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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 2025-03-31, 715,147 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
13
13F filers
13
New
2
Added
3
Reduced
4
Sold out
3
Shares held by filers
715,147

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Prepared Retirement Institute LLC339,903$7.12M4.55%-177,50113F-HRTimeline
Westmount Partners, LLC79,287$1.66M0.51%-3,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,844$1.59M<0.01%+43,64813F-HRTimelineGroup
UBS Group AGin group UBS Group AG57,728$1.21M<0.01%+15,10613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…32,291$677K0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,453$533K<0.01%-58,46413F-HRTimelineGroup
Balance Wealth Partners LLC22,436$470K0.31%13F-HRTimeline
Compass Ion Advisors, LLC18,862$395K0.05%+33013F-HRTimeline
Crossingbridge Advisors, LLC16,666$346K0.18%new13F-HRTimeline
Ellsworth Advisors, LLC15,538$326K0.09%-3,05313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,300$27.2K<0.01%013F-HRTimelineGroup
Westbourne Investment Advisors, Inc.29,839$39<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.