13FBOX
2023 ETF SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
2

2023 ETF SERIES TRUST

BSMC
Institutions
22
Combined AUM (Q2 2026)
$157.9M
Combined Shares (Q2 2026)
4.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+272,143
14 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-179,006
11 · 3 Exit · ≈
⚖️ Net
+93,137
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$157.9M
Institutions
22
New Buys
10
Adds
4
Reduces
8
Exits
3
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HANTZ FINANCIAL SERVICES, INC.
1.73%1.88%#1$127.6M3.3M$119.0M3.3M-12,606-0.38%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#9$8.4M215,980$6.2M172,386+43,594+25.29%Add
Bleakley Financial Group, LLC
0.1%0.12%#4$7.7M197,433$7.5M208,094-10,661-5.12%Reduce
Nuveen, LLC
<0.01%#10$4.7M121,028$00+121,028New Buy
STEPHENS INC /AR/
0.02%#5$1.6M40,045$00+40,045New Buy
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.55%0.74%#3$1.3M32,854$1.8M48,818-15,964-32.70%Reduce
Nautilus Advisors LLC
0.73%0.68%#2$1.3M31,760$991,03227,396+4,364+15.93%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#17$1.1M27,987$1.7M45,743-17,756-38.82%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#11$1.0M25,700$568,12315,705+9,995+63.64%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#14$606,19015,561$610,92016,888-1,327-7.86%Reduce
Steward Partners Investment Advisory, LLC
<0.01%#7$508,76113,060$00+13,060New Buy
CITADEL ADVISORS LLC
<0.01%#19$386,7139,927$00+9,927New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#21$332,2148,528$761,95021,063-12,535-59.51%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#12$278,7107,155$00+7,155New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%#18$240,0066,161$00+6,161New Buy
BENJAMIN EDWARDS INC
<0.01%#8$228,3285,863$00+5,863New Buy
TRUIST FINANCIAL CORP
<0.01%#13$220,3725,657$00+5,657New Buy
WEDBUSH SECURITIES INC
0.01%#6$200,6225,150$00+5,150New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#15$127,2383,266$116,4253,219+47+1.46%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#16$72,6921,866$71,4451,975-109-5.52%Reduce
UBS Group AG
<0.01%<0.01%#22$36,813945$35,632985-40-4.06%Reduce
Blue Trust, Inc.
<0.01%#20$3,78897$00+97New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow