BUSA 2023 ETF SERIES TRUST
FollowCMN (fund)
16 managers (16 13F filers) reported a position in BUSA shares at 2025-09-30, 6,736,814 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 16
- 13F filers
- 16
- New
- 7
- Added
- 6
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 6,736,814
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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. | 6,098,282 | $213M | 3.22% | +151,585 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| A&I FINANCIAL SERVICES, LLC | 465,137 | $16.3M | 7.94% | +19,089 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 57,871 | $2.02M | <0.01% | +7,677 | 13F-HRTimelineGroup |
| HARBOR INVESTMENT ADVISORY, LLC | 32,984 | $1.15M | 0.1% | +348 | 13F-HRTimeline |
| Brooklyn Investment Group | 29,029 | $966K | 0.13% | 0 | 13F-HR/ATimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 19,177 | $669K | <0.01% | +4,720 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 12,938 | $451K | <0.01% | new | 13F-HRTimelineGroup |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 7,108 | $248K | <0.01% | new | 13F-HRTimelineGroup |
| B. Riley Wealth Advisors, Inc. | 6,619 | $231K | 0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2,654 | $92.6K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 2,137 | $74.5K | <0.01% | +1,604 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 995 | $34.7K | <0.01% | new | 13F-HR/ATimelineGroup |
| Steward Partners Investment Advisory, L… | 945 | $33K | <0.01% | new | 13F-HRTimeline |
| SIGNATUREFD, LLC | 472 | $16.4K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 240 | $8.33K | <0.01% | -160 | 13F-HRTimelineGroup |
| CWM, LLCin group CWM, LLC | 226 | $8K | <0.01% | new | 13F-HRTimelineGroup |