BUSA 2023 ETF SERIES TRUST
FollowCMN (fund)
12 managers (12 13F filers) reported a position in BUSA shares at 2025-03-31, 6,480,646 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 4
- Added
- 4
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 6,480,646
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 5,701,359 | $187M | 3.29% | -455,078 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| A&I FINANCIAL SERVICES, LLC | 430,030 | $14.1M | 9.55% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 257,823 | $8.46M | <0.01% | +28,717 | 13F-HRTimelineGroup |
| HARBOR INVESTMENT ADVISORY, LLC | 31,845 | $1.04M | 0.1% | +2,857 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 30,704 | $1.01M | <0.01% | +22,854 | 13F-HR/ATimelineGroup |
| McCarthy & Cox | 15,329 | $503K | 0.22% | +5,156 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 8,720 | $286K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2,204 | $72.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| Brooklyn Investment Group | 2,099 | $68.8K | 0.01% | new | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 293 | $9.61K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 240 | $7.87K | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |