13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BINV

2023 ETF SERIES TRUST

45 institutions still hold 2023 ETF SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 900934209·45 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.5%
vs prior quarter
13F value held
$187M
79.0% inst. owned
of float
Holders
45
+1 QoQ
filers reporting
Activity
+62 / −64
+775 added · −820 reduced
this quarter
Concentration
28.77%
BENJAMIN EDWARDS INC #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported BINV in Q1 2026. BENJAMIN EDWARDS INC leads at 28.8% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BENJAMIN EDWARDS INC
CIK 0001451623
$54M1.3M0.53%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$20M485K0.03%Q1 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$16M390K0.00%Q1 202604
Nvest Wealth Strategies, Inc.
CIK 0002106942
$13M313K9.04%Q1 202605
SCOTIA CAPITAL INC.
CIK 0001335644
$12M301K0.05%Q1 202606
Security National Bank
CIK 0001719739
$9M226K1.36%Q1 202607
Balance Wealth, LLC
CIK 0002065247
$7M182K2.33%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$7M164K0.01%Q1 202609
Brooklyn Investment Group
CIK 0001795705
$6M155K0.20%Q1 202610
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$6M146K0.32%Q1 202611
LPL Financial LLC
CIK 0001403438
$6M137K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M101K0.00%Q1 202613
Horizon Family Wealth, Inc.
CIK 0001910660
$4M99K2.16%Q1 202614
Avior Wealth Management, LLC
CIK 0001599868
$4M98K0.11%Q1 202615
Fjell Capital, LLC
CIK 0002053350
$3M82K2.61%Q1 202616
Madison Asset Management, LLC
CIK 0001299351
$3M79K0.04%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M78K0.00%Q1 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$3M67K0.00%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$3M61K0.02%Q1 202620
Ironsides Asset Advisors, LLC
CIK 0001615135
$3M61K0.63%Q1 2026
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