Stock
SUSB
| Ownership Count: | 563 |
| Ownership Count: | 563 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 0.02% |
Added 12.86%
|
2,949,467 | $72,851,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% |
Added 18.88%
|
2,240,704 | $55,345,000.0 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 0.47% |
No Change
|
1,300,000 | $31,317,000.0 |
| MORGAN STANLEY | 0.0% |
Added 0.51%
|
1,102,150 | $27,223,000.0 |
| Sontag Advisory, LLC | 0.24% |
No Change
|
917,928 | $23,095,000.0 |
| LPL Financial LLC | 0.01% |
Added 30.83%
|
874,432 | $21,598,000.0 |
| Acorns Advisers, LLC | 0.16% |
Added 6.56%
|
680,709 | $16,814,000.0 |
| PFS INVESTMENTS INC. | 0.26% |
Reduced 8.48%
|
675,204 | $16,144,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% |
Added 6.81%
|
634,217 | $15,665,000.0 |
| Envestnet Portfolio Solutions, Inc. | 0.05% |
Added 19.43%
|
611,765 | $15,110,000.0 |
| AMERIPRISE FINANCIAL INC | 0.0% |
Added 4.97%
|
575,038 | $14,203,000.0 |
| Royal Bank of Canada | 0.01% |
Added 11.06%
|
568,882 | $14,051,000.0 |
| Bank of New York Mellon Corp | 0.01% |
Added 2.58%
|
560,737 | $13,850,000.0 |
| Modera Wealth Management, LLC | 0.15% |
Added 0.21%
|
498,478 | $12,312,000.0 |
| Wealthspire Advisors, LLC | 0.12% |
Reduced 49.05%
|
467,656 | $11,551,000.0 |