CUSD TRUST FOR PROFESSIONAL MANAG
FollowCROSS BRG ULTRST (fund)
11 managers (11 13F filers) reported a position in CUSD shares at 2026-03-31, 239,592 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 0
- Reduced
- 4
- Sold out
- 4
- Shares held by filers
- 239,592
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Prepared Retirement Institute LLC | 91,666 | $1.79M | 0.89% | -29,181 | 13F-HR/ATimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 70,425 | $1.38M | <0.01% | -5,101 | 13F-HRTimelineGroup |
| Westmount Partners, LLC | 17,831 | $349K | 0.09% | -7,094 | 13F-HRTimeline |
| Compass Ion Advisors, LLC | 17,031 | $333K | 0.03% | -1,038 | 13F-HRTimeline |
| FAS Wealth Partners, Inc. | 10,771 | $211K | 0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1,300 | $25.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 555 | $10.9K | <0.01% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 100 | $1.93K | <0.01% | 0 | 13F-HR/ATimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 63 | $1.24K | <0.01% | 0 | 13F-HRTimelineGroup |
| Westbourne Investment Advisors, Inc. | 29,839 | $522 | <0.01% | 0 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 11 | $215 | <0.01% | new | 13F-HRTimelineGroup |