2023 ETF SERIES TRUST (BINV)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
40
Reporting holders
$241.8M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BENJAMIN EDWARDS INC | $54.9M | 1,308,782 | 0.50% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $30.3M | 721,306 | 0.04% | 8q | +48.8%+$9.9M |
| TRUIST FINANCIAL CORP | $15.5M | 369,953 | 0.02% | 3q | +1136.8%+$14.3M |
| Nvest Wealth Strategies, Inc. | $13.8M | 329,409 | 8.64% | 3q | +5.1%+$676.8K |
| SCOTIA CAPITAL INC. | $12.8M | 304,125 | 0.05% | 5q | +0.9%+$112.6K |
| ENVESTNET ASSET MANAGEMENT INC | $11.2M | 267,918 | 0.00% | 7q | +164.2%+$7.0M |
| Security National Bank | $10.8M | 256,388 | 1.28% | 3q | +13.3%+$1.3M |
| STIFEL FINANCIAL CORP | $10.0M | 237,501 | 0.01% | 5q | +44.9%+$3.1M |
| Balance Wealth Partners LLC | $8.1M | 193,680 | 2.16% | 6q | +6.5%+$495.3K |
| KELLEHER FINANCIAL ADVISORS | $8.0M | 191,105 | 1.14% | new | NEW |
| Nuveen, LLC | $7.5M | 178,319 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $6.4M | 153,070 | 0.00% | 8q | -60.8%-$9.9M |
| EVOLVE PRIVATE WEALTH, LLC | $6.3M | 150,631 | 0.39% | 3q | +3.2%+$198.8K |
| LPL Financial LLC | $5.5M | 132,071 | 0.00% | 4q | -3.7%-$210.5K |
| Horizon Family Wealth, Inc. | $4.5M | 106,501 | 2.04% | 4q | +7.5%+$311.3K |
| Farther Finance Advisors, LLC | $4.3M | 102,531 | 0.03% | new | NEW |
| Fjell Capital, LLC | $4.3M | 101,976 | 2.92% | 6q | +23.9%+$825.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 99,041 | 0.01% | 3q | +26.5%+$869.9K |
| Madison Asset Management, LLC | $3.6M | 85,134 | 0.04% | 4q | +8.0%+$263.2K |
| Rockefeller Capital Management L.P. | $3.4M | 80,936 | 0.01% | 3q | +21.7%+$604.5K |
| Ironsides Asset Advisors, LLC | $2.8M | 67,480 | 0.66% | 2q | +11.2%+$285.5K |
| Integrated Wealth Concepts LLC | $2.5M | 60,350 | 0.01% | 2q | -1.6%-$40.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 41,084 | 0.00% | 4q | +15.8%+$241.4K |
| Sanctuary Advisors, LLC | $1.5M | 35,170 | 0.01% | 8q | +11.5%+$151.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 32,918 | 0.00% | 4q | -24.7%-$452.3K |
| HighTower Advisors, LLC | $1.3M | 31,541 | 0.00% | 4q | +11.5%+$136.7K |
| CITADEL ADVISORS LLC | $1.2M | 28,101 | 0.00% | 2q | +79.1%+$520.8K |
| B. Riley Wealth Advisors, Inc. | $889.4K | 21,026 | 0.05% | 2q | -0.7%-$6.3K |
| ROYAL BANK OF CANADA | $753.0K | 17,925 | 0.00% | 3q | +97.6%+$372.0K |
| GOLDMAN SACHS GROUP INC | $535.0K | 12,750 | 0.00% | 2q | -18.6%-$122.5K |
| Kestra Advisory Services, LLC | $487.4K | 11,616 | 0.00% | 3q | +11.0%+$48.3K |
| SMITH, MOORE & CO. | $413.4K | 9,852 | 0.03% | 6q | +4.1%+$16.3K |
| &PARTNERS | $269.5K | 6,422 | 0.00% | new | NEW |
| CIBC WORLD MARKET INC. | $266.6K | 6,353 | 0.00% | new | NEW |
| MANCHESTER FINANCIAL INC | $220.3K | 5,251 | 0.04% | 3q | +4.1%+$8.6K |
| HANTZ FINANCIAL SERVICES, INC. | $168.4K | 4,012,177 | 2.28% | 9q | -2.5%-$4.3K |
| Allworth Financial LP | $36.0K | 857 | 0.00% | 6q | HELD |
| UBS Group AG | $25.6K | 609 | 0.00% | 2q | -1.3% |
| NATIONAL BANK OF CANADA /FI/ | $22.9K | 545 | 0.00% | 2q | HELD |
| HUNTINGTON NATIONAL BANK | $9.6K | 229 | 0.00% | 3q | HELD |
| Blue Trust, Inc. | $4.3K | 103 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 29,970 | 0.00% | 4q | +139.9% |
| Forum Finance Group S.A. | $18 | 540 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 40 | $241.8M | 5,760,559 | 6 | 23 | 7 | 0.0% |
| Q1 2026 | 42 | $198.5M | 4,815,862 | 10 | 21 | 9 | 0.0% |
| Q4 2025 | 35 | $145.7M | 3,627,321 | 11 | 12 | 8 | 0.0% |
| Q3 2025 | 26 | $82.5M | 2,151,868 | 9 | 8 | 4 | 0.0% |
| Q2 2025 | 21 | $52.5M | 1,464,163 | 8 | 10 | 0 | 0.0% |
| Q1 2025 | 14 | $15.9M | 480,348 | 7 | 1 | 4 | 0.0% |
| Q4 2024 | 6 | $13.9M | 454,822 | 2 | 3 | 1 | 0.0% |
| Q3 2024 | 5 | $10.2M | 323,065 | 4 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $570.4K | 3,045,349 | 1 | 0 | 2 | 0.0% |
| Q1 2024 | 6 | $4.4M | 146,948 | 3 | 2 | 1 | 0.0% |
| Q4 2023 | 3 | $1.6M | 55,846 | 3 | 0 | 0 | 0.0% |