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 | 0% | Mar 2026 |
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| Merit Financial Group | 8.4M | $352M | 6% | Jun 2026 |
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| Hanson McClain Advisors | 8.3M | $299M | 0% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 8.1M | $293M | 261% | Mar 2026 |
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| HB Wealth Management | 6.7M | $271M | 13% | Jun 2026 |
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| Legacy Advisors | 3.4M | $143M | -3% | Jun 2026 |
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| Lazard Asset Management | 2.6M | $94M | 4% | Mar 2026 |
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| Colony | 2.2M | $80M | 17% | Mar 2026 |
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| Crestwood Advisors | 1.8M | $64M | 28% | Mar 2026 |
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| Perigon Wealth Management | 1.7M | $63M | 5% | Mar 2026 |
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| Atria Investments | 1.7M | $71M | 18% | Jun 2026 |
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| Fft Wealth Management | 1.6M | $59M | 3% | Mar 2026 |
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| Prodigy Asset Management | 1.2M | $51M | 28% | Jun 2026 |
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| Trustees of Dartmouth College | 1.1M | $40M | 0% | Mar 2026 |
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| Modern Wealth Management | 1.0M | $38M | 11963% | Mar 2026 |
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| Auxano Advisors | 953k | $35M | 56% | Mar 2026 |
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| Raymond James Financial | 932k | $34M | 31% | Mar 2026 |
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| Central Trust & Investment | 821k | $30M | 36% | Mar 2026 |
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| Gail Mannix | 810k | $29M | -3% | Mar 2026 |
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| Mml Investors Services | 746k | $27M | 7% | Mar 2026 |
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| LPL Financial | 664k | $24M | 10% | Mar 2026 |
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| New Republic Capital | 505k | $18M | 23% | Mar 2026 |
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| Colony Family Offices | 487k | $18M | 8% | Mar 2026 |
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| Verum Partners | 455k | $17M | 8% | Mar 2026 |
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| Stonehearth Capital Management | 448k | $19M | 2% | Jun 2026 |
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| Moneta Group Investment Advisors | 421k | $15M | 231% | Mar 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 | $14M | 4% | Mar 2026 |
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| First Manhattan | 327k | $12M | 63% | Mar 2026 |
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| Envestnet Asset Management | 324k | $12M | 1% | Mar 2026 |
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| Leisure Capital Management | 319k | $13M | 28% | Jun 2026 |
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| J. Mark Nickell & Co. | 240k | $8.7M | 16% | Mar 2026 |
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| Advisor Group Holdings | 272k | $9.8M | 1761% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 271k | $9.8M | 3% | Mar 2026 |
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| New England Private Wealth Advisors | 213k | $7.7M | 15% | Mar 2026 |
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| CI Private Wealth | 204k | $7.4M | 23% | Mar 2026 |
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| Botty Investors | 204k | $7.4M | 2% | Mar 2026 |
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| Lgl Partners | 202k | $7.3M | 5% | Mar 2026 |
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| Diversified Trust Company | 190k | $7.9M | -2% | Jun 2026 |
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| Heritage Trust | 188k | $6.8M | 17% | Mar 2026 |
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| Madison Asset Management | 186k | $6.7M | 1% | Mar 2026 |
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| HighTower Advisors | 185k | $6.7M | 51% | Mar 2026 |
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| Financial Connections Group | 178k | $6.4M | -4% | Mar 2026 |
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| Apella Capital | 155k | $6.5M | -9% | Jun 2026 |
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| Hartford Financial Management | 142k | $5.9M | 3% | Jun 2026 |
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| PFG Financial Advisors | 139k | $5.0M | 437% | Mar 2026 |
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| Argent Trust | 138k | $5.0M | 13% | Mar 2026 |
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| Tempus Wealth Planning | 132k | $4.8M | -4% | Mar 2026 |
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| Stonehage Fleming Financial Services Holdings | 127k | $4.6M | 14% | Mar 2026 |
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| Triangle Securities Wealth Management | 122k | $4.4M | 4% | Mar 2026 |
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| Indivisible Partners | 113k | $4.1M | 100% | Mar 2026 |
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| SCBT Financial Corporation | 98k | $3.6M | -7% | Mar 2026 |
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| Grantham, Mayo, Van Otterloo & Co | 95k | $3.4M | 90% | Mar 2026 |
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| Exchange Traded Concepts | 92k | $3.3M | 18% | Mar 2026 |
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| Mutual Advisors | 92k | $3.3M | 8% | Mar 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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| Jones Financial Companies, L.L | 83k | $2.9M | 46% | Mar 2026 |
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| Commerce Advisors | 79k | $2.9M | 100% | Mar 2026 |
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| MCF Advisors | 79k | $2.9M | -25% | Mar 2026 |
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| Wingate Wealth Advisors | 77k | $3.2M | 4% | Jun 2026 |
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| Hollow Brook Associates | 69k | $2.5M | 9% | Mar 2026 |
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| Bank of New York Mellon | 68k | $2.5M | 0% | Mar 2026 |
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| Eq | 67k | $2.4M | 17% | Mar 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 | $2.3M | 100% | Mar 2026 |
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| Clarendon Private | 60k | $2.2M | 57% | Mar 2026 |
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| Janney Montgomery Scott | 59k | $2.1M | -18% | Mar 2026 |
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| Archer Investment Management | 56k | $2.3M | -8% | Jun 2026 |
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| Bank of America Corporation | 52k | $1.9M | 100% | Mar 2026 |
