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CUSD TRUST FOR PROFESSIONAL MANAG

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CROSS BRG ULTRST (fund)

16 managers (16 13F filers) reported a position in CUSD shares at 2025-06-30, 718,575 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
4
Reduced
5
Sold out
0
Shares held by filers
718,575

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC252,428$5.41M3.19%-87,47513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,269$1.89M<0.01%+12,42513F-HRTimelineGroup
Westmount Partners, LLC77,420$1.66M0.46%-1,86713F-HRTimeline
Balance Wealth Partners LLC70,516$1.51M0.88%+48,08013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…53,829$1.15M0.03%+21,53813F-HRTimelineGroup
Crossingbridge Advisors, LLC49,416$1.06M0.93%+32,75013F-HRTimeline
UBS Group AGin group UBS Group AG30,257$648K<0.01%-27,47113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,163$496K<0.01%-2,29013F-HRTimelineGroup
Compass Ion Advisors, LLC18,862$404K0.04%013F-HRTimeline
Ellsworth Advisors, LLC13,564$291K0.07%-1,97413F-HRTimeline
FAS Wealth Partners, Inc.9,479$203K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,300$27.9K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC177$3.79K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56$1.2K<0.01%new13F-HR/ATimelineGroup
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.