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 6.8M $220M 50% Dec 2025
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Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 4.2M $138M 0% Dec 2025
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Cresset Asset Management 3.8M $123M 1% Dec 2025
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Brown Brothers Harriman & Co. 2.4M $78M 125% Dec 2025
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Sendero Wealth Management 2.3M $76M 29% Dec 2025
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Glenmede Trust Company 1.8M $57M 100% Dec 2025
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Lazard Asset Management 1.1M $37M 43% Dec 2025
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Red Door Wealth Management 1.1M $35M 15% Dec 2025
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BCS Private Wealth Management 1.0M $33M 0% Dec 2025
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Permanens Capital 801k $26M 5% Dec 2025
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Commerce Bank N A 783k $25M 0% Dec 2025
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Burkett Financial Services 648k $20M 0% Mar 2026
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Citizens Financial Group 613k $20M 13% Dec 2025
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Atlanta Consulting Group Advisors 571k $19M -1% Dec 2025
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Lowe, Brockenbrough & Company 545k $18M 0% Dec 2025
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_Sentinel Trust Company, LBA______________ 494k $16M 0% Dec 2025
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Summit Wealth Group 366k $12M 0% Dec 2025
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Umb Bank N A 366k $12M 0% Dec 2025
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Greenspring Advisors 352k $11M 100% Dec 2025
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Prodigy Asset Management 321k $10M 1% Dec 2025
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YHB Investment Advisors 319k $9.7M 0% Mar 2026
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UBS Group 292k $9.5M 78% Dec 2025
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Catalytic Wealth RIA 214k $6.9M 26% Dec 2025
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Hartland & Co 202k $6.6M 13% Dec 2025
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HighTower Advisors 166k $5.4M -1% Dec 2025
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Klingenstein Fields & Co 157k $5.1M 2% Dec 2025
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Stifel Financial 152k $4.9M 57% Dec 2025
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Fiduciary Alliance 113k $3.7M 9% Dec 2025
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Triangle Securities Wealth Management 107k $3.5M 0% Dec 2025
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ACT Advisors 94k $2.9M 100% Mar 2026
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Advisor OS 86k $2.8M 0% Dec 2025
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Raymond James Financial 83k $2.7M 4% Dec 2025
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Northern Trust 70k $2.3M 0% Dec 2025
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Morse Asset Management 66k $2.1M -4% Dec 2025
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Jones Financial Companies, L.L 44k $1.4M 21% Dec 2025
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Haverford Trust Company 34k $1.1M 0% Dec 2025
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Jane Street 28k $904k 49% Dec 2025
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Rockefeller Capital Management 20k $659k 100% Dec 2025
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HB Wealth Management 12k $398k 0% Dec 2025
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LPL Financial 8.2k $265k -13% Dec 2025
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Wiley Bros.-aintree Capital 6.8k $219k 100% Dec 2025
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Susquehanna International 6.5k $211k -6% Dec 2025
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Who sold out of 2023 Etf Series Trust?

Fund or Company Name Date Sold Shares Held Valued At
Captrust Financial Advisors Sep 2025 45k $1.4M
Old Mission Capital Sep 2025 27k $854k
Neuberger Berman Group Sep 2025 19k $583k