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2023 ETF Series Trust

2023 ETF Series Trust
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001969674
Keine Kursdaten verfügbar.
Insider ▲ 04.03.26· 112T
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Stammdaten

Unternehmen & Branche

Name2023 ETF Series Trust
Ticker
CIK0001969674

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-03-04Frazier Casey RyanOpen Market Purchase6627,251.798,370,0%
2026-02-27Goncu Hasan AliOpen Market Purchase80027,7822.220,80+0,3%
2026-02-27BECKER ROBERTOpen Market Purchase1.00027,7527.745,00+0,3%
2026-02-26BECKER ROBERTOpen Market Purchase2.00027,5555.100,00+0,7%
2026-02-24BECKER ROBERTOpen Market Purchase1.00027,4627.455,00+0,3%
2026-02-12Harrison Street Real Assets Fund LLC10% OwnerOpen Market Purchase1.485.33226,9339.999.990,76+488,2%
2026-02-10Harrison Street Real Assets Fund LLC10% OwnerOpen Market Purchase378.93126,399.999.989,09+122,0%
2026-02-09Harrison Street Real Assets Fund LLC10% OwnerOpen Market Purchase383.72926,069.999.977,74+122,0%
2026-02-06Harrison Street Real Assets Fund LLC10% OwnerOpen Market Purchase386.99625,849.999.976,64+122,0%
2026-02-05Harrison Street Real Assets Fund LLC10% OwnerOpen Market Purchase390.32025,629.999.998,40+122,0%
2026-02-02Harrison Street Real Assets Fund LLC10% OwnerOpen Market Purchase399.52025,039.999.985,60+122,0%

