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CUSD TRUST FOR PROFESSIONAL MANAG

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CROSS BRG ULTRST (fund)

13 managers (13 13F filers) reported a position in CUSD shares at 2024-09-30, 2,357,640 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
13
13F filers
13
New
2
Added
6
Reduced
2
Sold out
1
Shares held by filers
2,357,640

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 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Morton Capital Management LLC/CA1,660,862$35.8M7.04%+70,05013F-HRTimeline
Prepared Retirement Institute LLC484,661$10.4M6.32%+57913F-HRTimeline
Westmount Partners, LLC75,519$1.63M0.49%+14613F-HRTimeline
NewEdge Advisors, LLC24,377$525K<0.01%-98413F-HRTimeline
Ellsworth Advisors, LLC23,404$504K0.13%-5,67413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,135$477K<0.01%+14,84313F-HRTimelineGroup
Compass Ion Advisors, LLC20,554$443K0.05%+3,81613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,111$282K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,839$61.1K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO286$6.16K<0.01%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53$1.15K<0.01%+113F-HRTimelineGroup
Westbourne Investment Advisors, Inc.29,839$1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.