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 | $499M | 59% | Sep 2025 |
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| Hanson McClain Advisors | 8.3M | $299M | 2% | Sep 2025 |
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| Merit Financial Group | 7.0M | $254M | 3% | Sep 2025 |
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| Legacy Advisors | 3.1M | $114M | 3427% | Sep 2025 |
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| Gitterman Wealth Management | 1.6M | $59M | 0% | Sep 2025 |
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| Lazard Asset Management | 1.5M | $55M | 28% | Sep 2025 |
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| Fft Wealth Management | 1.5M | $54M | 5% | Sep 2025 |
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| Crestwood Advisors | 1.2M | $42M | 9% | Sep 2025 |
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| Colony | 1.1M | $41M | 14% | Sep 2025 |
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| Trustees of Dartmouth College | 1.1M | $40M | 100% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 941k | $34M | 494% | Sep 2025 |
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| Gail Mannix | 835k | $30M | 1% | Sep 2025 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 724k | $26M | 5% | Sep 2025 |
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| Raymond James Financial | 670k | $24M | -42% | Sep 2025 |
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| Mml Investors Services | 663k | $24M | 11% | Sep 2025 |
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| Auxano Advisors | 587k | $21M | 5% | Sep 2025 |
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| HB Wealth Management | 462k | $17M | 6% | Sep 2025 |
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| Central Trust & Investment | 450k | $16M | 18296% | Sep 2025 |
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| Colony Family Offices | 413k | $15M | -19% | Sep 2025 |
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| Verum Partners | 406k | $15M | 9% | Sep 2025 |
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| Stonehearth Capital Management | 401k | $15M | 3% | Sep 2025 |
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| Paragon Capital Management | 373k | $14M | 4% | Sep 2025 |
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| Kelman-Lazarov | 364k | $13M | -1% | Sep 2025 |
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| New Republic Capital | 335k | $12M | 50% | Sep 2025 |
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| Envestnet Asset Management | 306k | $11M | 5% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 270k | $9.7M | 4% | Sep 2025 |
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| Leisure Capital Management | 244k | $8.8M | 4% | Sep 2025 |
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| Archer Investment Management | 229k | $8.3M | 0% | Sep 2025 |
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| Diversified Trust Company | 204k | $7.4M | 0% | Sep 2025 |
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| Botty Investors | 199k | $7.2M | 0% | Sep 2025 |
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| Financial Connections Group | 190k | $6.9M | 4% | Sep 2025 |
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| Lgl Partners | 190k | $6.9M | 2% | Sep 2025 |
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| New England Private Wealth Advisors | 184k | $6.7M | 0% | Sep 2025 |
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| LPL Financial | 171k | $6.2M | 4% | Sep 2025 |
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| Jpmorgan Chase & Co | 159k | $5.8M | -24% | Sep 2025 |
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| Tempus Wealth Planning | 130k | $4.7M | -8% | Sep 2025 |
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| Commonwealth Equity Services | 129k | $4.7M | 19% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 124k | $4.6M | 250% | Sep 2025 |
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| Allegheny Financial Group | 122k | $4.4M | 47% | Sep 2025 |
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| CI Private Wealth | 119k | $4.3M | 73% | Sep 2025 |
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| HighTower Advisors | 119k | $4.3M | 3% | Sep 2025 |
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| Heritage Trust | 105k | $3.8M | 56% | Sep 2025 |
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| Argent Trust | 104k | $3.7M | 2% | Sep 2025 |
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| Stonehage Fleming Financial Services Holdings | 102k | $3.7M | 13% | Sep 2025 |
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| Prodigy Asset Management | 102k | $3.7M | 41% | Sep 2025 |
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| SCBT Financial Corporation | 99k | $3.6M | -63% | Sep 2025 |
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| Princeton Global Asset Management | 98k | $3.5M | -4% | Sep 2025 |
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| Exchange Traded Concepts | 77k | $2.8M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 77k | $2.8M | 151% | Sep 2025 |
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| Sprinkle Financial Consultants | 73k | $2.6M | 5% | Sep 2025 |
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| Wingate Wealth Advisors | 70k | $2.5M | -1% | Sep 2025 |
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| Triangle Securities Wealth Management | 63k | $2.3M | 11% | Sep 2025 |
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| Farther Finance Advisors | 63k | $2.3M | -3% | Sep 2025 |
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| Hollow Brook Associates | 59k | $2.1M | 11% | Sep 2025 |
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| Intl Fcstone | 46k | $1.7M | -6% | Sep 2025 |
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| Arete Wealth Advisors | 45k | $1.6M | -3% | Sep 2025 |
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| Mutual Advisors | 45k | $1.7M | 1% | Sep 2025 |
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| Eq | 44k | $1.6M | 31% | Sep 2025 |
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| Moneta Group Investment Advisors | 44k | $1.6M | 100% | Sep 2025 |
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| Certior Financial Group | 36k | $1.3M | 1% | Sep 2025 |
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| Global Retirement Partners | 36k | $1.3M | 3% | Sep 2025 |