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| Peak Asset Management | 51k | $1.8M | -6% | Mar 2026 |
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| Ironsides Asset Advisors | 50k | $1.8M | 100% | Mar 2026 |
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| MAI Wealth Advisors | 48k | $1.7M | 3% | Mar 2026 |
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| Certior Financial Group | 45k | $1.6M | 23% | Mar 2026 |
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| Berkeley | 43k | $1.8M | 2% | Jun 2026 |
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| Intl Fcstone | 43k | $1.6M | 1% | Mar 2026 |
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| Arete Wealth Advisors | 41k | $1.5M | 5% | Mar 2026 |
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| Prospera Financial Services | 36k | $1.3M | 7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 35k | $1.5M | -6% | Jun 2026 |
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| CIBC World Markets | 35k | $1.3M | 1% | Mar 2026 |
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| Nicholas Hoffman & Company | 32k | $1.2M | 100% | Mar 2026 |
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| Studio Investment Management | 30k | $1.1M | -3% | Mar 2026 |
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| Parallel Advisors | 29k | $1.0M | 8% | Mar 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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| 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 | $667k | 3% | Mar 2026 |
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| Quantify Chaos Advisors | 17k | $711k | 1% | Jun 2026 |
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| Quantinno Capital Management | 16k | $583k | 100% | Mar 2026 |
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| Global Endowment Management | 16k | $579k | 0% | Mar 2026 |
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| Gryphon Financial Partners | 16k | $579k | 0% | Mar 2026 |
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| Northside Capital Management | 16k | $653k | 0% | Jun 2026 |
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| Kestra Advisory Services | 15k | $608k | -2% | Jun 2026 |
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| Wealth Enhancement Trust Services | 15k | $524k | 2% | Mar 2026 |
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| Glenmede Trust Company | 13k | $485k | 100% | Mar 2026 |
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| Abundance Wealth Counselors | 13k | $541k | 100% | Jun 2026 |
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| Win Advisors | 13k | $453k | 100% | Mar 2026 |
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| AQR Capital Management | 12k | $449k | 5% | Mar 2026 |
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| Chemistry Wealth Management | 12k | $500k | 23% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 12k | $421k | 9% | Mar 2026 |
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| Morgan Stanley | 11k | $401k | 56% | Mar 2026 |
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| Kfg Wealth Management | 10k | $371k | -10% | Mar 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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| Private Advisor | 9.8k | $354k | 0% | Mar 2026 |
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| Wells Fargo & Company | 9.6k | $347k | 1902% | Mar 2026 |
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| Essex Financial Services | 8.9k | $321k | 0% | Mar 2026 |
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| Dorsey & Whitney Trust Company | 8.1k | $293k | 0% | Mar 2026 |
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| HPM Partners | 8.1k | $291k | 47% | Mar 2026 |
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| Innova Wealth Partners | 8.0k | $291k | 0% | Mar 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 | $282k | 0% | Mar 2026 |
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| Owl Creek Wealth Partners | 7.6k | $276k | 100% | Mar 2026 |
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| UBS Group | 7.6k | $275k | 1% | Mar 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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| Goss Wealth Management | 6.3k | $227k | -4% | Mar 2026 |
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| Pathstone Holdings | 6.0k | $217k | 100% | Mar 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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| Acumen Wealth Advisors | 2.2k | $79k | 100% | Mar 2026 |
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| TFC Financial Management | 1.9k | $67k | 0% | Mar 2026 |
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| Assetmark | 1.8k | $75k | 656% | Jun 2026 |
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| Royal Bank of Canada | 1.3k | $46k | 100% | Mar 2026 |
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| Advisory Services Network | 850.00 | $31k | 100% | Mar 2026 |
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| Sankala Group | 752.00 | $27k | 83% | Mar 2026 |
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| Geneos Wealth Management | 743.00 | $27k | 0% | Mar 2026 |
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| Ancora Advisors | 695.00 | $25k | 0% | Mar 2026 |
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| Harbour Investments | 666.00 | $24k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 566.00 | $21k | 0% | Mar 2026 |
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| 1620 Investment Advisors | 450.00 | $16k | 100% | Mar 2026 |
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| Hazlett, Burt & Watson | 274.00 | $11k | 0% | Jun 2026 |
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| CWM | 220.00 | $8.0k | -86% | Mar 2026 |
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| CoreCap Advisors | 192.00 | $8.0k | 100% | Jun 2026 |
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| IFP Advisors | 142.00 | $5.1k | 0% | Mar 2026 |
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| TD Capital Management | 122.00 | $4.4k | 0% | Mar 2026 |
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| Key FInancial | 103.00 | $4.3k | 100% | Jun 2026 |
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| GAMMA Investing | 37.00 | $1.5k | 0% | Jun 2026 |
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| Coston, McIsaac & Partners | 7.00 | $0 | 0% | Mar 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 |
| Wealth Enhancement Advisory Services | Dec 2025 | 760k | $30M |
| Jane Street | Dec 2025 | 26k | $988k |
| Lido Advisors | Dec 2025 | 21k | $769k |
| Susquehanna International | Dec 2025 | 19k | $740k |
| Heron Bay Capital Management | Dec 2025 | 7.4k | $285k |
| AE Wealth Management | Dec 2025 | 6.5k | $249k |
| Flagship Harbor Advisors | Dec 2025 | 3.6k | $137k |
| Clarity Asset Management | Mar 2026 | 944.00 | $34k |
| Capital Analysts | Dec 2025 | 895.00 | $34k |
| Islay Capital Management | Dec 2025 | 325.00 | $13k |