Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
238 institutional managers reported holding BUSE for the quarter ended Mar 31, 2026. Together they hold about 63% of shares outstanding; the top 10 hold 40%. 38 opened new positions; 28 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Wellington Management | 6.98M | 7.95% | $176.4M | trimmed -9.9% | ≤2013 |
| BlackRock | 6.97M | 7.94% | $176.3M | unchanged | ≤2013 |
| Dimensional Fund Advisors | 5.07M | 5.77% | $128.0M | added +4% | ≤2013 |
| Vanguard Group | 5.03M | 5.73% | $127.1M | unchanged | ≤2013 |
| State Street | 3.09M | 3.52% | $78.1M | added +5.7% | ≤2013 |
| Geode Capital | 2.31M | 2.63% | $58.5M | added +7.8% | ≤2013 |
| LSV Asset Management | 1.39M | 1.58% | $35.1M | unchanged | 2014 Q3 |
| American Century Companies INC | 1.35M | 1.53% | $34.0M | added +9.8% | 2020 Q4 |
| Savvy Advisors, INC. | 1.29M | 1.47% | $32.7M | added +960.1% | 2025 Q4 |
| Mirabella Financial Services LLP | 1.25M | 1.42% | $31.6M | added +5.2% | 2025 Q2 |
| BNY Mellon | 1.11M | 1.26% | $28.1M | trimmed -15.5% | ≤2013 |
| Goldman Sachs | 1.08M | 1.23% | $27.3M | added +95.6% | ≤2013 |
| Charles Schwab Investment Management | 963.1k | 1.10% | $24.3M | added +0.5% | ≤2013 |
| Northern Trust | 865.4k | 0.98% | $21.9M | added +3.7% | ≤2013 |
| FMR (Fidelity) | 829.4k | 0.94% | $21.0M | added +160.9% | 2021 Q1 |
| Verition Fund Management | 798.5k | 0.91% | $20.2M | added +32.8% | 2025 Q1 |
| Arrowstreet Capital | 721.4k | 0.82% | $18.2M | trimmed -14.9% | 2022 Q2 |
| Morgan Stanley | 640.2k | 0.73% | $16.2M | trimmed -13.1% | ≤2013 |
| Bridgeway Capital Management, LLC | 632.6k | 0.72% | $16.0M | unchanged | 2018 Q2 |
| Nuveen | 596.7k | 0.68% | $15.1M | trimmed -42.6% | 2016 Q4 |
| Hotchkis & Wiley Capital Management LLC | 521.4k | 0.59% | $13.2M | trimmed -2.5% | 2020 Q4 |
| Rhino Investment Partners, INC (focused) | 492.1k | 0.56% | $12.4M | added +101.3% | 2025 Q4 |
| Empowered Funds, LLC | 475.5k | 0.54% | $12.0M | added +16% | 2023 Q2 |
| Loomis Sayles & CO L P | 455.7k | 0.52% | $11.5M | added +21.9% | 2025 Q2 |
| Susquehanna International Group | 383.6k | 0.44% | $9.7M | added +171.2% | 2020 Q4 |
| Renaissance Technologies | 374.8k | 0.43% | $9.5M | trimmed -9.1% | ≤2013 |
| AQR Capital | 332.3k | 0.38% | $8.4M | trimmed -13.9% | 2016 Q1 |
| UBS | 307.9k | 0.35% | $7.8M | added +8.8% | ≤2013 |
| SEI Investments CO | 301.3k | 0.34% | $7.6M | added +13.6% | 2020 Q4 |
| Creative Planning | 291.3k | 0.33% | $7.4M | added +22.2% | 2021 Q2 |
| ProShare Advisors LLC | 259.2k | 0.29% | $6.5M | trimmed -1.1% | 2023 Q2 |
| Maltese Capital Management LLC | 237.5k | 0.27% | $6.0M | opened | 2026 Q1 |
| Captrust Financial Advisors | 236.2k | 0.27% | $6.0M | trimmed -2.9% | 2025 Q1 |
| Manufacturers Life Insurance Company, THE | 233.1k | 0.27% | $5.9M | added +453.5% | ≤2013 |
| Osborne Partners Capital Management, LLC | 210.2k | 0.24% | $5.3M | trimmed -41.8% | 2023 Q4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 204.4k | 0.23% | $5.2M | unchanged | 2024 Q4 |
| Two Sigma | 180.8k | 0.21% | $4.6M | trimmed -48.4% | 2018 Q2 |
| Franklin Resources | 179.1k | 0.20% | $4.5M | opened | 2026 Q1 |
| Swiss National Bank | 175.7k | 0.20% | $4.4M | unchanged | 2015 Q4 |
| Bank OF America CORP /DE/ | 169.6k | 0.19% | $4.3M | added +37% | ≤2013 |
| Invesco | 159.6k | 0.18% | $4.0M | added +9% | ≤2013 |
| First Trust Advisors LP | 157.4k | 0.18% | $4.0M | added +3% | ≤2013 |
| Sunesis Advisors, LLC | 156.9k | 0.18% | $4.0M | unchanged | 2025 Q4 |
| EJF Capital LP | 154.8k | 0.18% | $3.9M | added +17.5% | 2025 Q1 |
| Quantinno Capital Management LP | 142.4k | 0.16% | $3.6M | added +45.5% | 2025 Q2 |
| Cozad Asset Management INC | 137.2k | 0.16% | $3.5M | trimmed -44.7% | 2018 Q2 |
| Thrivent Financial for Lutherans | 134.0k | 0.15% | $3.4M | added +5.9% | 2017 Q3 |
| Janus Henderson | 131.7k | 0.15% | $3.3M | trimmed -87% | 2021 Q4 |
| Towle & CO | 128.0k | 0.15% | $3.2M | trimmed -20% | 2025 Q4 |
| Victory Capital Management INC | 127.4k | 0.14% | $3.2M | added +2.2% | 2016 Q3 |
Largest 50 of 238 shown; the full ranked, searchable register is at boothcheck.com/holders/BUSE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.