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

2023 ETF SERIES TRUST

60 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 88339Y102·60 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
60
filers reporting
Concentration
19.49%
BROWN BROTHERS HARRIMAN & CO #1
top holder share
AI Holders Summary · Q1 2026

2023 ETF Series Trust (EAGL, CUSIP 88339Y102) is a multi-strategy or thematic ETF product managed by the 2023 ETF Series Trust. Not an operating company. Filed as ETF sector-proxy for thematic allocation tracking. $1.1B in institutional 13F value across 55 holders — a modest institutional distribution for a thematic ETF product, reflecting niche-sleeve or thematic-manager exposure rather than broad-market operating-company coverage.

Top holders

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

#HolderValueShares% port.Quarter
01
BROWN BROTHERS HARRIMAN & CO
CIK 0000014661
$250M8.2M1.34%Q1 202602
BROWN ADVISORY INC
CIK 0001345929
$220M6.8M0.31%Q4 202503
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
CIK 0001729522
$176M5.8M40.72%Q1 202604
Cresset Asset Management, LLC
CIK 0001761013
$115M3.8M0.50%Q1 202605
Sendero Wealth Management, LLC
CIK 0001639375
$83M2.7M9.18%Q1 202606
GLENMEDE TRUST CO NA
CIK 0000314949
$59M1.9M0.29%Q1 202607
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$45M1.5M0.07%Q1 202608
Glenmede Investment Management, LP
CIK 0001644465
$44M1.4M0.21%Q3 202509
BCS Private Wealth Management, Inc.
CIK 0002044001
$41M1.3M12.32%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$41M1.4M0.00%Q1 202611
Red Door Wealth Management, LLC
CIK 0001783599
$39M1.2M3.53%Q2 202612
MORGAN STANLEY
CIK 0000895421
$35M1.2M0.00%Q1 202613
COMMERCE BANK
CIK 0001009076
$25M807K0.12%Q1 202614
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$21M648K6.52%Q2 202615
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$19M613K0.26%Q1 202616
Atlanta Consulting Group Advisors, LLC
CIK 0002019038
$18M576K3.77%Q1 202617
LOWE BROCKENBROUGH & CO INC
CIK 0000022657
$17M545K0.83%Q1 202618
SENTINEL TRUST CO LBA
CIK 0001114739
$15M494K1.49%Q1 202619
YHB Investment Advisors, Inc.
CIK 0001469219
$11M347K0.72%Q2 202620
Summit Wealth Group, LLC
CIK 0001802865
$11M366K2.55%Q1 2026
Page 1 of 3
40 more holders available. Log in →
Insiders at 2023 ETF SERIES TRUST
Baker Eli →Sagansky Jeffrey →Kazam Joshua A →Rosen Fredric D →Graf James A →Mnuchin Alan G. →Miller Dennis A →Del Ernest →