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Crossingbridge Ultra-Short D (CUSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares29,839 from 29,839
Change0 (0%)
Value$1.0K (-$478)
Filed 2026-10-20
Compass Ion Advisors, LLC
CLOSED
Shares0 from 16,393
Change-16,393 (-100%)
Value$0 (-$318.1K)
Filed 2026-10-23
Prepared Retirement Institute LLC
N/A
Shares— from 91,765
Change-91,765 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 64,967
Change-64,967 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 17,402
Change-17,402 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
UBS Group AG
N/A
Shares— from 442
Change-442 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 63
Change-63 (-100%)
Value—
Status
Westbourne Investment Advisors, Inc.
UNCHANGED29,83929,83900%$1.5K$1.0K-$4782026-10-20
Compass Ion Advisors, LLC
CLOSED016,393-16,393-100%$318.1K$0-$318.1K2026-10-23
Prepared Retirement Institute LLC
N/A—91,765-91,765-100%$1.8M———
Susquehanna International Group, LLP
N/A—64,967-64,967-100%$1.3M———
Westmount Partners, LLC
N/A—17,402-17,402-100%$337.7K———
Morgan Stanley
N/A—1,300-1,300-100%$25.2K———
UBS Group AG
N/A—442-442-100%$8.6K———
JPMorgan Chase & Co
N/A—100-100-100%$1.9K———
Osaic Holdings, Inc.
N/A—63-63-100%$1.2K———
Showing 9 of 9 institutions