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
AlTi Global, Inc.2.614.47613.3662.601.11091.052.516Aufgestockt+19460,6%
GOLDMAN SACHS GROUP INC3.178.900300.0002.878.90079.615.612Aufgestockt+959,6%
BENJAMIN EDWARDS INC1.303.199779.674523.52553.716.169Aufgestockt+67,1%
BANQUE PICTET & CIE SA2.100.00002.100.00050.601.180Neu+100,0%
TimesSquare Capital Management, LLC2.056.700100.0001.956.70036.965.686Aufgestockt+1956,7%
Composition Wealth, LLC1.000.871604.208396.66334.856.637Aufgestockt+65,7%
JANE STREET GROUP, LLC650.410114.889535.52124.810.049Aufgestockt+466,1%
OSAIC HOLDINGS, INC.488.497551.464-62.96720.118.957Reduziert-11,4%
Brooklyn Investment Group463.285395.31467.97117.717.135Aufgestockt+17,2%
A&I FINANCIAL SERVICES, LLC444.162462.753-18.59116.442.872Reduziert-4,0%
BlackRock, Inc.597.3390597.33914.952.539Neu+100,0%
Nvest Wealth Strategies, Inc.313.279263.60949.67012.913.363Aufgestockt+18,8%
SCOTIA CAPITAL INC.301.440602.945-301.50512.423.810Reduziert-50,0%
GTS SECURITIES LLC429.916441.932-12.01611.251.279Reduziert-2,7%
STIFEL FINANCIAL CORP276.68264.004212.67810.918.134Aufgestockt+332,3%
ROYAL BANK OF CANADA272.853193.55879.2959.994.000Aufgestockt+41,0%
Security National Bank226.310211.79514.5159.328.498Aufgestockt+6,9%
Bleakley Financial Group, LLC208.094228.684-20.5907.527.759Reduziert-9,0%
Balance Wealth, LLC181.875183.660-1.7857.496.925Reduziert-1,0%
EVOLVE PRIVATE WEALTH, LLC145.894149.665-3.7716.013.748Reduziert-2,5%
LPL Financial LLC137.087144.577-7.4905.650.734Reduziert-5,2%
TOCQUEVILLE ASSET MANAGEMENT L.P.150.2020150.2025.230.980Neu+100,0%
Embree Financial Group148.10218.575129.5275.157.845Aufgestockt+697,3%
ENVESTNET ASSET MANAGEMENT INC101.4227.52493.8984.180.611Aufgestockt+1248,0%
COMMONWEALTH EQUITY SERVICES, LLC101.84334.83867.0054.099.130Aufgestockt+192,3%
Horizon Family Wealth, Inc.99.08296.7392.3434.084.171Aufgestockt+2,4%
Avior Wealth Management, LLC97.67038.24759.4234.025.957Aufgestockt+155,4%
SUSQUEHANNA INTERNATIONAL GROUP, LLP96.4399.68086.7593.715.037Aufgestockt+896,3%
Fjell Capital, LLC82.29879.1073.1913.392.324Aufgestockt+4,0%
Madison Asset Management, LLC78.86164.95013.9113.250.650Aufgestockt+21,4%
SILVERCREST ASSET MANAGEMENT GROUP LLC79.71612.40067.3162.776.213Aufgestockt+542,9%
Rockefeller Capital Management L.P.66.5309.06457.4662.742.399Aufgestockt+634,0%
Integrated Wealth Concepts LLC61.324061.3242.527.775Neu+100,0%
Ironsides Asset Advisors, LLC60.677060.6772.501.106Neu+100,0%
BANK OF AMERICA CORP /DE/100.000200.000-100.0002.226.850Reduziert-50,0%
ONE PLUS ONE WEALTH MANAGEMENT, LLC48.81859.865-11.0471.765.981Reduziert-18,5%
Summit Financial, LLC70.237070.2371.753.748Neu+100,0%
Sanctuary Advisors, LLC38.13115.71322.4181.544.129Aufgestockt+142,7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC35.47629.6675.8091.467.997Aufgestockt+19,6%
CITADEL ADVISORS LLC40.00541.037-1.0321.294.457Reduziert-2,5%
TRUIST FINANCIAL CORP29.9115.15824.7531.232.931Aufgestockt+479,9%
HARBOR INVESTMENT ADVISORY, LLC33.04532.9261191.223.326Aufgestockt+0,4%
Prosperity Financial Group, Inc.46.960046.9601.178.536Neu+100,0%
HighTower Advisors, LLC28.28221.8006.4821.165.747Aufgestockt+29,7%
Live Oak Private Wealth LLC29.801029.8011.103.233Neu+100,0%
B. Riley Wealth Advisors, Inc.27.7956.61921.1761.089.058Aufgestockt+319,9%
Nautilus Advisors LLC27.396027.396991.032Neu+100,0%
Kestra Advisory Services, LLC24.7865.55119.235961.542Aufgestockt+346,5%
Waverly Advisors, LLC21.651021.651801.520Neu+100,0%
RAYMOND JAMES FINANCIAL INC16.8888.6068.282610.920Aufgestockt+96,2%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
JPMORGAN CHASE & CO6.870.1710+100,0%169.991.79121,931 Q
AlTi Global, Inc.2.614.47613.366+19460,6%91.052.51611,742 Q
GOLDMAN SACHS GROUP INC3.178.900300.000+959,6%79.615.61210,274 Q
BENJAMIN EDWARDS INC1.303.199779.674+67,1%53.716.1696,932 Q
BANQUE PICTET & CIE SA2.100.0000+100,0%50.601.1806,531 Q
TimesSquare Capital Management, LLC2.056.700100.000+1956,7%36.965.6864,772 Q
Composition Wealth, LLC1.000.871604.208+65,7%34.856.6374,503 Q
JANE STREET GROUP, LLC650.410114.889+466,1%24.810.0493,209 Q
OSAIC HOLDINGS, INC.488.497551.464-11,4%20.118.9572,598 Q
Brooklyn Investment Group463.285395.314+17,2%17.717.1352,295 Q
A&I FINANCIAL SERVICES, LLC444.162462.753-4,0%16.442.8722,125 Q
BlackRock, Inc.597.3390+100,0%14.952.5391,931 Q
Nvest Wealth Strategies, Inc.313.279263.609+18,8%12.913.3631,672 Q
SCOTIA CAPITAL INC.301.440602.945-50,0%12.423.8101,604 Q
GTS SECURITIES LLC429.916441.932-2,7%11.251.2791,453 Q
STIFEL FINANCIAL CORP276.68264.004+332,3%10.918.1341,415 Q
ROYAL BANK OF CANADA272.853193.558+41,0%9.994.0001,296 Q
Security National Bank226.310211.795+6,9%9.328.4981,202 Q
Bleakley Financial Group, LLC208.094228.684-9,0%7.527.7590,972 Q
Balance Wealth, LLC181.875183.660-1,0%7.496.9250,975 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓7639,3775
31.12.2025✓6121,6248
30.09.2025✓4117,9140
30.06.2025✓3116,286
31.03.2025✓2514,446
31.12.2024✓1313,528

