Who Owns 2023 ETF SERIES TRUST (BSMC)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $157.9M of 2023 ETF SERIES TRUST (BSMC) in SEC 13F filings for 2026-06-30. Largest institutional holders: HANTZ FINANCIAL SERVICES, INC. ($127.6M), Royal Bank of Canada ($8.4M), Bleakley Financial Group, LLC ($7.7M), Nuveen, LLC ($4.7M), STEPHENS INC /AR/ ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | $127.6M | 3.3M | Trimmed |
| 2 | Royal Bank of Canada | $8.4M | 215,980 | Added |
| 3 | Bleakley Financial Group, LLC | $7.7M | 197,433 | Trimmed |
| 4 | Nuveen, LLC | $4.7M | 121,028 | New |
| 5 | STEPHENS INC /AR/ | $1.6M | 40,045 | New |
| 6 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $1.3M | 32,854 | Trimmed |
| 7 | Nautilus Advisors LLC | $1.3M | 31,760 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 27,987 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $1.0M | 25,700 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $606,190 | 15,561 | Trimmed |
| 11 | Steward Partners Investment Advisory, LLC | $508,761 | 13,060 | New |
| 12 | CITADEL ADVISORS LLC | $386,713 | 9,927 | New |
| 13 | JANE STREET GROUP, LLC | $332,214 | 8,528 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $278,710 | 7,155 | New |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $240,006 | 6,161 | New |
| 16 | BENJAMIN EDWARDS INC | $228,328 | 5,863 | New |
| 17 | TRUIST FINANCIAL CORP | $220,372 | 5,657 | New |
| 18 | WEDBUSH SECURITIES INC | $201,000 | 5,150 | New |
| 19 | OSAIC HOLDINGS, INC. | $127,238 | 3,266 | Added |
| 20 | FIFTH THIRD BANCORP | $72,692 | 1,866 | Trimmed |
| 21 | Regatta Research & Money Management | $71,994 | 1,826 | New |
| 22 | UBS Group AG | $36,813 | 945 | Trimmed |
| 23 | Blue Trust, Inc. | $3,788 | 97 | New |
| 24 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 25 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30