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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 2025-12-31, 598,082 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
13
13F filers
13
New
2
Added
3
Reduced
6
Sold out
2
Shares held by filers
598,082

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VERUS CAPITAL PARTNERS, LLC187,779$3.57M0.24%new13F-HR/ATimeline
Prepared Retirement Institute LLC120,847$2.3M1.16%-29,52613F-HRTimeline
Balance Wealth Partners LLC83,861$1.59M0.51%+5,66713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,526$1.44M<0.01%-15,85113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,855$852K0.02%-6,09413F-HRTimelineGroup
Westmount Partners, LLC24,925$474K0.12%-51,85013F-HRTimeline
Compass Ion Advisors, LLC18,069$343K0.03%-9313F-HRTimeline
FAS Wealth Partners, Inc.10,771$205K0.01%+1,29213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,300$24.7K<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/147$2.79K<0.01%-3,90813F-HRTimelineGroup
Westbourne Investment Advisors, Inc.29,839$2.54K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$1.9K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63$1.21K<0.01%+713F-HRTimelineGroup