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

2023 ETF SERIES TRUST

29 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 900934308·29 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$249M
visible holders
Holders
29
filers reporting
Concentration
83.17%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported BUSA in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 83.2% 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
Brooklyn Investment Group
CIK 0001795705
$8M206K0.24%Q1 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$4M97K0.00%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$3M91K0.00%Q1 202606
NKCFO LLC
CIK 0001757282
$3M82K0.90%Q1 202607
Nautilus Advisors LLC
CIK 0002083253
$1M34K0.80%Q2 202608
Live Oak Private Wealth LLC
CIK 0001799877
$1M31K0.15%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$871K24K0.00%Q1 202610
Waverly Advisors, LLC
CIK 0001568787
$802K22K0.01%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$587K16K0.00%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$530K14K0.00%Q1 202613
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$262K7K0.01%Q2 202614
CITADEL ADVISORS LLC
CIK 0001423053
$259K7K0.00%Q4 202515
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$259K7K0.00%Q1 202616
Sanctuary Advisors, LLC
CIK 0001777271
$243K7K0.00%Q1 202617
Dana Investment Advisors, Inc.
CIK 0001427514
$220K6K0.01%Q1 202618
UBS Group AG
CIK 0001610520
$61K2K0.00%Q1 202619
MORGAN STANLEY
CIK 0000895421
$59K2K0.00%Q1 202620
US BANCORP \DE\
CIK 0000036104
$47K1K0.00%Q1 2026
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