Who owns 2023 ETF SERIES TRUST?

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Analyze quarterly positions in 2023 Etf Series Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of 2023 Etf Series Trust stock

Who bought or sold 2023 ETF SERIES TRUST this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Brown Advisory Holdings Incorporated 4.5M $141M 80% Sep 2025
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Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 4.2M $133M 24% Sep 2025
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Cresset Asset Management 3.8M $119M 1% Sep 2025
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Sendero Wealth Management 1.8M $57M 15% Sep 2025
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Jpmorgan Chase & Co 1.3M $40M 181% Sep 2025
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Brown Brothers Harriman & Co. 1.1M $33M 165% Sep 2025
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BCS Private Wealth Management 1.0M $32M 100% Sep 2025
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Red Door Wealth Management 930k $29M 83% Sep 2025
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Lazard Asset Management 790k $25M 46% Sep 2025
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Commerce Bank N A 783k $25M 0% Sep 2025
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Permanens Capital 764k $24M 1% Sep 2025
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Burkett Financial Services 644k $20M 0% Sep 2025
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Atlanta Consulting Group Advisors 577k $18M 0% Sep 2025
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Lowe, Brockenbrough & Company 545k $17M 14% Sep 2025
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Citizens Financial Group 541k $17M 100% Sep 2025
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_Sentinel Trust Company, LBA______________ 494k $15M 0% Sep 2025
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Summit Wealth Group 366k $11M 0% Sep 2025
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Umb Bank N A 366k $11M 0% Sep 2025
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Prodigy Asset Management 319k $10M 0% Sep 2025
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YHB Investment Advisors 312k $9.8M 0% Sep 2025
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Hartland & Co 179k $5.6M 50% Sep 2025
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Wealthstream Advisors 176k $5.5M 0% Sep 2025
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Catalytic Wealth RIA 170k $5.3M 100% Sep 2025
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HighTower Advisors 168k $5.3M 0% Sep 2025
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UBS Group 164k $5.1M 20% Sep 2025
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Klingenstein Fields & Co 154k $4.8M 134% Sep 2025
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Triangle Securities Wealth Management 107k $3.3M -23% Sep 2025
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Fiduciary Alliance 104k $3.2M 9% Sep 2025
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Stifel Financial 97k $3.0M 135% Sep 2025
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Advisor OS 86k $2.7M -1% Sep 2025
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Raymond James Financial 80k $2.5M 28% Sep 2025
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Northern Trust 70k $2.2M 0% Sep 2025
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Morse Asset Management 68k $2.1M 87% Sep 2025
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Captrust Financial Advisors 45k $1.4M 100% Sep 2025
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Jones Financial Companies, L.L 36k $1.1M 44% Sep 2025
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Haverford Trust Company 34k $1.1M 100% Sep 2025
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Old Mission Capital 27k $854k 100% Sep 2025
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Jane Street 19k $584k 100% Sep 2025
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Neuberger Berman Group 19k $583k 0% Sep 2025
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HB Wealth Management 12k $383k 100% Sep 2025
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Morgan Stanley 11k $316k 100% Jun 2025
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LPL Financial 9.4k $292k 0% Sep 2025
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Susquehanna International 6.9k $215k 100% Sep 2025
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Ameritas Advisory Services 3.0k $94k 100% Sep 2025
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Who sold out of 2023 Etf Series Trust?

Fund or Company Name Date Sold Shares Held Valued At
Bryn Mawr Trust Jun 2025 50k $1.5M
Lido Advisors Jun 2025 35k $1.1M