Who owns 2023 ETF SERIES TRUST II?
- Ticker: QLTY
- CUSIP Number: 90139k100
Tip: Access positions for across all investors
Analyze quarterly positions in 2023 Etf Series Trust Ii with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of 2023 Etf Series Trust Ii stock
Who bought or sold 2023 ETF SERIES TRUST II this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| AIA Group | 14M | $530M | 0% | Dec 2025 |
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| Hanson McClain Advisors | 8.3M | $319M | 0% | Dec 2025 |
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| Merit Financial Group | 7.5M | $288M | 7% | Dec 2025 |
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| Legacy Advisors | 3.5M | $134M | 11% | Dec 2025 |
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| Lazard Asset Management | 2.5M | $96M | 65% | Dec 2025 |
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| Brown Brothers Harriman & Co. | 2.2M | $86M | 138% | Dec 2025 |
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| Colony | 1.9M | $73M | 66% | Dec 2025 |
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| Perigon Wealth Management | 1.7M | $64M | 100% | Dec 2025 |
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| Gitterman Wealth Management | 1.6M | $59M | 0% | Sep 2025 |
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| Fft Wealth Management | 1.6M | $61M | 7% | Dec 2025 |
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| Crestwood Advisors | 1.4M | $53M | 18% | Dec 2025 |
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| Trustees of Dartmouth College | 1.1M | $42M | 0% | Dec 2025 |
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| Gail Mannix | 838k | $32M | 0% | Dec 2025 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 811k | $31M | 12% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 760k | $30M | 513% | Dec 2025 |
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| Raymond James Financial | 713k | $27M | 6% | Dec 2025 |
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| Mml Investors Services | 698k | $27M | 5% | Dec 2025 |
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| Prodigy Asset Management | 645k | $25M | 534% | Dec 2025 |
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| Auxano Advisors | 611k | $24M | 4% | Dec 2025 |
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| LPL Financial | 606k | $23M | 255% | Dec 2025 |
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| Central Trust & Investment | 605k | $23M | 34% | Dec 2025 |
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| HB Wealth Management | 501k | $19M | 8% | Dec 2025 |
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| Colony Family Offices | 451k | $17M | 9% | Dec 2025 |
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| Verum Partners | 423k | $16M | 4% | Dec 2025 |
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| Stonehearth Capital Management | 421k | $16M | 5% | Dec 2025 |
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| New Republic Capital | 411k | $16M | 23% | Dec 2025 |
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| Paragon Capital Management | 389k | $15M | 4% | Dec 2025 |
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| Crusonia Wealth Advisors | 373k | $14M | 100% | Dec 2025 |
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| Kelman-Lazarov | 366k | $14M | 1% | Dec 2025 |
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| Envestnet Asset Management | 322k | $12M | 6% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 263k | $10M | -3% | Dec 2025 |
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| Allegheny Financial Group | 244k | $9.4M | 101% | Dec 2025 |
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| Leisure Capital Management | 243k | $9.4M | 0% | Dec 2025 |
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| Diversified Trust Company | 207k | $8.0M | 2% | Dec 2025 |
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| J. Mark Nickell & Co. | 206k | $7.9M | 100% | Dec 2025 |
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| First Manhattan | 201k | $7.7M | 100% | Dec 2025 |
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| Botty Investors | 199k | $7.7M | 0% | Dec 2025 |
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| Lgl Partners | 192k | $7.4M | 1% | Dec 2025 |
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| New England Private Wealth Advisors | 186k | $7.2M | 1% | Dec 2025 |
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| Financial Connections Group | 186k | $7.2M | -2% | Dec 2025 |
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| Atria Investments | 186k | $7.1M | 100% | Dec 2025 |
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| Madison Asset Management | 184k | $7.1M | 783% | Dec 2025 |
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| CI Private Wealth | 167k | $6.3M | 40% | Dec 2025 |
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| Heritage Trust | 160k | $6.2M | 52% | Dec 2025 |
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| Archer Investment Management | 160k | $6.1M | -30% | Dec 2025 |
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| Jpmorgan Chase & Co | 159k | $5.8M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 138k | $5.3M | 7% | Dec 2025 |
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| Tempus Wealth Planning | 137k | $5.3M | 5% | Dec 2025 |
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| Moneta Group Investment Advisors | 127k | $4.9M | 187% | Dec 2025 |
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| HighTower Advisors | 123k | $4.7M | 4% | Dec 2025 |
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| Argent Trust | 122k | $4.7M | 18% | Dec 2025 |
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| Triangle Securities Wealth Management | 118k | $4.5M | 87% | Dec 2025 |
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| Stonehage Fleming Financial Services Holdings | 111k | $4.3M | 9% | Dec 2025 |
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| SCBT Financial Corporation | 106k | $4.1M | 7% | Dec 2025 |
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| MCF Advisors | 105k | $4.0M | 100% | Dec 2025 |
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| Princeton Global Asset Management | 93k | $3.6M | -4% | Dec 2025 |
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| Procyon Private Wealth Partners | 88k | $3.4M | 100% | Dec 2025 |
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| Mutual Advisors | 85k | $3.3M | 92% | Dec 2025 |
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| Sprinkle Financial Consultants | 79k | $3.0M | 9% | Dec 2025 |
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| Exchange Traded Concepts | 79k | $3.0M | 2% | Dec 2025 |
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| Wingate Wealth Advisors | 74k | $2.8M | 5% | Dec 2025 |
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| Janney Montgomery Scott | 72k | $2.8M | -7% | Dec 2025 |
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| Bank of New York Mellon | 68k | $2.6M | 100% | Dec 2025 |
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| Farther Finance Advisors | 64k | $2.5M | 2% | Dec 2025 |
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| Hollow Brook Associates | 59k | $2.1M | 11% | Sep 2025 |
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| Jones Financial Companies, L.L | 57k | $2.2M | 313% | Dec 2025 |
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| Eq | 57k | $2.2M | 28% | Dec 2025 |
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| Peak Asset Management | 54k | $2.1M | 236% | Dec 2025 |
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| Grantham, Mayo, Van Otterloo & Co | 50k | $1.9M | 100% | Dec 2025 |
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| Global Retirement Partners | 48k | $1.8M | 34% | Dec 2025 |
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| MAI Wealth Advisors | 47k | $1.8M | 51% | Dec 2025 |
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| Intl Fcstone | 43k | $1.6M | -8% | Dec 2025 |
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| Arete Wealth Advisors | 39k | $1.5M | -15% | Dec 2025 |
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| Clarendon Private | 38k | $1.5M | 69% | Dec 2025 |
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| Berkeley | 38k | $1.5M | 25% | Dec 2025 |
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| Certior Financial Group | 37k | $1.4M | 1% | Dec 2025 |
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| CIBC World Markets | 35k | $1.3M | 6% | Dec 2025 |
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| Prospera Financial Services | 34k | $1.3M | 10% | Dec 2025 |
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| Studio Investment Management | 31k | $1.2M | -2% | Dec 2025 |
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| Pathway Financial Advisors | 29k | $1.1M | 0% | Dec 2025 |
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| Parallel Advisors | 27k | $1.0M | -11% | Dec 2025 |
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| Aspen Investment Management | 27k | $1.0M | 100% | Dec 2025 |
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| PFG Financial Advisors | 26k | $998k | 172% | Dec 2025 |
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| Jane Street | 26k | $988k | 100% | Dec 2025 |
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| Lam Group | 23k | $882k | 17% | Dec 2025 |
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| Lido Advisors | 21k | $769k | 0% | Dec 2025 |
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| Susquehanna International | 19k | $740k | 214% | Dec 2025 |
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| Quantify Chaos Advisors | 17k | $654k | 100% | Dec 2025 |
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| Global Endowment Management | 16k | $615k | 0% | Dec 2025 |
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| Gryphon Financial Partners | 16k | $615k | 0% | Dec 2025 |
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| Northside Capital Management | 16k | $603k | 0% | Dec 2025 |
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| Advisor Group Holdings | 15k | $563k | 22% | Dec 2025 |
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| Cambridge Investment Research Advisors | 14k | $550k | 100% | Dec 2025 |
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| Wealth Enhancement Trust Services | 14k | $547k | 100% | Dec 2025 |
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| Breakwater Capital Group | 13k | $495k | -1% | Dec 2025 |
