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

2023 ETF SERIES TRUST

25 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 900934100·25 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$153M
visible holders
Holders
25
filers reporting
Concentration
77.74%
HANTZ FINANCIAL SERVICES, INC. #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported BSMC in Q1 2026. HANTZ FINANCIAL SERVICES, INC. leads at 77.7% 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
$119M3.3M1.81%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$8M216K0.00%Q2 202603
Bleakley Financial Group, LLC
CIK 0001936953
$8M197K0.10%Q2 202604
Nuveen, LLC
CIK 0001871926
$5M121K0.00%Q2 202605
Brooklyn Investment Group
CIK 0001795705
$4M102K0.12%Q1 202606
STEPHENS INC /AR/
CIK 0000757657
$2M40K0.02%Q2 202607
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$1M33K0.55%Q2 202608
Nautilus Advisors LLC
CIK 0002083253
$1M32K0.74%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M28K0.00%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$1M26K0.00%Q2 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$762K21K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$606K16K0.00%Q2 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$509K13K0.00%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$279K7K0.00%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$240K6K0.00%Q2 202616
BENJAMIN EDWARDS INC
CIK 0001451623
$228K6K0.00%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$220K6K0.00%Q2 202618
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$207K6K0.01%Q1 202619
CITADEL ADVISORS LLC
CIK 0001423053
$206K6K0.00%Q4 202520
OSAIC HOLDINGS, INC.
CIK 0001677044
$127K3K0.00%Q2 2026
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