Who Owns 2023 ETF SERIES TRUST (BINV)? -- Institutional Holders (2026-06-30)
49 institutions reported holding $410.8M of 2023 ETF SERIES TRUST (BINV) in SEC 13F filings for 2026-06-30. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($168.4M), BENJAMIN EDWARDS INC ($54.9M), OSAIC HOLDINGS, INC. ($30.3M), TRUIST FINANCIAL CORP ($15.5M), Nvest Wealth Strategies, Inc. ($13.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $168.4M | 4.0M | Trimmed |
| 2 | BENJAMIN EDWARDS INC | $54.9M | 1.3M | Added |
| 3 | OSAIC HOLDINGS, INC. | $30.3M | 721,306 | Added |
| 4 | TRUIST FINANCIAL CORP | $15.5M | 369,953 | Added |
| 5 | Nvest Wealth Strategies, Inc. | $13.8M | 329,409 | Added |
| 6 | SCOTIA CAPITAL INC. | $12.8M | 304,125 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 267,918 | Added |
| 8 | Security National Bank | $10.8M | 256,388 | Added |
| 9 | STIFEL FINANCIAL CORP | $10.0M | 237,501 | Added |
| 10 | Balance Wealth, LLC | $8.1M | 193,680 | Added |
| 11 | KELLEHER FINANCIAL ADVISORS | $8.0M | 191,105 | New |
| 12 | Nuveen, LLC | $7.5M | 178,319 | New |
| 13 | JANE STREET GROUP, LLC | $6.4M | 153,070 | Trimmed |
| 14 | EVOLVE PRIVATE WEALTH, LLC | $6.3M | 150,631 | Added |
| 15 | LPL Financial LLC | $5.5M | 132,071 | Trimmed |
| 16 | Horizon Family Wealth, Inc. | $4.5M | 106,501 | Added |
| 17 | Farther Finance Advisors, LLC | $4.3M | 102,531 | New |
| 18 | Fjell Capital, LLC | $4.3M | 101,976 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 99,041 | Added |
| 20 | Madison Asset Management, LLC | $3.6M | 85,134 | Added |
| 21 | Rockefeller Capital Management L.P. | $3.4M | 80,936 | Added |
| 22 | Ironsides Asset Advisors, LLC | $2.8M | 67,480 | Added |
| 23 | Integrated Wealth Concepts LLC | $2.5M | 60,350 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 41,084 | Added |
| 25 | Sanctuary Advisors, LLC | $1.5M | 35,170 | Added |
Source: SEC Form 13F filings · as of 2026-06-30