Institutional Ownership
2023 ETF Series Trust
CUSIP 900934308BRANDES US VALUEBUSAQ1 2026
Institutional Holders
24
13F filers
Shares Held
6.68M
Aggregate institutional
Institutional Value
$37.59M
Q1 2026
Net New Holders
+7
9 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased9
Decreased3
Sold out2
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | A&I Financial Services, LLC | 444.2K | $16.44M | −18.6K | Reduced |
| 2 | Brooklyn Investment Group | 206.1K | $7.63M | +29.8K | Added |
| 3 | Stifel Financial Corp | 97.0K | $3.59M | +91.2K | Added |
| 4 | Royal Bank Of Canada | 91.4K | $3.38M | +22.1K | Added |
| 5 | Harbor Investment Advisory, LLC | 33.0K | $1.22M | +119 | Added |
| 6 | Live Oak Private Wealth LLC | 29.8K | $1.10M | +29.8K | New |
| 7 | Commonwealth Equity Services, LLC | 23.5K | $871.2K | +1.8K | Added |
| 8 | Waverly Advisors, LLC | 21.7K | $801.5K | +21.7K | New |
| 9 | Jane Street Group, LLC | 15.9K | $587.4K | +15.9K | New |
| 10 | Kestra Advisory Services, LLC | 14.3K | $530.1K | +12.5K | Added |
14 more institutional holders on Premium
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