Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SUSA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — SUSA

Based on 502 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SUSA 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
502 hedge funds hold SUSA 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 — +13% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

211 buying176 selling
Last quarter: 211 funds bought or added vs 176 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.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new SUSA position: 31 → 34 → 42 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
333 out of 502 hedge funds have held SUSA 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.
🚀

Acceleration phase — new buyers rushing in

39 → 31 → 34 → 42 → 57 new funds/Q
New funds entering each quarter: 31 → 34 → 42 → 57. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Of 502 current holders: 329 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
19 of 502 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SUSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: SUSA

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

Market Analysis: SUSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUSA

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 4 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: SUSA
2026 Q1 Stats Unlock in 11 days 502 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 502 467 7.49%
13F Shares 17M 15M 8.68%
Total Value $2.33B $2.10B 11.06%
New Positions 57 42 +15
Increased Positions 154 112 +42
Closed Positions 22 29 -7
Reduced Positions 154 181 -27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSA

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Valuation Measures Data as of: --

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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
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Institutional Holders (2026 Q1)

502 + investors

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

Top 25 institutional holders of SUSA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shira Ridge Wealth Management 15.21% 290,974 $38.4M
2 Farrow Financial, Inc. 7.32% 97,527 $12.9M
3 IMA Advisory Services, Inc. 6.74% 522,494 $69.0M
4 SPINNAKER TRUST 4.19% 572,548 $75.6M
5 eCIO, Inc. 3.83% 66,029 $8.7M
6 Stewardship Advisors, LLC 3.58% 117,795 $15.6M
7 HILLTOP WEALTH ADVISORS, LLC 3.30% 41,692 $5.5M
8 Financially in Tune, LLC 2.63% 23,152 $3.1M
9 Corundum Group, Inc. 2.21% 50,149 $6.6M
10 VERITY Wealth Advisors 2.08% 23,554 $3.1M
11 Fingerlakes Wealth Management, Inc. 1.65% 18,789 $2.5M
12 New Covenant Trust Company, N.A. 1.54% 13,085 $1.7M
13 BigSur Wealth Management LLC 1.19% 32,000 $4.2M
14 WHI TRUST Co LLC 1.00% 10,000 $1.3M
15 Smart Portfolios, LLC 0.99% 7,488 $989K
16 RED CRANE WEALTH MANAGEMENT, LLC 0.93% 8,568 $1.1M
17 Financial Planning Fort Collins, LLC 0.87% 8,001 $1.2M
18 Quent Capital, LLC 0.86% 91,969 $12.1M
19 Evergreen Wealth Partners LLC 0.79% 7,879 $1.0M
20 Charter Oak Capital Management, LLC 0.78% 76,374 $10.1M
21 RED REEF ADVISORS LLC 0.77% 5,461 $761K
22 Colorado Capital Management, Inc. 0.65% 11,492 $2K
23 PRENTISS SMITH & CO INC 0.63% 8,278 $1.1M
24 ACTION POINT FINANCIAL PLANNING, LLC 0.62% 5,288 $698K
25 Nautilus Advisors LLC 0.56% 6,200 $819K
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 (SUSA)

What does the Smart Money Trend signal show for SUSA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SUSA 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 SUSA?

Slight buying edge — 55% buying: Last quarter: 211 funds bought or added vs 176 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 SUSA holders?

Elite ownership — 41% AUM from top-100 funds: 19 of 502 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in SUSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SUSA?

66% of holders stayed for 2+ years: 333 out of 502 hedge funds have held SUSA 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.