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 | 15M | $631M | 10% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 10M | $434M | 29% | Jun 2026 |
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| Merit Financial Group | 8.4M | $352M | 6% | Jun 2026 |
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| HB Wealth Management | 6.7M | $271M | 13% | Jun 2026 |
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| Hanson McClain Advisors | 6.1M | $254M | -26% | Jun 2026 |
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| Trustees of Dartmouth College | 3.8M | $160M | 251% | Jun 2026 |
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| Legacy Advisors | 3.4M | $143M | -3% | Jun 2026 |
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| Lazard Asset Management | 2.9M | $120M | 11% | Jun 2026 |
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| LPL Financial | 2.5M | $106M | 283% | Jun 2026 |
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| Colony | 2.5M | $103M | 13% | Jun 2026 |
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| Modern Wealth Management | 2.0M | $83M | 92% | Jun 2026 |
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| Crestwood Advisors | 2.0M | $82M | 11% | Jun 2026 |
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| Fft Wealth Management | 1.8M | $75M | 11% | Jun 2026 |
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| Perigon Wealth Management | 1.8M | $74M | 2% | Jun 2026 |
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| Atria Investments | 1.7M | $71M | 18% | Jun 2026 |
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| Prodigy Asset Management | 1.2M | $51M | 28% | Jun 2026 |
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| Moneta Group Investment Advisors | 1.0M | $43M | 146% | Jun 2026 |
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| Raymond James Financial | 970k | $40M | 4% | Jun 2026 |
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| Auxano Advisors | 951k | $40M | 0% | Jun 2026 |
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| Central Trust & Investment | 809k | $34M | -1% | Jun 2026 |
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| Gail Mannix | 806k | $34M | -1% | Jun 2026 |
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| Mml Investors Services | 633k | $26M | -15% | Jun 2026 |
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| New Republic Capital | 536k | $22M | 6% | Jun 2026 |
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| Colony Family Offices | 512k | $21M | 5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 485k | $20M | 100% | Jun 2026 |
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| Verum Partners | 483k | $20M | 6% | Jun 2026 |
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| Stonehearth Capital Management | 448k | $19M | 2% | Jun 2026 |
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| First Manhattan | 431k | $18M | 32% | Jun 2026 |
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| Paragon Capital Management | 403k | $17M | 3% | Jun 2026 |
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| Allegheny Financial Group | 401k | $15M | 64% | Mar 2026 |
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| Crusonia Wealth Advisors | 387k | $16M | -1% | Jun 2026 |
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| Kelman-Lazarov | 381k | $16M | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 333k | $14M | 100% | Jun 2026 |
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| Leisure Capital Management | 319k | $13M | 28% | Jun 2026 |
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| Envestnet Asset Management | 300k | $13M | -8% | Jun 2026 |
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| Advisor Group Holdings | 296k | $12M | 9% | Jun 2026 |
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| J. Mark Nickell & Co. | 295k | $12M | 23% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 280k | $12M | 3% | Jun 2026 |
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| New England Private Wealth Advisors | 226k | $9.2M | 6% | Jun 2026 |
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| Jpmorgan Chase & Co | 222k | $9.2M | 100% | Jun 2026 |
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| Lgl Partners | 206k | $8.6M | 2% | Jun 2026 |
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| Botty Investors | 204k | $8.5M | 0% | Jun 2026 |
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| Heritage Trust | 201k | $8.4M | 7% | Jun 2026 |
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| HighTower Advisors | 192k | $8.0M | 3% | Jun 2026 |
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| Diversified Trust Company | 190k | $7.9M | -2% | Jun 2026 |
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| Madison Asset Management | 188k | $7.8M | 1% | Jun 2026 |
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| Stonehage Fleming Financial Services Holdings | 185k | $7.7M | 46% | Jun 2026 |
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| IFG Advisory | 182k | $7.6M | 100% | Jun 2026 |
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| Financial Connections Group | 178k | $6.4M | -4% | Mar 2026 |
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| Bank of America Corporation | 176k | $7.3M | 242% | Jun 2026 |
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| PFG Financial Advisors | 169k | $7.0M | 21% | Jun 2026 |
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| CI Private Wealth | 160k | $6.7M | -22% | Jun 2026 |
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| Apella Capital | 155k | $6.5M | -9% | Jun 2026 |