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| CIBC World Markets | 33k | $1.2M | -74% | Sep 2025 |
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| Studio Investment Management | 32k | $1.1M | -4% | Sep 2025 |
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| MAI Wealth Advisors | 31k | $1.1M | 45963% | Sep 2025 |
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| Prospera Financial Services | 31k | $1.1M | 12% | Sep 2025 |
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| J. W. Coons Advisors | 31k | $1.1M | 3% | Jun 2025 |
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| Berkeley | 30k | $1.1M | -1% | Sep 2025 |
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| Parallel Advisors | 30k | $1.1M | 0% | Sep 2025 |
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| Pathway Financial Advisors | 29k | $1.0M | 51% | Sep 2025 |
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| Clarendon Private | 23k | $825k | 100% | Sep 2025 |
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| Lido Advisors | 21k | $769k | 0% | Sep 2025 |
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| Madison Asset Management | 21k | $752k | 2% | Sep 2025 |
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| Lam Group | 20k | $710k | -5% | Sep 2025 |
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| Peak Asset Management | 16k | $581k | 100% | Sep 2025 |
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| Global Endowment Management | 16k | $579k | 0% | Sep 2025 |
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| Gryphon Financial Partners | 16k | $577k | 47% | Sep 2025 |
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| Northside Capital Management | 16k | $568k | 0% | Sep 2025 |
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| Harel Insurance Investments & Financial Services | 14k | $505k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 14k | $498k | 100% | Sep 2025 |
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| Breakwater Capital Group | 13k | $469k | 1% | Sep 2025 |
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| Advisor Group Holdings | 12k | $425k | -1% | Sep 2025 |
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| Kfg Wealth Management | 12k | $417k | 0% | Sep 2025 |
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| Chemistry Wealth Management | 10k | $363k | 0% | Sep 2025 |
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| Heron Bay Capital Management | 9.9k | $357k | -25% | Sep 2025 |
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| Private Advisor | 9.5k | $345k | -1% | Sep 2025 |
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| PFG Financial Advisors | 9.5k | $345k | 100% | Sep 2025 |
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| Essex Financial Services | 8.9k | $321k | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 8.2k | $296k | -1% | Sep 2025 |
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| Dorsey & Whitney Trust Company | 8.1k | $293k | 0% | Sep 2025 |
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| Joel Isaacson & Co | 7.8k | $281k | 0% | Sep 2025 |
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| Dynamic Advisors Solutions | 7.4k | $269k | -7% | Sep 2025 |
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| Morgan Stanley | 7.1k | $244k | 100% | Jun 2025 |
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| UBS Group | 6.6k | $240k | 0% | Sep 2025 |
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| Sunbelt Securities | 6.5k | $236k | 100% | Sep 2025 |
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| Benedict Financial Advisors | 6.4k | $231k | 100% | Sep 2025 |
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| Susquehanna International | 6.1k | $222k | -92% | Sep 2025 |
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| Modern Wealth Management | 6.0k | $218k | 100% | Sep 2025 |
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| Goss Wealth Management | 6.0k | $218k | -7% | Sep 2025 |
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| Principia Wealth Advisory | 6.0k | $205k | 3% | Jun 2025 |
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| Northwestern Mutual Wealth Management Company | 5.9k | $213k | 32% | Sep 2025 |
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| D. E. Shaw & Co | 5.7k | $207k | -30% | Sep 2025 |
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| Principal Securities | 4.7k | $168k | 2% | Sep 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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| TFC Financial Management | 1.9k | $67k | 0% | Sep 2025 |
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| CWM | 1.6k | $56k | 100% | Sep 2025 |
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| Advisory Services Network | 1.1k | $40k | 100% | Sep 2025 |
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| Geneos Wealth Management | 740.00 | $27k | 0% | Sep 2025 |
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| Ancora Advisors | 695.00 | $25k | 0% | Sep 2025 |
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| Harbour Investments | 666.00 | $24k | 100% | Sep 2025 |
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| Royal Bank of Canada | 462.00 | $16k | 0% | Sep 2025 |
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| Atlas Capital Advisors | 400.00 | $14k | -33% | Jun 2025 |
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| Hazlett, Burt & Watson | 274.00 | $10k | 0% | Sep 2025 |
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| Assetmark | 215.00 | $7.8k | -40% | Sep 2025 |
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| IFP Advisors | 142.00 | $5.1k | 0% | Sep 2025 |
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| Fifth Third Bancorp | 57.00 | $2.1k | 100% | Sep 2025 |
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| GAMMA Investing | 37.00 | $1.3k | 0% | Sep 2025 |
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| Wells Fargo & Company | 36.00 | $1.3k | -92% | Sep 2025 |
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| Coston, McIsaac & Partners | 7.00 | $0 | 0% | Sep 2025 |
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Who sold out of 2023 Etf Series Trust Ii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 19k | $647k |
| Brian McDonald | Jun 2025 | 9.4k | $321k |
| Aspiriant | Jun 2025 | 8.3k | $285k |
| Atria Wealth Solutions | Mar 2025 | 6.8k | $213k |