Who Owns 2023 ETF SERIES TRUST (EAGL)? -- Institutional Holders (2026-06-30)
71 institutions reported holding $1.79B of 2023 ETF SERIES TRUST (EAGL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BROWN ADVISORY INC ($414.5M), BROWN BROTHERS HARRIMAN & CO ($322.7M), Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York ($185.8M), Cresset Asset Management, LLC ($121.9M), Sendero Wealth Management, LLC ($93.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BROWN ADVISORY INC | $414.5M | 12.9M | Added |
| 2 | BROWN BROTHERS HARRIMAN & CO | $322.7M | 10.0M | Added |
| 3 | Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | $185.8M | 5.8M | Hold |
| 4 | Cresset Asset Management, LLC | $121.9M | 3.8M | Trimmed |
| 5 | Sendero Wealth Management, LLC | $93.0M | 2.9M | Added |
| 6 | GLENMEDE TRUST CO NA | $61.7M | 1.9M | Trimmed |
| 7 | LAZARD ASSET MANAGEMENT LLC | $53.2M | 1.7M | Added |
| 8 | JPMORGAN CHASE & CO | $45.6M | 1.4M | Added |
| 9 | MORGAN STANLEY | $39.7M | 1.2M | Added |
| 10 | Red Door Wealth Management, LLC | $38.7M | 1.2M | Added |
| 11 | BCS Private Wealth Management, Inc. | $31.0M | 963,385 | Trimmed |
| 12 | Sageworth Trust Co | $29.9M | 928,999 | New |
| 13 | COMMERCE BANK | $27.0M | 839,112 | Added |
| 14 | BURKETT FINANCIAL SERVICES, LLC | $20.8M | 647,552 | Hold |
| 15 | CITIZENS FINANCIAL GROUP INC/RI | $18.9M | 588,234 | Trimmed |
| 16 | UBS Group AG | $18.6M | 577,899 | Added |
| 17 | Atlanta Consulting Group Advisors, LLC | $18.2M | 565,484 | Trimmed |
| 18 | LOWE BROCKENBROUGH & CO INC | $17.5M | 545,058 | Hold |
| 19 | SENTINEL TRUST CO LBA | $15.9M | 493,735 | Hold |
| 20 | BANK OF AMERICA CORP /DE/ | $15.7M | 486,636 | Added |
| 21 | CITADEL ADVISORS LLC | $14.9M | 462,995 | Trimmed |
| 22 | Summit Wealth Group, LLC | $11.8M | 365,626 | Hold |
| 23 | UMB BANK N A/MO | $11.8M | 365,626 | Hold |
| 24 | Commerce Advisors, LLC | $11.5M | 357,737 | Trimmed |
| 25 | Permanens Capital L.P. | $11.5M | 356,498 | Added |
Source: SEC Form 13F filings · as of 2026-06-30