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| Kfg Wealth Management | 11k | $440k | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 11k | $410k | 82% | Dec 2025 |
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| Harel Insurance Investments & Financial Services | 11k | $404k | -25% | Dec 2025 |
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| Chemistry Wealth Management | 10k | $385k | 0% | Dec 2025 |
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| Private Advisor | 9.8k | $377k | 3% | Dec 2025 |
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| Essex Financial Services | 8.9k | $341k | 0% | Dec 2025 |
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| Modern Wealth Management | 8.6k | $332k | 43% | Dec 2025 |
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| Benedict Financial Advisors | 8.5k | $327k | 33% | Dec 2025 |
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| Kestra Advisory Services | 8.4k | $323k | 100% | Dec 2025 |
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| Dorsey & Whitney Trust Company | 8.1k | $312k | 0% | Dec 2025 |
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| Innova Wealth Partners | 8.0k | $310k | 100% | Dec 2025 |
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| Joel Isaacson & Co | 7.8k | $299k | 0% | Dec 2025 |
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| UBS Group | 7.5k | $290k | 14% | Dec 2025 |
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| Heron Bay Capital Management | 7.4k | $285k | -25% | Dec 2025 |
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| Branch Banking & Trust Company | 6.7k | $259k | -18% | Dec 2025 |
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| Goss Wealth Management | 6.6k | $253k | 9% | Dec 2025 |
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| Sunbelt Securities | 6.5k | $251k | 0% | Dec 2025 |
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| AE Wealth Management | 6.5k | $249k | 100% | Dec 2025 |
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| D. E. Shaw & Co | 5.7k | $207k | -30% | Sep 2025 |
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| HPM Partners | 5.5k | $211k | 100% | Dec 2025 |
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| Principia Wealth Advisory | 4.6k | $178k | -8% | Dec 2025 |
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| Private Trust Co Na | 4.0k | $154k | 100% | Dec 2025 |
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| Accredited Wealth Management | 3.9k | $4.2M | 100% | Sep 2025 |
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| Kathleen S. Wright Associates | 3.8k | $138k | 88% | Sep 2025 |
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| Flagship Harbor Advisors | 3.6k | $137k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 3.6k | $137k | 100% | Dec 2025 |
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| TFC Financial Management | 1.9k | $71k | 0% | Dec 2025 |
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| CWM | 1.6k | $60k | 1% | Dec 2025 |
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| Clarity Asset Management | 942.00 | $36k | 100% | Dec 2025 |
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| Capital Analysts | 895.00 | $34k | 100% | Dec 2025 |
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| Geneos Wealth Management | 741.00 | $29k | 0% | Dec 2025 |
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| Ancora Advisors | 695.00 | $27k | 0% | Dec 2025 |
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| Harbour Investments | 666.00 | $26k | 0% | Dec 2025 |
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| National Bank Of Canada /fi/ | 566.00 | $22k | 100% | Dec 2025 |
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| Wells Fargo & Company | 479.00 | $18k | 1231% | Dec 2025 |
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| Royal Bank of Canada | 462.00 | $16k | 0% | Sep 2025 |
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| Sankala Group | 410.00 | $16k | 100% | Dec 2025 |
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| Islay Capital Management | 325.00 | $13k | 100% | Dec 2025 |
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| Assetmark | 277.00 | $11k | 29% | Dec 2025 |
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| Hazlett, Burt & Watson | 274.00 | $11k | 0% | Dec 2025 |
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| Us Bancorp | 245.00 | $9.4k | 100% | Dec 2025 |
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| IFP Advisors | 142.00 | $5.5k | 0% | Dec 2025 |
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| TD Capital Management | 122.00 | $4.7k | 100% | Dec 2025 |
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| GAMMA Investing | 37.00 | $1.4k | 0% | Dec 2025 |
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| Coston, McIsaac & Partners | 7.00 | $0 | 0% | Dec 2025 |
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Who sold out of 2023 Etf Series Trust Ii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sanctuary Advisors | Sep 2025 | 9.9k | $310k |
| Dynamic Advisors Solutions | Sep 2025 | 7.4k | $269k |
| Principal Securities | Sep 2025 | 4.7k | $168k |
| Advisory Services Network | Sep 2025 | 1.1k | $40k |
| Atlas Capital Advisors | Jun 2025 | 400.00 | $14k |
| Fifth Third Bancorp | Sep 2025 | 57.00 | $2.1k |