Atlas America FundUSAFETF

13F holders, Q1 2025 (March 31)
2holders
2new positions
2sold out
$25.99avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Atlas America Fund (USAF) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were UBS Group AG ($790K) and Foundations Investment Advisors, LLC ($359K).

Company
Atlas America Fund
Filed as
2023 ETF SERIES TRUST (Q1 2025)
CUSIP
900934407
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$1.1M
Exits2$1.1M

All 13F filers, Q4 2024 → Q1 2025: 44,206 shares bought and 42,393 shares sold, net +1,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

UBS Group AG 0.00% New 30,403 $790K
Foundations Investment Advisors, LLC 0.01% New 13,803 $359K

"% of holder's portfolio" is USAF's weight in each manager's 13F, not the share of Atlas America Fund the manager owns.