13F Insight
DOSSIER · 13F Holders · Q1 2026
BINV

2023 ETF SERIES TRUST

47 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 900934209·47 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$404M
visible holders
Holders
47
filers reporting
Concentration
41.99%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported BINV in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 42.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$170M4.1M2.59%Q1 202602
BENJAMIN EDWARDS INC
CIK 0001451623
$55M1.3M0.50%Q2 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$30M721K0.04%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$16M390K0.00%Q1 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$16M370K0.02%Q2 202606
Nvest Wealth Strategies, Inc.
CIK 0002106942
$13M313K9.04%Q1 202607
SCOTIA CAPITAL INC.
CIK 0001335644
$13M304K0.05%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M268K0.00%Q2 202609
Security National Bank
CIK 0001719739
$11M256K1.28%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$10M238K0.01%Q2 202611
Balance Wealth, LLC
CIK 0002065247
$8M194K2.16%Q2 202612
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$8M191K1.14%Q2 202613
Nuveen, LLC
CIK 0001871926
$7M178K0.00%Q2 202614
Brooklyn Investment Group
CIK 0001795705
$6M155K0.20%Q1 202615
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$6M151K0.39%Q2 202616
LPL Financial LLC
CIK 0001403438
$6M132K0.00%Q2 202617
Fjell Capital, LLC
CIK 0002053350
$5M108K2.61%Q3 202618
Farther Finance Advisors, LLC
CIK 0001992825
$5M106K0.03%Q3 202619
Horizon Family Wealth, Inc.
CIK 0001910660
$4M107K2.04%Q2 202620
Ironsides Asset Advisors, LLC
CIK 0001615135
$4M101K1.05%Q3 2026
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