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
BENJAMIN EDWARDS INC779.67431.294.327
Nvest Wealth Strategies, Inc.263.60910.581.253
GTS SECURITIES LLC441.93210.100.863
Security National Bank211.7958.501.451
Bleakley Financial Group, LLC228.6847.940.686
GOLDMAN SACHS GROUP INC300.0007.128.690
EVOLVE PRIVATE WEALTH, LLC149.6656.007.565
BANK OF AMERICA CORP /DE/200.0004.623.600
ONE PLUS ONE WEALTH MANAGEMENT, LLC59.8652.078.716
TimesSquare Capital Management, LLC100.0001.977.500

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
HANTZ FINANCIAL SERVICES, INC.14.423.498509.080+3.7 %537.684
Composition Wealth, LLC604.208137.266+29.4 %19.444.925
Brooklyn Investment Group395.314131.380+49.8 %14.944.851
JANE STREET GROUP, LLC114.88954.801+91.2 %3.843.954
OSAIC HOLDINGS, INC.551.46437.949+7.4 %22.118.999
ROYAL BANK OF CANADA193.55826.228+15.7 %6.859.000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC29.66723.295+365.6 %1.214.567
Horizon Family Wealth, Inc.96.73917.845+22.6 %3.883.108
COMMONWEALTH EQUITY SERVICES, LLC34.83815.661+81.7 %1.320.520
STIFEL FINANCIAL CORP64.00414.178+28.5 %2.481.491

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
CITADEL ADVISORS LLC41.037-126.786-75.5 %1.366.768
SUSQUEHANNA INTERNATIONAL GROUP, LLP9.680-107.563-91.7 %388.555
ENVESTNET ASSET MANAGEMENT INC7.524-69.184-90.2 %302.001
Balance Wealth, LLC183.660-10.947-5.6 %7.372.113
SCOTIA CAPITAL INC.602.945-10.817-1.8 %24.199.510
LPL Financial LLC144.577-9.884-6.4 %5.803.321
Madison Asset Management, LLC64.950-4.205-6.1 %2.607.093
A&I FINANCIAL SERVICES, LLC462.753-2.384-0.5 %16.913.627
UBS Group AG1.074-1.624-60.2 %38.427
MORGAN STANLEY1.588-1.066-40.2 %58.041

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweckΔ visuell
06.05.2026BlackRock Portfolio Management LLCPassiv (13G/A)5,10 %302.8120,00 pp
07.04.2026BlackRock Portfolio Management LLCPassiv (13G/A)5,10 %294.527-6,30 pp
19.03.2026Harrison Street Real Assets Fund LLC (+1)Aktivist (13D)89,90 %3.822.021NeuThe shares reported herein were acquired for investment purposes, in the ordinary course…
04.03.2026BlackRock Portfolio Management LLCPassiv (13G)11,40 %302.812-2,20 pp
04.03.2026BlackRock Portfolio Management LLCPassiv (13G)13,60 %294.527Neu

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