HolderBook

2023 ETF SERIES TRUST (PQUS)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

3
Reporting holders
$61.0M
Reported value
0.0%
Held as options
+1
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

FilerValueShares Their book Held Change
BANQUE PICTET & CIE SA$60.3M2,178,3460.38%2q+3.7%+$2.2M
IFP Advisors, Inc$667.0K24,0830.01%newNEW
UBS Group AG$7.5K2720.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$61.0M2,202,7012100.0%
Q1 20262$50.8M2,108,9752000.0%