BRANDES US VALUE ETF BUSA

US
$40.20
+1.1%
52w: $32.08 – $40.20

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
32.0836.1440.20
Jun 20, 2025 Jul 2, 2026
Institutional holders
24
+7 QoQ
13F value
$247.4M
-5.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$105.9M
Q1 2024
$140.3M
Q2 2024
$177.5M
Q3 2024
$203.9M
Q4 2024
$212.6M
Q1 2025
$222.0M
Q2 2025
$235.0M
Q3 2025
$262.7M
Q4 2025
$247.4M
Q1 2026

Number of holders

3
Q1 2024
4
Q2 2024
8
Q3 2024
10
Q4 2024
12
Q1 2025
12
Q2 2025
16
Q3 2025
17
Q4 2025
24
Q1 2026

Who owns BUSA?

Q1 2026 filings
FundTypeSharesValue% of fundChange
HANTZ FINANCIAL SERVICES, INC. Wealth advisor5.6M$207.0M3.2%-11.3%
A&I FINANCIAL SERVICES, LLC Wealth advisor444.2K$16.4M7.8%-4.0%
Brooklyn Investment Group Diversified mechanical206.1K$7.6M0.2%+16.9%
STIFEL FINANCIAL CORP Diversified mechanical97.0K$3.6M0.0%+1582.0%
ROYAL BANK OF CANADA Bank broker91.4K$3.4M0.0%+31.9%
NKCFO LLC Other82.1K$3.0M0.9%Held
HARBOR INVESTMENT ADVISORY, LLC Diversified mechanical33.0K$1.2M0.1%+0.4%
Live Oak Private Wealth LLC Other29.8K$1.1M0.2%New
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor23.5K$871K0.0%+8.5%
Waverly Advisors, LLC Wealth advisor21.7K$802K0.0%New
JANE STREET GROUP, LLC Market maker15.9K$587K0.0%New
Kestra Advisory Services, LLC Wealth advisor14.3K$530K0.0%+695.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker7.0K$259K0.0%New
Sanctuary Advisors, LLC Wealth advisor6.6K$243K0.0%New
B. Riley Wealth Advisors, Inc. Diversified mechanical6.6K$241K0.0%Held
Dana Investment Advisors, Inc. Other5.9K$220K0.0%New
UBS Group AG Bank broker1.6K$61K0.0%+98.2%
MORGAN STANLEY Bank broker1.6K$59K0.0%Held
US BANCORP \DE\ Wealth advisor1.3K$47K0.0%New
OSAIC HOLDINGS, INC. Wealth advisor676$25K0.0%+31.5%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker625$23K0.0%New
SIGNATUREFD, LLC Wealth advisor526$19K0.0%+0.4%
Steward Partners Investment Advisory, LLC Diversified mechanical445$16K0.0%-59.4%
NBC SECURITIES, INC. Diversified mechanical62$2K0.0%New

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