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| Argent Trust | 153k | $6.4M | 11% | Jun 2026 |
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| Cambridge Associates | 148k | $6.2M | 100% | Jun 2026 |
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| Hartford Financial Management | 142k | $5.9M | 3% | Jun 2026 |
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| Triangle Securities Wealth Management | 130k | $5.4M | 6% | Jun 2026 |
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| Tempus Wealth Planning | 129k | $5.4M | -2% | Jun 2026 |
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| Jones Financial Companies, L.L | 126k | $5.2M | 52% | Jun 2026 |
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| Indivisible Partners | 118k | $4.9M | 4% | Jun 2026 |
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| SCBT Financial Corporation | 100k | $4.2M | 2% | Jun 2026 |
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| AQR Capital Management | 100k | $4.2M | 706% | Jun 2026 |
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| Exchange Traded Concepts | 100k | $4.1M | 8% | Jun 2026 |
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| Grantham, Mayo, Van Otterloo & Co | 98k | $4.1M | 4% | Jun 2026 |
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| Mutual Advisors | 93k | $3.9M | 1% | Jun 2026 |
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| Sprinkle Financial Consultants | 91k | $3.8M | 5% | Jun 2026 |
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| Princeton Global Asset Management | 88k | $3.7M | 1% | Jun 2026 |
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| Ironsides Asset Advisors | 82k | $3.4M | 64% | Jun 2026 |
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| Commerce Advisors | 80k | $3.3M | 1% | Jun 2026 |
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| Wingate Wealth Advisors | 77k | $3.2M | 4% | Jun 2026 |
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| MCF Advisors | 76k | $3.2M | -4% | Jun 2026 |
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| Eq | 76k | $3.2M | 14% | Jun 2026 |
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| Hollow Brook Associates | 73k | $3.0M | 6% | Jun 2026 |
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| Bank of New York Mellon | 70k | $2.9M | 3% | Jun 2026 |
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| Clarendon Private | 66k | $2.8M | 10% | Jun 2026 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 64k | $2.7M | -93% | Jun 2026 |
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| Commonwealth Equity Services | 64k | $2.7M | -56% | Jun 2026 |
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| Farther Finance Advisors | 63k | $2.6M | 4% | Jun 2026 |
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| Fort Point Capital Partners | 62k | $2.6M | 0% | Jun 2026 |
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| Glenmede Trust Company | 56k | $2.3M | 319% | Jun 2026 |
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| Archer Investment Management | 56k | $2.3M | -8% | Jun 2026 |
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| Janney Montgomery Scott | 52k | $2.1M | -12% | Jun 2026 |
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| MAI Wealth Advisors | 51k | $2.1M | 6% | Jun 2026 |
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| Global Retirement Partners | 51k | $2.1M | 6% | Jun 2026 |
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| Peak Asset Management | 51k | $1.8M | -6% | Mar 2026 |
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| Nicholas Hoffman & Company | 46k | $1.9M | 43% | Jun 2026 |
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| Prospera Financial Services | 46k | $1.9M | 26% | Jun 2026 |
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| Certior Financial Group | 45k | $1.9M | 0% | Jun 2026 |
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| Intl Fcstone | 45k | $1.9M | 6% | Jun 2026 |
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| Berkeley | 43k | $1.8M | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 35k | $1.5M | -6% | Jun 2026 |
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| CIBC World Markets | 33k | $1.4M | -5% | Jun 2026 |
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| Studio Investment Management | 29k | $1.2M | -2% | Jun 2026 |
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| Parallel Advisors | 29k | $1.2M | 0% | Jun 2026 |
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| Pathway Financial Advisors | 29k | $1.2M | 0% | Jun 2026 |
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| Breakwater Capital Group | 29k | $1.2M | 17% | Jun 2026 |
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| Aspen Investment Management | 28k | $1.2M | 1% | Jun 2026 |
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| Quantinno Capital Management | 28k | $1.2M | 72% | Jun 2026 |
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| Legacy Solutions | 27k | $1.1M | 100% | Jun 2026 |
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| Lam Group | 21k | $872k | -2% | Jun 2026 |
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| Bluesphere Advisors | 20k | $824k | 0% | Jun 2026 |
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| HighPoint Advisor | 18k | $743k | -3% | Jun 2026 |
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| Quantify Chaos Advisors | 17k | $711k | 1% | Jun 2026 |
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| Gryphon Financial Partners | 16k | $667k | 0% | Jun 2026 |
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| Global Endowment Management | 16k | $666k | 0% | Jun 2026 |
