Position in BUSE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,860,472
+$1,498,766 QoQ
Shares Held
300,355
+3.1% QoQ
Ownership
0.364%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 257 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUSE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. BUSE ranks #31 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in BUSE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,860,472 | 300,355 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,361,706 | 291,322 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,671,083 | 238,381 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,541,252 | 239,363 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,378,875 | 234,988 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,248,525 | 196,691 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,282,089 | 54,395 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,433,441 | 55,090 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $916,153 | 37,842 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $919,046 | 38,214 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $669,966 | 26,993 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $354,935 | 18,467 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $323,931 | 16,116 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $765,943 | 37,657 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,099,323 | 44,471 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $604,515 | 27,503 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $762,892 | 33,387 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $693,986 | 27,387 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,877,436 | 69,227 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $504,742 | 20,493 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,191,127 | 48,302 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||