Who Owns 2023 ETF SERIES TRUST (BUSA)? -- Institutional Holders (2026-03-31)
27 institutions reported holding $247.5M of 2023 ETF SERIES TRUST (BUSA) in SEC 13F filings for 2026-03-31. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($207.0M), A&I FINANCIAL SERVICES, LLC ($16.4M), Brooklyn Investment Group ($7.6M), STIFEL FINANCIAL CORP ($3.6M), Royal Bank of Canada ($3.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $207.0M | 5.6M | Trimmed |
| 2 | A&I FINANCIAL SERVICES, LLC | $16.4M | 444,162 | Trimmed |
| 3 | Brooklyn Investment Group | $7.6M | 206,088 | Added |
| 4 | STIFEL FINANCIAL CORP | $3.6M | 97,017 | Added |
| 5 | Royal Bank of Canada | $3.4M | 91,397 | Added |
| 6 | NKCFO LLC | $3.0M | 82,100 | Hold |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $1.2M | 33,045 | Added |
| 8 | Live Oak Private Wealth LLC | $1.1M | 29,801 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $871,230 | 23,534 | Added |
| 10 | Waverly Advisors, LLC | $801,520 | 21,651 | New |
| 11 | JANE STREET GROUP, LLC | $587,359 | 15,866 | New |
| 12 | Kestra Advisory Services, LLC | $530,133 | 14,320 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $259,103 | 6,999 | New |
| 14 | Sanctuary Advisors, LLC | $243,481 | 6,577 | New |
| 15 | B. Riley Wealth Advisors, Inc. | $240,534 | 6,619 | Hold |
| 16 | Dana Investment Advisors, Inc. | $220,084 | 5,945 | New |
| 17 | UBS Group AG | $60,824 | 1,643 | Added |
| 18 | MORGAN STANLEY | $58,788 | 1,588 | Hold |
| 19 | US BANCORP \DE\ | $47,163 | 1,274 | New |
| 20 | OSAIC HOLDINGS, INC. | $25,025 | 676 | Added |
| 21 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $23,138 | 625 | New |
| 22 | SIGNATUREFD, LLC | $19,467 | 526 | Added |
| 23 | HUNTINGTON NATIONAL BANK | $18,658 | 504 | Hold |
| 24 | Steward Partners Investment Advisory, LLC | $16,474 | 445 | Trimmed |
| 25 | NBC SECURITIES, INC. | $2,295 | 62 | New |
Source: SEC Form 13F filings · as of 2026-03-31