Institutional Ownership
2023 ETF Series Trust II
CUSIP 90139K100GMO US QUALITY EQLTYQ1 2026
Institutional Holders
150
13F filers
Shares Held
82.40M
Aggregate institutional
Institutional Value
$2.97B
Q1 2026
Net New Holders
+8
16 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions16
Increased83
Decreased27
Sold out8
Institutional Holders
150 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aia Group Ltd | 13.78M | $498.68M | 0 | Held |
| 2 | Allworth Financial LP | 8.28M | $299.40M | −11.0K | Reduced |
| 3 | Brown Brothers Harriman & Co | 8.09M | $292.67M | +5.85M | Added |
| 4 | Merit Financial Group, LLC | 7.98M | $288.63M | +482.9K | Added |
| 5 | Hb Wealth Management, LLC | 5.91M | $213.64M | +5.40M | Added |
| 6 | Legacy Advisors, LLC | 3.53M | $127.92M | +36.0K | Added |
| 7 | Lazard Asset Management LLC | 2.60M | $94.01M | +96.3K | Added |
| 8 | Focus Partners Wealth | 2.20M | $79.54M | +311.7K | Added |
| 9 | Crestwood Advisors Group, LLC | 1.77M | $64.03M | +388.4K | Added |
| 10 | Perigon Wealth Management, LLC | 1.74M | $62.89M | +85.4K | Added |
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