13F Insight
DOSSIER · 13F Holders · Q1 2026
BUSA

2023 ETF SERIES TRUST

28 institutions still hold 2023 ETF SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 900934308·28 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$262M
visible holders
Holders
28
filers reporting
Concentration
79.07%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported BUSA in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 79.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$207M5.6M3.16%Q1 202602
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$17M443K7.61%Q2 202603
Nuveen, LLC
CIK 0001871926
$9M240K0.00%Q2 202604
Brooklyn Investment Group
CIK 0001795705
$8M206K0.24%Q1 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$5M119K0.00%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$4M110K0.00%Q2 202607
NKCFO LLC
CIK 0001757282
$3M82K0.90%Q1 202608
Waverly Advisors, LLC
CIK 0001568787
$1M37K0.01%Q2 202609
Nautilus Advisors LLC
CIK 0002083253
$1M34K0.80%Q2 202610
Live Oak Private Wealth LLC
CIK 0001799877
$1M31K0.15%Q2 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M25K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$896K23K0.00%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$696K18K0.00%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$587K16K0.00%Q1 202615
Sanctuary Advisors, LLC
CIK 0001777271
$279K7K0.00%Q2 202616
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$262K7K0.01%Q2 202617
JPMORGAN CHASE & CO
CIK 0000019617
$171K4K0.00%Q2 202618
UBS Group AG
CIK 0001610520
$135K3K0.00%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$75K2K0.00%Q2 202620
Regatta Research & Money Management
CIK 0002137529
$30K7570.03%Q2 2026
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