Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
ISHARES TR
13F holders
178
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 178 · Source: 13F-HR01
Trustees of Columbia University in the City of New York
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02
Legal & General Group Plc
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03
TB Capital Gestao de Recursos Ltda.
—
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04
Fpr Partners LLC
—
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05
Crestline Management, LP
—
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06
Ironwood Financial, llc
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07
Evergreen Private Wealth LLC
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08
Trust Point Inc.
—
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09
Pearl River Capital, LLC
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10
Parkside Advisors LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
2 holders · Q1 202601
Walkner Condon Financial Advisors LLC
0.25% NEW
α +23.7pts
02
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SUSL in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SUSL in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SUSL lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SUSL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:35 UTC.