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 |
Source: SEC Form 13F filings · as of 2026-06-30