2023 ETF Series Trust - BUSA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,498,422 | 216,858 | 2.93% | 2.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 442,781 | 17,463 | 7.61% | 7.61% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nuveen, LLC | History | No change | 239,749 | 9,455 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 118,747 | 4,683 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 110,299 | 4,351 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nautilus Advisors LLC | History | Added to | 38,070 | 1,495 | 0.9% | 0.79% | 6 | +4,460 | 13.27% | Q3 2026 | Oct 06, 2026 |
| Waverly Advisors, LLC | History | No change | 37,140 | 1,464 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Live Oak Private Wealth LLC | History | No change | 31,398 | 1,238 | 0.15% | 0.15% | 8 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,491 | 1,005 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,720 | 896 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 17,646 | 695 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,734 | 344 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,077 | 279 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 6,619 | 262 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,400 | 252 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,483 | 216 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,302 | 170 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 3,415 | 134 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,910 | 75 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 757 | 29 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 694 | 27 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 528 | 20 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 504 | 19 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 442 | 17 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 445 | 17 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 108 | 4 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 62 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |