Who Owns 2023 ETF SERIES TRUST (TABD)? -- Institutional Holders (2026-06-30)

7 institutions reported holding $124.0M of 2023 ETF SERIES TRUST (TABD) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($82.8M), GOLDMAN SACHS GROUP INC ($30.6M), BlackRock, Inc. ($7.6M), Summit Financial, LLC ($1.6M), JANE STREET GROUP, LLC ($991,773). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1JPMORGAN CHASE & CO$82.8M3.3MHold
2GOLDMAN SACHS GROUP INC$30.6M1.2MHold
3BlackRock, Inc.$7.6M302,812Hold
4Summit Financial, LLC$1.6M63,505Trimmed
5JANE STREET GROUP, LLC$991,77339,734Added
6Huntleigh Advisors, Inc.$468,70918,778Added
7Royal Bank of Canada$25,0001,000New

Source: SEC Form 13F filings · as of 2026-06-30