Institutional Ownership
2023 ETF Series Trust II
CUSIP 90139K100GMO US QUALITY EQLTYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
150
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 | Aia Group Ltd | 13.78M | $498.68M |
| 2 | Allworth Financial LP | 8.28M | $299.40M |
| 3 | Brown Brothers Harriman & Co | 8.09M | $292.67M |
| 4 | Merit Financial Group, LLC | 7.98M | $288.63M |
| 5 | Hb Wealth Management, LLC | 5.91M | $213.64M |
| 6 | Legacy Advisors, LLC | 3.53M | $127.92M |
| 7 | Lazard Asset Management LLC | 2.60M | $94.01M |
| 8 | Focus Partners Wealth | 2.20M | $79.54M |
| 9 | Crestwood Advisors Group, LLC | 1.77M | $64.03M |
| 10 | Perigon Wealth Management, LLC | 1.74M | $62.89M |