BUSA Institutional Ownership & Shareholders
BRANDES US VALUE ETF (BUSA) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $268.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hantz Financial Services, Inc. is currently the largest disclosed institutional shareholder of BUSA tracked by InsiderSet, reporting ownership valued at approximately $216.86M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $232.47M, representing an estimated gain of +7.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed BUSA value among the investors covered in this analysis. Major shareholders include Hantz Financial Services, Inc., A&I Financial Services, Llc, Nuveen, Llc, and several other long-term asset managers with concentrated positions in BRANDES US VALUE ETF (BUSA).
This page ranks the largest institutional BUSA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$268.77M
Largest Holder
Hantz Financial Services, Inc.
Largest Position
$216.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2.93% | 5,498,422 | $216,858,000 | $232,473,282 | +$15,615,282 | +7.20% | |
| A&I Financial Services, Llc | 7.38% | 444,647 | $17,461,277 | $18,799,675 | +$1,338,398 | +7.66% | |
| Nuveen, Llc | 0.00% | 239,749 | $9,455,701 | $10,136,588 | +$680,887 | +7.20% | |
| Brooklyn Investment Group | 0.24% | 206,088 | $7,629,378 | $8,713,401 | +$1,084,023 | +14.21% | |
| Stifel Financial Corp | 0.00% | 118,747 | $4,683,374 | $5,020,623 | +$337,249 | +7.20% | |
| Royal Bank Of Canada | 0.00% | 110,299 | $4,351,000 | $4,663,442 | +$312,442 | +7.18% | |
| Nautilus Advisors Llc | 0.90% | 38,070 | $1,495,008 | $1,609,600 | +$114,592 | +7.66% | |
| Waverly Advisors, Llc | 0.01% | 37,140 | $1,464,802 | $1,570,279 | +$105,477 | +7.20% | |
| Live Oak Private Wealth Llc | 0.15% | 30,903 | $1,213,561 | $1,306,579 | +$93,018 | +7.66% | |
| Goldman Sachs Group Inc | 0.00% | 25,491 | $1,005,365 | $1,077,759 | +$72,394 | +7.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,675 | $890,440 | $958,699 | +$68,259 | +7.67% | |
| Kestra Advisory Services, Llc | 0.00% | 21,709 | $852,530 | $917,857 | +$65,327 | +7.66% | |
| B. Riley Wealth Advisors, Inc. | 0.02% | 9,900 | $388,773 | $418,572 | +$29,799 | +7.66% | |
| Sanctuary Advisors, Llc | 0.00% | 7,077 | $279,117 | $299,216 | +$20,099 | +7.20% | |
| Jane Street Group, Llc | 0.00% | 5,483 | $216,250 | $231,821 | +$15,571 | +7.20% | |
| Jpmorgan Chase & Co | 0.00% | 4,302 | $170,604 | $181,889 | +$11,285 | +6.61% | |
| Ubs Group Ag | 0.00% | 3,415 | $134,688 | $144,386 | +$9,698 | +7.20% | |
| Osaic Holdings, Inc. | 0.00% | 1,910 | $75,329 | $80,755 | +$5,426 | +7.20% | |
| Harbor Investment Advisory, Llc | 0.00% | 1,059 | $41,587 | $44,775 | +$3,188 | +7.66% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 625 | $23,138 | $26,425 | +$3,287 | +14.21% | |
| Signaturefd, Llc | 0.00% | 580 | $22,789 | $24,522 | +$1,733 | +7.61% | |
| Huntington National Bank | 0.00% | 504 | $19,878 | $21,309 | +$1,431 | +7.20% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 445 | $17,551 | $18,815 | +$1,264 | +7.20% | |
| Morgan Stanley | 0.00% | 442 | $17,432 | $18,688 | +$1,256 | +7.20% | |
| Nbc Securities, Inc. | 0.00% | 62 | $2,435 | $2,621 | +$186 | +7.65% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,839 | $465 | $500,553 | +$500,088 | +107545.79% | |
| Wedbush Securities Inc | 0.01% | 6,400 | $251 | $270,592 | +$270,341 | +107705.58% |
Frequently asked questions about BUSA
Who are the largest institutional holders of BUSA?
The largest institutional holders of BUSA reported in the latest SEC Form 13F filings include Hantz Financial Services, Inc., A&I Financial Services, Llc, Nuveen, Llc, Brooklyn Investment Group, and Stifel Financial Corp. InsiderSet ranks institutional holders by their latest reported BUSA position.
What is BUSA institutional ownership?
This page tracks BUSA positions reported by institutional investment managers through SEC Form 13F. BRANDES US VALUE ETF (BUSA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BUSA?
InsiderSet currently tracks 27 institutional managers reporting BUSA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BUSA shareholders.
How much BUSA stock do institutions own?
Institutional investment managers disclosed approximately $268.77M in BUSA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BUSA institutional ownership last updated?
The latest BUSA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BUSA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BUSA position after the reporting date.
Are institutions buying or selling BUSA?
Institutional buying and selling can be analyzed by comparing BUSA positions across consecutive 13F reporting periods. InsiderSet's BUSA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BUSA ownership changes.
How has BUSA institutional ownership changed over time?
InsiderSet tracks BUSA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.