§ EQUITY
USDSUSL
ISHARES ESG MSCI USA LEADERS
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
89 increased/new, 51 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 707K | 0.1% | −4% |
| Fidelity Management | 455K | 0.0% | −23% |
| JPMORGAN CHASE & CO | 443K | n/a | −0% |
| ROYAL BANK OF CANADA | 377K | 0.0% | +0% |
| Creative Planning | 205K | 0.0% | +1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202K | 0.0% | −21% |
◇ AC INTELLIGENCE
Top institutional owners for SUSL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER59.5% · 171 holders
DEALER / BANK31.5% · 15 holders
QUALITY / COMPOUNDER8.0% · 2 holders
INCOME / DEFENSIVE0.5% · 3 holders
SYSTEMATIC / QUANT0.4% · 1 holder
PASSIVE / INDEX0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SUSL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SUSL yet.