$38.81
+0.34 (+0.87%)
Market Cap
$309.6M
Shares Outstanding
7,082,495
Institutional Holders
11
Total Inst. Value
$212.6M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
7
Closed Positions
3
Increased
3
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC.New | $187.0M | 5,701,359 |
| 2 | A&I FINANCIAL SERVICES, LLCNew | $14.1M | 430,030 |
| 3 | UBS Group AG | $8.5M | 257,823 |
| 4 | HARBOR INVESTMENT ADVISORY, LLC | $1.0M | 31,845 |
| 5 | ROYAL BANK OF CANADA | $1.0M | 30,704 |
| 6 | McCarthy & CoxNew | $503K | 15,329 |
| 7 | CITADEL ADVISORS LLCNew | $286K | 8,720 |
| 8 | MORGAN STANLEY | $72K | 2,204 |
| 9 | Brooklyn Investment GroupNew | $68K | 2,099 |
| 10 | Geneos Wealth Management Inc.New | $10K | 293 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HANTZ FINANCIAL SERVICES, INC.New | +5.7M | $187.0M |
| A&I FINANCIAL SERVICES, LLCNew | +430K | $14.1M |
| UBS Group AG | +29K | $8.5M |
| HARBOR INVESTMENT ADVISORY, LLC | +3K | $1.0M |
| ROYAL BANK OF CANADA | +23K | $1.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold BUSA?
As of Q1 2025, 11 institutional investors report holding BUSA (Brandes U.S. Value ETF) in their 13F filings.
Which hedge fund owns the most BUSA?
The largest institutional holder of BUSA is HANTZ FINANCIAL SERVICES, INC. with $187.0M in shares.
Are institutions buying or selling BUSA?
This quarter, 7 institutions opened new positions in BUSA and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.