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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 2025-09-30, 536,667 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
0
Added
2
Reduced
7
Sold out
2
Shares held by filers
536,667

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Prepared Retirement Institute LLC150,373$3.26M1.7%-102,05513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…91,377$1.98M<0.01%+3,10813F-HRTimelineGroup
Balance Wealth Partners LLC78,194$1.7M0.42%+7,67813F-HRTimeline
Westmount Partners, LLC76,775$1.66M0.43%-64513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…50,949$1.1M0.02%-2,88013F-HRTimelineGroup
Compass Ion Advisors, LLC18,162$394K0.04%-70013F-HRTimeline
UBS Group AGin group UBS Group AG15,869$344K<0.01%-14,38813F-HRTimelineGroup
Ellsworth Advisors, LLC10,239$223K0.05%-3,32513F-HRTimeline
FAS Wealth Partners, Inc.9,479$206K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,055$87.9K<0.01%-19,10813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,300$28.2K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56$1.22K<0.01%013F-HRTimelineGroup
Westbourne Investment Advisors, Inc.29,839$39<0.01%013F-HRTimeline