital, LLC SUSB — — 300,372
SWEENEY & MICHEL, LLC SUSB — — 9,985
CoreCap Advisors, LLC SUSB — — 289
EASTERN BANK SUSB — — 763
WestHill Financial Advisors, Inc. SUSB — — 18,954
Midwest Financial Partners Investments, Inc. SUSB — — 37,454
Focus Financial Network, Inc. SUSB — — 8,896
AdvisorNet Financial, Inc SUSB — — 8,920
BEACON INVESTMENT ADVISORY SERVICES, INC. SUSB — — 9,482
Decker Retirement Planning Inc. SUSB — — 166
Scott Capital Advisors, LLC SUSB — — 45,692
TRUEFG, LLC SUSB — — 19,250
Stanich Group LLC SUSB — — 115,397
Farther Finance Advisors, LLC SUSB — — 37,355
ABSOLUTE CAPITAL MANAGEMENT, LLC SUSB — — 9,399
BIRCHBROOK, INC. SUSB — — 44,195
Schear Investment Advisers, LLC SUSB — — 23,916
Dynamic Advisor Solutions LLC SUSB — — 35,281
PARK NATIONAL CORP /OH/ SUSB — — 10,074
Archer Investment Management, LLC SUSB — — 55,178
Tempo Wealth, LLC SUSB — — 23,916
JB Capital LLC SUSB — — 11,506
CX Institutional SUSB — — 24,195
Resonant Capital Advisors, LLC SUSB — — 16,287
Bigelow Investment Advisors, LLC SUSB — — 11,113
Concurrent Investment Advisors, LLC SUSB — — 20,256
IFP Advisors, Inc SUSB — — 316
Northland Capital Management LLC SUSB — — 113,177
SAX WEALTH ADVISORS, LLC SUSB — — 12,206
First Pacific Financial SUSB — — 8,409
Colorado Capital Management, Inc. SUSB — — 280,562
JGP Wealth Management, LLC SUSB — — 12,072
DAVENPORT & Co LLC SUSB — — 52,955
Central Pacific Bank - Trust Division SUSB — — 38,112
Kondo Wealth Advisors, Inc. SUSB — — 72,999
MATHER GROUP, LLC. SUSB — — 227,256
CANANDAIGUA NATIONAL BANK & TRUST CO SUSB — — 83,859
CWC Advisors, LLC. SUSB — — 8,254
Traveka Wealth, LLC SUSB — — 19,188
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. SUSB — — 14,341
Shore Point Advisors, LLC SUSB — — 12,595
LexAurum Advisors, LLC SUSB — — 36,366
Signature Resources Capital Management, LLC SUSB — — 13,061
Mosley Wealth Management SUSB — — 491
Integris Wealth Management, LLC SUSB — — 299,517