Who Owns CUSD?
CrossingBridge Ultra-Short Duration ETF — Institutional Ownership & 13F Holdings
$19.56
+0.06 (+0.31%)
Market Cap
$12.7M
Shares Outstanding
578,768
Institutional Holders
12
Total Inst. Value
$14.4M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
3
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Prepared Retirement Institute LLC | $7.1M | 339,903 |
| 2 | Westmount Partners, LLCNew | $1.7M | 79,287 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 75,844 |
| 4 | UBS Group AG | $1.2M | 57,728 |
| 5 | GREAT VALLEY ADVISOR GROUP, INC.New | $677K | 32,291 |
| 6 | BANK OF AMERICA CORP /DE/ | $533K | 25,453 |
| 7 | Balance Wealth, LLCNew | $470K | 22,436 |
| 8 | Compass Ion Advisors, LLC | $395K | 18,862 |
| 9 | Crossingbridge Advisors, LLCNew | $346K | 16,666 |
| 10 | Ellsworth Advisors, LLCNew | $326K | 15,538 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Westmount Partners, LLCNew | +79K | $1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +44K | $1.6M |
| UBS Group AG | +15K | $1.2M |
| GREAT VALLEY ADVISOR GROUP, INC.New | +32K | $677K |
| Balance Wealth, LLCNew | +22K | $470K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Prepared Retirement Institute LLC | -178K | $7.1M |
| BANK OF AMERICA CORP /DE/ | -58K | $533K |
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Frequently Asked Questions
How many institutional investors hold CUSD?
As of Q1 2025, 12 institutional investors report holding CUSD (CrossingBridge Ultra-Short Duration ETF) in their 13F filings.
Which hedge fund owns the most CUSD?
The largest institutional holder of CUSD is Prepared Retirement Institute LLC with $7.1M in shares.
Are institutions buying or selling CUSD?
This quarter, 6 institutions opened new positions in CUSD and 4 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.