Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SUSL)

176 + 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
↑ +10
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — SUSL

Based on 176 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 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
176 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 — +17% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

70 buying76 selling
Last quarter: 76 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 16 → 19 → 23. 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+) ■ 23% medium ■ 21% new
98 out of 176 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

15 → 13 → 16 → 19 → 23 new funds/Q
New funds entering each quarter: 13 → 16 → 19 → 23. A growing number of institutions are discovering SUSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 15% 1-2yr ■ 27% new
Of 176 current holders: 102 (58%) 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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
14 of 176 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SUSL
2026 Q1 Stats Unlock in 10 days 176 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 166 6.02%
13F Shares 5M 5M 3.75%
Total Value $580M $539M 7.53%
New Positions 23 19 +4
Increased Positions 47 46 +1
Closed Positions 13 13 -
Reduced Positions 63 53 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SUSL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

176 + investors

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

Top 25 institutional holders of SUSL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Xena Financial Planning, LLC 7.68% 59,878 $6.8M
2 Bank of Italy 4.56% 887,779 $101K
3 W ADVISORS, LLC 3.10% 53,299 $6.1M
4 BLUESTEM FINANCIAL ADVISORS, LLC 2.16% 49,270 $5.6M
5 SK Wealth Management, LLC 1.62% 50,820 $5.9M
6 One Wealth Advisors, LLC 0.87% 61,802 $7.0M
7 Values Added Financial LLC 0.74% 15,513 $1.8M
8 Bond & Devick Financial Network, Inc. 0.51% 16,056 $1.8M
9 KICKSTAND VENTURES, LLC. 0.42% 17,483 $2.0M
10 Friedenthal Financial 0.41% 7,281 $827K
11 Trilogy Capital Inc. 0.39% 78,073 $8.9M
12 Madson Wealth Advisors Inc 0.36% 3,792 $431K
13 Pathfinder Wealth Consulting, Inc. 0.35% 4,695 $533K
14 BFSG, LLC 0.31% 28,404 $3.2M
15 Walkner Condon Financial Advisors LLC 0.25% 17,023 $1.9M
16 Robertson Stephens Wealth Management, LLC 0.25% 80,075 $9.1M
17 Vested Financial Planning, LLC 0.22% 2,549 $290K
18 SmartHarvest Portfolios, LLC 0.22% 4,655 $529K
19 Cypress Wealth Services, LLC 0.22% 13,525 $1.5M
20 Ridgeline Wealth, LLC 0.21% 2,558 $291K
21 Shared Vision Wealth Group LLC 0.21% 4,479 $509K
22 WIN ADVISORS, INC 0.20% 3,775 $429K
23 Affinity Capital Advisors, LLC 0.19% 12,109 $1.4M
24 FIRETHORN WEALTH PARTNERS, LLC 0.17% 4,138 $470K
25 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.14% 82,341 $9.4M
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 — 3 quarters in a row: For 3 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?

More sellers than buyers — 48% buying: Last quarter: 76 funds reduced or exited vs 70 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SUSL holders?

Strong quality — 33% AUM from major funds: 14 of 176 holders rank in the top 100 by AUM, accounting for 33% 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: 98 out of 176 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.