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BUSA 2023 ETF SERIES TRUST

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CMN (fund)

23 managers (24 13F filers) reported a position in BUSA shares at 2026-03-31, 6,684,195 shares in all. 9 filers opened a position and 2 filers sold out during the quarter.

Managers
23
13F filers
24
New
9
Added
9
Reduced
3
Sold out
2
Shares held by filers
6,684,195

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.5,592,235$207M3.16%-714,35413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
A&I FINANCIAL SERVICES, LLC444,162$16.4M7.79%-18,59113F-HRTimeline
Brooklyn Investment Group206,088$7.63M0.24%+29,84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,017$3.59M<0.01%+91,24913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,397$3.38M<0.01%+22,10313F-HRTimelineGroup
NKCFO LLC82,100$3.04M0.9%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC33,045$1.22M0.1%+11913F-HRTimeline
Live Oak Private Wealth LLC29,801$1.1M0.15%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,534$871K<0.01%+1,83913F-HRTimeline
Waverly Advisors, LLC21,651$802K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,866$587K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,320$530K<0.01%+12,52013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,999$259K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC6,577$243K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,619$241K0.02%013F-HRTimeline
Dana Investment Advisors, Inc.5,945$220K0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding2,268$84K+1,439Timeline
MORGAN STANLEYin group MORGAN STANLEY1,588$58.8K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,274$47.2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.676$25K<0.01%+16213F-HRTimelineGroup
SIGNATUREFD, LLC526$19.5K<0.01%+213F-HRTimeline
Steward Partners Investment Advisory, L…445$16.5K<0.01%-65013F-HRTimeline
LANARK FINANCIAL, INC.62$2.29K<0.01%new13F-HRTimeline