13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BUSA

2023 ETF SERIES TRUST

27 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 900934308·27 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$38M
66.0% inst. owned
of float
Holders
27
+44 QoQ
filers reporting
Activity
+15 / −56
+743 added · −685 reduced
this quarter
Concentration
43.52%
A&I FINANCIAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported BUSA in Q1 2026. A&I FINANCIAL SERVICES, LLC leads at 43.5% of the visible book. +44 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$16M444K7.79%Q1 202602
Brooklyn Investment Group
CIK 0001795705
$8M206K0.24%Q1 202603
STIFEL FINANCIAL CORP
CIK 0000720672
$4M97K0.00%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$3M91K0.00%Q1 202605
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$1M33K0.10%Q1 202606
Live Oak Private Wealth LLC
CIK 0001799877
$1M30K0.15%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$871,23024K0.00%Q1 202608
Waverly Advisors, LLC
CIK 0001568787
$801,52022K0.01%Q1 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$587,35916K0.00%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$530,13314K0.00%Q1 202611
CITADEL ADVISORS LLC
CIK 0001423053
$259,3227K0.00%Q4 202512
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$259,1037K0.00%Q1 202613
Sanctuary Advisors, LLC
CIK 0001777271
$243,4817K0.00%Q1 202614
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$240,5347K0.02%Q1 202615
Dana Investment Advisors, Inc.
CIK 0001427514
$220,0846K0.01%Q1 202616
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$207,0255.6M3.16%Q1 202617
UBS Group AG
CIK 0001610520
$60,8242K0.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$58,7882K0.00%Q1 202619
US BANCORP \DE\
CIK 0000036104
$47,1631K0.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$25,0256760.00%Q1 2026
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