BUSA 2023 ETF SERIES TRUST
FollowCMN (fund)
17 managers (17 13F filers) reported a position in BUSA shares at 2025-12-31, 7,184,766 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 17
- 13F filers
- 17
- New
- 5
- Added
- 7
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 7,184,766
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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. | 6,306,589 | $231M | 3.4% | +208,307 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| A&I FINANCIAL SERVICES, LLC | 462,753 | $16.9M | 8.03% | -2,384 | 13F-HRTimeline |
| Brooklyn Investment Group | 176,240 | $6.52M | 0.3% | +147,211 | 13F-HRTimeline |
| NKCFO LLC | 82,100 | $3M | 0.87% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 69,294 | $2.53M | <0.01% | +11,423 | 13F-HRTimelineGroup |
| HARBOR INVESTMENT ADVISORY, LLC | 32,926 | $1.2M | 0.09% | -58 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 21,695 | $793K | <0.01% | +2,518 | 13F-HRTimeline |
| STEPH & CO | 7,337 | $268K | 0.08% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 7,095 | $259K | <0.01% | new | 13F-HRTimelineGroup |
| B. Riley Wealth Advisors, Inc. | 6,619 | $242K | 0.01% | 0 | 13F-HRTimeline |
| STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP | 5,768 | $211K | <0.01% | new | 13F-HRTimelineGroup |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 1,800 | $65.8K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1,588 | $58K | <0.01% | -1,066 | 13F-HR/ATimelineGroup |
| Steward Partners Investment Advisory, L… | 1,095 | $40K | <0.01% | +150 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 829 | $30.3K | <0.01% | -1,308 | 13F-HRTimelineGroup |
| SIGNATUREFD, LLC | 524 | $19.2K | <0.01% | +52 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 514 | $18.8K | <0.01% | +274 | 13F-HRTimelineGroup |