13FBOX
2023 ETF SERIES TRUST · 13F Institutional Holdings
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2

2023 ETF SERIES TRUST

TABD
Institutions
7
Combined AUM (Q2 2026)
$124.0M
Combined Shares (Q2 2026)
5.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+38,832
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6,732
1 · 0 Exit · ≈
⚖️ Net
+32,100
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$124.0M
Institutions
7
New Buys
1
Adds
2
Reduces
1
Exits
0
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JPMORGAN CHASE & CO
<0.01%0.01%#3$82.8M3.3M$82.2M3.3M00.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#4$30.6M1.2M$30.6M1.2M00.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#5$7.6M302,812$7.6M302,81200.00%Unchanged
Summit Financial, LLC
0.02%0.02%#2$1.6M63,505$1.8M70,237-6,732-9.58%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#6$991,77339,734$211,9628,489+31,245+368.06%Add
Huntleigh Advisors, Inc.
0.07%0.05%#1$468,70918,778$304,39812,191+6,587+54.03%Add
ROYAL BANK OF CANADA
<0.01%#7$25,0001,000$00+1,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow