13FBOX
2023 ETF SERIES TRUST BRAN US VALU ETF · 13F Institutional Holdings
Options Calculator Rankings
2

2023 ETF SERIES TRUST BRAN US VALU ETF

BUSA
Institutions
27
Combined AUM (Q2 2026)
$261.3M
Combined Shares (Q2 2026)
6.6M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+383,703
17 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-443,985
12 · 6 Exit · ≈
⚖️ Net
-60,282
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$261.3M
Institutions
27
New Buys
8
Adds
9
Reduces
6
Exits
6
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HANTZ FINANCIAL SERVICES, INC.
2.93%3.27%#2$216.9M5.5M$207.0M5.6M-93,813-1.68%Reduce
A&I FINANCIAL SERVICES, LLC
7.61%7.79%#1$17.5M442,781$16.4M444,162-1,381-0.31%Reduce
Nuveen, LLC
<0.01%#10$9.5M239,749$00+239,749New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#9$4.7M118,747$3.6M97,017+21,730+22.40%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#16$4.4M110,299$3.4M91,397+18,902+20.68%Add
Waverly Advisors, LLC
0.01%0.01%#7$1.5M37,140$801,52021,651+15,489+71.54%Add
Nautilus Advisors LLC
0.79%#3$1.3M33,610$00+33,610New Buy
Live Oak Private Wealth LLC
0.15%0.15%#4$1.2M31,398$1.1M29,801+1,597+5.36%Add
GOLDMAN SACHS GROUP INC
<0.01%#22$1.0M25,491$00+25,491New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#14$896,07022,720$871,23023,534-814-3.46%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#11$695,97317,646$530,13314,320+3,326+23.23%Add
Cambridge Investment Research Advisors, Inc.
<0.01%#15$344,4698,734$00+8,734New Buy
Sanctuary Advisors, LLC
<0.01%<0.01%#13$279,1177,077$243,4816,577+500+7.60%Add
B. Riley Wealth Advisors, Inc.
0.01%0.02%#6$262,4886,619$240,5346,61900.00%Unchanged
WEDBUSH SECURITIES INC
0.01%#8$252,4166,400$00+6,400New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#24$216,2505,483$587,35915,866-10,383-65.44%Reduce
JPMORGAN CHASE & CO
<0.01%#26$170,6044,302$00+4,302New Buy
UBS Group AG
<0.01%<0.01%#25$134,6883,415$60,8241,643+1,772+107.85%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$75,3291,910$25,025676+1,234+182.54%Add
Regatta Research & Money Management
0.03%#5$29,830757$00+757New Buy
HARBOR INVESTMENT ADVISORY, LLC
<0.01%0.1%#12$27,371694$1.2M33,045-32,351-97.90%Reduce
SIGNATUREFD, LLC
<0.01%<0.01%#17$20,824528$19,467526+2+0.38%Add
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#19$19,878504$18,65850400.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#20$17,551445$16,47444500.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#27$17,432442$92,5722,654-2,212-83.35%Reduce
Blue Trust, Inc.
<0.01%#23$4,277108$00+108New Buy
LANARK FINANCIAL, INC.
<0.01%<0.01%#18$2,44562$2,2956200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow