DOSSIER · 13F Holders · Q3 2026
PQUS

2023 ETF SERIES TRUST

9 institutions still hold 2023 ETF SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 900934787·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
9
filers reporting
Concentration
76.38%
BANQUE PICTET & CIE SA #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported PQUS in Q3 2026. BANQUE PICTET & CIE SA leads at 76.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANQUE PICTET & CIE SA
CIK 0001535602
$70M2.5M0.49%Q3 2026
02
HERITAGE OAK WEALTH ADVISORS LLC
CIK 0002035533
$10M342K2.97%Q3 2026
03
Atria Investments, Inc
CIK 0001535865
$8M277K0.08%Q3 2026
04
Balefire, LLC
CIK 0001750924
$1M45K0.20%Q3 2026
05
Legacy Wealth Partners, LLC
CIK 0002066638
$1M36K0.22%Q3 2026
06
Hutchens & Kramer Investment Management Group, LLC
CIK 0001920117
$822K29K0.25%Q3 2026
07
Concurrent Investment Advisors, LLC
CIK 0002001015
$765K27K0.01%Q3 2026
08
IFP Advisors, Inc
CIK 0001641866
$219K8K0.00%Q3 2026
09
UBS Group AG
CIK 0001610520
$8K2720.00%Q2 2026