18 institutions reported holding $131.8M of 2023 ETF SERIES TRUST (BINV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BENJAMIN EDWARDS INC ($54.9M), TRUIST FINANCIAL CORP ($15.5M), Nvest Wealth Strategies, Inc. ($13.8M), ENVESTNET ASSET MANAGEMENT INC ($11.2M), Security National Bank ($10.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BENJAMIN EDWARDS INC | $54.9M | 1.3M | Added |
| 2 | TRUIST FINANCIAL CORP | $15.5M | 369,953 | Added |
| 3 | Nvest Wealth Strategies, Inc. | $13.8M | 329,409 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 267,918 | Added |
| 5 | Security National Bank | $10.8M | 256,388 | Added |
| 6 | Balance Wealth, LLC | $8.1M | 193,680 | Added |
| 7 | Farther Finance Advisors, LLC | $4.3M | 102,531 | New |
| 8 | Fjell Capital, LLC | $4.3M | 101,976 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 99,041 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 41,084 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.3M | 29,970 | Added |
| 12 | B. Riley Wealth Advisors, Inc. | $889,402 | 21,026 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $487,392 | 11,616 | Added |
| 14 | MANCHESTER FINANCIAL INC | $220,339 | 5,251 | Added |
| 15 | Blue Trust, Inc. | $4,336 | 103 | New |
| 16 | Curtis Advisory Group, LLC | $0 | 0 | Exited |
| 17 | Avior Wealth Management, LLC | $0 | 0 | Exited |
| 18 | Mills Wealth Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30