Who Owns 2023 ETF SERIES TRUST (BUSA)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $261.3M of 2023 ETF SERIES TRUST (BUSA) in SEC 13F filings for 2026-06-30. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($216.9M), A&I FINANCIAL SERVICES, LLC ($17.5M), Nuveen, LLC ($9.5M), STIFEL FINANCIAL CORP ($4.7M), Royal Bank of Canada ($4.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HANTZ FINANCIAL SERVICES, INC.	$216.9M	5.5M	Trimmed
2	A&I FINANCIAL SERVICES, LLC	$17.5M	442,781	Trimmed
3	Nuveen, LLC	$9.5M	239,749	New
4	STIFEL FINANCIAL CORP	$4.7M	118,747	Added
5	Royal Bank of Canada	$4.4M	110,299	Added
6	Waverly Advisors, LLC	$1.5M	37,140	Added
7	Nautilus Advisors LLC	$1.3M	33,610	New
8	Live Oak Private Wealth LLC	$1.2M	31,398	Added
9	GOLDMAN SACHS GROUP INC	$1.0M	25,491	New
10	COMMONWEALTH EQUITY SERVICES, LLC	$896,070	22,720	Trimmed
11	Kestra Advisory Services, LLC	$695,973	17,646	Added
12	Cambridge Investment Research Advisors, Inc.	$344,000	8,734	New
13	Sanctuary Advisors, LLC	$279,117	7,077	Added
14	B. Riley Wealth Advisors, Inc.	$262,488	6,619	Hold
15	WEDBUSH SECURITIES INC	$252,000	6,400	New
16	JANE STREET GROUP, LLC	$216,250	5,483	Trimmed
17	JPMORGAN CHASE & CO	$170,604	4,302	New
18	UBS Group AG	$134,688	3,415	Added
19	OSAIC HOLDINGS, INC.	$75,329	1,910	Added
20	Regatta Research & Money Management	$29,830	757	New
21	HARBOR INVESTMENT ADVISORY, LLC	$27,371	694	Trimmed
22	SIGNATUREFD, LLC	$20,824	528	Added
23	HUNTINGTON NATIONAL BANK	$19,878	0	Hold
24	Steward Partners Investment Advisory, LLC	$17,551	445	Hold
25	MORGAN STANLEY	$17,432	442	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30