BUSA 2023 ETF SERIES TRUST
FollowCMN (fund)
12 managers (12 13F filers) reported a position in BUSA shares at 2025-06-30, 6,586,059 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 3
- Added
- 7
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 6,586,059
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 5,946,697 | $199M | 3.22% | +245,338 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| A&I FINANCIAL SERVICES, LLC | 446,048 | $14.9M | 8.42% | +16,018 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 62,531 | $2.09M | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 50,194 | $1.68M | <0.01% | +19,490 | 13F-HR/ATimelineGroup |
| HARBOR INVESTMENT ADVISORY, LLC | 32,636 | $1.09M | 0.1% | +791 | 13F-HRTimeline |
| Brooklyn Investment Group | 29,029 | $971K | 0.13% | +26,930 | 13F-HR/ATimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 14,457 | $484K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2,654 | $88.8K | <0.01% | +450 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 880 | $29.4K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 533 | $17.8K | <0.01% | -257,290 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 400 | $13.4K | <0.01% | +160 | 13F-HR/ATimelineGroup |
| 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. |