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BUSA 2023 ETF SERIES TRUST

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CMN (fund)

26 managers (26 13F filers) reported a position in BUSA shares at 2026-06-30, 6,624,979 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
26
13F filers
26
New
7
Added
9
Reduced
6
Sold out
5
Shares held by filers
6,624,979

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.5,498,422$217M2.93%-93,81313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
A&I FINANCIAL SERVICES, LLC442,781$17.5M7.61%-1,38113F-HRTimeline
Nuveen, LLCin group TIAA239,749$9.46M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP118,747$4.68M<0.01%+21,73013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,299$4.35M<0.01%+18,90213F-HRTimelineGroup
Waverly Advisors, LLC37,140$1.46M0.01%+15,48913F-HRTimeline
Nautilus Advisors LLC33,610$1.35M0.8%new13F-HRTimeline
Live Oak Private Wealth LLC31,398$1.24M0.15%+1,59713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,491$1.01M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,720$896K<0.01%-81413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,646$696K<0.01%+3,32613F-HRTimelineGroup
Cambridge Investment Research Advisors,…8,734$344K<0.01%new13F-HR/ATimeline
Sanctuary Advisors, LLC7,077$279K<0.01%+50013F-HRTimeline
B. Riley Wealth Advisors, Inc.6,619$262K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC6,400$252K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,483$216K<0.01%-10,38313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,302$171K<0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,415$135K+1,147Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,910$75.3K<0.01%+1,23413F-HRTimelineGroup
Regatta Research & Money Management757$29.8K0.03%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC694$27.4K<0.01%-32,35113F-HRTimeline
SIGNATUREFD, LLC528$20.8K<0.01%+213F-HRTimeline
Steward Partners Investment Advisory, L…445$17.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY442$17.4K<0.01%-1,14613F-HRTimelineGroup
Blue Trust, Inc.108$4.28K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.62$2.44K<0.01%013F-HRTimeline