Institutional Ownership
2023 ETF Series Trust
CUSIP 900934308BRANDES US VALUEBUSAQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
24
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | A&I Financial Services, LLC | 444.2K | $16.44M |
| 2 | Brooklyn Investment Group | 206.1K | $7.63M |
| 3 | Stifel Financial Corp | 97.0K | $3.59M |
| 4 | Royal Bank Of Canada | 91.4K | $3.38M |
| 5 | Harbor Investment Advisory, LLC | 33.0K | $1.22M |
| 6 | Live Oak Private Wealth LLC | 29.8K | $1.10M |
| 7 | Commonwealth Equity Services, LLC | 23.5K | $871.2K |
| 8 | Waverly Advisors, LLC | 21.7K | $801.5K |
| 9 | Jane Street Group, LLC | 15.9K | $587.4K |
| 10 | Kestra Advisory Services, LLC | 14.3K | $530.1K |