2023 ETF SERIES TRUST (TABD)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$124.0M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $82.8M | 3,305,943 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $30.6M | 1,224,105 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $7.6M | 302,812 | 0.00% | 2q | HELD |
| Summit Financial, LLC | $1.6M | 63,505 | 0.02% | 2q | -9.6%-$168.0K |
| JANE STREET GROUP, LLC | $991.8K | 39,734 | 0.00% | 3q | +368.1%+$779.9K |
| Huntleigh Advisors, Inc. | $468.7K | 18,778 | 0.07% | 2q | +54.0%+$164.4K |
| ROYAL BANK OF CANADA | $25.0K | 1,000 | 0.00% | 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 | 7 | $124.0M | 4,955,877 | 1 | 2 | 1 | 0.0% |
| Q1 2026 | 6 | $122.6M | 4,923,777 | 5 | 0 | 1 | 0.0% |
| Q4 2025 | 1 | $1.2M | 48,970 | 1 | 0 | 0 | 0.0% |