DOSSIER · 13F Holders · Q2 2026
TABD

2023 ETF SERIES TRUST

8 institutions still hold 2023 ETF SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 900934852·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$125M
visible holders
Holders
8
filers reporting
Concentration
66.50%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported TABD in Q2 2026. JPMORGAN CHASE & CO leads at 66.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$83M3.3M0.00%Q2 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$31M1.2M0.00%Q2 2026
03
BlackRock, Inc.
CIK 0002012383
$8M303K0.00%Q2 2026
04
Summit Financial, LLC
CIK 0001765536
$2M64K0.02%Q2 2026
05
Cyndeo Wealth Partners, LLC
CIK 0001950947
$1M56K0.06%Q3 2026
06
Huntleigh Advisors, Inc.
CIK 0001367653
$469K19K0.07%Q2 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$212K8K0.00%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$25K1K0.00%Q2 2026