2023 ETF SERIES TRUST (BUSA)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
24
Reporting holders
$43.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| A&I FINANCIAL SERVICES, LLC | $17.5M | 442,781 | 7.61% | 6q | HELD |
| Nuveen, LLC | $9.5M | 239,749 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $4.7M | 118,747 | 0.00% | 3q | +22.4%+$857.0K |
| ROYAL BANK OF CANADA | $4.4M | 110,299 | 0.00% | 7q | +20.7%+$745.6K |
| Waverly Advisors, LLC | $1.5M | 37,140 | 0.01% | 2q | +71.5%+$610.9K |
| Nautilus Advisors LLC | $1.3M | 33,610 | 0.80% | new | NEW |
| Live Oak Private Wealth LLC | $1.2M | 31,398 | 0.15% | 2q | +5.4%+$63.0K |
| GOLDMAN SACHS GROUP INC | $1.0M | 25,491 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $896.1K | 22,720 | 0.00% | 5q | -3.5%-$32.1K |
| Kestra Advisory Services, LLC | $696.0K | 17,646 | 0.00% | 3q | +23.2%+$131.2K |
| Sanctuary Advisors, LLC | $279.1K | 7,077 | 0.00% | 2q | +7.6%+$19.7K |
| B. Riley Wealth Advisors, Inc. | $262.5K | 6,619 | 0.01% | 4q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $216.9K | 5,498,422 | 2.93% | 9q | -1.7%-$3.7K |
| JANE STREET GROUP, LLC | $216.2K | 5,483 | 0.00% | 2q | -65.4%-$409.5K |
| JPMORGAN CHASE & CO | $170.6K | 4,302 | 0.00% | new | NEW |
| UBS Group AG | $134.7K | 3,415 | 0.00% | 7q | +107.9%+$69.9K |
| OSAIC HOLDINGS, INC. | $75.3K | 1,910 | 0.00% | 7q | +182.5%+$48.7K |
| Regatta Research & Money Management | $29.8K | 757 | 0.03% | new | FIRST |
| HARBOR INVESTMENT ADVISORY, LLC | $27.4K | 694 | 0.00% | 8q | -97.9%-$1.3M |
| SIGNATUREFD, LLC | $20.8K | 528 | 0.00% | 4q | HELD |
| HUNTINGTON NATIONAL BANK | $19.9K | 504 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $17.6K | 445 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $17.4K | 442 | 0.00% | 8q | -72.2%-$45.2K |
| Blue Trust, Inc. | $4.3K | 108 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $2.4K | 62 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $688 | 17,468 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $252 | 6,400 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $43.9M | 1,111,927 | 5 | 8 | 4 | 0.0% |
| Q1 2026 | 23 | $37.4M | 1,010,364 | 9 | 7 | 2 | 0.0% |
| Q4 2025 | 16 | $29.2M | 796,581 | 5 | 6 | 3 | 0.0% |
| Q3 2025 | 13 | $21.6M | 620,124 | 6 | 3 | 2 | 0.0% |
| Q2 2025 | 9 | $22.6M | 675,099 | 2 | 6 | 1 | 0.0% |
| Q1 2025 | 10 | $25.6M | 779,580 | 4 | 4 | 0 | 0.0% |
| Q4 2024 | 8 | $9.4M | 296,552 | 4 | 0 | 2 | 0.0% |
| Q3 2024 | 6 | $2.4M | 76,648 | 5 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $807.6K | 4,702,375 | 3 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $20.3K | 655 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $386.7K | 13,971 | 1 | 0 | 0 | 0.0% |