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| Northside Capital Management | 16k | $653k | 0% | Jun 2026 |
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| Wealth Enhancement Trust Services | 15k | $613k | 2% | Jun 2026 |
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| Kestra Advisory Services | 15k | $608k | -2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 14k | $578k | 19% | Jun 2026 |
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| Abundance Wealth Counselors | 13k | $541k | 100% | Jun 2026 |
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| Chemistry Wealth Management | 12k | $500k | 23% | Jun 2026 |
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| LWM Advisory Services | 11k | $468k | 100% | Jun 2026 |
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| Morgan Stanley | 11k | $401k | 56% | Mar 2026 |
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| Kfg Wealth Management | 11k | $441k | 3% | Jun 2026 |
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| Procyon Private Wealth Partners | 10k | $424k | -16% | Jun 2026 |
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| Harel Insurance Investments & Financial Services | 10k | $416k | 0% | Jun 2026 |
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| Essex Financial Services | 8.9k | $370k | 0% | Jun 2026 |
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| Goss Wealth Management | 8.3k | $345k | 32% | Jun 2026 |
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| Dorsey & Whitney Trust Company | 8.1k | $337k | 0% | Jun 2026 |
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| HPM Partners | 8.1k | $335k | 0% | Jun 2026 |
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| Innova Wealth Partners | 8.0k | $335k | 0% | Jun 2026 |
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| Benedict Financial Advisors | 7.9k | $331k | -4% | Jun 2026 |
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| Broyhill Asset Management | 7.9k | $329k | 0% | Jun 2026 |
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| Joel Isaacson & Co | 7.8k | $324k | 0% | Jun 2026 |
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| UBS Group | 7.5k | $311k | -2% | Jun 2026 |
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| Branch Banking & Trust Company | 6.8k | $282k | -2% | Jun 2026 |
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| Sunbelt Securities | 6.8k | $245k | 4% | Mar 2026 |
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| D. E. Shaw & Co | 6.5k | $271k | 100% | Jun 2026 |
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| Langley Wealth Management | 6.4k | $267k | 100% | Jun 2026 |
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| Pathstone Holdings | 6.0k | $250k | 0% | Jun 2026 |
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| Qrg Capital Management | 5.2k | $216k | 100% | Jun 2026 |
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| Principal Securities | 5.1k | $214k | 100% | Jun 2026 |
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| Owl Creek Wealth Partners | 5.1k | $212k | -33% | Jun 2026 |
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| Principia Wealth Advisory | 3.9k | $162k | -8% | Jun 2026 |
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| Pension & Wealth Management Advisors | 3.3k | $138k | 0% | Jun 2026 |
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| Wells Fargo & Company | 3.1k | $127k | -68% | Jun 2026 |
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| EverSource Wealth Advisors | 2.8k | $116k | 61% | Jun 2026 |
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| Private Trust Co Na | 2.6k | $106k | 28% | Jun 2026 |
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| TFC Financial Management | 1.9k | $77k | 0% | Jun 2026 |
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| Assetmark | 1.8k | $75k | 656% | Jun 2026 |
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| Sankala Group | 1.4k | $58k | 81% | Jun 2026 |
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| Royal Bank of Canada | 1.3k | $54k | 0% | Jun 2026 |
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| Mercer Global Advisors | 901.00 | $38k | 100% | Jun 2026 |
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| Harbour Investments | 884.00 | $37k | 33% | Jun 2026 |
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| Ronald Blue Trust | 831.00 | $35k | 100% | Jun 2026 |
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| Geneos Wealth Management | 744.00 | $31k | 0% | Jun 2026 |
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| SRS Capital Advisors | 655.00 | $27k | 100% | Jun 2026 |
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| National Bank Of Canada /fi/ | 566.00 | $24k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 480.00 | $20k | 100% | Jun 2026 |
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| 1620 Investment Advisors | 475.00 | $20k | 6% | Jun 2026 |
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| CWM | 220.00 | $8.0k | -86% | Mar 2026 |
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| Acumen Wealth Advisors | 105.00 | $4.4k | -95% | Jun 2026 |
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| Ancora Advisors | 68.00 | $2.8k | -90% | Jun 2026 |
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Who sold out of 2023 Etf Series Trust Ii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tanglewood Wealth Management | Mar 2026 | 816k | $30M |
| Arete Wealth Advisors | Mar 2026 | 41k | $1.5M |
| Win Advisors | Mar 2026 | 13k | $453k |
| Private Advisor | Mar 2026 | 9.8k | $354k |
| Clarity Asset Management | Mar 2026 | 944.00 | $34k |
| Advisory Services Network | Mar 2026 | 850.00 | $31k |