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Disclosery

CUSD TRUST FOR PROFESSIONAL MANAG

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CROSS BRG ULTRST (fund)

9 managers (9 13F filers) reported a position in CUSD shares at 2026-06-30, 222,271 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
9
13F filers
9
New
0
Added
1
Reduced
4
Sold out
2
Shares held by filers
222,271

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Prepared Retirement Institute LLC91,765$1.78M0.76%+9913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,967$1.26M<0.01%-5,45813F-HRTimelineGroup
Westmount Partners, LLC17,402$338K0.07%-42913F-HRTimeline
Compass Ion Advisors, LLC16,393$318K0.03%-63813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,300$25.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG442$8.58K<0.01%-11313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$1.9K<0.01%013F-HRTimelineGroup
Westbourne Investment Advisors, Inc.29,839$1.52K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63$1.23K<0.01%013F-HRTimelineGroup